Healthcare of Ontario Pension Plan Trust Fund Makes New $2.01 Million Investment in Coursera, Inc. $COUR

Healthcare of Ontario Pension Plan Trust Fund bought a new position in Coursera, Inc. (NYSE:COUR) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 345,100 shares of the company’s stock, valued at approximately $2,008,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. The Manufacturers Life Insurance Company raised its holdings in Coursera by 1.5% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 70,852 shares of the company’s stock worth $621,000 after acquiring an additional 1,027 shares during the last quarter. ProShare Advisors LLC increased its holdings in shares of Coursera by 10.3% in the 4th quarter. ProShare Advisors LLC now owns 26,096 shares of the company’s stock worth $192,000 after purchasing an additional 2,439 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of Coursera by 2.8% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 104,795 shares of the company’s stock worth $698,000 after purchasing an additional 2,847 shares during the last quarter. Bank of Nova Scotia raised its stake in shares of Coursera by 29.4% in the third quarter. Bank of Nova Scotia now owns 13,953 shares of the company’s stock worth $163,000 after purchasing an additional 3,169 shares during the last quarter. Finally, Aster Capital Management DIFC Ltd bought a new position in shares of Coursera during the fourth quarter valued at $25,000. Institutional investors own 89.55% of the company’s stock.

Key Stories Impacting Coursera

Here are the key news stories impacting Coursera this week:

• Positive Sentiment: Coursera reported second-quarter adjusted earnings of $0.17 per share, above the $0.11 consensus estimate, while revenue reached approximately $298.6 million and increased 59.6% year over year. The results also exceeded some revenue expectations. Coursera Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management expects roughly a 14% adjusted EBITDA margin in 2026 and at least $85 million in annualized run-rate synergies by year-end, supporting the potential for improved profitability following its Udemy combination. Coursera EBITDA Margin and Synergies
• Positive Sentiment: Coursera announced a $100 million investment in LearnVector for an approximately one-third stake, potentially expanding its artificial-intelligence and learning technology capabilities. Zacks also upgraded COUR to a Rank #1, or Strong Buy, citing improving earnings prospects. Coursera Invests in LearnVector
• Neutral Sentiment: Analysts view the quarter as a defining test of Coursera’s growth strategy: strong reported growth and cost synergies must be sustained while the company integrates Udemy and expands its AI offerings. Coursera Faces a Defining Growth Test
• Negative Sentiment: The primary reason for the selloff was lower second-quarter core revenue and investor concern that enterprise customers are pulling back. This raised questions about the quality and durability of growth, even though headline revenue and EPS were strong. Coursera Slides on Lower Second-Quarter Core Revenue
• Negative Sentiment: Coursera shares fell sharply after the results, with bearish commentary highlighting enterprise customer weakness and uncertainty surrounding the post-Udemy outlook. The $100 million LearnVector investment may also increase near-term execution and capital-allocation risk. Coursera Plunges After Q2 Results

Coursera Stock Up 0.2%

Shares of NYSE:COUR opened at $5.28 on Friday. The firm’s 50 day moving average price is $5.55 and its 200-day moving average price is $5.85. Coursera, Inc. has a twelve month low of $5.00 and a twelve month high of $12.93. The stock has a market capitalization of $894.57 million, a PE ratio of -7.88, a price-to-earnings-growth ratio of 2.12 and a beta of 1.23.

Coursera (NYSE:COUR) last announced its earnings results on Wednesday, July 29th. The company reported $0.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.10 by $0.07. Coursera had a negative net margin of 15.39% and a negative return on equity of 2.08%. The company had revenue of $298.60 million during the quarter, compared to analyst estimates of $293.61 million. During the same period in the previous year, the business posted $0.12 earnings per share. The firm’s quarterly revenue was up 59.6% compared to the same quarter last year. Analysts expect that Coursera, Inc. will post 0.06 earnings per share for the current fiscal year.

Coursera announced that its Board of Directors has initiated a share buyback program on Monday, May 18th that permits the company to repurchase $500.00 million in shares. This repurchase authorization permits the company to repurchase up to 55.9% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board of directors believes its stock is undervalued.

Analysts Set New Price Targets

Several research firms recently commented on COUR. Zacks Research raised Coursera from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 24th. Wall Street Zen downgraded shares of Coursera from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Needham & Company LLC reissued a “buy” rating and set a $10.00 price objective on shares of Coursera in a report on Wednesday, June 24th. Weiss Ratings upgraded shares of Coursera from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Tuesday. Finally, Morgan Stanley set a $7.50 target price on shares of Coursera in a research report on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Coursera currently has a consensus rating of “Moderate Buy” and an average price target of $8.50.

Insiders Place Their Bets

In other news, SVP Alan B. Cardenas sold 9,139 shares of the firm’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $5.52, for a total value of $50,447.28. Following the transaction, the senior vice president owned 255,934 shares of the company’s stock, valued at $1,412,755.68. This trade represents a 3.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, major shareholder Insight Holdings Group, Llc sold 1,466,372 shares of Coursera stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $5.24, for a total value of $7,683,789.28. Following the transaction, the insider directly owned 419,784 shares in the company, valued at approximately $2,199,668.16. The trade was a 77.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 2,009,139 shares of company stock valued at $10,643,180. Insiders own 16.30% of the company’s stock.

Coursera Company Profile

Coursera, Inc (NYSE:COUR) operates a leading online learning platform that delivers courses, specializations, professional certificates and fully accredited degree programs in collaboration with top universities and industry partners. Founded in 2012 by Stanford University professors Andrew Ng and Daphne Koller, Coursera’s mission is to provide universal access to world-class education and bridge skill gaps in a rapidly evolving job market.

The platform features more than 6,000 offerings created by over 275 academic institutions and corporate entities, spanning fields such as data science, business, technology, health care and the arts.