Skandinaviska Enskilda Banken AB publ Purchases 84,558 Shares of Dropbox, Inc. $DBX

Skandinaviska Enskilda Banken AB publ lifted its position in shares of Dropbox, Inc. (NASDAQ:DBX) by 76.0% in the third quarter, Holdings Channel reports. The institutional investor owned 195,769 shares of the company’s stock after acquiring an additional 84,558 shares during the period. Skandinaviska Enskilda Banken AB publ’s holdings in Dropbox were worth $5,914,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. LSV Asset Management raised its stake in Dropbox by 38.1% in the 3rd quarter. LSV Asset Management now owns 11,613,642 shares of the company’s stock worth $350,848,000 after purchasing an additional 3,205,140 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its stake in Dropbox by 10.0% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 6,662,161 shares of the company’s stock worth $190,538,000 after acquiring an additional 605,258 shares during the period. Wedge Capital Management L L P NC raised its holdings in Dropbox by 2.7% in the 3rd quarter. Wedge Capital Management L L P NC now owns 2,287,185 shares of the company’s stock valued at $69,096,000 after acquiring an additional 59,625 shares in the last quarter. Allianz Asset Management GmbH grew its holdings in shares of Dropbox by 47.8% during the 3rd quarter. Allianz Asset Management GmbH now owns 2,123,932 shares of the company’s stock worth $64,164,000 after purchasing an additional 686,577 shares in the last quarter. Finally, Russell Investments Group Ltd. grew its holdings in shares of Dropbox by 14.5% during the 2nd quarter. Russell Investments Group Ltd. now owns 2,123,102 shares of the company’s stock worth $60,443,000 after purchasing an additional 268,442 shares in the last quarter. 94.84% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the stock. Wall Street Zen cut shares of Dropbox from a “buy” rating to a “hold” rating in a research report on Friday, January 23rd. Royal Bank Of Canada reduced their price target on shares of Dropbox from $38.00 to $35.00 and set an “outperform” rating on the stock in a research report on Monday, January 5th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Dropbox in a research report on Wednesday, January 21st. One research analyst has rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $31.33.

Dropbox Price Performance

Shares of NASDAQ:DBX opened at $24.73 on Friday. The company has a market cap of $6.40 billion, a price-to-earnings ratio of 13.97, a PEG ratio of 2.02 and a beta of 0.63. The firm has a 50 day simple moving average of $26.53 and a 200 day simple moving average of $28.35. Dropbox, Inc. has a one year low of $23.63 and a one year high of $32.55.

Insider Buying and Selling

In related news, CEO Andrew Houston sold 164,502 shares of Dropbox stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $25.66, for a total value of $4,221,121.32. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CFO Timothy Regan sold 1,500 shares of the company’s stock in a transaction on Friday, November 28th. The shares were sold at an average price of $29.64, for a total transaction of $44,460.00. Following the completion of the sale, the chief financial officer directly owned 439,147 shares in the company, valued at approximately $13,016,317.08. This represents a 0.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 430,423 shares of company stock valued at $11,705,876 over the last 90 days. 29.95% of the stock is owned by corporate insiders.

Key Headlines Impacting Dropbox

Here are the key news stories impacting Dropbox this week:

• Positive Sentiment: Q4 results topped estimates: EPS $0.68 vs. consensus $0.66; revenue $636.2M vs. ~$627.8M expected — a near‑term fundamental beat. Dropbox (DBX) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management said the company “exceeded the high end of our revenue and operating margin guidance” and highlighted progress from cost/investment changes — supports margin sustainability and near‑term profitability expectations. Dropbox Announces Fourth Quarter and Fiscal 2025 Results
• Positive Sentiment: Company issued revenue guidance that is roughly in line to slightly above Street expectations: FY‑2026 revenue ~ $2.5B and Q1‑2026 revenue $618.0M–$621.0M vs. consensus ~$615.5M — guidance gives investors a clearer growth runway. Dropbox Q4 2025 Slide Deck / Press Materials
• Neutral Sentiment: Earnings call transcript and full disclosure materials are available for deeper color on guidance assumptions and margin drivers. Dropbox, Inc. (DBX) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Reported short interest data in the feed appears anomalous (shows 0 shares) and is not a reliable signal today; no clear short‑pressure change to drive volatility.
• Negative Sentiment: Revenue was down 1.1% year‑over‑year and EPS declined from $0.73 a year ago to $0.68 — underlying growth remains soft, which could cap multiple expansion. Dropbox Q4 results (MarketBeat)
• Negative Sentiment: Insider selling: CAO Sarah Schubach sold 1,416 shares (~$34.7K) — small in absolute terms but sometimes viewed negatively by investors. SEC Filing: Insider Sale

Dropbox Company Profile

Dropbox, Inc (NASDAQ: DBX) is a leading provider of cloud-based file storage, collaboration, and productivity tools. Founded in 2007 and headquartered in San Francisco, California, the company offers a suite of services designed to help individuals and organizations securely store, share, and manage digital content. Dropbox has grown from a simple file-syncing application into an integrated collaboration platform used by millions of customers around the globe.

At its core, Dropbox provides cloud storage plans tailored for consumers and businesses.