Robeco Institutional Asset Management B.V. Increases Stake in Snowflake Inc. $SNOW

Robeco Institutional Asset Management B.V. lifted its stake in shares of Snowflake Inc. (NYSE:SNOW) by 10.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 342,719 shares of the company’s stock after buying an additional 32,011 shares during the quarter. Robeco Institutional Asset Management B.V. owned approximately 0.10% of Snowflake worth $77,300,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in SNOW. Kingstone Capital Partners Texas LLC purchased a new position in Snowflake in the second quarter worth approximately $3,900,134,000. Norges Bank acquired a new stake in shares of Snowflake in the 2nd quarter valued at $944,895,000. Winslow Capital Management LLC purchased a new stake in shares of Snowflake during the 2nd quarter worth $725,667,000. Jennison Associates LLC grew its stake in shares of Snowflake by 20.5% during the second quarter. Jennison Associates LLC now owns 8,000,667 shares of the company’s stock worth $1,790,309,000 after purchasing an additional 1,363,389 shares in the last quarter. Finally, Sei Investments Co. increased its holdings in Snowflake by 272.4% in the second quarter. Sei Investments Co. now owns 1,593,329 shares of the company’s stock valued at $356,543,000 after buying an additional 1,165,515 shares during the last quarter. 65.10% of the stock is currently owned by hedge funds and other institutional investors.

Snowflake Stock Performance

Shares of SNOW opened at $234.44 on Wednesday. The company’s 50 day simple moving average is $241.50 and its 200-day simple moving average is $229.03. The firm has a market cap of $80.23 billion, a PE ratio of -58.03 and a beta of 1.14. Snowflake Inc. has a 12-month low of $120.10 and a 12-month high of $280.67. The company has a current ratio of 1.37, a quick ratio of 1.37 and a debt-to-equity ratio of 1.07.

Snowflake (NYSE:SNOW) last released its quarterly earnings results on Wednesday, December 3rd. The company reported $0.35 EPS for the quarter, beating the consensus estimate of $0.31 by $0.04. Snowflake had a negative net margin of 30.76% and a negative return on equity of 45.91%. The firm had revenue of $1.21 billion during the quarter, compared to the consensus estimate of $1.18 billion. During the same quarter in the prior year, the firm earned $0.20 EPS. Snowflake’s revenue for the quarter was up 28.7% on a year-over-year basis. As a group, equities analysts predict that Snowflake Inc. will post -2.36 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on SNOW. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Snowflake in a report on Wednesday, October 8th. Piper Sandler restated an “overweight” rating and set a $285.00 target price on shares of Snowflake in a research note on Thursday, December 4th. Wells Fargo & Company increased their price target on shares of Snowflake from $275.00 to $290.00 and gave the company an “overweight” rating in a research note on Thursday, December 4th. Macquarie raised their price objective on shares of Snowflake from $235.00 to $250.00 and gave the stock a “neutral” rating in a report on Thursday, December 4th. Finally, Bank of America upped their target price on shares of Snowflake from $280.00 to $310.00 and gave the company a “buy” rating in a report on Monday, November 17th. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, three have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $275.32.

Key Stories Impacting Snowflake

Here are the key news stories impacting Snowflake this week:

• Positive Sentiment: Analyst upgrades and higher price targets are supporting upside expectations — several brokerages have raised targets (examples include JMP, Canaccord and Robert W. Baird) and MarketBeat highlighted Snowflake among its most upgraded 2025 names, reinforcing buy-side momentum. 2025’s Most Upgraded Stocks—And What 2026 Might Hold
• Positive Sentiment: Institutional investors remain heavily invested — major holders (Vanguard, Jennison, State Street, Artisan) have sizable positions and recent filings cited increases or large stakes, which supports liquidity and longer-term demand for shares. SNOW stock overview
• Neutral Sentiment: Analysts and commentators are re‑assessing valuation after a recent pullback — coverage (including a valuation piece) is helping frame whether the current price ranges present a buying opportunity vs. risk given Snowflake’s growth and negative GAAP margins. Assessing Snowflake’s (SNOW) Valuation After Its Recent Share Price Pullback
• Neutral Sentiment: Broader AI/FinOps ecosystem moves may indirectly affect Snowflake — news such as Flexera’s FinOps acquisitions highlight ongoing vendor consolidation in cloud cost optimization; this is relevant to Snowflake customers managing cloud spend but not an immediate company-specific event. Flexera acquires ProsperOps and Chaos Genius
• Neutral Sentiment: Reports suggest tension or recalibration around a Google Gemini relationship — coverage characterizes the development as a pullback/softening in the partnership narrative, which could affect sentiment on Snowflake’s AI model access and partner strategy; implications depend on how Snowflake re‑positions model integrations. Snowflake gets frosty with Google Gemini
• Negative Sentiment: Insider selling: multiple senior executives and a director disclosed sizable stock sales (Christian Kleinerman, Vivek Raghunathan, Michael L. Speiser), which can weigh on near‑term sentiment despite common explanations (planned diversification, tax/liquidity events). See filings for details. Kleinerman SEC filing Raghunathan SEC filing Speiser SEC filing

Insider Buying and Selling at Snowflake

In other Snowflake news, Director Frank Slootman sold 200,000 shares of the stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $221.83, for a total transaction of $44,366,000.00. Following the completion of the sale, the director directly owned 50,329 shares of the company’s stock, valued at approximately $11,164,482.07. This trade represents a 79.89% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Michael L. Speiser sold 403 shares of Snowflake stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $221.16, for a total value of $89,127.48. Following the completion of the transaction, the director owned 24,121 shares in the company, valued at $5,334,600.36. This trade represents a 1.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 418,681 shares of company stock valued at $96,073,145. Corporate insiders own 6.80% of the company’s stock.

Snowflake Company Profile

Snowflake Inc is a cloud-native data platform company that provides a suite of services for storing, processing and analyzing large volumes of data. Its core offering, often described as the Snowflake Data Cloud, combines data warehousing, data lake and data sharing capabilities in a single managed service delivered across major public cloud providers. The platform is designed to support analytics, data engineering, data science and application workloads with a focus on scalability, concurrency and simplified administration.

Key products and capabilities include a multi-cluster, shared-data architecture that separates compute from storage; continuous data ingestion and streaming; support for structured and semi-structured data formats; tools for data governance, security and compliance; and developer frameworks for building data applications.