Clark Estates Inc. NY Makes New Investment in Dropbox, Inc. $DBX

Clark Estates Inc. NY purchased a new position in shares of Dropbox, Inc. (NASDAQ:DBX) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 72,000 shares of the company’s stock, valued at approximately $2,175,000.

Other hedge funds also recently modified their holdings of the company. Rossby Financial LCC increased its holdings in Dropbox by 128.5% in the 3rd quarter. Rossby Financial LCC now owns 937 shares of the company’s stock worth $28,000 after purchasing an additional 527 shares in the last quarter. First Horizon Corp bought a new stake in shares of Dropbox during the third quarter worth about $31,000. Neo Ivy Capital Management acquired a new position in shares of Dropbox in the second quarter valued at approximately $30,000. LRI Investments LLC increased its stake in shares of Dropbox by 666.7% in the third quarter. LRI Investments LLC now owns 1,150 shares of the company’s stock valued at $35,000 after buying an additional 1,000 shares during the period. Finally, Geneos Wealth Management Inc. raised its holdings in Dropbox by 78.0% in the 2nd quarter. Geneos Wealth Management Inc. now owns 1,273 shares of the company’s stock valued at $36,000 after buying an additional 558 shares during the last quarter. Institutional investors and hedge funds own 94.84% of the company’s stock.

Insider Buying and Selling at Dropbox

In other Dropbox news, CEO Andrew Houston sold 164,502 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $25.66, for a total transaction of $4,221,121.32. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Timothy Regan sold 1,500 shares of the firm’s stock in a transaction that occurred on Friday, November 28th. The stock was sold at an average price of $29.64, for a total transaction of $44,460.00. Following the sale, the chief financial officer directly owned 439,147 shares of the company’s stock, valued at approximately $13,016,317.08. This trade represents a 0.34% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 424,757 shares of company stock valued at $11,535,896. 28.59% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research firms have weighed in on DBX. UBS Group reduced their target price on shares of Dropbox from $27.00 to $23.00 and set a “sell” rating on the stock in a report on Friday. JPMorgan Chase & Co. reduced their price objective on shares of Dropbox from $29.00 to $25.00 and set a “neutral” rating on the stock in a research note on Friday. Royal Bank Of Canada lowered their target price on Dropbox from $35.00 to $30.00 and set an “outperform” rating for the company in a research report on Friday. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Dropbox in a report on Wednesday, January 21st. Finally, Wall Street Zen cut Dropbox from a “buy” rating to a “hold” rating in a research note on Friday, January 23rd. One investment analyst has rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $27.50.

Trending Headlines about Dropbox

Here are the key news stories impacting Dropbox this week:

• Positive Sentiment: Q4 beat: Dropbox reported $0.68 EPS vs. $0.66 expected and revenue of $636.2M vs. $627.8M expected; management flagged accelerating customer growth and margin improvement tied to cost discipline. Dropbox Announces Fourth Quarter and Fiscal 2025 Results
• Positive Sentiment: Guidance: DBX gave Q1 revenue guidance of $618M–$621M (slightly above Street) and kept FY‑26 revenue around ~$2.5B, signaling modest upside to revenue expectations. Guidance in press release
• Neutral Sentiment: Insider sale: CAO Sarah Schubach sold 1,416 shares (~$34.7K) — a small trim relative to her remaining holdings and not an obvious signal of material insider de‑risking. SEC Filing
• Neutral Sentiment: Institutional flows: Several smaller funds modestly increased positions in Q4; overall institutional ownership remains high, limiting volatility from a single holder’s activity.
• Neutral Sentiment: Short‑interest data appears inconsistent in recent reports (reported as zero/NaN), so current positioning signals are unclear and likely unreliable in the short term.
• Negative Sentiment: Analyst pressure — JPMorgan cut its price target to $25 and set a “neutral” rating, which reduces upside expectations and may weigh on buying momentum. JPMorgan PT cut coverage
• Negative Sentiment: Analyst pressure — RBC trimmed its target from $35 to $30 (still “Outperform”), narrowing prior upside and tempering some bullish views. RBC price target cut coverage
• Negative Sentiment: Bearish commentary and premarket weakness: A Seeking Alpha piece cautioned that strong free cash flow may not be sustainable as users leave, and DBX was flagged among premarket decliners earlier, creating near‑term selling pressure. Seeking Alpha analysis Premarket movers

Dropbox Stock Up 3.0%

DBX stock opened at $25.48 on Monday. The firm has a market cap of $6.59 billion, a price-to-earnings ratio of 13.70, a PEG ratio of 2.08 and a beta of 0.63. The company’s fifty day simple moving average is $26.48 and its 200 day simple moving average is $28.37. Dropbox, Inc. has a 12-month low of $23.63 and a 12-month high of $32.40.

Dropbox (NASDAQ:DBX) last posted its quarterly earnings data on Thursday, February 19th. The company reported $0.68 earnings per share for the quarter, topping the consensus estimate of $0.66 by $0.02. Dropbox had a negative return on equity of 37.47% and a net margin of 20.17%.The firm had revenue of $636.20 million during the quarter, compared to analyst estimates of $627.83 million. During the same period last year, the company posted $0.73 EPS. The business’s quarterly revenue was down 1.1% on a year-over-year basis. Research analysts expect that Dropbox, Inc. will post 1.64 earnings per share for the current year.

Dropbox Company Profile

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.