Whalen Wealth Management Inc. Acquires Shares of 6,031 Nasdaq, Inc. $NDAQ

04 Apr 2026, 08:44 by Teresa Graham · The Cerbat Gem

Whalen Wealth Management Inc. bought a new position in Nasdaq, Inc. (NASDAQ:NDAQ – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 6,031 shares of the financial services provider’s stock, valued at approximately $586,000.

A number of other large investors also recently modified their holdings of NDAQ. Front Row Advisors LLC bought a new position in Nasdaq in the 2nd quarter valued at $25,000. Twin Peaks Wealth Advisors LLC bought a new stake in shares of Nasdaq during the second quarter worth $27,000. Tripletail Wealth Management LLC acquired a new position in shares of Nasdaq during the third quarter valued at $27,000. Westside Investment Management Inc. boosted its holdings in Nasdaq by 100.0% in the third quarter. Westside Investment Management Inc. now owns 318 shares of the financial services provider’s stock valued at $28,000 after acquiring an additional 159 shares during the last quarter. Finally, West Branch Capital LLC bought a new position in Nasdaq in the third quarter valued at about $29,000. 72.47% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on NDAQ. JPMorgan Chase & Co. boosted their price objective on Nasdaq from $100.00 to $101.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Morgan Stanley set a $116.00 target price on shares of Nasdaq and gave the company an “overweight” rating in a research note on Friday, January 30th. TD Cowen raised shares of Nasdaq from a “hold” rating to a “buy” rating and boosted their price target for the stock from $105.00 to $106.00 in a research note on Thursday, February 26th. Barclays reaffirmed an “overweight” rating and set a $115.00 target price (up from $114.00) on shares of Nasdaq in a report on Friday, January 30th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Nasdaq in a research note on Friday, January 9th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $103.71.

Check Out Our Latest Stock Report on NDAQ

Insider Transactions at Nasdaq

In related news, EVP John Zecca sold 4,500 shares of the stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $100.01, for a total transaction of $450,045.00. Following the completion of the transaction, the executive vice president directly owned 125,674 shares in the company, valued at approximately $12,568,656.74. This trade represents a 3.46% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Adena T. Friedman sold 300,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $96.91, for a total value of $29,073,000.00. Following the completion of the sale, the chief executive officer owned 1,924,903 shares in the company, valued at $186,542,349.73. The trade was a 13.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 510,951 shares of company stock valued at $47,592,996. 0.70% of the stock is owned by corporate insiders.

Nasdaq Stock Performance

NASDAQ:NDAQ opened at $86.65 on Friday. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.01 and a quick ratio of 1.01. The business’s 50-day simple moving average is $86.35 and its 200-day simple moving average is $89.77. Nasdaq, Inc. has a fifty-two week low of $64.84 and a fifty-two week high of $101.79. The stock has a market capitalization of $49.26 billion, a PE ratio of 28.04, a price-to-earnings-growth ratio of 1.59 and a beta of 1.02.

Nasdaq (NASDAQ:NDAQ – Get Free Report) last posted its earnings results on Thursday, January 29th. The financial services provider reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.92 by $0.04. Nasdaq had a return on equity of 16.90% and a net margin of 21.77%.The business had revenue of $2.12 billion during the quarter, compared to analysts’ expectations of $1.37 billion. During the same period in the prior year, the business earned $0.76 EPS. Nasdaq’s revenue for the quarter was up 13.4% compared to the same quarter last year. Sell-side analysts expect that Nasdaq, Inc. will post 3.18 earnings per share for the current fiscal year.

Nasdaq Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 30th. Stockholders of record on Monday, March 16th were given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Monday, March 16th. Nasdaq’s dividend payout ratio is currently 34.95%.

About Nasdaq

(Free Report)

Nasdaq, Inc is a global financial technology company that operates one of the world’s leading electronic securities exchanges and provides a broad array of products and services to capital markets participants. Its core activities include operating the Nasdaq Stock Market and other trading venues, developing and supplying market technology and matching engines to exchanges and trading firms, licensing market data and indices, and offering clearing, trade execution and post-trade solutions. The company also provides market surveillance, risk management and regulatory technology used by exchanges and regulators.

Founded in 1971 by the National Association of Securities Dealers (NASD) as the first electronic stock market, Nasdaq has evolved into a diversified marketplace and technology provider.

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