Janus Henderson Group PLC Increases Position in Ferrari N.V. $RACE

Janus Henderson Group PLC raised its holdings in shares of Ferrari N.V. (NYSE:RACE) by 259.3% in the first quarter, Holdings Channel.com reports. The firm owned 320,942 shares of the company’s stock after purchasing an additional 231,614 shares during the period. Janus Henderson Group PLC’s holdings in Ferrari were worth $107,563,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Fideuram Asset Management Ireland dac bought a new stake in shares of Ferrari in the 4th quarter worth approximately $29,000. Entrust Financial LLC purchased a new position in Ferrari during the fourth quarter valued at $33,000. Bamco Inc. NY raised its stake in Ferrari by 790.9% during the fourth quarter. Bamco Inc. NY now owns 98 shares of the company’s stock valued at $36,000 after buying an additional 87 shares during the last quarter. Bellevue Asset Management LLC bought a new stake in Ferrari in the first quarter worth $34,000. Finally, CoreCap Advisors LLC boosted its holdings in Ferrari by 70.0% in the fourth quarter. CoreCap Advisors LLC now owns 102 shares of the company’s stock worth $38,000 after acquiring an additional 42 shares in the last quarter.

Ferrari Price Performance

Shares of NYSE:RACE opened at $394.51 on Friday. Ferrari N.V. has a fifty-two week low of $312.51 and a fifty-two week high of $504.49. The business has a 50-day simple moving average of $365.12 and a two-hundred day simple moving average of $353.03. The company has a debt-to-equity ratio of 0.72, a quick ratio of 4.08 and a current ratio of 5.20. The firm has a market cap of $92.29 billion, a price-to-earnings ratio of 36.63, a price-to-earnings-growth ratio of 3.41 and a beta of 0.92.

Trending Headlines about Ferrari

Here are the key news stories impacting Ferrari this week:

• Positive Sentiment: Q2 results exceeded expectations and full-year guidance was raised. Ferrari reported revenue of approximately €1.94 billion, up about 8% year over year, while earnings per share beat consensus estimates. Strong operating performance, higher cash generation and resilient demand supported the outlook. Ferrari raises 2026 guidance after Q2 earnings beat
• Positive Sentiment: Personalization and pricing power remain key profit drivers. Customers continue to spend on customized vehicles and higher-margin options, helping Ferrari expand its mix and profitability. The order book is fully covered through 2027, and Jefferies raised its price target to €400 while retaining a Buy rating. Ferrari price target lifted on pricing power and personalization growth
• Positive Sentiment: Ferrari continues to return capital to shareholders. The company reported additional purchases under its €250 million second-tranche share buyback, part of a broader multiyear program expected to total approximately €3.5 billion through 2030. Buybacks can support per-share earnings and signal management confidence. Ferrari periodic report on buyback program
• Neutral Sentiment: Early demand for the Luce electric vehicle appears encouraging. CEO Benedetto Vigna said Ferrari is “very pleased” with orders for its first fully electric model, despite criticism of its debut. The comments help address execution concerns but do not yet provide detailed sales or profitability data. Ferrari very pleased with orders for Luce EV
• Negative Sentiment: Valuation remains a significant overhang. After a roughly 98% run, commentary argues that Ferrari may be overvalued. With a price-to-earnings ratio near 38 and PEG ratio above 3, investors may be taking profits or demanding stronger upside before bidding the shares higher. Ferrari stock could be overvalued despite its run

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on RACE shares. Evercore restated an “outperform” rating and set a $485.00 price target on shares of Ferrari in a report on Friday. Needham & Company LLC upgraded shares of Ferrari to a “neutral” rating in a research note on Friday. Morgan Stanley reissued an “overweight” rating and set a $442.00 price objective on shares of Ferrari in a research report on Friday. UBS Group reduced their price objective on shares of Ferrari from $497.00 to $490.00 and set a “buy” rating for the company in a research note on Friday. Finally, Sanford C. Bernstein lifted their target price on shares of Ferrari from $402.00 to $460.00 and gave the stock an “outperform” rating in a report on Friday. Three investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $477.15.

Ferrari Company Profile

Ferrari N.V. (NYSE: RACE) is an Italian luxury sports car manufacturer best known for designing, engineering and selling high-performance automobiles under the Ferrari marque. The company’s core business centers on the development and manufacture of premium sports cars and limited-series models, complemented by personalization and bespoke engineering services for high-net-worth clients. Ferrari also generates revenue from brand licensing, the sale of spare parts and accessories, aftersales services, and curated client experiences such as driving programs and factory visits.

Founded from the automotive activities of Enzo Ferrari, the first cars bearing the Ferrari name emerged in the late 1940s; the brand has since built a reputation for performance, craftsmanship and exclusivity.