Principal Financial Group Inc. Increases Stock Holdings in Unity Software Inc. $U

Principal Financial Group Inc. boosted its position in shares of Unity Software Inc. (NYSE:U) by 46.5% during the third quarter, Holdings Channel.com reports. The firm owned 211,686 shares of the company’s stock after buying an additional 67,219 shares during the quarter. Principal Financial Group Inc.’s holdings in Unity Software were worth $8,476,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in U. Jefferies Financial Group Inc. acquired a new stake in Unity Software in the 2nd quarter valued at approximately $205,000. Forum Financial Management LP purchased a new position in shares of Unity Software during the second quarter worth $256,000. Austin Wealth Management LLC purchased a new position in shares of Unity Software during the second quarter worth $208,000. PNC Financial Services Group Inc. grew its stake in shares of Unity Software by 148.2% in the second quarter. PNC Financial Services Group Inc. now owns 22,181 shares of the company’s stock valued at $537,000 after buying an additional 13,245 shares in the last quarter. Finally, Broad Peak Investment Advisers Pte Ltd raised its holdings in shares of Unity Software by 43.6% in the 3rd quarter. Broad Peak Investment Advisers Pte Ltd now owns 2,849,437 shares of the company’s stock valued at $114,091,000 after buying an additional 865,179 shares during the period. Hedge funds and other institutional investors own 73.46% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Citizens Jmp lowered their target price on Unity Software from $50.00 to $37.00 and set a “market outperform” rating for the company in a report on Thursday. Jefferies Financial Group increased their price target on shares of Unity Software from $49.00 to $55.00 and gave the stock a “buy” rating in a research report on Monday, January 5th. Morgan Stanley lifted their price objective on shares of Unity Software from $48.00 to $52.00 and gave the company an “overweight” rating in a report on Tuesday, January 13th. Benchmark reiterated a “hold” rating on shares of Unity Software in a report on Monday, February 2nd. Finally, Arete Research raised shares of Unity Software from a “neutral” rating to a “buy” rating and set a $48.00 price target for the company in a research report on Monday, December 1st. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $39.29.

Unity Software Price Performance

Shares of NYSE U opened at $18.60 on Friday. The firm has a market capitalization of $8.05 billion, a PE ratio of -19.38, a price-to-earnings-growth ratio of 17.90 and a beta of 2.04. The company has a debt-to-equity ratio of 0.52, a quick ratio of 2.78 and a current ratio of 1.84. Unity Software Inc. has a fifty-two week low of $15.33 and a fifty-two week high of $52.15. The stock’s 50-day simple moving average is $40.18 and its 200-day simple moving average is $39.58.

Unity Software (NYSE:U) last posted its earnings results on Wednesday, February 11th. The company reported $0.24 EPS for the quarter, beating analysts’ consensus estimates of $0.20 by $0.04. Unity Software had a negative net margin of 21.77% and a negative return on equity of 4.76%. The firm had revenue of $503.09 million for the quarter, compared to the consensus estimate of $490.64 million. During the same period last year, the firm posted ($0.30) EPS. The company’s revenue was up 10.1% on a year-over-year basis. As a group, equities research analysts forecast that Unity Software Inc. will post -1.25 EPS for the current fiscal year.

Unity Software News Summary

Here are the key news stories impacting Unity Software this week:

• Positive Sentiment: Q4 beat and improving profitability — Unity reported $503M revenue and beat EPS estimates; management highlighted record-ish free cash flow and margin progress, a direct counterpoint to the sell-off. U’s Q4 Earnings & Revenues Surpass Estimates
• Positive Sentiment: Vector momentum — management and bullish coverage point to strong ad/Vector growth (large January YoY gains and management targeting ~ $1B annualized run-rate by end-2026), which supports medium-term revenue and margin upside. Unity: A Meltdown Worth Buying
• Neutral Sentiment: Analyst responses mixed — many firms cut price targets to reflect near-term headwinds but some maintain Buy/Outperform ratings, leaving a wide spread between market price and some analyst targets. Unity Software Analysts Slash Their Forecasts After Q4 Results
• Neutral Sentiment: Technical/contrarian case — several pieces note the stock is deeply oversold and that the sell-off may have priced in worst-case scenarios, creating a potential buying opportunity for longer-term investors. Down 49% in 4 Weeks, Here’s Why You Should You Buy the Dip
• Negative Sentiment: Weak near-term guidance — management guided Q1 revenue $480–$490M, below consensus, triggering the sharp sell-off as the company intentionally winds down lower-margin legacy ad assets to accelerate migration to Vector. What’s Going On With Unity Stock Friday?
• Negative Sentiment: Market reaction and downgraded sentiment — the guidance miss and strategy pivot prompted steep intraday declines, multiple price-target cuts and at least one analyst downgrade, increasing near-term volatility and downside risk. Unity Software (U) Stock Tumbles 26% After Revenue Forecast Misses Mark

Insiders Place Their Bets

In other news, CFO Jarrod Yahes sold 27,742 shares of the stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $42.79, for a total transaction of $1,187,080.18. Following the completion of the sale, the chief financial officer owned 546,129 shares in the company, valued at approximately $23,368,859.91. This represents a 4.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, COO Alexander Blum sold 1,988 shares of the firm’s stock in a transaction dated Friday, November 28th. The stock was sold at an average price of $42.47, for a total value of $84,430.36. Following the transaction, the chief operating officer directly owned 561,130 shares in the company, valued at approximately $23,831,191.10. This represents a 0.35% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 1,338,021 shares of company stock valued at $63,138,575. 3.61% of the stock is owned by insiders.

Unity Software Profile

Unity Software is a leading provider of a real-time 3D development platform that enables creators across industries to design, build and operate interactive, real-time experiences. Originally focused on the game development market, Unity’s technology now extends into sectors such as film, automotive, architecture, engineering and construction, delivering immersive content for mobile, desktop, console, augmented reality and virtual reality devices. The company’s core offering comprises a suite of authoring tools, runtime engines and cloud services that streamline the creation and deployment of interactive 3D applications.

The Unity Editor serves as the central hub where developers design scenes, script behavior and iterate on assets.