32,762 Shares in Unity Software Inc. $U Acquired by Sanders Morris Harris LLC

Key Points

• Sanders Morris Harris LLC acquired 32,762 Unity Software shares worth approximately $1.345 million, while institutional investors collectively own 73.46% of the company.
• Unity shares fell 11.1% to $41.47, despite the company recently beating quarterly earnings and revenue estimates; revenue increased 24% year over year.
• Analysts remain broadly optimistic, with a “Moderate Buy” consensus rating and a $48.01 average price target, while recent insider selling and upcoming earnings introduce caution.

Sanders Morris Harris LLC purchased a new stake in shares of Unity Software Inc. (NYSE:U - Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 32,762 shares of the company's stock, valued at approximately $1,345,000.

Several other institutional investors have also recently bought and sold shares of U. Atreides Management LP bought a new stake in shares of Unity Software during the second quarter worth $292,826,000. Resolute Advisors LLC raised its holdings in shares of Unity Software by 473.3% in the second quarter. Resolute Advisors LLC now owns 4,766,219 shares of the company's stock valued at $136,219,000 after buying an additional 3,934,840 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of Unity Software by 52.8% in the first quarter. Dimensional Fund Advisors LP now owns 4,245,014 shares of the company's stock valued at $93,089,000 after buying an additional 1,465,962 shares during the last quarter. Renaissance Technologies LLC bought a new position in shares of Unity Software in the first quarter valued at about $54,534,000. Finally, Amundi lifted its position in Unity Software by 4.7% during the 2nd quarter. Amundi now owns 2,334,695 shares of the company's stock worth $66,726,000 after buying an additional 105,268 shares in the last quarter. Institutional investors own 73.46% of the company's stock.

Unity Software Trading Down 11.1%

U traded down $5.16 during mid-day trading on Wednesday, reaching $41.47. The stock had a trading volume of 15,003,854 shares, compared to its average volume of 12,771,291. The firm's fifty day simple moving average is $43.46 and its two-hundred day simple moving average is $33.02. The stock has a market capitalization of $18.25 billion, a P/E ratio of -30.49, a P/E/G ratio of 2.04 and a beta of 2.11. Unity Software Inc. has a 52 week low of $16.78 and a 52 week high of $52.15. The company has a debt-to-equity ratio of 0.55, a quick ratio of 2.03 and a current ratio of 2.03.

Unity Software (NYSE:U - Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $0.28 earnings per share for the quarter, topping analysts' consensus estimates of ($0.11) by $0.39. Unity Software had a positive return on equity of 4.64% and a negative net margin of 28.97%. The company had revenue of $546.47 million during the quarter, compared to the consensus estimate of $514.72 million. During the same quarter in the previous year, the company posted $0.18 earnings per share. The firm's quarterly revenue was up 24.0% on a year-over-year basis. On average, equities analysts predict that Unity Software Inc. will post 0.55 EPS for the current year.

Analyst Ratings Changes

U has been the topic of a number of research analyst reports. Morgan Stanley increased their price objective on shares of Unity Software from $50.00 to $55.00 and gave the stock an "overweight" rating in a report on Tuesday. Citigroup raised their price objective on shares of Unity Software from $40.00 to $48.00 and gave the company a "buy" rating in a research report on Monday, August 10th. Raymond James Financial raised shares of Unity Software from a "market perform" rating to an "outperform" rating and set a $54.00 target price for the company in a research note on Thursday, October 8th. Piper Sandler reaffirmed an "overweight" rating on shares of Unity Software in a research note on Monday, October 5th. Finally, HSBC upgraded shares of Unity Software from a "hold" rating to a "buy" rating and set a $47.10 target price on the stock in a research report on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $48.01.

Unity Software News Roundup

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

• Positive Sentiment: Wedbush raised its price target on Unity to $55 from $50 and reiterated an “outperform” rating, citing growing adoption of the Vector advertising platform. Industry checks suggest Vector is moving from an experimental offering to a budgeted user-acquisition channel for game developers. Unity price target lifted as Vector attracts bigger advertising budgets
• Positive Sentiment: Morgan Stanley also lifted its Unity price target to $55 from $50 and maintained an “overweight” rating. The back-to-back target increases reinforce investor optimism about Unity’s advertising recovery and growth prospects.
• Positive Sentiment: Unusually heavy call-option activity on October 13 indicated elevated bullish speculation, with call volume nearly tripling its typical daily level.
• Neutral Sentiment: Unity will report third-quarter 2026 results before the market opens on November 5, followed by an investor webcast. The announcement provides a clear catalyst, but also increases event risk as investors await confirmation of Vector momentum, margin improvement and the company’s path toward GAAP profitability. Unity Announces Date of Third Quarter 2026 Financial Results Webcast
• Negative Sentiment: Higher-than-expected inflation pushed bond yields higher and weighed on high-valuation growth and technology stocks, creating broad market pressure for companies such as Unity.
• Negative Sentiment: Investors may be taking profits after Unity’s strong advance toward its 52-week high, particularly with earnings approaching and questions remaining around capital allocation, including convertible notes due in November 2026.
• Negative Sentiment: Recent insider activity is a potential overhang: executives reportedly made 17 open-market sales and no purchases during the past six months. This may reinforce caution even though institutional ownership activity has been mixed.

Insider Transactions at Unity Software

In other Unity Software news, SVP Rebecca Boyden sold 1,032 shares of the company's stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $45.32, for a total transaction of $46,770.24. Following the transaction, the senior vice president directly owned 308,413 shares in the company, valued at approximately $13,977,277.16. This represents a 0.33% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Matthew S. Bromberg sold 16,383 shares of the company's stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $45.31, for a total transaction of $742,313.73. Following the transaction, the chief executive officer owned 1,541,131 shares in the company, valued at approximately $69,828,645.61. The trade was a 1.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 109,547 shares of company stock worth $4,884,202 in the last ninety days. 0.77% of the stock is currently owned by insiders.

About Unity Software

Unity Software Inc develops software and services for creating, operating and monetizing interactive, real-time 2D and 3D content. Its platform is widely used to build video games for mobile devices, personal computers, consoles and the web, as well as applications for industries such as automotive, architecture, engineering, construction, manufacturing and entertainment.

The company's core offering is the Unity development platform, which includes tools for graphics, physics, animation, audio, scripting and cross-platform deployment.

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