AustralianSuper Pty Ltd Boosts Position in Ferrari N.V. $RACE

AustralianSuper Pty Ltd lifted its holdings in shares of Ferrari N.V. (NYSE:RACE) by 335.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 32,491 shares of the company’s stock after purchasing an additional 25,022 shares during the quarter. AustralianSuper Pty Ltd’s holdings in Ferrari were worth $15,696,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Groupama Asset Managment lifted its position in shares of Ferrari by 24,598.5% during the 2nd quarter. Groupama Asset Managment now owns 16,073,800 shares of the company’s stock worth $7,888,057,000 after purchasing an additional 16,008,720 shares during the last quarter. Vanguard Group Inc. increased its position in Ferrari by 1.6% during the third quarter. Vanguard Group Inc. now owns 5,154,944 shares of the company’s stock worth $2,498,710,000 after buying an additional 81,017 shares during the period. Bank of New York Mellon Corp increased its stake in Ferrari by 63.7% in the third quarter. Bank of New York Mellon Corp now owns 2,670,762 shares of the company’s stock valued at $1,295,907,000 after purchasing an additional 1,039,234 shares during the period. Bank of Italy boosted its holdings in shares of Ferrari by 2.3% in the third quarter. Bank of Italy now owns 2,462,771 shares of the company’s stock valued at $1,190,158,000 after acquiring an additional 55,500 shares in the last quarter. Finally, Alliancebernstein L.P. increased its position in Ferrari by 5.6% during the 2nd quarter. Alliancebernstein L.P. now owns 1,866,558 shares of the company’s stock worth $915,995,000 after purchasing an additional 99,221 shares during the period.

Ferrari Price Performance

Shares of NYSE:RACE opened at $361.05 on Wednesday. Ferrari N.V. has a 1-year low of $328.00 and a 1-year high of $519.10. The firm has a market capitalization of $84.47 billion, a PE ratio of 35.71, a PEG ratio of 3.53 and a beta of 0.97. The business’s 50 day moving average is $359.85 and its 200-day moving average is $404.22. The company has a current ratio of 5.70, a quick ratio of 4.38 and a debt-to-equity ratio of 0.74.

Ferrari Increases Dividend

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

Wall Street Analysts Forecast Growth

RACE has been the subject of a number of research reports. Loop Capital set a $481.67 target price on shares of Ferrari in a research report on Thursday, December 4th. Oddo Bhf downgraded shares of Ferrari to a “neutral” rating in a research report on Wednesday, December 10th. Barclays set a $420.00 price target on Ferrari and gave the company an “overweight” rating in a report on Tuesday, December 9th. UBS Group lowered their target price on shares of Ferrari from $563.00 to $555.00 and set a “buy” rating for the company in a research note on Friday, January 9th. Finally, Sanford C. Bernstein reissued an “outperform” rating and issued a $410.00 price target on shares of Ferrari in a report on Wednesday, February 11th. Three equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and six have assigned 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 $475.61.

Ferrari News Summary

Here are the key news stories impacting Ferrari this week:

• Positive Sentiment: JPMorgan raised its price target to $447 and reiterated an “overweight” rating, implying about 23.8% upside from the reference price — a clear analyst catalyst supporting upside potential. Article Title
• Positive Sentiment: Ferrari reported purchases under the first €250 million tranche of its multi‑year €3.5 billion share buyback program, signaling capital return that should support EPS and shareholder value over time. Article Title
• Neutral Sentiment: Zacks published a comparison piece (ALSN vs RACE) for value investors — useful framing but not an immediate stock mover; it may drive some investor interest depending on relative valuation conclusions. Article Title
• Neutral Sentiment: Charles Leclerc’s CL16 lifestyle brand is deploying an AI platform (Syntheia), extending Ferrari’s driver‑linked brand reach—positive for marketing but unlikely to move the stock materially in the short term. Article Title
• Neutral Sentiment: Multiple enthusiast/auto publications ran high‑visibility content (drag‑race comparisons and lifestyle pieces) that boost brand interest but offer limited direct financial impact. Article Title Article Title Article Title
• Negative Sentiment: Media coverage flagged fan concern about a promotional stunt (safety focus) around an F1 driver — negative PR noise that could dent sentiment briefly, though it’s not Ferrari‑specific and is unlikely to have a lasting financial effect. Article Title

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.