Corient Private Wealth LLC Grows Stock Holdings in CME Group Inc. $CME

Key Points

• Corient Private Wealth increased its CME Group stake by 20% in the fourth quarter, adding 25,468 shares to bring its total to 153,055 shares valued at about $41.8 million.
• Institutional ownership remains heavy, with 87.75% of CME Group stock held by hedge funds and other institutions. Several other funds also added or initiated positions during the quarter.
• Wall Street sentiment is mixed but generally constructive: CME has a Moderate Buy consensus with an average target price of about $305.18, even as some analysts trimmed targets or kept bearish ratings amid leadership-transition and regulatory concerns.

Corient Private Wealth LLC raised its holdings in shares of CME Group Inc. (NASDAQ:CME - Free Report) by 20.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 153,055 shares of the financial services provider's stock after purchasing an additional 25,468 shares during the quarter. Corient Private Wealth LLC's holdings in CME Group were worth $41,815,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Asset Dedication LLC grew its position in CME Group by 64.9% in the fourth quarter. Asset Dedication LLC now owns 94 shares of the financial services provider's stock worth $26,000 after acquiring an additional 37 shares in the last quarter. FNY Investment Advisers LLC purchased a new stake in CME Group during the fourth quarter valued at approximately $27,000. Elkhorn Partners Limited Partnership bought a new stake in shares of CME Group in the 4th quarter valued at approximately $27,000. Hilton Head Capital Partners LLC bought a new stake in shares of CME Group in the 4th quarter valued at approximately $28,000. Finally, Legacy Wealth Managment LLC ID boosted its holdings in shares of CME Group by 191.9% in the 4th quarter. Legacy Wealth Managment LLC ID now owns 108 shares of the financial services provider's stock worth $29,000 after purchasing an additional 71 shares during the period. 87.75% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

CME has been the topic of several analyst reports. Raymond James Financial boosted their target price on CME Group from $310.00 to $320.00 and gave the company an "outperform" rating in a research report on Monday, April 6th. Jefferies Financial Group lowered their price target on CME Group from $356.00 to $349.00 and set a "buy" rating for the company in a research report on Thursday, April 9th. Weiss Ratings lowered shares of CME Group from a "buy (a-)" rating to a "buy (b+)" rating in a research note on Thursday, June 11th. Keefe, Bruyette & Woods upgraded shares of CME Group from a "market perform" rating to an "outperform" rating and set a $305.00 price objective on the stock in a research report on Thursday. Finally, Wall Street Zen raised shares of CME Group from a "sell" rating to a "hold" rating in a research note on Saturday, June 13th. Twelve research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, CME Group presently has a consensus rating of "Moderate Buy" and an average target price of $305.18.

Trending Headlines about CME Group

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

• Positive Sentiment: CME continues to be highlighted as a dividend and value stock, with analysts noting its strong capital returns, electronic trading growth, and global product expansion could support a long-term rebound. Article Title
• Positive Sentiment: One market note said CME may be undervalued after the CEO succession announcement, suggesting the stock could have upside if investors view the leadership transition as orderly. Article Title
• Neutral Sentiment: CME named longtime finance chief Julie Winkler as its next CEO, while Terry Duffy will step into an executive chairman role; the move appears planned and may reduce uncertainty, but it also marks a major leadership change. Article Title
• Neutral Sentiment: The company is also taking legal action against the CFTC over approval of perpetual crypto futures, arguing the products should be treated as swaps rather than futures. The case could affect CME’s role in crypto derivatives, but the financial impact is still uncertain. Article Title
• Negative Sentiment: Goldman Sachs kept a Sell rating on CME and trimmed its price target, citing leadership transition risk and regulatory uncertainty, which may be weighing on sentiment. Article Title

Insider Buying and Selling at CME Group

In other news, CEO Terrence A. Duffy sold 35,000 shares of the company's stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $298.51, for a total value of $10,447,850.00. Following the transaction, the chief executive officer directly owned 55,630 shares in the company, valued at approximately $16,606,111.30. This represents a 38.62% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Hilda Harris Piell sold 5,753 shares of the firm's stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $304.63, for a total transaction of $1,752,536.39. Following the completion of the transaction, the insider directly owned 27,702 shares in the company, valued at $8,438,860.26. This represents a 17.20% decrease in their position. The SEC filing for this sale provides additional information. 0.30% of the stock is currently owned by company insiders.

CME Group Stock Performance

CME opened at $246.38 on Monday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.02 and a current ratio of 1.02. The stock's 50 day moving average price is $279.61 and its 200-day moving average price is $287.27. CME Group Inc. has a one year low of $244.56 and a one year high of $329.16. The stock has a market cap of $89.28 billion, a price-to-earnings ratio of 21.02, a P/E/G ratio of 2.75 and a beta of 0.21.

CME Group (NASDAQ:CME - Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The financial services provider reported $3.36 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.11 by $0.25. CME Group had a return on equity of 15.42% and a net margin of 63.19%.The firm had revenue of $1.88 billion during the quarter, compared to analyst estimates of $1.77 billion. During the same period last year, the company earned $2.80 EPS. CME Group's quarterly revenue was up 14.5% compared to the same quarter last year. On average, equities analysts forecast that CME Group Inc. will post 12.28 EPS for the current year.

CME Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Tuesday, June 9th will be paid a $1.30 dividend. The ex-dividend date is Tuesday, June 9th. This represents a $5.20 dividend on an annualized basis and a yield of 2.1%. CME Group's dividend payout ratio (DPR) is presently 44.37%.

CME Group Profile

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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