Coursera (NYSE:COUR) Major Shareholder Pale Fire Capital Se Buys 3,130,149 Shares of Stock

Coursera, Inc. (NYSE:COUR) major shareholder Pale Fire Capital Se purchased 3,130,149 shares of the business’s stock in a transaction that occurred on Thursday, November 5th. The stock was bought at an average cost of $3.72 per share, for a total transaction of $11,644,154.28. Following the completion of the acquisition, the insider directly owned 37,161,666 shares of the company’s stock, valued at $138,241,397.52. This represents a 9.20% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Large shareholders that own 10% or more of a company’s stock are required to disclose their transactions with the SEC.

Pale Fire Capital Se also recently made the following trade(s):

• On Wednesday, November 4th, Pale Fire Capital Se acquired 2,698,400 shares of Coursera stock. The shares were bought at an average price of $3.85 per share, for a total transaction of $10,388,840.00.
• On Tuesday, November 3rd, Pale Fire Capital Se acquired 2,526,702 shares of Coursera stock. The shares were bought at an average cost of $3.72 per share, with a total value of $9,399,331.44.
• On Tuesday, September 29th, Pale Fire Capital Se bought 1,000,000 shares of Coursera stock. The stock was bought at an average cost of $4.61 per share, with a total value of $4,610,000.00.
• On Friday, September 25th, Pale Fire Capital Se bought 1,332,742 shares of Coursera stock. The stock was bought at an average price of $5.06 per share, for a total transaction of $6,743,674.52.

Coursera Stock Performance

NYSE:COUR opened at $3.77 on Friday. The company has a market capitalization of $997.32 million, a price-to-earnings ratio of -5.24, a price-to-earnings-growth ratio of 1.17 and a beta of 1.26. Coursera, Inc. has a one year low of $3.45 and a one year high of $8.89. The stock has a 50-day simple moving average of $5.09 and a 200 day simple moving average of $5.64.

Coursera (NYSE:COUR) last announced its quarterly earnings data on Thursday, October 29th. The company reported $0.21 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.18 by $0.03. Coursera had a positive return on equity of 3.47% and a negative net margin of 14.35%. The firm had revenue of $376.70 million for the quarter, compared to analysts’ expectations of $368.52 million. During the same quarter in the prior year, the firm posted $0.10 earnings per share. Coursera’s revenue for the quarter was up 94.0% compared to the same quarter last year. On average, equities research analysts forecast that Coursera, Inc. will post 0.17 EPS for the current fiscal year.

Analyst Ratings Changes

COUR has been the subject of a number of research analyst reports. Telsey Advisory Group reduced their price target on shares of Coursera from $10.00 to $7.00 and set an “outperform” rating for the company in a research note on Friday, October 30th. JPMorgan Chase & Co. cut Coursera from an “overweight” rating to a “neutral” rating and lowered their target price for the company from $8.00 to $5.00 in a research note on Friday, October 30th. BMO Capital Markets dropped their target price on Coursera from $8.00 to $6.00 and set an “outperform” rating on the stock in a report on Monday, October 5th. Royal Bank Of Canada reduced their price target on shares of Coursera from $7.00 to $5.00 and set an “outperform” rating for the company in a research report on Friday, October 30th. Finally, Zacks Research upgraded shares of Coursera from a “hold” rating to a “strong-buy” rating in a report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $6.36.

Key Stories Impacting Coursera

Here are the key news stories impacting Coursera this week:

• Positive Sentiment: Major shareholder Pale Fire Capital bought about 8.36 million shares across November 3–5 for roughly $31.4 million, increasing its holdings to about 37.2 million shares. The substantial purchases may signal confidence in Coursera’s prospects. SEC filing
• Positive Sentiment: Zacks Research upgraded COUR from “hold” to “strong-buy.” Another recent article argued the shares may be undervalued after a steep five-year decline. Zacks Research ratings Undervaluation article
• Neutral Sentiment: KeyCorp issued a forecast for Coursera’s FY2026 earnings, but the available report summary does not provide enough detail to assess its likely effect on the stock. KeyCorp forecast
• Negative Sentiment: Analyst views remain mixed: Goldman Sachs assigned a “hold” rating, while recent reports cited cuts to price targets from several firms. This cautious outlook may weigh against the positive shareholder buying. Goldman Sachs rating
• Negative Sentiment: CEO Gregory Hart sold 10,305 shares for about $37,000, a small reduction of 0.67% in his direct holdings. The sale is modest compared with Pale Fire Capital’s purchases, but may still slightly affect sentiment. SEC filing

Institutional Trading of Coursera

Institutional investors have recently bought and sold shares of the company. Optiver Holding B.V. acquired a new position in shares of Coursera during the 1st quarter valued at about $31,000. Versant Capital Management Inc lifted its holdings in Coursera by 63.2% in the 2nd quarter. Versant Capital Management Inc now owns 5,555 shares of the company’s stock worth $31,000 after purchasing an additional 2,152 shares during the last quarter. IFP Advisors Inc lifted its holdings in Coursera by 299.7% in the 2nd quarter. IFP Advisors Inc now owns 5,912 shares of the company’s stock worth $33,000 after purchasing an additional 4,433 shares during the last quarter. University of Texas Texas AM Investment Management Co. acquired a new stake in Coursera in the 3rd quarter worth approximately $30,000. Finally, Allworth Financial LP bought a new stake in Coursera during the second quarter worth approximately $40,000. Institutional investors and hedge funds own 89.55% of the company’s stock.

About Coursera

Coursera, Inc is an online learning platform that provides access to courses, professional certificates, guided projects, and degree programs. The company works with universities, colleges, and industry partners to offer content in areas such as business, technology, data science, computer science, and personal development.

Coursera serves individual learners, businesses, governments, and academic institutions in countries around the world. Its enterprise and government offerings support employee training, workforce development, and large-scale education initiatives, while its consumer platform allows learners to enroll in individual courses or broader credential and degree programs.

Coursera was founded in 2012 by computer-science professors Andrew Ng and Daphne Koller.