Vanguard Group Inc. Acquires 24,199 Shares of Spotify Technology $SPOT

Vanguard Group Inc. grew its holdings in Spotify Technology (NYSE:SPOT) by 2.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,005,882 shares of the company’s stock after acquiring an additional 24,199 shares during the period. Vanguard Group Inc.’s holdings in Spotify Technology were worth $702,106,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of SPOT. Sage Mountain Advisors LLC boosted its holdings in Spotify Technology by 6.3% in the third quarter. Sage Mountain Advisors LLC now owns 289 shares of the company’s stock worth $201,000 after purchasing an additional 17 shares in the last quarter. Cloud Capital Management LLC lifted its position in shares of Spotify Technology by 4.8% in the second quarter. Cloud Capital Management LLC now owns 392 shares of the company’s stock worth $301,000 after buying an additional 18 shares during the last quarter. Fullerton Fund Management Co Ltd. boosted its stake in shares of Spotify Technology by 7.0% during the 2nd quarter. Fullerton Fund Management Co Ltd. now owns 276 shares of the company’s stock worth $212,000 after acquiring an additional 18 shares in the last quarter. Huntington National Bank increased its holdings in shares of Spotify Technology by 3.9% during the 2nd quarter. Huntington National Bank now owns 506 shares of the company’s stock valued at $388,000 after acquiring an additional 19 shares during the last quarter. Finally, Granite Group Advisors LLC raised its stake in shares of Spotify Technology by 2.6% in the 3rd quarter. Granite Group Advisors LLC now owns 756 shares of the company’s stock valued at $528,000 after acquiring an additional 19 shares in the last quarter. Institutional investors own 84.09% of the company’s stock.

Analysts Set New Price Targets

SPOT has been the subject of a number of recent analyst reports. Guggenheim decreased their target price on Spotify Technology from $750.00 to $720.00 and set a “buy” rating for the company in a research report on Wednesday, February 11th. Weiss Ratings raised shares of Spotify Technology from a “hold (c)” rating to a “buy (b-)” rating in a report on Wednesday, February 11th. Erste Group Bank downgraded shares of Spotify Technology from a “buy” rating to a “hold” rating in a report on Friday, December 5th. Sanford C. Bernstein cut their target price on shares of Spotify Technology from $830.00 to $650.00 and set an “outperform” rating for the company in a research report on Wednesday, January 14th. Finally, Citigroup raised Spotify Technology from a “neutral” rating to a “buy” rating and set a $650.00 price target on the stock in a research report on Friday, January 30th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $706.42.

Spotify Technology Stock Performance

NYSE SPOT opened at $468.09 on Tuesday. Spotify Technology has a twelve month low of $405.00 and a twelve month high of $785.00. The stock has a market cap of $96.35 billion, a PE ratio of 48.56, a PEG ratio of 1.08 and a beta of 1.66. The firm has a 50-day simple moving average of $519.66 and a 200 day simple moving average of $612.94.

Spotify Technology (NYSE:SPOT) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $5.16 EPS for the quarter, beating the consensus estimate of $3.16 by $2.00. Spotify Technology had a return on equity of 31.35% and a net margin of 13.16%.The firm had revenue of $5.32 billion during the quarter, compared to analysts’ expectations of $5.14 billion. During the same quarter in the prior year, the firm posted $1.88 EPS. The company’s revenue for the quarter was up 6.8% on a year-over-year basis. Research analysts forecast that Spotify Technology will post 10.3 earnings per share for the current fiscal year.

Key Spotify Technology News

Here are the key news stories impacting Spotify Technology this week:

• Positive Sentiment: Q4 2025 earnings beat and profitability-focused guidance — Spotify reported stronger revenue and a big jump in net income and EPS, and commentary/analysis framed the company as moving toward clearer profitability, which supports valuation upside. A Look At Spotify Technology (NYSE:SPOT) Valuation After Earnings Beat And Strong 2026 Profitability Guidance
• Positive Sentiment: Broker consensus is constructive — Coverage aggregated to an average “Moderate Buy” rating, which can attract flows from funds and reinforce positive analyst narratives. Spotify Technology (NYSE:SPOT) Given Average Rating of “Moderate Buy” by Brokerages
• Positive Sentiment: Product expansion: AI Prompted Playlists rolling out to new markets — Broader rollout of AI-driven playlists for Premium subscribers (U.K., Ireland, Australia, Sweden) supports engagement and Premium retention/upsell potential. Spotify rolls out AI-powered Prompted Playlists to the U.K. and other markets
• Neutral Sentiment: Feature test: “taste profile” notes could improve personalization but impact is speculative — A UX tweak that may help personalization and engagement over time, but unlikely to move near-term revenue materially. Spotify may let you tune your taste profile with notes
• Neutral Sentiment: Analyst/earnings modeling commentary — Erste Group’s comments on FY2027 estimates are in the tape but add detail rather than a clear directional shock to consensus. Erste Group Bank Weighs in on SPOT FY2027 Earnings
• Neutral Sentiment: Broader market coverage pieces mention Spotify amid 2026 IPO/tech narratives but are not company-specific catalysts. 3 of the Most Highly Anticipated IPOs of 2026 (SPOT)
• Negative Sentiment: Near-term ad weakness remains a risk — Investor letters (Artisan/others) flagged continued advertising softness, which pressures near-term revenue and could temper upside until ad demand stabilizes. Spotify (SPOT) was Hurt by Continued Near-Term Advertising Weakness

Spotify Technology Company Profile

Spotify Technology is a digital audio streaming company best known for its on-demand music service and a growing portfolio of spoken-word content. Founded in Sweden in 2006 by Daniel Ek and Martin Lorentzon and launched commercially in 2008, the company offers a cross-platform app that enables users to discover, stream and organize music, podcasts and other audio. Its primary consumer products include a free, ad-supported tier and a paid Spotify Premium subscription that provides ad-free listening, offline playback and higher-quality audio streams.