Dropbox (NASDAQ:DBX) CAO Sells $34,677.84 in Stock

Dropbox, Inc. (NASDAQ:DBX) CAO Sarah Elizabeth Schubach sold 1,416 shares of the stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $24.49, for a total transaction of $34,677.84. Following the transaction, the chief accounting officer directly owned 86,319 shares of the company’s stock, valued at $2,113,952.31. This represents a 1.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Sarah Elizabeth Schubach also recently made the following trade(s):

• On Thursday, January 15th, Sarah Elizabeth Schubach sold 1,168 shares of Dropbox stock. The shares were sold at an average price of $26.84, for a total value of $31,349.12.
• On Monday, December 29th, Sarah Elizabeth Schubach sold 1,168 shares of Dropbox stock. The stock was sold at an average price of $27.88, for a total value of $32,563.84.
• On Monday, December 1st, Sarah Elizabeth Schubach sold 1,168 shares of Dropbox stock. The stock was sold at an average price of $29.60, for a total value of $34,572.80.

Dropbox Price Performance

DBX opened at $25.48 on Friday. Dropbox, Inc. has a 12 month low of $23.63 and a 12 month high of $32.40. The stock has a market capitalization of $6.59 billion, a P/E ratio of 13.70, a P/E/G ratio of 2.08 and a beta of 0.63. The business has a 50 day simple moving average of $26.48 and a 200-day simple moving average of $28.36.

Dropbox (NASDAQ:DBX) last released its quarterly earnings data on Thursday, February 19th. The company reported $0.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.66 by $0.02. Dropbox had a negative return on equity of 41.01% and a net margin of 20.17%.The firm had revenue of $636.20 million during the quarter, compared to analysts’ expectations of $627.83 million. During the same quarter in the prior year, the business posted $0.73 earnings per share. Dropbox’s revenue was down 1.1% compared to the same quarter last year. Research analysts anticipate that Dropbox, Inc. will post 1.64 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on DBX shares. JPMorgan Chase & Co. lowered their target price on shares of Dropbox from $29.00 to $25.00 and set a “neutral” rating on the stock in a research report on Friday. Wall Street Zen lowered Dropbox from a “buy” rating to a “hold” rating in a research note on Friday, January 23rd. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Dropbox in a research note on Wednesday, January 21st. Royal Bank Of Canada reduced their price objective on Dropbox from $35.00 to $30.00 and set an “outperform” rating for the company in a report on Friday. Finally, UBS Group decreased their target price on Dropbox from $27.00 to $23.00 and set a “sell” rating on the stock in a research report on Friday. One analyst has rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $27.50.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Empowered Funds LLC lifted its stake in Dropbox by 7.3% in the 1st quarter. Empowered Funds LLC now owns 38,795 shares of the company’s stock valued at $1,036,000 after buying an additional 2,655 shares in the last quarter. TD Asset Management Inc raised its holdings in shares of Dropbox by 10.1% in the second quarter. TD Asset Management Inc now owns 83,600 shares of the company’s stock worth $2,391,000 after acquiring an additional 7,700 shares during the last quarter. Chicago Partners Investment Group LLC lifted its position in shares of Dropbox by 11.7% in the second quarter. Chicago Partners Investment Group LLC now owns 10,141 shares of the company’s stock valued at $285,000 after acquiring an additional 1,063 shares in the last quarter. Cullen Frost Bankers Inc. acquired a new stake in shares of Dropbox during the second quarter valued at $41,000. Finally, Denali Advisors LLC purchased a new stake in Dropbox during the 2nd quarter worth about $414,000. 94.84% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Dropbox

Here are the key news stories impacting Dropbox this week:

• Positive Sentiment: Q4 beat: Dropbox reported $0.68 EPS vs. $0.66 expected and revenue of $636.2M vs. $627.8M expected; management flagged accelerating customer growth and margin improvement tied to cost discipline. Dropbox Announces Fourth Quarter and Fiscal 2025 Results
• Positive Sentiment: Guidance: DBX gave Q1 revenue guidance of $618M–$621M (slightly above Street) and kept FY‑26 revenue around ~$2.5B, signaling modest upside to revenue expectations. Guidance in press release
• Neutral Sentiment: Insider sale: CAO Sarah Schubach sold 1,416 shares (~$34.7K) — a small trim relative to her remaining holdings and not an obvious signal of material insider de‑risking. SEC Filing
• Neutral Sentiment: Institutional flows: Several smaller funds modestly increased positions in Q4; overall institutional ownership remains high, limiting volatility from a single holder’s activity.
• Neutral Sentiment: Short‑interest data appears inconsistent in recent reports (reported as zero/NaN), so current positioning signals are unclear and likely unreliable in the short term.
• Negative Sentiment: Analyst pressure — JPMorgan cut its price target to $25 and set a “neutral” rating, which reduces upside expectations and may weigh on buying momentum. JPMorgan PT cut coverage
• Negative Sentiment: Analyst pressure — RBC trimmed its target from $35 to $30 (still “Outperform”), narrowing prior upside and tempering some bullish views. RBC price target cut coverage
• Negative Sentiment: Bearish commentary and premarket weakness: A Seeking Alpha piece cautioned that strong free cash flow may not be sustainable as users leave, and DBX was flagged among premarket decliners earlier, creating near‑term selling pressure. Seeking Alpha analysis Premarket movers

Dropbox Company Profile

Dropbox, Inc (NASDAQ: DBX) is a leading provider of cloud-based file storage, collaboration, and productivity tools. Founded in 2007 and headquartered in San Francisco, California, the company offers a suite of services designed to help individuals and organizations securely store, share, and manage digital content. Dropbox has grown from a simple file-syncing application into an integrated collaboration platform used by millions of customers around the globe.

At its core, Dropbox provides cloud storage plans tailored for consumers and businesses.