American Century Companies Inc. Grows Stake in Ferrari N.V. $RACE

American Century Companies Inc. raised its position in shares of Ferrari N.V. (NYSE:RACE) by 81.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 405,774 shares of the company’s stock after purchasing an additional 182,590 shares during the period. American Century Companies Inc. owned about 0.17% of Ferrari worth $196,890,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Allianz SE increased its stake in shares of Ferrari by 5.9% during the third quarter. Allianz SE now owns 34,392 shares of the company’s stock valued at $16,688,000 after buying an additional 1,921 shares during the period. Whalerock Point Partners LLC purchased a new stake in Ferrari in the third quarter worth about $376,000. Telligent Fund LP grew its holdings in Ferrari by 17.2% during the 3rd quarter. Telligent Fund LP now owns 7,500 shares of the company’s stock worth $3,639,000 after acquiring an additional 1,100 shares in the last quarter. Choreo LLC grew its holdings in Ferrari by 1.9% during the 3rd quarter. Choreo LLC now owns 3,078 shares of the company’s stock worth $1,494,000 after acquiring an additional 58 shares in the last quarter. Finally, Mesirow Financial Investment Management Inc. increased its position in Ferrari by 22.3% during the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 593 shares of the company’s stock valued at $288,000 after purchasing an additional 108 shares during the period.

Key Headlines Impacting Ferrari

Here are the key news stories impacting Ferrari this week:

• Positive Sentiment: Analysts and outlets highlight a strong order book and traction for new road models, supporting near‑term revenue visibility and pricing power. Ferrari NV (RACE) Sits on Strong Order Book as New Models Win Traction
• Positive Sentiment: Coverage notes Ferrari’s F1 and WEC programs look more competitive in 2026, which can boost brand halo and performance car demand if results follow. F1 Tech | Ferrari ready to be a title contender in 2026 season
• Positive Sentiment: Predictions and coverage suggest Ferrari could end its F1 title drought in 2026 — positive for brand prestige and long‑term demand if on‑track success materializes. Bold predictions for F1 in 2026: Ferrari will end its title drought
• Positive Sentiment: Ferrari published its 2026 WEC objectives and unveiled the 499P livery as it defends world titles — signals continuity in motorsport investment and marketing that supports luxury positioning. Ferrari unveils 2026 livery of 499P set to defend FIA WEC world titles
• Neutral Sentiment: Two investor pieces compare Ferrari with larger industrial automakers (Ford), offering different takes on which is the better industrial play — useful for relative valuation but not an immediate company catalyst. Better Industrial Stock: Ford vs. Ferrari Better Industrial Stock: Ford vs. Ferrari
• Neutral Sentiment: Routine sports coverage (race schedules, historical winners) keeps Ferrari top‑of‑mind with fans but is unlikely to move shares materially on its own. Ferrari forced to make Hypercar aero changes after 2026 re-homologation
• Negative Sentiment: Racer reports Ferrari must make aerodynamic changes to its Hypercar after a 2026 re‑homologation — a technical setback that could raise costs and disrupt WEC/Le Mans competitiveness, a near‑term negative for sport credibility and potential incremental expense. Ferrari forced to make Hypercar aero changes after 2026 re-homologation

Ferrari Price Performance

Shares of RACE opened at $379.99 on Friday. The company has a market cap of $88.90 billion, a price-to-earnings ratio of 37.58, a price-to-earnings-growth ratio of 3.70 and a beta of 0.99. Ferrari N.V. has a twelve month low of $328.00 and a twelve month high of $519.10. The company has a quick ratio of 4.38, a current ratio of 5.70 and a debt-to-equity ratio of 0.74. The company has a 50 day moving average of $360.39 and a two-hundred day moving average of $405.96.

Ferrari Increases Dividend

The firm also recently disclosed an annual dividend, which will be paid on Tuesday, May 5th. Stockholders of record on Tuesday, April 21st will be given a $3.615 dividend. This represents a dividend yield of 99.0%. The ex-dividend date of this dividend is Tuesday, April 21st. This is a positive change from Ferrari’s previous annual dividend of $3.13.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on RACE shares. JPMorgan Chase & Co. lowered their price target on shares of Ferrari from $460.00 to $457.00 and set an “overweight” rating for the company in a research report on Wednesday, November 12th. HSBC reissued a “hold” rating on shares of Ferrari in a research note on Tuesday, January 13th. The Goldman Sachs Group raised Ferrari to a “strong-buy” rating in a research report on Monday, November 24th. UBS Group cut their price target on Ferrari from $563.00 to $555.00 and set a “buy” rating on the stock in a report on Friday, January 9th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Ferrari in a research report on Monday, December 29th. Three investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $476.52.

About Ferrari

Ferrari N.V. (NYSE: RACE) is an Italian luxury sports car manufacturer best known for designing, engineering and selling high-performance automobiles under the Ferrari marque. The company’s core business centers on the development and manufacture of premium sports cars and limited-series models, complemented by personalization and bespoke engineering services for high-net-worth clients. Ferrari also generates revenue from brand licensing, the sale of spare parts and accessories, aftersales services, and curated client experiences such as driving programs and factory visits.

Founded from the automotive activities of Enzo Ferrari, the first cars bearing the Ferrari name emerged in the late 1940s; the brand has since built a reputation for performance, craftsmanship and exclusivity.