Concurrent Investment Advisors LLC Has $18.70 Million Position in CME Group Inc. $CME

Key Points

• Concurrent Investment Advisors LLC raised its stake in CME Group by 460.9%, adding 56,256 shares to hold 68,463 shares worth about $18.70 million.
• CME posted strong Q1 results—EPS $3.36 vs. $3.11 expected and revenue of $1.88 billion (up 14.5% YoY)—driven by record trading volumes and higher hedging activity.
• The company increased its quarterly dividend to $1.30 (a $5.20 annualized payout, ~1.8% yield), while analyst views are mixed but consensus remains a Moderate Buy.

Concurrent Investment Advisors LLC grew its stake in CME Group Inc. (NASDAQ:CME - Free Report) by 460.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 68,463 shares of the financial services provider's stock after purchasing an additional 56,256 shares during the period. Concurrent Investment Advisors LLC's holdings in CME Group were worth $18,696,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in the stock. NBC Securities Inc. boosted its stake in shares of CME Group by 5.0% in the 4th quarter. NBC Securities Inc. now owns 3,122 shares of the financial services provider's stock valued at $853,000 after purchasing an additional 148 shares in the last quarter. Diversified Enterprises LLC acquired a new stake in shares of CME Group in the 4th quarter valued at approximately $394,000. Sage Private Wealth Group LLC boosted its stake in shares of CME Group by 1.8% in the 4th quarter. Sage Private Wealth Group LLC now owns 3,439 shares of the financial services provider's stock valued at $939,000 after purchasing an additional 62 shares in the last quarter. Turtle Creek Wealth Advisors LLC boosted its stake in shares of CME Group by 15.7% in the 4th quarter. Turtle Creek Wealth Advisors LLC now owns 24,202 shares of the financial services provider's stock valued at $6,609,000 after purchasing an additional 3,279 shares in the last quarter. Finally, B. Metzler seel. Sohn & Co. AG boosted its stake in shares of CME Group by 4.4% in the 4th quarter. B. Metzler seel. Sohn & Co. AG now owns 28,546 shares of the financial services provider's stock valued at $7,795,000 after purchasing an additional 1,192 shares in the last quarter. 87.75% of the stock is currently owned by institutional investors and hedge funds.

CME Group Stock Down 0.2%

Shares of NASDAQ CME opened at $285.02 on Friday. The company has a 50 day simple moving average of $304.51 and a 200 day simple moving average of $286.07. The firm has a market cap of $102.22 billion, a PE ratio of 24.32, a price-to-earnings-growth ratio of 3.02 and a beta of 0.26. CME Group Inc. has a 1 year low of $257.17 and a 1 year high of $329.16. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.02 and a quick ratio of 1.03.

CME Group (NASDAQ:CME - Get Free Report) last issued its quarterly earnings data on Wednesday, April 22nd. The financial services provider reported $3.36 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.11 by $0.25. CME Group had a net margin of 63.19% and a return on equity of 15.42%. The business had revenue of $1.88 billion during the quarter, compared to analyst estimates of $1.77 billion. During the same quarter last year, the business earned $2.80 EPS. The firm's quarterly revenue was up 14.5% on a year-over-year basis. On average, research analysts forecast that CME Group Inc. will post 12.26 EPS for the current year.

CME Group Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 10th were issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 1.8%. The ex-dividend date was Tuesday, March 10th. This is a positive change from CME Group's previous quarterly dividend of $1.25. CME Group's dividend payout ratio (DPR) is 46.59%.

Insider Activity

In other CME Group news, General Counsel Jonathan L. Marcus sold 3,291 shares of the firm's stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $333.37, for a total transaction of $1,097,120.67. Following the completion of the transaction, the general counsel owned 7,192 shares in the company, valued at approximately $2,397,597.04. This trade represents a 31.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Bryan T. Durkin sold 4,200 shares of the firm's stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $309.65, for a total transaction of $1,300,530.00. Following the transaction, the director owned 43,007 shares of the company's stock, valued at approximately $13,317,117.55. The trade was a 8.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 8,539 shares of company stock worth $2,713,821 in the last 90 days. 0.30% of the stock is owned by company insiders.

Key Headlines Impacting CME Group

Here are the key news stories impacting CME Group this week:

• Positive Sentiment: Record Q1 revenue and volumes: CME reported record Q1 revenue and a surge in trading volumes, driven by higher hedging and risk-management activity — a core driver of futures and options trading revenue. Article Title
• Positive Sentiment: Earnings-call commentary backs the volume story: Management emphasized broad-based demand and rising market risk that is increasing hedging flows — a positive outlook for transaction-driven revenue. Article Title Article Title
• Positive Sentiment: Full earnings transcript available for deeper color: Investors can review management's detail on volume drivers and segment performance. Article Title
• Neutral Sentiment: Multiple analysts trimmed price targets but kept constructive ratings: Deutsche Bank cut its PT to $322 (keeps buy) and TD Cowen cut to $323 (keeps buy); Morgan Stanley trimmed to $353 but retained overweight — these lower targets reflect model updates despite continued positive ratings. Article Title Article Title Article Title
• Neutral Sentiment: No meaningful short-interest signal: the short-interest data published for April is effectively zero/unchanged and does not explain the move. (No linked article.)
• Negative Sentiment: Goldman maintains a sell rating and lowered its PT to $267 — the most bearish big-bank view in the group and a direct negative for sentiment. Article Title
• Negative Sentiment: Mixed market reaction and some headline takes that Q1 sales missed analyst expectations or that the stock looks expensive post-earnings — these narratives can pressure short-term price action despite strong volume trends. Article Title Article Title

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on CME shares. UBS Group restated a "neutral" rating and issued a $310.00 price target on shares of CME Group in a research note on Friday, February 6th. Piper Sandler raised their price objective on shares of CME Group from $313.00 to $329.00 and gave the company an "overweight" rating in a report on Wednesday, April 15th. Morgan Stanley dropped their price objective on shares of CME Group from $362.00 to $353.00 and set an "overweight" rating for the company in a report on Thursday. JPMorgan Chase & Co. raised their price objective on shares of CME Group from $266.00 to $271.00 and gave the company an "underweight" rating in a report on Thursday, April 16th. Finally, Erste Group Bank upgraded shares of CME Group from a "hold" rating to a "strong-buy" rating in a report on Thursday, March 5th. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, CME Group has a consensus rating of "Moderate Buy" and a consensus price target of $306.71.

About CME Group

CME Group Inc is a global markets company that operates some of the world's largest and most liquid derivatives exchanges, including the Chicago Mercantile Exchange (CME), the Chicago Board of Trade (CBOT), the New York Mercantile Exchange (NYMEX) and COMEX. The firm offers futures and options contracts across a broad range of asset classes — including interest rates, equity indexes, foreign exchange, energy, agricultural commodities and metals — and serves a diverse client base of institutional investors, commercial hedgers, brokers and retail participants.

The company's core services include electronic trading on the CME Globex platform, central clearing through CME Clearing, and distribution of market data, indexes and analytics.

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