Insider Selling: Dropbox (NASDAQ:DBX) CAO Sells 1,416 Shares of Stock

Dropbox, Inc. (NASDAQ:DBX) CAO Sarah Elizabeth Schubach sold 1,416 shares of the firm’s stock in a transaction that occurred on 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 owned 86,319 shares in the company, valued at approximately $2,113,952.31. This trade represents a 1.61% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at 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 stock was sold at an average price of $26.84, for a total transaction 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 transaction of $32,563.84.
• On Monday, December 1st, Sarah Elizabeth Schubach sold 1,168 shares of Dropbox stock. The shares were sold at an average price of $29.60, for a total transaction of $34,572.80.

Dropbox Price Performance

Shares of NASDAQ:DBX traded up $0.05 on Thursday, reaching $24.73. The company’s stock had a trading volume of 6,547,607 shares, compared to its average volume of 4,057,018. Dropbox, Inc. has a 52-week low of $23.63 and a 52-week high of $32.55. The stock has a market capitalization of $6.40 billion, a P/E ratio of 13.97, a PEG ratio of 2.00 and a beta of 0.63. The stock’s 50-day moving average is $26.53 and its two-hundred day moving average is $28.35.

Dropbox (NASDAQ:DBX) last released its quarterly earnings results on Thursday, February 19th. The company reported $0.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.66 by $0.02. The firm had revenue of $636.20 million for the quarter, compared to analyst estimates of $627.83 million. Dropbox had a negative return on equity of 49.51% and a net margin of 19.87%. Equities analysts forecast that Dropbox, Inc. will post 1.64 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several analysts have recently weighed in on DBX shares. Royal Bank Of Canada lowered their target price on shares of Dropbox from $38.00 to $35.00 and set an “outperform” rating on the stock in a report on Monday, January 5th. Wall Street Zen lowered Dropbox from a “buy” rating to a “hold” rating in a report on Friday, January 23rd. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Dropbox in a research note on Wednesday, January 21st. One investment analyst has rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $31.33.

Institutional Trading of Dropbox

Large investors have recently modified their holdings of the business. Empowered Funds LLC increased its stake in Dropbox by 7.3% in the first quarter. Empowered Funds LLC now owns 38,795 shares of the company’s stock valued at $1,036,000 after purchasing an additional 2,655 shares during the last quarter. TD Asset Management Inc boosted its position 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 grew its holdings in 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 purchasing an additional 1,063 shares during the period. Cullen Frost Bankers Inc. acquired a new position in Dropbox during the second quarter worth approximately $41,000. Finally, Denali Advisors LLC purchased a new position in Dropbox during the second quarter worth approximately $414,000. 94.84% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Dropbox

Here are the key news stories impacting Dropbox this week:

• Positive Sentiment: Q4 results beat consensus: Dropbox reported $0.68 EPS vs. a $0.66 consensus and revenue of $636.2M vs. $627.8M expected — a clear topline and EPS beat that supports near-term investor confidence. Zacks: Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Guidance: Dropbox gave FY‑2026 revenue guidance around $2.5B (in line with consensus) and Q1‑2026 revenue guidance of $618M–$621M, slightly above the Q1 street estimate (~$615.5M). The revenue outlook helps justify the upbeat reaction despite limited EPS detail. (Guidance disclosed in company release/slide deck.) Quarterly Press Release / Slide Deck
• Neutral Sentiment: Company tone: Management said it exceeded the high end of revenue and operating margin guidance for 2025 and emphasized “operating discipline” and reshaping investments — a constructive narrative but one that will be judged on execution across 2026. Business Wire: Q4 & FY2025 Results
• Neutral Sentiment: EPS guidance: The public updates left EPS guidance blank in the summary feed you provided, creating some uncertainty for earnings-per-share trajectory; investors will be watching upcoming calls/comments for margin drivers. Slide Deck / Conference Materials
• Negative Sentiment: Insider sale: CAO Sarah Elizabeth Schubach sold 1,416 shares (~$34.7K) on Feb 18, reducing her stake by ~1.6% — a small insider sale that may raise mild concern for some investors but is not large in dollar or percentage terms. SEC Form 4
• Neutral Sentiment: Short interest data in the feed is garbled/zero and shows no meaningful days-to-cover — nothing actionable from that item as provided.

About Dropbox

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.