Spotify Technology $SPOT Shares Acquired by Vanguard Group Inc.

Vanguard Group Inc. increased its position in shares of Spotify Technology (NYSE:SPOT) by 2.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,005,882 shares of the company’s stock after acquiring an additional 24,199 shares during the period. Vanguard Group Inc. owned approximately 0.49% of Spotify Technology worth $702,106,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Sage Mountain Advisors LLC raised its holdings in shares of Spotify Technology by 6.3% in the 3rd quarter. Sage Mountain Advisors LLC now owns 289 shares of the company’s stock worth $201,000 after purchasing an additional 17 shares in the last quarter. Cloud Capital Management LLC increased its holdings in shares of Spotify Technology by 4.8% in the second quarter. Cloud Capital Management LLC now owns 392 shares of the company’s stock valued at $301,000 after buying an additional 18 shares in the last quarter. Fullerton Fund Management Co Ltd. boosted its stake in shares of Spotify Technology by 7.0% during the 2nd quarter. Fullerton Fund Management Co Ltd. now owns 276 shares of the company’s stock worth $212,000 after acquiring an additional 18 shares in the last quarter. Huntington National Bank grew its holdings in shares of Spotify Technology by 3.9% in the 2nd quarter. Huntington National Bank now owns 506 shares of the company’s stock worth $388,000 after acquiring an additional 19 shares during the last quarter. Finally, Granite Group Advisors LLC grew its holdings in shares of Spotify Technology by 2.6% in the 3rd quarter. Granite Group Advisors LLC now owns 756 shares of the company’s stock worth $528,000 after acquiring an additional 19 shares during the last quarter. 84.09% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

SPOT has been the subject of several analyst reports. Rosenblatt Securities decreased their price target on Spotify Technology from $700.00 to $670.00 and set a “neutral” rating for the company in a research report on Wednesday, November 5th. Moffett Nathanson started coverage on shares of Spotify Technology in a research note on Tuesday, January 27th. They set a “neutral” rating and a $487.00 price objective for the company. Pivotal Research cut shares of Spotify Technology from a “buy” rating to a “hold” rating and decreased their target price for the stock from $875.00 to $420.00 in a report on Wednesday, February 11th. KeyCorp cut their price target on shares of Spotify Technology from $830.00 to $720.00 and set an “overweight” rating on the stock in a report on Monday, February 9th. Finally, Citigroup upgraded shares of Spotify Technology from a “neutral” rating to a “buy” rating and set a $650.00 price target for the company in a research report on Friday, January 30th. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $706.42.

Spotify Technology News Roundup

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

• Positive Sentiment: Q4 2025 earnings beat and profitability-focused guidance — Spotify reported stronger revenue and a big jump in net income and EPS, and commentary/analysis framed the company as moving toward clearer profitability, which supports valuation upside. A Look At Spotify Technology (NYSE:SPOT) Valuation After Earnings Beat And Strong 2026 Profitability Guidance
• Positive Sentiment: Broker consensus is constructive — Coverage aggregated to an average “Moderate Buy” rating, which can attract flows from funds and reinforce positive analyst narratives. Spotify Technology (NYSE:SPOT) Given Average Rating of “Moderate Buy” by Brokerages
• Positive Sentiment: Product expansion: AI Prompted Playlists rolling out to new markets — Broader rollout of AI-driven playlists for Premium subscribers (U.K., Ireland, Australia, Sweden) supports engagement and Premium retention/upsell potential. Spotify rolls out AI-powered Prompted Playlists to the U.K. and other markets
• Neutral Sentiment: Feature test: “taste profile” notes could improve personalization but impact is speculative — A UX tweak that may help personalization and engagement over time, but unlikely to move near-term revenue materially. Spotify may let you tune your taste profile with notes
• Neutral Sentiment: Analyst/earnings modeling commentary — Erste Group’s comments on FY2027 estimates are in the tape but add detail rather than a clear directional shock to consensus. Erste Group Bank Weighs in on SPOT FY2027 Earnings
• Neutral Sentiment: Broader market coverage pieces mention Spotify amid 2026 IPO/tech narratives but are not company-specific catalysts. 3 of the Most Highly Anticipated IPOs of 2026 (SPOT)
• Negative Sentiment: Near-term ad weakness remains a risk — Investor letters (Artisan/others) flagged continued advertising softness, which pressures near-term revenue and could temper upside until ad demand stabilizes. Spotify (SPOT) was Hurt by Continued Near-Term Advertising Weakness

Spotify Technology Stock Performance

Spotify Technology stock opened at $468.09 on Tuesday. The firm’s 50 day moving average price is $519.66 and its two-hundred day moving average price is $612.94. The firm has a market cap of $96.35 billion, a PE ratio of 48.56, a P/E/G ratio of 1.08 and a beta of 1.66. Spotify Technology has a twelve month low of $405.00 and a twelve month high of $785.00.

Spotify Technology (NYSE:SPOT) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $5.16 EPS for the quarter, beating the consensus estimate of $3.16 by $2.00. Spotify Technology had a net margin of 13.16% and a return on equity of 31.35%. The business had revenue of $5.32 billion for the quarter, compared to analysts’ expectations of $5.14 billion. During the same period in the previous year, the company posted $1.88 EPS. Spotify Technology’s revenue was up 6.8% on a year-over-year basis. Equities analysts anticipate that Spotify Technology will post 10.3 EPS 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.