NatWest Group plc $NWG Shares Acquired by Todd Asset Management LLC

Todd Asset Management LLC increased its holdings in shares of NatWest Group plc (NYSE:NWG) by 5.7% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 4,298,453 shares of the company’s stock after acquiring an additional 232,458 shares during the period. NatWest Group makes up about 1.2% of Todd Asset Management LLC’s portfolio, making the stock its 19th largest holding. Todd Asset Management LLC’s holdings in NatWest Group were worth $60,823,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Evergreen Capital Management LLC increased its position in shares of NatWest Group by 2.4% in the second quarter. Evergreen Capital Management LLC now owns 29,272 shares of the company’s stock valued at $414,000 after buying an additional 697 shares in the last quarter. Signaturefd LLC grew its stake in NatWest Group by 1.1% in the 3rd quarter. Signaturefd LLC now owns 63,621 shares of the company’s stock valued at $900,000 after acquiring an additional 702 shares during the period. First Horizon Advisors Inc. increased its holdings in NatWest Group by 22.6% in the 2nd quarter. First Horizon Advisors Inc. now owns 4,043 shares of the company’s stock worth $57,000 after acquiring an additional 746 shares in the last quarter. Benjamin Edwards Inc. raised its position in NatWest Group by 1.8% during the third quarter. Benjamin Edwards Inc. now owns 45,585 shares of the company’s stock worth $645,000 after acquiring an additional 805 shares during the period. Finally, Bessemer Group Inc. lifted its holdings in NatWest Group by 88.7% during the third quarter. Bessemer Group Inc. now owns 2,068 shares of the company’s stock valued at $29,000 after purchasing an additional 972 shares in the last quarter. Institutional investors and hedge funds own 1.27% of the company’s stock.

More NatWest Group News

Here are the key news stories impacting NatWest Group this week:

• Positive Sentiment: Q4 beat — NatWest reported $0.46 EPS vs. $0.37 expected and revenue of $5.74B vs. $5.59B consensus, with robust net margin and ROE that underline the current earnings strength. Read More.
• Positive Sentiment: Profit and targets raised — Annual profit rose ~24% and management lifted medium‑term performance targets while guiding for further income and profitability growth, supporting higher future cash flow expectations. Read More.
• Positive Sentiment: Shareholder returns boosted — NatWest announced a fresh £750m share buyback for H1 2026 and signalled increased payouts, which directly supports returns to investors. Read More.
• Positive Sentiment: Structural hedge and acquisition add durability — Management says the bank’s structural hedge will keep boosting net interest income through 2030, and the £2.7bn Evelyn Partners deal will more than double AUMA and diversify fee income away from NII. These reduce earnings cyclicality. Read More.
• Positive Sentiment: Analyst upgrade — Zacks moved NWG from Hold to Strong Buy, reflecting uplift in the brokerage view after the print and guidance. Read More.
• Neutral Sentiment: Investor materials available — Management hosted the earnings call and published an analyst slide deck and presentation, useful for digging into guidance and hedge assumptions. Read More. / Read More.
• Negative Sentiment: ESG backlash — NatWest softened its fossil‑fuel lending restrictions alongside results, prompting activist ShareAction to urge investors to oppose the chair’s re‑election; this creates reputational and governance risk that can pressure the share price, especially with sustainable investors. Read More.

NatWest Group Price Performance

NWG stock opened at $16.07 on Monday. NatWest Group plc has a 1 year low of $10.40 and a 1 year high of $19.35. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.05 and a quick ratio of 1.05. The firm has a market capitalization of $64.21 billion, a PE ratio of 8.98, a price-to-earnings-growth ratio of 0.56 and a beta of 0.96. The business has a 50 day simple moving average of $17.44 and a 200-day simple moving average of $15.80.

NatWest Group (NYSE:NWG) last released its quarterly earnings data on Friday, February 13th. The company reported $0.46 earnings per share for the quarter, topping analysts’ consensus estimates of $0.38 by $0.08. NatWest Group had a return on equity of 13.11% and a net margin of 18.59%.The company had revenue of $5.74 billion for the quarter, compared to analyst estimates of $5.59 billion. Equities research analysts anticipate that NatWest Group plc will post 1.35 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

NWG has been the subject of a number of research reports. Weiss Ratings reissued a “buy (b)” rating on shares of NatWest Group in a research note on Thursday, January 22nd. Zacks Research upgraded NatWest Group from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 10th. Barclays restated an “equal weight” rating on shares of NatWest Group in a research report on Wednesday, January 7th. Finally, The Goldman Sachs Group reiterated a “neutral” rating on shares of NatWest Group in a research report on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy”.

About NatWest Group

NatWest Group plc is a major UK-based banking and financial services group headquartered in Edinburgh, Scotland. The company traces its roots to the Royal Bank of Scotland, founded in 1727, and adopted the NatWest Group name in 2020 as part of a strategic refocus on its NatWest brand. NatWest Group is listed on the London Stock Exchange and also has American depositary shares trading on the New York Stock Exchange under the symbol NWG.

The group provides a broad range of banking services across retail, private, commercial, corporate and institutional segments.