UBS Group AG Has $51.94 Million Position in Fluence Energy, Inc. $FLNC

Key Points

• UBS Group AG boosted its stake in Fluence by 65.2% in Q4, owning 2,625,878 shares worth about $51.94 million (≈1.44% of the company) after buying an additional 1,036,423 shares.
• Fluence's latest quarter showed a revenue beat of $475.23M (up 154.4% YoY) but an EPS miss of ($0.34) and continued unprofitability (negative net margin and ROE), with analysts forecasting roughly -$0.22 EPS for the year.
• Market sentiment is cautious: the consensus rating is "Reduce" with an average price target of $16.12, while shares trade near $12.69 and analyst opinions are mixed (4 Buy / 11 Hold / 5 Sell).

UBS Group AG increased its stake in Fluence Energy, Inc. (NASDAQ:FLNC - Free Report) by 65.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 2,625,878 shares of the company's stock after purchasing an additional 1,036,423 shares during the quarter. UBS Group AG owned approximately 1.44% of Fluence Energy worth $51,940,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in FLNC. GAMMA Investing LLC lifted its holdings in Fluence Energy by 22.2% in the 4th quarter. GAMMA Investing LLC now owns 2,406 shares of the company's stock worth $48,000 after purchasing an additional 437 shares during the last quarter. Advisory Services Network LLC acquired a new stake in Fluence Energy in the 3rd quarter worth approximately $48,000. Quantbot Technologies LP acquired a new stake in Fluence Energy in the 3rd quarter worth approximately $51,000. Quarry LP lifted its holdings in Fluence Energy by 4,371.4% in the 3rd quarter. Quarry LP now owns 5,947 shares of the company's stock worth $64,000 after purchasing an additional 5,814 shares during the last quarter. Finally, Farther Finance Advisors LLC lifted its holdings in Fluence Energy by 442.9% in the 4th quarter. Farther Finance Advisors LLC now owns 3,377 shares of the company's stock worth $67,000 after purchasing an additional 2,755 shares during the last quarter. 53.16% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Fluence Energy

In other news, Director Heynitz Harald Von sold 10,000 shares of the company's stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $16.50, for a total transaction of $165,000.00. Following the completion of the transaction, the director owned 63,550 shares of the company's stock, valued at approximately $1,048,575. This represents a 13.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.69% of the company's stock.

Analysts Set New Price Targets

FLNC has been the subject of several analyst reports. BMO Capital Markets restated a "market perform" rating and issued a $15.00 target price on shares of Fluence Energy in a report on Wednesday, April 29th. Morgan Stanley set a $16.00 price objective on Fluence Energy in a research report on Monday, January 26th. Guggenheim raised Fluence Energy from a "sell" rating to a "neutral" rating in a research report on Thursday, March 19th. Zacks Research cut Fluence Energy from a "hold" rating to a "strong sell" rating in a research report on Tuesday, April 7th. Finally, Mizuho set a $13.00 price objective on Fluence Energy in a research report on Friday, February 6th. Four investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and five have issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Reduce" and an average price target of $16.12.

Fluence Energy Stock Up 2.9%

Shares of FLNC opened at $12.69 on Wednesday. The company has a 50-day simple moving average of $14.61 and a 200-day simple moving average of $18.82. The firm has a market capitalization of $2.33 billion, a P/E ratio of -28.84 and a beta of 2.62. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.08 and a current ratio of 1.48. Fluence Energy, Inc. has a 52 week low of $3.93 and a 52 week high of $33.51.

Fluence Energy (NASDAQ:FLNC - Get Free Report) last announced its quarterly earnings data on Wednesday, February 4th. The company reported ($0.34) EPS for the quarter, missing analysts' consensus estimates of ($0.18) by ($0.16). The company had revenue of $475.23 million for the quarter, compared to analyst estimates of $444.23 million. Fluence Energy had a negative net margin of 2.04% and a negative return on equity of 10.10%. The firm's quarterly revenue was up 154.4% on a year-over-year basis. During the same period in the prior year, the company posted ($0.32) EPS. On average, equities research analysts expect that Fluence Energy, Inc. will post -0.22 earnings per share for the current year.

Fluence Energy Company Profile

Fluence Energy is a leading global provider of energy storage products and services, specializing in the deployment of advanced battery systems to support grid stability and renewable integration. The company develops, engineers and delivers turnkey energy storage solutions designed to optimize the reliability, efficiency and economic performance of power networks. By combining hardware, software and lifecycle services, Fluence addresses the growing need for flexible energy assets in an evolving electricity landscape.

The company's core offerings include modular energy storage platforms that pair lithium-ion battery technology with control and optimization software.

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