Todd Asset Management LLC Increases Stock Position in NatWest Group plc $NWG

Todd Asset Management LLC raised its position in shares of NatWest Group plc (NYSE:NWG) by 5.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 4,298,453 shares of the company’s stock after purchasing an additional 232,458 shares during the quarter. NatWest Group accounts for approximately 1.2% of Todd Asset Management LLC’s holdings, making the stock its 19th biggest position. Todd Asset Management LLC owned about 0.11% of NatWest Group worth $60,823,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in NWG. AQR Capital Management LLC increased its position in NatWest Group by 47.0% in the first quarter. AQR Capital Management LLC now owns 281,646 shares of the company’s stock worth $3,357,000 after buying an additional 90,057 shares in the last quarter. NewEdge Advisors LLC grew its stake in shares of NatWest Group by 14,445.1% during the 1st quarter. NewEdge Advisors LLC now owns 14,836 shares of the company’s stock valued at $177,000 after acquiring an additional 14,734 shares during the period. Goldman Sachs Group Inc. grew its stake in shares of NatWest Group by 7.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 6,474,908 shares of the company’s stock valued at $77,181,000 after acquiring an additional 455,538 shares during the period. Jane Street Group LLC purchased a new stake in NatWest Group in the 1st quarter worth approximately $2,282,000. Finally, Focus Partners Wealth raised its stake in NatWest Group by 70.6% during the 1st quarter. Focus Partners Wealth now owns 24,251 shares of the company’s stock worth $290,000 after acquiring an additional 10,034 shares during the period. 1.27% of the stock is currently owned by institutional investors.

NatWest Group News Roundup

Here are the key news stories impacting NatWest Group this week:

• Positive Sentiment: Q4 beat — NatWest reported $0.46 EPS vs. $0.37 expected and revenue of $5.74B vs. $5.59B consensus, with robust net margin and ROE that underline the current earnings strength. Read More.
• Positive Sentiment: Profit and targets raised — Annual profit rose ~24% and management lifted medium‑term performance targets while guiding for further income and profitability growth, supporting higher future cash flow expectations. Read More.
• Positive Sentiment: Shareholder returns boosted — NatWest announced a fresh £750m share buyback for H1 2026 and signalled increased payouts, which directly supports returns to investors. Read More.
• Positive Sentiment: Structural hedge and acquisition add durability — Management says the bank’s structural hedge will keep boosting net interest income through 2030, and the £2.7bn Evelyn Partners deal will more than double AUMA and diversify fee income away from NII. These reduce earnings cyclicality. Read More.
• Positive Sentiment: Analyst upgrade — Zacks moved NWG from Hold to Strong Buy, reflecting uplift in the brokerage view after the print and guidance. Read More.
• Neutral Sentiment: Investor materials available — Management hosted the earnings call and published an analyst slide deck and presentation, useful for digging into guidance and hedge assumptions. Read More. / Read More.
• Negative Sentiment: ESG backlash — NatWest softened its fossil‑fuel lending restrictions alongside results, prompting activist ShareAction to urge investors to oppose the chair’s re‑election; this creates reputational and governance risk that can pressure the share price, especially with sustainable investors. Read More.

NatWest Group Stock Performance

NatWest Group stock opened at $16.07 on Monday. NatWest Group plc has a fifty-two week low of $10.40 and a fifty-two week high of $19.35. The company has a market capitalization of $64.21 billion, a PE ratio of 8.98, a P/E/G ratio of 0.56 and a beta of 0.96. The company has a 50 day moving average price of $17.44 and a 200-day moving average price of $15.80. The company has a debt-to-equity ratio of 0.14, a quick ratio of 1.05 and a current ratio of 1.05.

NatWest Group (NYSE:NWG) last announced its quarterly earnings results on Friday, February 13th. The company reported $0.46 earnings per share for the quarter, topping the consensus estimate of $0.38 by $0.08. NatWest Group had a net margin of 18.59% and a return on equity of 13.11%. The firm had revenue of $5.74 billion during the quarter, compared to analysts’ expectations of $5.59 billion. As a group, equities analysts forecast that NatWest Group plc will post 1.35 earnings per share for the current year.

Analyst Ratings Changes

NWG has been the subject of several research analyst reports. Barclays restated an “equal weight” rating on shares of NatWest Group in a research report on Wednesday, January 7th. Zacks Research raised NatWest Group from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. Weiss Ratings reissued a “buy (b)” rating on shares of NatWest Group in a research note on Thursday, January 22nd. Finally, The Goldman Sachs Group restated a “neutral” rating on shares of NatWest Group in a report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy”.

NatWest Group Company Profile

NatWest Group plc is a major UK-based banking and financial services group headquartered in Edinburgh, Scotland. The company traces its roots to the Royal Bank of Scotland, founded in 1727, and adopted the NatWest Group name in 2020 as part of a strategic refocus on its NatWest brand. NatWest Group is listed on the London Stock Exchange and also has American depositary shares trading on the New York Stock Exchange under the symbol NWG.

The group provides a broad range of banking services across retail, private, commercial, corporate and institutional segments.