Mitsubishi UFJ Trust & Banking Corp Increases Position in Coinbase Global, Inc. $COIN

Mitsubishi UFJ Trust & Banking Corp lifted its holdings in shares of Coinbase Global, Inc. (NASDAQ:COIN) by 21.9% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 105,099 shares of the cryptocurrency exchange’s stock after acquiring an additional 18,850 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Coinbase Global were worth $35,470,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of the business. Vanguard Group Inc. grew its stake in Coinbase Global by 25.5% in the 2nd quarter. Vanguard Group Inc. now owns 24,208,863 shares of the cryptocurrency exchange’s stock valued at $8,484,964,000 after purchasing an additional 4,914,407 shares during the period. Norges Bank purchased a new position in shares of Coinbase Global in the 2nd quarter worth about $1,044,354,000. Geode Capital Management LLC grew its position in Coinbase Global by 46.1% during the second quarter. Geode Capital Management LLC now owns 5,559,513 shares of the cryptocurrency exchange’s stock valued at $1,940,805,000 after buying an additional 1,755,146 shares during the period. Charles Schwab Investment Management Inc. grew its position in Coinbase Global by 53.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 1,455,916 shares of the cryptocurrency exchange’s stock valued at $510,284,000 after buying an additional 504,068 shares during the period. Finally, Assenagon Asset Management S.A. increased its holdings in Coinbase Global by 1,647.1% during the third quarter. Assenagon Asset Management S.A. now owns 507,318 shares of the cryptocurrency exchange’s stock worth $171,215,000 after buying an additional 478,281 shares during the last quarter. 68.84% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, Director Frederick Ernest Ehrsam III sold 1,375 shares of the company’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $250.27, for a total transaction of $344,121.25. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Brian Armstrong sold 40,000 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $248.96, for a total transaction of $9,958,400.00. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 820,587 shares of company stock valued at $240,717,580. Corporate insiders own 16.56% of the company’s stock.

Coinbase Global Stock Down 2.8%

Coinbase Global stock opened at $216.95 on Monday. The firm has a 50 day simple moving average of $249.62 and a 200 day simple moving average of $306.47. The company has a current ratio of 2.40, a quick ratio of 2.40 and a debt-to-equity ratio of 0.37. Coinbase Global, Inc. has a 1-year low of $142.58 and a 1-year high of $444.64. The firm has a market capitalization of $58.50 billion, a price-to-earnings ratio of 18.77 and a beta of 3.70.

Coinbase Global (NASDAQ:COIN) last posted its earnings results on Thursday, October 30th. The cryptocurrency exchange reported $1.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.04 by $0.40. The firm had revenue of $1.87 billion for the quarter, compared to the consensus estimate of $1.77 billion. Coinbase Global had a return on equity of 15.70% and a net margin of 41.99%.The business’s quarterly revenue was up 55.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.28 earnings per share. On average, analysts predict that Coinbase Global, Inc. will post 7.22 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on COIN shares. President Capital boosted their target price on shares of Coinbase Global from $401.00 to $472.00 and gave the company a “buy” rating in a research note on Wednesday, November 5th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $440.00 price target on shares of Coinbase Global in a report on Tuesday, January 6th. UBS Group set a $340.00 price objective on Coinbase Global in a report on Wednesday, December 17th. B. Riley raised their target price on Coinbase Global from $185.00 to $243.00 and gave the stock a “neutral” rating in a research report on Monday, November 3rd. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Coinbase Global in a research note on Friday, January 9th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $361.58.

Trending Headlines about Coinbase Global

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

• Positive Sentiment: Launched an independent expert board to assess quantum‑computing threats and publish guidance — a proactive security move that reduces long-term systemic risk for Coinbase and crypto infrastructure. Coinbase forms board to assess quantum computing risks to blockchain
• Positive Sentiment: Coinbase says crypto entered 2026 with a healthier market structure — a messaging point that could support higher trading volumes and investor confidence if market conditions hold. Coinbase Says Crypto Enters 2026 With Healthier Market Structure
• Positive Sentiment: Announced support with Circle to create an on‑chain economy in Bermuda — a business development that could expand product reach and regulatory experimentation outside the U.S. Coinbase, Circle Announce Support To Create World’s First ‘On-Chain Economy’ For Bermuda
• Neutral Sentiment: CEO Brian Armstrong publicly debated central‑bank vs. Bitcoin roles at Davos — high profile but more reputational than immediately financial. Coinbase CEO Brian Armstrong spars with France’s Central Bank chief at Davos over yield and ‘bitcoin standard’
• Neutral Sentiment: Coverage comparing shorting mechanics across Binance, Coinbase and Robinhood — informative for traders but not a direct company catalyst. Shorting Crypto on Binance, Coinbase, and Robinhood Compared
• Neutral Sentiment: Coinbase exec clarified Bitcoin’s structural differences versus central banks — supports narrative positioning but limited immediate market impact. Coinbase Exec Points Out The Big Difference Between Bitcoin And Central Banks
• Negative Sentiment: Delay in a key crypto market‑structure bill triggered White House pushback after Coinbase’s intervention — prolongs regulatory uncertainty, which investors view as a near‑term headwind for U.S. crypto revenues and product rollout. Crypto Bill Delay Sparks White House Pushback After Coinbase Intervention
• Negative Sentiment: Analysis flags COIN’s recent share weakness (10.2% decline over five sessions) and questions resilience if markets fall — amplifies short‑term selling pressure amid geopolitical/regulatory concerns. If Markets Fall, How Resilient Is Coinbase Stock?
• Negative Sentiment: Senate committee delays the crypto market‑structure bill (competing priorities cited) — another sign regulatory clarity could be slower than investors hoped. Senate Banking Committee Delays Crypto Market Structure Bill Due to Housing Priorities

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.