Principal Financial Group Inc. Grows Stock Holdings in Unity Software Inc. $U

Principal Financial Group Inc. increased its holdings in shares of Unity Software Inc. (NYSE:U) by 46.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 211,686 shares of the company’s stock after purchasing an additional 67,219 shares during the period. Principal Financial Group Inc. owned approximately 0.05% of Unity Software worth $8,476,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in the business. Root Financial Partners LLC purchased a new position in shares of Unity Software during the 3rd quarter valued at about $27,000. Atlantic Union Bankshares Corp acquired a new position in Unity Software in the second quarter valued at approximately $28,000. Salem Investment Counselors Inc. purchased a new stake in Unity Software in the 3rd quarter worth approximately $40,000. Allworth Financial LP grew its stake in shares of Unity Software by 28.4% during the 2nd quarter. Allworth Financial LP now owns 1,865 shares of the company’s stock worth $45,000 after purchasing an additional 412 shares during the period. Finally, Roxbury Financial LLC purchased a new position in shares of Unity Software during the 3rd quarter valued at approximately $60,000. 73.46% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, Director David Helgason sold 393,312 shares of the company’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $49.64, for a total transaction of $19,524,007.68. Following the completion of the sale, the director owned 5,439,173 shares of the company’s stock, valued at approximately $270,000,547.72. This represents a 6.74% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Jarrod Yahes sold 34,719 shares of the firm’s stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $41.38, for a total transaction of $1,436,672.22. Following the completion of the transaction, the chief financial officer directly owned 573,871 shares in the company, valued at $23,746,781.98. This trade represents a 5.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,338,021 shares of company stock valued at $63,138,575 in the last ninety days. 3.61% of the stock is currently owned by corporate insiders.

Unity Software Price Performance

Shares of Unity Software stock opened at $18.60 on Friday. The stock has a market capitalization of $8.05 billion, a P/E ratio of -19.38, a PEG ratio of 17.90 and a beta of 2.04. The business has a 50 day simple moving average of $40.18 and a two-hundred day simple moving average of $39.58. Unity Software Inc. has a 12 month low of $15.33 and a 12 month high of $52.15. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.84 and a quick ratio of 2.78.

Unity Software (NYSE:U) last issued its quarterly earnings results on Wednesday, February 11th. The company reported $0.24 EPS for the quarter, topping the consensus estimate of $0.20 by $0.04. The firm had revenue of $503.09 million during the quarter, compared to analysts’ expectations of $490.64 million. Unity Software had a negative return on equity of 4.76% and a negative net margin of 21.77%.The firm’s revenue for the quarter was up 10.1% on a year-over-year basis. During the same period in the previous year, the business earned ($0.30) earnings per share. As a group, analysts predict that Unity Software Inc. will post -1.25 EPS for the current fiscal year.

Key Unity Software News

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

• Positive Sentiment: Q4 beat and improving profitability — Unity reported $503M revenue and beat EPS estimates; management highlighted record-ish free cash flow and margin progress, a direct counterpoint to the sell-off. U’s Q4 Earnings & Revenues Surpass Estimates
• Positive Sentiment: Vector momentum — management and bullish coverage point to strong ad/Vector growth (large January YoY gains and management targeting ~ $1B annualized run-rate by end-2026), which supports medium-term revenue and margin upside. Unity: A Meltdown Worth Buying
• Neutral Sentiment: Analyst responses mixed — many firms cut price targets to reflect near-term headwinds but some maintain Buy/Outperform ratings, leaving a wide spread between market price and some analyst targets. Unity Software Analysts Slash Their Forecasts After Q4 Results
• Neutral Sentiment: Technical/contrarian case — several pieces note the stock is deeply oversold and that the sell-off may have priced in worst-case scenarios, creating a potential buying opportunity for longer-term investors. Down 49% in 4 Weeks, Here’s Why You Should You Buy the Dip
• Negative Sentiment: Weak near-term guidance — management guided Q1 revenue $480–$490M, below consensus, triggering the sharp sell-off as the company intentionally winds down lower-margin legacy ad assets to accelerate migration to Vector. What’s Going On With Unity Stock Friday?
• Negative Sentiment: Market reaction and downgraded sentiment — the guidance miss and strategy pivot prompted steep intraday declines, multiple price-target cuts and at least one analyst downgrade, increasing near-term volatility and downside risk. Unity Software (U) Stock Tumbles 26% After Revenue Forecast Misses Mark

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on U shares. Wells Fargo & Company lowered their price target on shares of Unity Software from $54.00 to $38.00 and set an “overweight” rating on the stock in a report on Thursday. Wall Street Zen upgraded Unity Software from a “hold” rating to a “buy” rating in a research note on Saturday, December 6th. Benchmark reaffirmed a “hold” rating on shares of Unity Software in a report on Monday, February 2nd. Macquarie Infrastructure raised Unity Software from a “neutral” rating to an “outperform” rating and raised their price objective for the company from $33.00 to $50.00 in a report on Friday, November 7th. Finally, Deutsche Bank Aktiengesellschaft began coverage on Unity Software in a research note on Wednesday, October 22nd. They set a “hold” rating and a $39.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $39.29.

Unity Software Company Profile

Unity Software is a leading provider of a real-time 3D development platform that enables creators across industries to design, build and operate interactive, real-time experiences. Originally focused on the game development market, Unity’s technology now extends into sectors such as film, automotive, architecture, engineering and construction, delivering immersive content for mobile, desktop, console, augmented reality and virtual reality devices. The company’s core offering comprises a suite of authoring tools, runtime engines and cloud services that streamline the creation and deployment of interactive 3D applications.

The Unity Editor serves as the central hub where developers design scenes, script behavior and iterate on assets.