Unity Software Inc. $U Stock Holdings Increased by Corient Private Wealth LP

Key Points

• Corient Private Wealth LP increased its Unity Software stake by 194.1% in the second quarter, reaching 48,691 shares valued at approximately $1.39 million. Institutional investors collectively own 73.46% of the company.
• Analysts remain broadly positive, with Unity holding a “Moderate Buy” consensus rating and a $45.16 average price target. Wells Fargo and Needham raised their targets to $48 and $54, respectively.
• Unity reported better-than-expected quarterly results, including $0.28 in earnings per share and $546.47 million in revenue, up 24% year over year. However, insiders have sold $4.88 million worth of shares over the past 90 days.

Corient Private Wealth LP increased its holdings in Unity Software Inc. (NYSE:U - Free Report) by 194.1% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 48,691 shares of the company's stock after purchasing an additional 32,135 shares during the period. Corient Private Wealth LP's holdings in Unity Software were worth $1,392,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of U. REAP Financial Group LLC bought a new stake in shares of Unity Software in the 4th quarter worth about $28,000. Summit Securities Group LLC bought a new position in shares of Unity Software in the 1st quarter valued at about $54,000. Global Retirement Partners LLC bought a new position in shares of Unity Software in the 2nd quarter valued at about $56,000. Versant Capital Management Inc grew its position in Unity Software by 37.6% in the second quarter. Versant Capital Management Inc now owns 2,041 shares of the company's stock worth $58,000 after acquiring an additional 558 shares in the last quarter. Finally, Pacer Advisors Inc. grew its position in Unity Software by 59.5% in the first quarter. Pacer Advisors Inc. now owns 2,626 shares of the company's stock worth $58,000 after acquiring an additional 980 shares in the last quarter. Hedge funds and other institutional investors own 73.46% of the company's stock.

More Unity Software News

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

• Positive Sentiment: Unity announced immediate, day-one engine support for Meta’s next-generation VR Glasses, which are expected to launch in spring 2027. Developers can begin building and testing experiences now using Unity’s updated plugins, advanced rendering tools, Meta AI integrations, and mixed-reality APIs. This could expand Unity’s addressable developer ecosystem and strengthen its position as a preferred platform for immersive-content creation. Unity Delivers Day-One Support for Meta VR Glasses
• Positive Sentiment: Trading activity showed heavy call-option buying in Unity, suggesting that some options traders are positioning for further upside or increased volatility. However, options activity is speculative and does not necessarily reflect long-term fundamental conviction. Unity Software Stock Sees Heavy Call Option Buying
• Neutral Sentiment: Unity initially gained following Meta’s VR hardware announcement, as investors viewed the device launch as a potential catalyst for new developer demand and immersive-content creation. Subsequent reports indicate that the initial optimism was not sustained. Unity Software Stock Surges on Meta’s New VR and AI Hardware Push
• Negative Sentiment: Unity shares declined more sharply than the broader market after Meta unveiled AI-powered game-building tools. Investors may be concerned that Meta’s expanding creation tools could reduce reliance on third-party engines or intensify competition in game and VR development. Gaming Stocks Fall After Meta Unveils AI Game-Building Tools

Analysts Set New Price Targets

U has been the topic of several recent research reports. Wall Street Zen upgraded Unity Software from a "hold" rating to a "buy" rating in a report on Saturday. Wells Fargo & Company lifted their price target on shares of Unity Software from $36.00 to $48.00 and gave the stock an "overweight" rating in a research note on Friday, August 7th. Zacks Research upgraded shares of Unity Software from a "hold" rating to a "strong-buy" rating in a report on Monday, July 13th. Raymond James Financial assumed coverage on shares of Unity Software in a research note on Monday, June 29th. They issued a "market perform" rating for the company. Finally, Needham & Company LLC raised their price objective on shares of Unity Software from $40.00 to $54.00 and gave the stock a "buy" rating in a research note on Friday, August 7th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Unity Software has a consensus rating of "Moderate Buy" and a consensus price target of $45.16.

Insider Activity

In other Unity Software news, SVP Rebecca Boyden sold 1,032 shares of the firm's stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $45.32, for a total value of $46,770.24. Following the completion of the sale, the senior vice president directly owned 308,413 shares in the company, valued at $13,977,277.16. This trade represents a 0.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, COO Alexander Blum sold 43,556 shares of Unity Software stock in a transaction on Friday, August 28th. The stock was sold at an average price of $43.51, for a total transaction of $1,895,121.56. Following the completion of the transaction, the chief operating officer directly owned 661,855 shares in the company, valued at $28,797,311.05. This represents a 6.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 109,547 shares of company stock valued at $4,884,202 in the last ninety days. 0.77% of the stock is currently owned by insiders.

Unity Software Stock Performance

Shares of NYSE:U opened at $41.58 on Friday. The company has a market capitalization of $18.30 billion, a price-to-earnings ratio of -30.57, a price-to-earnings-growth ratio of 1.81 and a beta of 2.06. Unity Software Inc. has a 52 week low of $16.78 and a 52 week high of $52.15. The company has a quick ratio of 2.03, a current ratio of 2.03 and a debt-to-equity ratio of 0.55. The firm has a 50 day moving average of $40.36 and a 200 day moving average of $30.85.

Unity Software (NYSE:U - Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The company reported $0.28 EPS for the quarter, topping the consensus estimate 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 firm had revenue of $546.47 million during the quarter, compared to analyst estimates of $514.72 million. During the same period in the previous year, the company posted $0.18 EPS. The business's revenue for the quarter was up 24.0% compared to the same quarter last year. On average, sell-side analysts predict that Unity Software Inc. will post 0.55 earnings per share for the current fiscal year.

Unity Software Company Profile

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 media.

The company's core offerings include the Unity Engine and related development tools, which support graphics, physics, animation, audio, scripting and deployment across multiple platforms.

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