Barclays PLC Sells 149,492 Shares of Ferrari N.V. $RACE

Barclays PLC lessened its position in Ferrari N.V. (NYSE:RACE) by 22.2% during the third quarter, Holdings Channel.com reports. The fund owned 522,932 shares of the company’s stock after selling 149,492 shares during the period. Barclays PLC’s holdings in Ferrari were worth $253,737,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Groupama Asset Managment boosted its holdings in shares of Ferrari by 24,598.5% during the second quarter. Groupama Asset Managment now owns 16,073,800 shares of the company’s stock worth $7,888,057,000 after purchasing an additional 16,008,720 shares during the period. Norges Bank purchased a new position in Ferrari during the 2nd quarter valued at about $885,051,000. Bank of New York Mellon Corp raised its position in Ferrari by 63.7% during the 3rd quarter. Bank of New York Mellon Corp now owns 2,670,762 shares of the company’s stock valued at $1,295,907,000 after purchasing an additional 1,039,234 shares during the last quarter. Viking Global Investors LP raised its position in Ferrari by 432.7% during the 2nd quarter. Viking Global Investors LP now owns 721,269 shares of the company’s stock valued at $353,526,000 after purchasing an additional 585,872 shares during the last quarter. Finally, American Century Companies Inc. purchased a new stake in Ferrari in the 2nd quarter worth approximately $109,526,000.

More Ferrari News

Here are the key news stories impacting Ferrari this week:

• Positive Sentiment: Multiple outlets report Ferrari showing strong pace in Friday practice (including a 1‑2 in opening practice), signaling the team’s 2026 package is competitive — a positive for near‑term sport and brand momentum. Leclerc leads Ferrari 1-2 in opening Australian GP practice
• Positive Sentiment: JPMorgan published a forecast calling for strong price appreciation for RACE, providing analyst support that can stabilize or lift valuation expectations. JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Ferrari (NYSE:RACE) Stock
• Positive Sentiment: Bullish investor write‑ups and pundit commentary (season predictions and endorsements of Ferrari’s strength) add to narrative that Ferrari could translate on‑track success into longer‑term value. Is Ferrari N.V. (RACE) A Good Stock To Buy Now?
• Neutral Sentiment: Season previews and pundit pieces (predictions, driver matchups) amplify expectations but are mostly sentiment-driven rather than altering fundamentals. F1 season predictions: Our picks for 2026’s title race, surprises and one ‘dumpster fire’
• Negative Sentiment: Media coverage of concerning radio exchanges between Lewis Hamilton and his new race engineer has surfaced, raising questions about early driver‑engineer chemistry and short‑term team cohesion. Lewis Hamilton creates concern as radio messages with new race engineer emerge
• Negative Sentiment: Reports that Hamilton’s new Ferrari engineer is present at the GP but with an unclear start date add execution risk around integrating a marquee signing, which can temper investor enthusiasm. Lewis Hamilton’s new Ferrari engineer seen at Australian GP but start date still up in the air
• Negative Sentiment: Some pieces note a “key issue” despite Ferrari’s advantage, suggesting that operational or reliability concerns could offset performance gains — a potential near‑term negative for sentiment. Ferrari handed new 2026 advantage ahead of Australian GP as key issue emerges

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on RACE. Oddo Bhf lowered Ferrari to a “neutral” rating in a research report on Wednesday, December 10th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $410.00 price target on shares of Ferrari in a research note on Wednesday, February 11th. HSBC reiterated a “hold” rating on shares of Ferrari in a report on Tuesday, January 13th. Morgan Stanley set a $420.00 price objective on shares of Ferrari in a research report on Monday, February 16th. Finally, Jefferies Financial Group restated a “hold” rating on shares of Ferrari in a report on Wednesday, February 11th. Three investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $475.61.

Ferrari Trading Down 2.2%

NYSE RACE opened at $350.10 on Friday. The firm has a market capitalization of $81.91 billion, a PE ratio of 34.63, a P/E/G ratio of 3.49 and a beta of 0.97. The stock’s 50 day moving average is $358.69 and its 200 day moving average is $402.84. Ferrari N.V. has a twelve month low of $328.00 and a twelve month high of $519.10. The company has a quick ratio of 4.38, a current ratio of 5.70 and a debt-to-equity ratio of 0.74.

Ferrari Increases Dividend

The firm also recently declared an annual dividend, which will be paid on Tuesday, May 5th. Investors of record on Tuesday, April 21st will be given a dividend of $3.615 per share. This is an increase from Ferrari’s previous annual dividend of $3.13. The ex-dividend date of this dividend is Tuesday, April 21st. This represents a yield of 99.0%.

About Ferrari

Ferrari N.V. (NYSE: RACE) is an Italian luxury sports car manufacturer best known for designing, engineering and selling high-performance automobiles under the Ferrari marque. The company’s core business centers on the development and manufacture of premium sports cars and limited-series models, complemented by personalization and bespoke engineering services for high-net-worth clients. Ferrari also generates revenue from brand licensing, the sale of spare parts and accessories, aftersales services, and curated client experiences such as driving programs and factory visits.

Founded from the automotive activities of Enzo Ferrari, the first cars bearing the Ferrari name emerged in the late 1940s; the brand has since built a reputation for performance, craftsmanship and exclusivity.