Mitsubishi UFJ Trust & Banking Corp Purchases 18,850 Shares of Coinbase Global, Inc. $COIN

Mitsubishi UFJ Trust & Banking Corp lifted its position in Coinbase Global, Inc. (NASDAQ:COIN) by 21.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 105,099 shares of the cryptocurrency exchange’s stock after purchasing an additional 18,850 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Coinbase Global were worth $35,470,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in COIN. Evelyn Partners Investment Management Europe Ltd boosted its stake in Coinbase Global by 92.3% during the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 75 shares of the cryptocurrency exchange’s stock valued at $29,000 after buying an additional 36 shares during the period. Cullen Frost Bankers Inc. purchased a new stake in shares of Coinbase Global in the 2nd quarter valued at about $30,000. Salomon & Ludwin LLC raised its holdings in shares of Coinbase Global by 4,400.0% in the 3rd quarter. Salomon & Ludwin LLC now owns 90 shares of the cryptocurrency exchange’s stock valued at $30,000 after acquiring an additional 88 shares in the last quarter. City State Bank bought a new stake in shares of Coinbase Global during the 2nd quarter valued at about $33,000. Finally, Financial Gravity Companies Inc. bought a new stake in shares of Coinbase Global during the 2nd quarter valued at about $34,000. Hedge funds and other institutional investors own 68.84% of the company’s stock.

Coinbase Global Trading Down 2.8%

Shares of COIN opened at $216.95 on Monday. Coinbase Global, Inc. has a fifty-two week low of $142.58 and a fifty-two week high of $444.64. The firm has a market cap of $58.50 billion, a price-to-earnings ratio of 18.77 and a beta of 3.70. The firm has a 50 day moving average price of $249.62 and a 200-day moving average price of $306.47. The company has a debt-to-equity ratio of 0.37, a quick ratio of 2.40 and a current ratio of 2.40.

Coinbase Global (NASDAQ:COIN) last released its earnings results on Thursday, October 30th. The cryptocurrency exchange reported $1.44 EPS for the quarter, beating the consensus estimate of $1.04 by $0.40. The company had revenue of $1.87 billion for the quarter, compared to analyst estimates of $1.77 billion. Coinbase Global had a net margin of 41.99% and a return on equity of 15.70%. The firm’s quarterly revenue was up 55.1% compared to the same quarter last year. During the same quarter last year, the firm earned $0.28 EPS. As a group, equities research analysts forecast that Coinbase Global, Inc. will post 7.22 earnings per share for the current year.

Insider Activity

In other news, CEO Brian Armstrong sold 40,000 shares of Coinbase Global stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $271.87, for a total value of $10,874,800.00. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Frederick Ernest Ehrsam III sold 277,074 shares of the business’s stock in a transaction dated Thursday, November 6th. The shares were sold at an average price of $309.92, for a total value of $85,870,774.08. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 820,587 shares of company stock valued at $240,717,580. 16.56% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on COIN. B. Riley raised their target price on shares of Coinbase Global from $185.00 to $243.00 and gave the company a “neutral” rating in a research note on Monday, November 3rd. Erste Group Bank cut shares of Coinbase Global from a “buy” rating to a “hold” rating in a research note on Thursday, November 20th. Piper Sandler lowered their price objective on shares of Coinbase Global from $350.00 to $270.00 and set a “neutral” rating on the stock in a research report on Wednesday, January 14th. Bank of America raised shares of Coinbase Global from a “neutral” rating to a “buy” rating and set a $340.00 price objective for the company in a report on Thursday, January 8th. Finally, Compass Point cut their target price on shares of Coinbase Global from $230.00 to $190.00 and set a “sell” rating for the company in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Coinbase Global currently has an average rating of “Moderate Buy” and an average target price of $361.58.

Coinbase Global News Roundup

Here are the key news stories impacting Coinbase Global this week:

• Positive Sentiment: Launched an independent expert board to assess quantum‑computing threats and publish guidance — a proactive security move that reduces long-term systemic risk for Coinbase and crypto infrastructure. Coinbase forms board to assess quantum computing risks to blockchain
• Positive Sentiment: Coinbase says crypto entered 2026 with a healthier market structure — a messaging point that could support higher trading volumes and investor confidence if market conditions hold. Coinbase Says Crypto Enters 2026 With Healthier Market Structure
• Positive Sentiment: Announced support with Circle to create an on‑chain economy in Bermuda — a business development that could expand product reach and regulatory experimentation outside the U.S. Coinbase, Circle Announce Support To Create World’s First ‘On-Chain Economy’ For Bermuda
• Neutral Sentiment: CEO Brian Armstrong publicly debated central‑bank vs. Bitcoin roles at Davos — high profile but more reputational than immediately financial. Coinbase CEO Brian Armstrong spars with France’s Central Bank chief at Davos over yield and ‘bitcoin standard’
• Neutral Sentiment: Coverage comparing shorting mechanics across Binance, Coinbase and Robinhood — informative for traders but not a direct company catalyst. Shorting Crypto on Binance, Coinbase, and Robinhood Compared
• Neutral Sentiment: Coinbase exec clarified Bitcoin’s structural differences versus central banks — supports narrative positioning but limited immediate market impact. Coinbase Exec Points Out The Big Difference Between Bitcoin And Central Banks
• Negative Sentiment: Delay in a key crypto market‑structure bill triggered White House pushback after Coinbase’s intervention — prolongs regulatory uncertainty, which investors view as a near‑term headwind for U.S. crypto revenues and product rollout. Crypto Bill Delay Sparks White House Pushback After Coinbase Intervention
• Negative Sentiment: Analysis flags COIN’s recent share weakness (10.2% decline over five sessions) and questions resilience if markets fall — amplifies short‑term selling pressure amid geopolitical/regulatory concerns. If Markets Fall, How Resilient Is Coinbase Stock?
• Negative Sentiment: Senate committee delays the crypto market‑structure bill (competing priorities cited) — another sign regulatory clarity could be slower than investors hoped. Senate Banking Committee Delays Crypto Market Structure Bill Due to Housing Priorities

Coinbase Global Company Profile

Coinbase Global, Inc is a U.S.-based company that operates one of the largest cryptocurrency exchange platforms. Founded in 2012 by Brian Armstrong and Fred Ehrsam and headquartered in San Francisco, Coinbase provides technology and infrastructure to buy, sell, store and use a broad range of digital assets. The company became a public company through a direct listing on the NASDAQ in April 2021 and offers services tailored to both retail and institutional customers.

Coinbase’s product portfolio includes its consumer trading platform, a self-custody mobile wallet, and institutional services such as custody, prime brokerage and execution tools.