Axon Enterprise, Inc $AXON Shares Sold by Union Bancaire Privee UBP SA

Union Bancaire Privee UBP SA lowered its stake in Axon Enterprise, Inc (NASDAQ:AXON) by 99.3% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,397 shares of the biotechnology company’s stock after selling 209,997 shares during the quarter. Union Bancaire Privee UBP SA’s holdings in Axon Enterprise were worth $793,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of AXON. Brighton Jones LLC acquired a new position in shares of Axon Enterprise in the fourth quarter worth $480,000. NewEdge Advisors LLC lifted its position in shares of Axon Enterprise by 41.1% in the first quarter. NewEdge Advisors LLC now owns 2,294 shares of the biotechnology company’s stock valued at $1,207,000 after acquiring an additional 668 shares in the last quarter. Empowered Funds LLC boosted its stake in shares of Axon Enterprise by 8.4% during the first quarter. Empowered Funds LLC now owns 2,028 shares of the biotechnology company’s stock valued at $1,067,000 after acquiring an additional 157 shares during the last quarter. Woodline Partners LP boosted its stake in shares of Axon Enterprise by 40.6% during the first quarter. Woodline Partners LP now owns 6,932 shares of the biotechnology company’s stock valued at $3,646,000 after acquiring an additional 2,003 shares during the last quarter. Finally, Sivia Capital Partners LLC purchased a new stake in Axon Enterprise during the 2nd quarter worth about $284,000. Institutional investors and hedge funds own 79.08% of the company’s stock.

Insiders Place Their Bets

In other Axon Enterprise news, CAO Jennifer H. Mak sold 1,500 shares of the stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $573.45, for a total transaction of $860,175.00. Following the transaction, the chief accounting officer owned 12,240 shares of the company’s stock, valued at $7,019,028. This trade represents a 10.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Isaiah Fields sold 2,000 shares of Axon Enterprise stock in a transaction on Friday, February 27th. The shares were sold at an average price of $535.01, for a total transaction of $1,070,020.00. Following the completion of the transaction, the insider owned 55,588 shares in the company, valued at approximately $29,740,135.88. This trade represents a 3.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 23,855 shares of company stock valued at $13,299,928. 4.40% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on AXON shares. Piper Sandler cut their target price on shares of Axon Enterprise from $753.00 to $690.00 and set an “overweight” rating for the company in a research note on Wednesday, February 25th. Morgan Stanley lowered their price target on shares of Axon Enterprise from $713.00 to $675.00 and set an “overweight” rating for the company in a report on Wednesday, February 25th. Northcoast Research raised shares of Axon Enterprise from a “neutral” rating to a “buy” rating and set a $742.00 price objective for the company in a research report on Tuesday, January 6th. Royal Bank Of Canada reduced their price objective on shares of Axon Enterprise from $860.00 to $735.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 25th. Finally, Citigroup restated a “buy” rating on shares of Axon Enterprise in a research report on Wednesday, February 25th. Sixteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $762.93.

Axon Enterprise Stock Performance

NASDAQ AXON opened at $496.12 on Friday. The business’s 50-day moving average price is $519.47 and its 200 day moving average price is $600.33. The company has a current ratio of 2.53, a quick ratio of 2.29 and a debt-to-equity ratio of 0.53. Axon Enterprise, Inc has a twelve month low of $396.41 and a twelve month high of $885.91. The company has a market capitalization of $39.89 billion, a PE ratio of 326.39, a price-to-earnings-growth ratio of 10.59 and a beta of 1.46.

Axon Enterprise (NASDAQ:AXON) last posted its quarterly earnings results on Tuesday, February 24th. The biotechnology company reported $2.15 EPS for the quarter, beating the consensus estimate of $1.60 by $0.55. Axon Enterprise had a return on equity of 2.82% and a net margin of 4.48%.The company had revenue of $796.72 million during the quarter, compared to analysts’ expectations of $755.29 million. During the same quarter in the previous year, the business earned $2.08 EPS. The firm’s revenue was up 38.5% on a year-over-year basis. On average, research analysts predict that Axon Enterprise, Inc will post 5.8 earnings per share for the current year.

Axon Enterprise News Roundup

Here are the key news stories impacting Axon Enterprise this week:

• Positive Sentiment: Strong Software & Services momentum supports a higher-margin recurring revenue outlook—analyst write-ups highlight ~38% revenue growth and continued subscription expansion, which underpins long-term upside. Read More.
• Positive Sentiment: Earnings beat: Axon’s Feb. quarter topped estimates on EPS and revenue (revenue up ~38.5% YoY), reinforcing the growth narrative that many investors cite when valuing the stock. Read More.
• Positive Sentiment: Municipal procurement continues to drive hardware + software adoption—local grants (e.g., Decatur, IL) are cited as examples of steady demand for public-safety tech. Read More.
• Positive Sentiment: Institutional/coverage interest (features mentioning funds and “trending” status) can attract flows and boost liquidity, supporting the stock over time. Read More.
• Neutral Sentiment: Aggregator/“trending” articles raise awareness but are not direct fundamental catalysts; useful for retail/institutional interest but don’t change cash flows immediately. Read More.
• Neutral Sentiment: Short-interest data being reported as “0 shares” with NaN changes reads like a reporting error—treat as noise until exchanges/brokers clarify; not an actionable signal now.
• Negative Sentiment: Insider selling: Director Erika Nardini sold 198 shares (~$506.58 avg) and Director Jeri Williams sold 157 shares (~$490 avg) in mid‑March; while small in absolute dollars, these filings can dent sentiment. Read More. Read More.
• Negative Sentiment: Near-term skepticism: critical pieces noting a multi‑day losing streak and a sizable short-term market‑cap decline are amplifying caution and likely contributing to today’s pullback. Read More.

About Axon Enterprise

Axon Enterprise, Inc develops technology and weapons systems for public safety and law enforcement agencies, combining hardware, software and cloud services. The company’s hardware portfolio includes conducted energy weapons (commonly known as TASER devices), body-worn cameras and in-car camera systems. Axon pairs these devices with a suite of connected products and accessories designed to capture, store and manage field evidence.

Beyond hardware, Axon operates a subscription-based software platform for digital evidence management, evidence review and records management.