US Bancorp DE Decreases Stock Position in Spotify Technology $SPOT

US Bancorp DE trimmed its holdings in Spotify Technology (NYSE:SPOT) by 5.0% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 47,182 shares of the company’s stock after selling 2,466 shares during the quarter. US Bancorp DE’s holdings in Spotify Technology were worth $32,933,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Helios Capital Management PTE. Ltd. lifted its position in shares of Spotify Technology by 56.3% during the 3rd quarter. Helios Capital Management PTE. Ltd. now owns 7,500 shares of the company’s stock valued at $5,235,000 after buying an additional 2,700 shares in the last quarter. Bessemer Group Inc. grew its position in shares of Spotify Technology by 35.1% during the third quarter. Bessemer Group Inc. now owns 682,639 shares of the company’s stock worth $476,483,000 after purchasing an additional 177,310 shares in the last quarter. Truxt Investmentos Ltda. bought a new position in Spotify Technology in the 3rd quarter worth approximately $2,093,000. Ownership Capital B.V. bought a new position in Spotify Technology in the 3rd quarter worth approximately $2,769,000. Finally, Generali Asset Management SPA SGR grew its holdings in Spotify Technology by 30.9% during the 3rd quarter. Generali Asset Management SPA SGR now owns 68,023 shares of the company’s stock valued at $46,692,000 after buying an additional 16,054 shares in the last quarter. 84.09% of the stock is currently owned by institutional investors.

Spotify Technology News Roundup

Here are the key news stories impacting Spotify Technology this week:

• Positive Sentiment: Spotify is rolling out AI-powered Prompted Playlists (beta) and other personalization tools for Premium users — moves that can lift engagement, retention and ARPU if adoption scales. Spotify AI Tools And Curation Push Test Premium Engagement And Value
• Positive Sentiment: A research upgrade to Buy with a $586 price target (Arete Research) increases near-term upside expectations and likely contributed to buying interest. Finviz
• Positive Sentiment: Coverage noting improving profitability and “margin durability” helped spur further gains — analyst commentary on margin upside reinforces the narrative from Spotify’s recent strong quarterly beat. Spotify jumps as bullish analyst upgrade highlights margin upside
• Positive Sentiment: Product-level UX improvements like Smart Reorder (playlist sequencing) are live for users — small product upgrades that can incrementally increase time spent and perceived value of Premium. Give your Spotify playlist a mixologist with Smart Reorder
• Positive Sentiment: Recent quarterly results (strong EPS beat and margin improvement) remain a positive backdrop supporting upgrades and investor confidence in operating leverage.
• Neutral Sentiment: Spotify is expanding further into books/audiobooks — a diversification that could increase content revenue over time but is early-stage for material financial impact. Spotify continues its march into the book world
• Neutral Sentiment: Sector pieces reiterate streaming tailwinds from ads, subscriptions and AI personalization — supportive macro context but not SPOT-specific catalysts. Must-Track Streaming Stocks in the Evolving Media Landscape
• Negative Sentiment: Some odd publicity (a $495 “musical urn” product story) creates noise around brand messaging; not material to fundamentals but could distract from core narrative. Spend your afterlife inside Spotify’s latest device, a $495 musical urn
• Negative Sentiment: Guggenheim published a pessimistic near-term forecast for SPOT, which could limit upside for more conservative investors and weigh on sentiment if echoed by others. Guggenheim Issues Pessimistic Forecast for Spotify Technology (NYSE:SPOT) Stock Price

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Sanford C. Bernstein lowered their target price on shares of Spotify Technology from $830.00 to $650.00 and set an “outperform” rating on the stock in a report on Wednesday, January 14th. Weiss Ratings downgraded shares of Spotify Technology from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday. Rosenblatt Securities decreased their price target on shares of Spotify Technology from $700.00 to $670.00 and set a “neutral” rating on the stock in a research note on Wednesday, November 5th. Erste Group Bank downgraded shares of Spotify Technology from a “buy” rating to a “hold” rating in a report on Friday, December 5th. Finally, Benchmark cut their price objective on Spotify Technology from $860.00 to $760.00 and set a “buy” rating for the company in a research report on Friday, January 16th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $698.91.

Spotify Technology Trading Up 3.7%

SPOT opened at $514.02 on Friday. Spotify Technology has a 12 month low of $405.00 and a 12 month high of $785.00. The stock has a 50-day moving average of $512.60 and a 200 day moving average of $608.20. The firm has a market cap of $105.80 billion, a P/E ratio of 53.32, a P/E/G ratio of 1.08 and a beta of 1.66.

Spotify Technology (NYSE:SPOT) last announced its earnings results on Tuesday, February 10th. The company reported $5.16 EPS for the quarter, topping analysts’ consensus estimates of $3.16 by $2.00. The firm had revenue of $5.32 billion during the quarter, compared to analysts’ expectations of $5.14 billion. Spotify Technology had a return on equity of 31.35% and a net margin of 13.16%.The company’s quarterly revenue was up 6.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.88 EPS. On average, research analysts forecast that Spotify Technology will post 10.3 earnings per share for the current fiscal year.

Spotify Technology Profile

Spotify Technology is a digital audio streaming company best known for its on-demand music service and a growing portfolio of spoken-word content. Founded in Sweden in 2006 by Daniel Ek and Martin Lorentzon and launched commercially in 2008, the company offers a cross-platform app that enables users to discover, stream and organize music, podcasts and other audio. Its primary consumer products include a free, ad-supported tier and a paid Spotify Premium subscription that provides ad-free listening, offline playback and higher-quality audio streams.