Insider Selling: Coinbase Global (NASDAQ:COIN) Director Sells $343,791.25 in Stock

Coinbase Global, Inc. (NASDAQ:COIN) Director Frederick Ernest Ehrsam III sold 1,375 shares of the company’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $250.03, for a total value of $343,791.25. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Frederick Ernest Ehrsam III also recently made the following trade(s):

• On Thursday, December 18th, Frederick Ernest Ehrsam III sold 1,375 shares of Coinbase Global stock. The stock was sold at an average price of $252.82, for a total value of $347,627.50.
• On Tuesday, December 9th, Frederick Ernest Ehrsam III sold 2,750 shares of Coinbase Global stock. The stock was sold at an average price of $280.27, for a total transaction of $770,742.50.
• On Thursday, December 4th, Frederick Ernest Ehrsam III sold 4,125 shares of Coinbase Global stock. The stock was sold at an average price of $274.06, for a total transaction of $1,130,497.50.
• On Thursday, November 20th, Frederick Ernest Ehrsam III sold 2,750 shares of Coinbase Global stock. The stock was sold at an average price of $260.33, for a total transaction of $715,907.50.
• On Monday, November 10th, Frederick Ernest Ehrsam III sold 55,688 shares of Coinbase Global stock. The shares were sold at an average price of $321.81, for a total transaction of $17,920,955.28.
• On Friday, November 7th, Frederick Ernest Ehrsam III sold 19,927 shares of Coinbase Global stock. The shares were sold at an average price of $288.77, for a total transaction of $5,754,319.79.
• On Thursday, November 6th, Frederick Ernest Ehrsam III sold 277,074 shares of Coinbase Global stock. The stock was sold at an average price of $309.92, for a total transaction of $85,870,774.08.

Coinbase Global Price Performance

Coinbase Global stock opened at $240.78 on Friday. Coinbase Global, Inc. has a 12 month low of $142.58 and a 12 month high of $444.64. The company has a current ratio of 2.40, a quick ratio of 2.40 and a debt-to-equity ratio of 0.37. The business’s 50 day simple moving average is $263.36 and its 200 day simple moving average is $315.40. The company has a market cap of $64.92 billion, a price-to-earnings ratio of 20.83 and a beta of 3.70.

Coinbase Global (NASDAQ:COIN) last released its earnings results on Thursday, October 30th. The cryptocurrency exchange reported $1.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.04 by $0.40. Coinbase Global had a return on equity of 15.70% and a net margin of 41.99%.The business had revenue of $1.87 billion during the quarter, compared to the consensus estimate of $1.77 billion. During the same period last year, the business posted $0.28 earnings per share. The business’s revenue for the quarter was up 55.1% on a year-over-year basis. Sell-side analysts forecast that Coinbase Global, Inc. will post 7.22 EPS for the current year.

Institutional Trading of Coinbase Global

Several institutional investors and hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. grew its position in shares of Coinbase Global by 25.5% during the 2nd quarter. Vanguard Group Inc. now owns 24,208,863 shares of the cryptocurrency exchange’s stock valued at $8,484,964,000 after purchasing an additional 4,914,407 shares in the last quarter. Norges Bank bought a new stake in Coinbase Global during the second quarter valued at $1,044,354,000. Geode Capital Management LLC grew its position in Coinbase Global by 46.1% during the second quarter. Geode Capital Management LLC now owns 5,559,513 shares of the cryptocurrency exchange’s stock worth $1,940,805,000 after buying an additional 1,755,146 shares in the last quarter. Artisan Partners Limited Partnership bought a new position in Coinbase Global in the 3rd quarter worth about $224,663,000. Finally, Baillie Gifford & Co. bought a new position in Coinbase Global in the 3rd quarter worth about $198,249,000. 68.84% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the stock. Rothschild & Co Redburn dropped their price objective on shares of Coinbase Global from $417.00 to $404.00 and set a “buy” rating on the stock in a report on Friday, November 28th. Argus restated a “hold” rating on shares of Coinbase Global in a research note on Tuesday, November 25th. Monness Crespi & Hardt raised shares of Coinbase Global from a “neutral” rating to a “buy” rating and set a $375.00 price objective for the company in a report on Monday, November 10th. Compass Point set a $230.00 price objective on shares of Coinbase Global in a research note on Monday, December 15th. Finally, Needham & Company LLC lowered their target price on shares of Coinbase Global from $400.00 to $290.00 and set a “buy” rating on the stock in a report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $376.74.

Coinbase Global News Summary

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

• Positive Sentiment: Bank of America upgraded COIN to Buy with a $340 target, citing expansion into 24/5 stock trading, prediction markets, real‑world asset tokenization and possible Base‑token monetization — the upgrade signals meaningful upside if execution continues. Read More.
• Positive Sentiment: External integrations are expanding Coinbase’s ecosystem: OwlTing announced integration with Coinbase’s x402 standard (AI‑initiated payments), which could broaden on‑ramps for merchant payments and demand for Coinbase infrastructure. Read More.
• Positive Sentiment: Multiple brokerages and Wall Street notes (including Goldman/Bernstein/Monness coverage items this week) have refreshed Buy ratings or reiterated bullish views, supporting flows into the stock on the upgrade narrative. Read More.
• Neutral Sentiment: Options market activity is elevated — more volume and positioning details could amplify intraday moves but don’t change fundamentals; watch skew and open interest for near‑term volatility signals. Read More.
• Neutral Sentiment: Management is pitching 2026 as a shift from exchange to “global market operator” — a bullish strategic narrative if realized, but it requires execution and time to materially change multiples. Read More.
• Negative Sentiment: Insider selling: CEO Brian Armstrong and director Fred Ehrsam disclosed sizeable share sales in early January; such moves often sap near‑term sentiment even if they’re pre‑planned/routine. Read More.
• Negative Sentiment: CEO comments warning that China’s interest‑paying digital yuan could create a competitive payments edge have raised policy and market‑share concerns for dollar‑pegged stablecoins — a potential margin/competitive headwind. Read More.
• Negative Sentiment: Regional execution/regulatory snags (e.g., paused fiat rails in Argentina) plus recent bitcoin weakness and technical chart pressure are adding flow and technical selling into COIN. Read More. Read More.

About Coinbase Global

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.