Exchange Traded Concepts LLC Trims Stake in Symbotic Inc. $SYM

Key Points

• Exchange Traded Concepts LLC trimmed its stake in Symbotic by 5.7%, selling 19,896 shares and leaving it with 327,179 shares (about 0.06%) valued at ~$19.47 million.
• Symbotic missed EPS (reported $0.02 vs. $0.08 expected) but beat revenue expectations with $629.99M—revenue was up 29.4% year‑over‑year—while the company still shows a negative net margin (-0.45%).
• Insiders sold 193,492 shares (~$11.45M) during the quarter (including a 60,000‑share sale by Director Rollin L. Ford), and analysts remain mixed with a consensus "Hold" and a $60.71 target price.

Exchange Traded Concepts LLC reduced its stake in Symbotic Inc. (NASDAQ:SYM - Free Report) by 5.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 327,179 shares of the company's stock after selling 19,896 shares during the quarter. Exchange Traded Concepts LLC owned approximately 0.06% of Symbotic worth $19,467,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Barton Investment Management bought a new position in shares of Symbotic in the third quarter worth about $1,640,000. Grove Street Fiduciary LLC grew its stake in shares of Symbotic by 314.4% during the 3rd quarter. Grove Street Fiduciary LLC now owns 35,000 shares of the company's stock valued at $1,886,000 after acquiring an additional 26,555 shares during the period. Mutual Advisors LLC bought a new position in shares of Symbotic during the 3rd quarter valued at approximately $1,919,000. ARK Investment Management LLC increased its holdings in Symbotic by 32.4% in the 3rd quarter. ARK Investment Management LLC now owns 589,887 shares of the company's stock worth $31,795,000 after acquiring an additional 144,389 shares in the last quarter. Finally, Willis Johnson & Associates Inc. purchased a new stake in Symbotic in the 2nd quarter worth approximately $280,000.

Symbotic Trading Down 0.7%

NASDAQ SYM opened at $50.42 on Friday. Symbotic Inc. has a 12 month low of $16.32 and a 12 month high of $87.88. The stock has a market cap of $30.36 billion, a PE ratio of -504.15, a P/E/G ratio of 5.05 and a beta of 2.13. The stock's 50 day moving average is $55.07 and its 200 day moving average is $61.06.

Symbotic (NASDAQ:SYM - Get Free Report) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $0.02 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.08 by ($0.06). The company had revenue of $629.99 million for the quarter, compared to analysts' expectations of $622.58 million. Symbotic had a negative net margin of 0.45% and a negative return on equity of 1.88%. The company's quarterly revenue was up 29.4% compared to the same quarter last year. During the same period last year, the business earned ($0.03) earnings per share. On average, analysts forecast that Symbotic Inc. will post 0.13 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the stock. The Goldman Sachs Group reaffirmed a "sell" rating and set a $50.00 price target on shares of Symbotic in a report on Thursday, January 15th. TD Cowen reissued a "buy" rating on shares of Symbotic in a research note on Wednesday, December 3rd. Barclays raised their price objective on shares of Symbotic from $42.00 to $44.00 and gave the company an "underweight" rating in a research report on Monday, March 16th. Weiss Ratings restated a "hold (c-)" rating on shares of Symbotic in a research note on Thursday, January 22nd. Finally, Northland Securities set a $73.00 target price on shares of Symbotic in a report on Thursday, February 5th. Six equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of "Hold" and a consensus target price of $60.71.

Insider Activity

In related news, Director Rollin L. Ford sold 60,000 shares of the firm's stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $57.51, for a total transaction of $3,450,600.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Maria G. Freve sold 8,306 shares of Symbotic stock in a transaction on Wednesday, January 28th. The shares were sold at an average price of $55.11, for a total transaction of $457,743.66. Following the completion of the sale, the insider owned 539 shares in the company, valued at approximately $29,704.29. This represents a 93.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 193,492 shares of company stock valued at $11,449,123 in the last quarter. Company insiders own 8.16% of the company's stock.

Symbotic News Roundup

Here are the key news stories impacting Symbotic this week:

• Positive Sentiment: Partnership with MIT and AI advances that optimize multi-robot fleets could materially improve throughput, uptime and customer ROI for Symbotic’s warehouse systems — supporting future revenue growth and win rates. Symbotic and MIT AI optimises industrial IoT robotic fleets
• Positive Sentiment: New AI research showing a 25% throughput improvement by preventing robot “traffic jams” highlights meaningful efficiency gains available to fleet operators — a technological tailwind for Symbotic’s value proposition and margins. AI system learns to prevent warehouse robot traffic jams, boosting throughput 25%
• Positive Sentiment: Fundamental bullish analysis: Seeking Alpha flags that Symbotic hit its first GAAP profit, is expanding margins, and is diversifying (healthcare, high‑margin JV ramps) — any sustained margin improvement would materially reduce valuation risk and justify investor interest. Symbotic: Improving Margins And Diversification Support A Buy
• Positive Sentiment: Industry praise and buy‑lists (e.g., InsiderMonkey naming SYM among top pure‑play robotics picks with upside) can attract retail and thematic flows, supporting medium‑term demand for the stock. 5 Best Pure-Play Robotics Stocks to Buy Now
• Neutral Sentiment: Investor education and “how to buy” guides are circulating — useful for onboarding new retail buyers but not an immediate price driver. How to Buy Symbotic Stock (SYM) in 2026
• Neutral Sentiment: Several analyst/commentary pieces are asking whether Symbotic can convert backlog into sustained robotic growth — these are constructive if conversion occurs but are conditional and informational for now. Can Symbotic Inc. (SYM) Convert its Backlog into Stronger Robotic Growth?
• Negative Sentiment: Short‑term selling: coverage notes SYM “fell more steeply than the market” in the latest session (reported -4.8%), reflecting either profit taking after the run from the 52‑week low or reaction to macro/sector weakness — this downward momentum can amplify volatility near resistance levels. Symbotic Inc. (SYM) Falls More Steeply Than Broader Market: What Investors Need to Know
• Negative Sentiment: Echoing headlines from market news outlets, Zacks also flagged the stock’s pullback — media repetition can accelerate outflows from momentum traders and algorithmic scanners. Symbotic Inc. (SYM) Falls More Steeply Than Broader Market: What Investors Need to Know

About Symbotic

Symbotic Inc NASDAQ: SYM is a provider of advanced warehouse automation and robotics systems designed to improve throughput, space utilization and labor productivity in distribution centers and fulfillment operations. The company develops integrated hardware and software solutions that automate the storage, retrieval, sorting and palletizing of goods, positioning itself as a systems integrator for material handling challenges faced by large-scale retailers, wholesalers and third-party logistics providers.

Products and services typically include autonomous robotic vehicles and shuttle systems, automated storage-and-retrieval equipment, robotic picking and palletizing cells, conveyors and sortation, together with control and management software that coordinates fleet operations and inventory flow.

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