Coursera (NYSE:COUR) Major Shareholder Pale Fire Capital Se Acquires 2,698,400 Shares of Stock

Coursera, Inc. (NYSE:COUR) major shareholder Pale Fire Capital Se purchased 2,698,400 shares of the firm’s stock in a transaction dated Wednesday, November 4th. The stock was acquired at an average cost of $3.85 per share, for a total transaction of $10,388,840.00. Following the completion of the purchase, the insider owned 34,031,517 shares of the company’s stock, valued at approximately $131,021,340.45. This represents a 8.61% increase in their position. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Major shareholders that own more than 10% of a company’s stock are required to disclose their sales and purchases with the SEC.

Pale Fire Capital Se also recently made the following trade(s):

• On Thursday, November 5th, Pale Fire Capital Se purchased 3,130,149 shares of Coursera stock. The shares were acquired at an average price of $3.72 per share, for a total transaction of $11,644,154.28.
• On Tuesday, November 3rd, Pale Fire Capital Se bought 2,526,702 shares of Coursera stock. The shares were bought at an average price of $3.72 per share, for a total transaction of $9,399,331.44.
• On Tuesday, September 29th, Pale Fire Capital Se acquired 1,000,000 shares of Coursera stock. The shares were bought at an average cost of $4.61 per share, for a total transaction of $4,610,000.00.
• On Friday, September 25th, Pale Fire Capital Se acquired 1,332,742 shares of Coursera stock. The stock was purchased at an average cost of $5.06 per share, with a total value of $6,743,674.52.

Coursera Price Performance

Coursera stock opened at $3.77 on Friday. The stock has a market cap of $997.32 million, a price-to-earnings ratio of -5.24, a price-to-earnings-growth ratio of 1.17 and a beta of 1.26. Coursera, Inc. has a 1-year low of $3.45 and a 1-year high of $8.89. The firm has a 50 day simple moving average of $5.09 and a 200-day simple moving average of $5.64.

Coursera (NYSE:COUR) last posted its earnings results on Thursday, October 29th. The company reported $0.21 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.18 by $0.03. The company had revenue of $376.70 million during the quarter, compared to analysts’ expectations of $368.52 million. Coursera had a positive return on equity of 3.47% and a negative net margin of 14.35%. The firm’s quarterly revenue was up 94.0% compared to the same quarter last year. During the same quarter last year, the firm earned $0.10 earnings per share. Equities analysts expect that Coursera, Inc. will post 0.17 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on COUR. BMO Capital Markets reduced their price target on shares of Coursera from $8.00 to $6.00 and set an “outperform” rating on the stock in a research report on Monday, October 5th. Needham & Company LLC dropped their price objective on shares of Coursera from $10.00 to $6.00 and set a “buy” rating for the company in a report on Friday, October 30th. JPMorgan Chase & Co. lowered shares of Coursera from an “overweight” rating to a “neutral” rating and reduced their target price for the stock from $8.00 to $5.00 in a report on Friday, October 30th. Telsey Advisory Group decreased their price target on shares of Coursera from $10.00 to $7.00 and set an “outperform” rating for the company in a research report on Friday, October 30th. Finally, The Goldman Sachs Group lowered their price objective on Coursera from $6.50 to $5.00 and set a “neutral” rating for the company in a research report on Friday, October 30th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $6.36.

Key Stories Impacting Coursera

Here are the key news stories impacting Coursera this week:

• Positive Sentiment: Major shareholder Pale Fire Capital bought about 8.36 million shares across November 3–5 for roughly $31.4 million, increasing its holdings to about 37.2 million shares. The substantial purchases may signal confidence in Coursera’s prospects. SEC filing
• Positive Sentiment: Zacks Research upgraded COUR from “hold” to “strong-buy.” Another recent article argued the shares may be undervalued after a steep five-year decline. Zacks Research ratings Undervaluation article
• Neutral Sentiment: KeyCorp issued a forecast for Coursera’s FY2026 earnings, but the available report summary does not provide enough detail to assess its likely effect on the stock. KeyCorp forecast
• Negative Sentiment: Analyst views remain mixed: Goldman Sachs assigned a “hold” rating, while recent reports cited cuts to price targets from several firms. This cautious outlook may weigh against the positive shareholder buying. Goldman Sachs rating
• Negative Sentiment: CEO Gregory Hart sold 10,305 shares for about $37,000, a small reduction of 0.67% in his direct holdings. The sale is modest compared with Pale Fire Capital’s purchases, but may still slightly affect sentiment. SEC filing

Institutional Trading of Coursera

A number of institutional investors have recently modified their holdings of COUR. BlackRock Inc. acquired a new position in shares of Coursera during the 2nd quarter worth $116,245,000. Pale Fire Capital SE raised its holdings in shares of Coursera by 94.4% in the second quarter. Pale Fire Capital SE now owns 20,432,950 shares of the company’s stock worth $115,242,000 after acquiring an additional 9,921,347 shares during the last quarter. Caledonia Private Investments Pty Ltd purchased a new position in Coursera in the 2nd quarter valued at about $114,918,000. Readystate Asset Management LP lifted its stake in shares of Coursera by 259.2% during the second quarter. Readystate Asset Management LP now owns 4,027,181 shares of the company’s stock valued at $22,713,000 after buying an additional 2,906,101 shares during the period. Finally, Deutsche Bank AG acquired a new stake in Coursera during the second quarter worth approximately $9,848,000. 89.55% of the stock is currently owned by hedge funds and other institutional investors.

Coursera Company Profile

Coursera, Inc is an online learning platform that provides access to courses, professional certificates, guided projects, and degree programs. The company works with universities, colleges, and industry partners to offer content in areas such as business, technology, data science, computer science, and personal development.

Coursera serves individual learners, businesses, governments, and academic institutions in countries around the world. Its enterprise and government offerings support employee training, workforce development, and large-scale education initiatives, while its consumer platform allows learners to enroll in individual courses or broader credential and degree programs.

Coursera was founded in 2012 by computer-science professors Andrew Ng and Daphne Koller.