Wilson Asset Management International PTY Ltd. Makes New $1.56 Million Investment in Dave Inc. $DAVE

Wilson Asset Management International PTY Ltd. acquired a new position in shares of Dave Inc. (NASDAQ:DAVE) in the 3rd quarter, Holdings Channel reports. The fund acquired 7,830 shares of the fintech company’s stock, valued at approximately $1,561,000.

Other hedge funds have also recently made changes to their positions in the company. WealthCollab LLC purchased a new position in Dave in the 2nd quarter worth $30,000. Nisa Investment Advisors LLC increased its holdings in shares of Dave by 4,933.3% in the second quarter. Nisa Investment Advisors LLC now owns 151 shares of the fintech company’s stock valued at $41,000 after purchasing an additional 148 shares during the period. Exchange Traded Concepts LLC purchased a new position in shares of Dave in the third quarter worth about $47,000. Team Financial Group LLC acquired a new stake in shares of Dave during the third quarter worth about $54,000. Finally, KBC Group NV acquired a new stake in shares of Dave during the second quarter worth about $85,000. 18.01% of the stock is owned by institutional investors and hedge funds.

Dave Stock Performance

DAVE opened at $183.22 on Monday. The company has a debt-to-equity ratio of 0.26, a current ratio of 8.69 and a quick ratio of 8.69. The firm has a fifty day moving average price of $201.98 and a 200 day moving average price of $210.22. Dave Inc. has a 1 year low of $65.46 and a 1 year high of $286.45. The stock has a market cap of $2.47 billion, a P/E ratio of 18.16 and a beta of 3.89.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the stock. Weiss Ratings lowered shares of Dave from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 26th. Zacks Research lowered shares of Dave from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. JMP Securities set a $310.00 target price on shares of Dave in a report on Wednesday, November 5th. Wall Street Zen raised shares of Dave from a “hold” rating to a “buy” rating in a report on Saturday. Finally, Benchmark reaffirmed a “buy” rating on shares of Dave in a research report on Tuesday, January 13th. Nine investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $304.25.

Trending Headlines about Dave

Here are the key news stories impacting Dave this week:

• Positive Sentiment: Dave expects 2025 revenue and adjusted EBITDA to exceed the top end of guidance, signaling stronger profitability than previously forecast and supporting a re-rate in the stock. Dave Reports Preliminary Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Company updated near-term revenue guidance: Q4 2025 revenue guided at ~$164.0M (vs. consensus ~ $154.0M) and FY 2025 revenue guided at ~$554.0M (vs. consensus ~$540.7M) — topline beats that support valuation upside.
• Positive Sentiment: Credit metrics improved: 4Q25 28 DPD expected ~1.95%–2.00%, outperforming prior guidance (<2.10%), which suggests better-than-expected loan performance and lower loss risk going into 2026. Dave Reports Preliminary Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Full audited results and 2026 outlook scheduled for March 2, 2026 — investors will likely wait for that call and the 10-K for details and any guidance range updates before adjusting long-term positions. Dave Reports Preliminary Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Several unrelated media items reference other public figures named “Dave” (Dave Portnoy headlines, Dave Coulier health updates) — these are celebrity stories and are unlikely to affect Dave Inc.’s business fundamentals or stock beyond short-lived social noise. Dave Portnoy Blasts NFL Legend For Being a ‘COWARD’
• Neutral Sentiment: Consumer-promo items (e.g., Dave & Buster’s contest) and unrelated human-interest coverage do not materially affect Dave Inc.’s fintech metrics or credit trends. You could win a $15K diamond ring at Dave & Buster’s. Here’s how

Insider Transactions at Dave

In other news, Director Imran Khan sold 33,270 shares of the stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $199.34, for a total transaction of $6,632,041.80. Following the sale, the director directly owned 2,110 shares of the company’s stock, valued at $420,607.40. This represents a 94.04% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Jason Wilk sold 7,393 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $203.77, for a total value of $1,506,471.61. Following the sale, the chief executive officer owned 210,461 shares in the company, valued at $42,885,637.97. This trade represents a 3.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 105,164 shares of company stock valued at $20,700,863. Insiders own 28.48% of the company’s stock.

Dave Profile

Dave, Inc is a Los Angeles–based financial technology company founded in 2016 by Jason Wilk and John Wolanin. The company offers a subscription-based mobile app designed to help consumers avoid overdraft fees, manage their budgets and track expenses. Through its platform, members receive low-balance alerts, expense categorization and cash-advance capabilities tied to upcoming deposits.

At the core of Dave’s offering is fee-free overdraft protection: eligible users can request small, interest-free advances up to a preset limit, typically repaid on their next paycheck or deposit.