Coinbase Global, Inc. $COIN Shares Purchased by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. boosted its holdings in shares of Coinbase Global, Inc. (NASDAQ:COIN) by 100.5% in the 3rd quarter, Holdings Channel.com reports. The fund owned 515,708 shares of the cryptocurrency exchange’s stock after buying an additional 258,491 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Coinbase Global were worth $174,046,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of COIN. Evelyn Partners Investment Management Europe Ltd increased its position in shares of Coinbase Global by 92.3% during the 2nd quarter. Evelyn Partners Investment Management Europe Ltd now owns 75 shares of the cryptocurrency exchange’s stock worth $29,000 after purchasing an additional 36 shares during the last quarter. Cullen Frost Bankers Inc. purchased a new position in Coinbase Global during the second quarter worth about $30,000. Salomon & Ludwin LLC increased its position in shares of Coinbase Global by 4,400.0% during the third quarter. Salomon & Ludwin LLC now owns 90 shares of the cryptocurrency exchange’s stock valued at $30,000 after acquiring an additional 88 shares during the last quarter. City State Bank purchased a new stake in shares of Coinbase Global in the 2nd quarter valued at approximately $33,000. Finally, Financial Gravity Companies Inc. acquired a new position in shares of Coinbase Global in the 2nd quarter worth approximately $34,000. Institutional investors and hedge funds own 68.84% of the company’s stock.

Coinbase Global Price Performance

Shares of NASDAQ COIN opened at $254.92 on Tuesday. The company has a debt-to-equity ratio of 0.37, a current ratio of 2.40 and a quick ratio of 2.40. The company has a market cap of $68.74 billion, a price-to-earnings ratio of 22.05 and a beta of 3.70. The stock’s 50-day moving average is $271.22 and its two-hundred day moving average is $317.26. Coinbase Global, Inc. has a 1-year low of $142.58 and a 1-year high of $444.64.

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

Insiders Place Their Bets

In related news, Director Frederick Ernest Ehrsam III sold 277,074 shares of the business’s stock in a transaction on Thursday, November 6th. The shares were sold at an average price of $309.92, for a total transaction of $85,870,774.08. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Emilie Choi sold 100,000 shares of the firm’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $310.88, for a total value of $31,088,000.00. Following the completion of the sale, the chief operating officer owned 187,802 shares in the company, valued at approximately $58,383,885.76. This represents a 34.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 798,179 shares of company stock worth $238,493,645 in the last 90 days. Corporate insiders own 16.56% of the company’s stock.

Analyst Ratings Changes

COIN has been the subject of several research reports. Jefferies Financial Group reiterated a “hold” rating and issued a $384.00 target price on shares of Coinbase Global in a report on Wednesday, October 29th. HC Wainwright raised Coinbase Global from a “sell” rating to a “buy” rating and lifted their price objective for the company from $300.00 to $425.00 in a research note on Thursday, October 30th. Benchmark reissued a “buy” rating on shares of Coinbase Global in a research note on Friday, October 31st. Rothschild & Co Redburn lowered their target price on Coinbase Global from $417.00 to $404.00 and set a “buy” rating for the company in a report on Friday, November 28th. Finally, JPMorgan Chase & Co. cut their price target on shares of Coinbase Global from $404.00 to $399.00 and set an “overweight” rating on the stock in a research note on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $380.18.

Key Stores Impacting Coinbase Global

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

• Positive Sentiment: Goldman Sachs upgraded Coinbase to a bullish/best-in-class crypto infrastructure call, arguing COIN is an attractive entry point as the firm shifts emphasis from trading to durable infrastructure revenue—this lift in analyst sentiment is a clear positive catalyst for the stock. Goldman upgrades Coinbase
• Positive Sentiment: Bitcoin’s rebound (highest in 3+ weeks) has boosted trading volumes and risk-on flows, helping send Coinbase shares higher as crypto market strength typically raises exchange fee revenue and sentiment. Coinbase among best S&P performers as bitcoin hits highest level
• Positive Sentiment: Broader analyst/upgrades momentum this morning (multiple firms turning more bullish) is contributing to a “risk-on” trade that favors Coinbase alongside other cyclical/tech names. COIN, IBM & COST Upgrades Lift Risk-On Attitude
• Neutral Sentiment: Coinbase’s institutional team defended the pace of the CLARITY Act process, saying foundational regulation takes time—this underscores regulatory uncertainty but also signals engagement with policymakers; it’s neutral-to-long-term for near-term price action. Coinbase exec defends CLARITY Act delay
• Neutral Sentiment: Operational tie-ins: Coinbase expanded a credit relationship with miner Hut 8 (supporting mining/infra activity), which is noteworthy for business partnerships but has limited immediate impact on Coinbase’s top-line mix. Hut 8 finishes 2025 strong despite difficult year
• Negative Sentiment: Coinbase is pausing peso-to-USDC on/off-ramps and exiting peso-USDC trading in Argentina (effective end of Jan 2026), citing a review of local operations—this reduces near-term local revenue and highlights execution/regulatory friction in emerging markets. Coinbase Exits Argentina: Peso-to-USDC Trading Ends January 2026 Coinbase Blocks USDC Stablecoin Services in Argentina

Coinbase Global Company Profile

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.