Infusive Asset Management Inc. Buys 4,983 Shares of Coinbase Global, Inc. $COIN

Infusive Asset Management Inc. raised its stake in shares of Coinbase Global, Inc. (NASDAQ:COIN) by 50.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 14,935 shares of the cryptocurrency exchange’s stock after purchasing an additional 4,983 shares during the quarter. Infusive Asset Management Inc.’s holdings in Coinbase Global were worth $3,377,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of the stock. Vanguard Group Inc. lifted its position in Coinbase Global by 0.7% during the fourth quarter. Vanguard Group Inc. now owns 26,400,836 shares of the cryptocurrency exchange’s stock valued at $5,970,285,000 after purchasing an additional 184,043 shares during the last quarter. Geode Capital Management LLC lifted its position in Coinbase Global by 3.2% during the fourth quarter. Geode Capital Management LLC now owns 6,098,062 shares of the cryptocurrency exchange’s stock valued at $1,374,080,000 after purchasing an additional 189,080 shares during the last quarter. Norges Bank purchased a new stake in Coinbase Global in the fourth quarter worth approximately $656,744,000. ARK Investment Management LLC boosted its stake in Coinbase Global by 6.1% in the fourth quarter. ARK Investment Management LLC now owns 2,541,928 shares of the cryptocurrency exchange’s stock worth $574,832,000 after buying an additional 146,388 shares in the last quarter. Finally, Northern Trust Corp boosted its stake in Coinbase Global by 5.9% in the third quarter. Northern Trust Corp now owns 1,959,871 shares of the cryptocurrency exchange’s stock worth $661,437,000 after buying an additional 108,751 shares in the last quarter. 68.84% of the stock is currently owned by institutional investors.

Coinbase Global Stock Performance

NASDAQ:COIN opened at $159.78 on Friday. The firm has a market cap of $42.10 billion, a PE ratio of 60.07, a price-to-earnings-growth ratio of 5.08 and a beta of 3.32. Coinbase Global, Inc. has a fifty-two week low of $139.36 and a fifty-two week high of $444.64. The company has a debt-to-equity ratio of 0.44, a quick ratio of 2.14 and a current ratio of 2.14. The business has a 50 day moving average price of $185.04 and a 200-day moving average price of $204.30.

Coinbase Global (NASDAQ:COIN) last released its quarterly earnings data on Thursday, May 7th. The cryptocurrency exchange reported ($1.49) earnings per share for the quarter, missing analysts’ consensus estimates of $0.06 by ($1.55). The company had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.49 billion. Coinbase Global had a net margin of 12.20% and a return on equity of 4.16%. The business’s revenue for the quarter was down 30.5% compared to the same quarter last year. During the same period last year, the company posted $0.24 EPS. Equities research analysts predict that Coinbase Global, Inc. will post 1.93 earnings per share for the current year.

Wall Street Analyst Weigh In

Several brokerages have issued reports on COIN. Robert W. Baird cut their target price on Coinbase Global from $160.00 to $142.00 and set a “neutral” rating for the company in a research note on Friday, June 5th. Piper Sandler cut their target price on Coinbase Global from $180.00 to $170.00 and set a “neutral” rating for the company in a research note on Friday, May 8th. Zacks Research raised Coinbase Global from a “strong sell” rating to a “hold” rating in a research note on Tuesday, April 14th. Bank of America cut their target price on Coinbase Global from $288.00 to $234.00 in a research note on Thursday, April 2nd. Finally, Rothschild & Co Redburn upped their target price on Coinbase Global from $254.00 to $263.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. Eighteen equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $250.23.

Trending Headlines about Coinbase Global

Here are the key news stories impacting Coinbase Global this week:

• Positive Sentiment: Coinbase launched Coinbase for Agents, a new AI tool that lets models like ChatGPT and Claude trade crypto, make payments, and execute strategies on users’ behalf. Investors may view this as a potential new revenue driver and a way for Coinbase to become a key platform for autonomous finance. Cointelegraph article
• Positive Sentiment: Coinbase also rolled out an AI-powered trading platform for autonomous agents, reinforcing the company’s push into agentic commerce and potentially broadening user engagement. Blockonomi article
• Positive Sentiment: Mastercard selected Coinbase as part of an AI agent payments initiative, which could help validate Coinbase’s infrastructure and expand its role in emerging machine-to-machine payment rails. Yahoo Finance article
• Positive Sentiment: Coinbase and MassPay announced a stablecoin-powered payout partnership spanning 180 countries, pointing to growing enterprise use of USDC and broader adoption of Coinbase-linked payment infrastructure. Cointelegraph article
• Positive Sentiment: Circle moved a record $4.4 billion in USDC to a Coinbase-linked wallet, underscoring Coinbase’s central role in stablecoin settlement and treasury flows on-chain. Blockonomi article
• Neutral Sentiment: Coinbase’s Quantum Advisory Council warned that Bitcoin may face future quantum-related risks, but this is more of a long-term industry issue than a direct near-term catalyst for COIN. NewsBTC article
• Neutral Sentiment: Bernstein suggested the 2026 World Cup could boost prediction markets and potentially benefit Coinbase through new user activity, but this is still speculative and depends on broader market adoption. Cointelegraph article

Insider Activity at Coinbase Global

In related news, CAO Jennifer N. Jones sold 2,051 shares of the company’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $158.15, for a total transaction of $324,365.65. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul Grewal sold 1,960 shares of the company’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $176.88, for a total value of $346,684.80. Following the transaction, the insider owned 84,753 shares of the company’s stock, valued at approximately $14,991,110.64. This represents a 2.26% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 40,597 shares of company stock valued at $7,746,861 over the last 90 days. Company insiders own 16.66% of the company’s stock.

About Coinbase Global

Coinbase Global, Inc is a U.S.-based company that operates one of the largest cryptocurrency exchange platforms. Founded in 2012 by Brian Armstrong and Fred Ehrsam and headquartered in San Francisco, Coinbase provides technology and infrastructure to buy, sell, store and use a broad range of digital assets. The company became a public company through a direct listing on the NASDAQ in April 2021 and offers services tailored to both retail and institutional customers.

Coinbase’s product portfolio includes its consumer trading platform, a self-custody mobile wallet, and institutional services such as custody, prime brokerage and execution tools.