American Century Companies Inc. Grows Stake in Coupang, Inc. $CPNG

American Century Companies Inc. lifted its holdings in shares of Coupang, Inc. (NYSE:CPNG) by 10.2% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 4,785,017 shares of the company’s stock after acquiring an additional 441,938 shares during the period. American Century Companies Inc. owned approximately 0.26% of Coupang worth $154,078,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. lifted its position in Coupang by 343.5% during the third quarter. Vanguard Group Inc. now owns 28,595,825 shares of the company’s stock valued at $920,786,000 after purchasing an additional 22,147,432 shares during the period. Norges Bank acquired a new stake in shares of Coupang in the second quarter valued at about $587,186,000. Eminence Capital LP purchased a new position in shares of Coupang in the second quarter valued at approximately $204,840,000. Dodge & Cox boosted its stake in shares of Coupang by 14.3% in the second quarter. Dodge & Cox now owns 46,614,520 shares of the company’s stock worth $1,396,571,000 after acquiring an additional 5,829,600 shares during the last quarter. Finally, Marshall Wace LLP increased its position in shares of Coupang by 115.9% during the second quarter. Marshall Wace LLP now owns 6,360,239 shares of the company’s stock worth $190,553,000 after purchasing an additional 3,414,359 shares in the last quarter. Institutional investors and hedge funds own 83.72% of the company’s stock.

Trending Headlines about Coupang

Here are the key news stories impacting Coupang this week:

• Positive Sentiment: Revenue growth — Coupang reported year‑over‑year revenue growth (~11%) and $8.84B in Q4 sales, showing demand remains intact even as profits came under pressure. MarketBeat Q4 summary
• Neutral Sentiment: Investor materials released — The full earnings slide deck and earnings‑call transcript are available for review; these provide management color but don’t by themselves change fundamentals. Earnings call transcript
• Negative Sentiment: Earnings and revenue misses — Q4 EPS was ($0.01) vs. $0.02 expected and revenue missed consensus ($8.84B vs. $9.12B), with margins compressing and cash flow weakening — the primary driver of near‑term share weakness. Zacks: Q4 earnings miss
• Negative Sentiment: Cyberattack impact — Management flagged profit pressure tied to a 2025 data breach; investors worry lost customers and remediation costs will weigh on margins. Seeking Alpha: cyberattack
• Negative Sentiment: Regulatory fine and competition — South Korea’s regulator fined Coupang ~$1.6M for supplier practices, and reports say rivals are trying to poach customers after the breach — both increase execution risk. MSN: regulator fine Reuters: competition
• Negative Sentiment: Analyst action — Mizuho cut its price target from $32 to $25 and moved to a “neutral” rating, signaling reduced enthusiasm and likely contributing to selling pressure. Benzinga: price target cut

Insider Transactions at Coupang

In related news, CAO Jonathan D. Lee sold 2,679 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $23.62, for a total transaction of $63,277.98. Following the sale, the chief accounting officer owned 122,096 shares in the company, valued at approximately $2,883,907.52. This trade represents a 2.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 12.78% of the company’s stock.

Coupang Stock Performance

CPNG opened at $19.06 on Monday. Coupang, Inc. has a 1-year low of $16.74 and a 1-year high of $34.08. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.04 and a quick ratio of 0.79. The stock’s 50 day simple moving average is $20.45 and its 200 day simple moving average is $26.38. The stock has a market cap of $34.81 billion, a P/E ratio of 158.81 and a beta of 1.20.

Coupang (NYSE:CPNG) last posted its earnings results on Thursday, February 26th. The company reported ($0.01) earnings per share for the quarter, missing the consensus estimate of $0.02 by ($0.03). Coupang had a net margin of 0.60% and a return on equity of 4.52%. The business had revenue of $8.84 billion for the quarter, compared to analysts’ expectations of $9.12 billion. During the same quarter last year, the business posted $0.04 earnings per share. The business’s revenue was up 10.9% compared to the same quarter last year. As a group, equities analysts anticipate that Coupang, Inc. will post 0.17 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms recently commented on CPNG. Citigroup cut their price target on Coupang from $27.00 to $24.00 and set a “buy” rating for the company in a report on Tuesday, February 10th. Mizuho dropped their target price on Coupang from $32.00 to $25.00 and set a “neutral” rating for the company in a research report on Friday. Bank of America boosted their price target on shares of Coupang from $36.00 to $38.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Zacks Research upgraded shares of Coupang from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 4th. Finally, Morgan Stanley reaffirmed an “overweight” rating on shares of Coupang in a report on Monday, January 5th. Six analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Coupang currently has a consensus rating of “Hold” and a consensus target price of $27.00.

About Coupang

Coupang, listed on the New York Stock Exchange under the ticker CPNG, is a South Korean e-commerce company headquartered in Seoul. Founded in 2010 by Bom Kim, the company grew rapidly by combining an online marketplace with a large direct-retail business model. Coupang completed a primary listing in the United States in 2021, and it has become one of South Korea’s leading online retailers by focusing on convenience, speed and a wide product assortment across consumer categories.

The company operates a vertically integrated e-commerce platform that includes a customer-facing marketplace and an extensive logistics and fulfillment network.