Swedbank AB Has $39.82 Million Stock Position in Trimble Inc. $TRMB

Swedbank AB grew its position in shares of Trimble Inc. (NASDAQ:TRMB) by 60.0% in the fourth quarter, HoldingsChannel reports. The fund owned 508,180 shares of the scientific and technical instruments company’s stock after acquiring an additional 190,638 shares during the period. Swedbank AB’s holdings in Trimble were worth $39,816,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of TRMB. Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of Trimble by 2.5% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 492,321 shares of the scientific and technical instruments company’s stock worth $38,564,000 after purchasing an additional 12,167 shares in the last quarter. BOKF NA raised its stake in shares of Trimble by 103.8% during the 4th quarter. BOKF NA now owns 426 shares of the scientific and technical instruments company’s stock worth $33,000 after purchasing an additional 217 shares in the last quarter. Varma Mutual Pension Insurance Co bought a new stake in shares of Trimble during the 4th quarter worth approximately $10,005,000. PFA Pension Forsikringsaktieselskab bought a new stake in shares of Trimble during the 4th quarter worth approximately $19,032,000. Finally, Horizon Investments LLC raised its stake in shares of Trimble by 4.0% during the 4th quarter. Horizon Investments LLC now owns 10,103 shares of the scientific and technical instruments company’s stock worth $792,000 after purchasing an additional 388 shares in the last quarter. Institutional investors and hedge funds own 93.21% of the company’s stock.

Analyst Ratings Changes

TRMB has been the topic of a number of analyst reports. Robert W. Baird dropped their price objective on Trimble from $90.00 to $85.00 and set an “outperform” rating on the stock in a research note on Monday, March 30th. Wall Street Zen cut Trimble from a “buy” rating to a “hold” rating in a research note on Saturday, April 4th. Zacks Research downgraded Trimble from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Oppenheimer decreased their price objective on shares of Trimble from $86.00 to $80.00 and set an “outperform” rating on the stock in a report on Thursday. Finally, Wells Fargo & Company decreased their price objective on shares of Trimble from $79.00 to $70.00 and set an “overweight” rating on the stock in a report on Thursday. Ten investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $90.00.

Insider Buying and Selling at Trimble

In other news, VP Mark David Schwartz sold 16,725 shares of the stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $67.01, for a total transaction of $1,120,742.25. Following the sale, the vice president directly owned 19,668 shares of the company’s stock, valued at approximately $1,317,952.68. This represents a 45.96% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Robert G. Painter sold 7,500 shares of the stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $66.94, for a total value of $502,050.00. Following the sale, the chief executive officer directly owned 11,897 shares in the company, valued at approximately $796,385.18. This trade represents a 38.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 31,725 shares of company stock worth $2,151,167 in the last quarter. Company insiders own 0.59% of the company’s stock.

Trimble Stock Down 2.5%

TRMB stock opened at $61.85 on Friday. The company has a debt-to-equity ratio of 0.25, a current ratio of 1.01 and a quick ratio of 0.96. The stock has a market capitalization of $14.35 billion, a price-to-earnings ratio of 32.55, a PEG ratio of 2.12 and a beta of 1.45. The business’s fifty day moving average price is $66.75 and its two-hundred day moving average price is $72.92. Trimble Inc. has a fifty-two week low of $61.60 and a fifty-two week high of $87.50.

Trimble (NASDAQ:TRMB) last posted its quarterly earnings data on Wednesday, May 6th. The scientific and technical instruments company reported $0.79 earnings per share for the quarter, topping the consensus estimate of $0.72 by $0.07. The firm had revenue of $939.90 million for the quarter, compared to analysts’ expectations of $905.60 million. Trimble had a return on equity of 11.61% and a net margin of 12.38%.The company’s quarterly revenue was up 11.8% compared to the same quarter last year. During the same quarter last year, the business earned $0.61 EPS. Trimble has set its Q2 2026 guidance at 0.780-0.820 EPS and its FY 2026 guidance at 3.470-3.640 EPS. On average, equities analysts anticipate that Trimble Inc. will post 3 earnings per share for the current year.

Trimble News Summary

Here are the key news stories impacting Trimble this week:

• Positive Sentiment: Q1 beat, ARR strength and guidance raise — Trimble surpassed Q1 revenue and EPS estimates, reported annual recurring revenue (ARR) of $2.43B, showed margin expansion and raised FY‑2026 guidance, supporting the company’s recurring‑revenue story and forward outlook. TRMB Q1 Earnings Beat
• Positive Sentiment: Solid top‑ and bottom‑line beats — Q1 revenue was ~$939.9M and adjusted EPS $0.79, ahead of consensus, reinforcing execution across software/recurring streams. Q1 Beats
• Positive Sentiment: Earnings call and transcript provide detail on segments and revenue mix — helpful for investors modeling recurring revenue growth and margin trajectory. Earnings Call Presentation
• Neutral Sentiment: Street coverage and analyst takeaways vary — some outlets highlight the beat and raised guidance while others focus on mixed execution versus peers; the short‑term reaction is ambiguous. MarketWatch Coverage
• Neutral Sentiment: Company commentary and modeling resources (transcript, media pieces) are available for deeper due diligence. Earnings Transcript
• Positive Sentiment: Revenue outlook upside highlighted by some local coverage — analysts and local press note potential for 2026 sales to top ~$3.9B, supporting growth expectations. BizWest
• Negative Sentiment: Analysts trimmed forecasts and targets after Q1 — several firms cut estimates/price targets despite maintaining positive ratings, which weighed on sentiment and headline response. Benzinga: Analyst Cuts
• Negative Sentiment: Specific price‑target reductions — Wells Fargo lowered its target to $70 (still overweight), Oppenheimer trimmed to $80 (outperform), and Piper Sandler cut to $87; downward revisions reduce near‑term upside expectations even if ratings remain constructive. Wells Fargo / Piper / Oppenheimer Notes The Fly TickerReport

Trimble Profile

Trimble Inc (NASDAQ: TRMB) is a technology company that develops hardware, software and services to improve the productivity and connectivity of customers across the construction, agriculture, geospatial, transportation and logistics, and natural resources sectors. The company’s offerings center on advanced positioning technologies — including GNSS/GPS receivers, inertial sensors and laser scanning — integrated with application-specific software and cloud services to enable precise measurement, modeling, machine control and workflow automation for field and office operations.

Trimble’s product portfolio spans surveying and geospatial instruments (total stations, mobile mapping and terrestrial laser scanners), construction solutions (machine control systems, site positioning and estimating), agriculture systems (auto-steer, guidance and application-control platforms), and fleet and transportation telematics.