Moran Wealth Management LLC Buys Shares of 4,162 Dave Inc. $DAVE

11 Jan 2026, 05:54 by Doug Wharley · The Cerbat Gem

Moran Wealth Management LLC purchased a new position in Dave Inc. (NASDAQ:DAVE – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 4,162 shares of the fintech company’s stock, valued at approximately $830,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Geode Capital Management LLC raised its stake in Dave by 14.6% during the second quarter. Geode Capital Management LLC now owns 207,773 shares of the fintech company’s stock valued at $55,774,000 after buying an additional 26,515 shares during the last quarter. Voya Investment Management LLC increased its holdings in shares of Dave by 5,603.0% during the third quarter. Voya Investment Management LLC now owns 144,285 shares of the fintech company’s stock valued at $28,763,000 after acquiring an additional 141,755 shares in the last quarter. Invesco Ltd. raised its position in shares of Dave by 2,379.9% in the 2nd quarter. Invesco Ltd. now owns 97,485 shares of the fintech company’s stock worth $26,166,000 after purchasing an additional 93,554 shares during the last quarter. BNP Paribas Financial Markets boosted its stake in Dave by 14,074.9% in the 2nd quarter. BNP Paribas Financial Markets now owns 84,766 shares of the fintech company’s stock worth $22,752,000 after purchasing an additional 84,168 shares in the last quarter. Finally, Qube Research & Technologies Ltd boosted its stake in Dave by 173.0% in the 2nd quarter. Qube Research & Technologies Ltd now owns 82,410 shares of the fintech company’s stock worth $22,120,000 after purchasing an additional 52,218 shares in the last quarter. Hedge funds and other institutional investors own 18.01% of the company’s stock.

Insiders Place Their Bets

In other news, Director Imran Khan sold 1,146 shares of the company’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $204.00, for a total transaction of $233,784.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Jason Wilk sold 7,393 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $203.77, for a total transaction of $1,506,471.61. Following the completion of the transaction, the chief executive officer owned 210,461 shares in the company, valued at $42,885,637.97. This trade represents a 3.39% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 105,164 shares of company stock valued at $20,700,863. 28.48% of the stock is owned by company insiders.

Dave News Roundup

Here are the key news stories impacting Dave this week:

Positive Sentiment: ExtraCash growth is a clear fundamental catalyst: originations jumped ~49% year-over-year to ~$2.0B in 3Q25, supporting revenue/earnings upside and monetization. Zacks notes sustaining this momentum depends on continued rollout of CashAI v5.5 and a capital-light bank partnership that could keep originations scalable without heavy balance-sheet strain. The note flags credit/underwriting execution as the main risk, but the growth trajectory helps explain the stock strength. Can Dave Sustain Its ExtraCash Surge?
Positive Sentiment: Technical/momentum signal — Dave shares crossed above the 200‑day moving average, a bullish technical milestone that can attract momentum and technical traders and support further upside if volume sustains. Coverage pieces note the breakout and higher intraday highs. Share Price Crosses Above 200-Day MA (DefenseWorld) Should You Sell? (AmericanBankingNews)
Neutral Sentiment: Multiple consumer‑finance/media pieces reference Dave Ramsey (personal‑finance personality), not Dave Inc.; these are editorial/industry commentary and unlikely to move the stock. Items include critiques of Ramsey’s Social Security advice and other opinion pieces. Data Shows Dave Ramsey is Dead Wrong… Social Security Advice Could Cost You Dave Ramsey Says He’s Become A ‘Cuss Word’ Importance of Recognizing a Problem What Financial Advisors Really Think
Neutral Sentiment: Pop‑culture/activism story about musician Dave Matthews criticizing political actors is unrelated to Dave Inc.’s business and should not affect the stock. Dave Matthews Scorches ‘Revolting’ Trump Officials

Dave Stock Up 1.2%

Shares of Dave stock opened at $239.35 on Friday. Dave Inc. has a twelve month low of $65.46 and a twelve month high of $286.45. The company has a quick ratio of 8.69, a current ratio of 8.69 and a debt-to-equity ratio of 0.26. The company’s 50 day moving average is $215.66 and its 200 day moving average is $217.67. The company has a market cap of $3.23 billion, a price-to-earnings ratio of 23.72 and a beta of 3.90.

Dave (NASDAQ:DAVE – Get Free Report) last announced its earnings results on Tuesday, November 4th. The fintech company reported $4.24 earnings per share for the quarter, beating analysts’ consensus estimates of $2.29 by $1.95. The business had revenue of $150.73 million during the quarter, compared to analyst estimates of $153.09 million. Dave had a net margin of 29.85% and a return on equity of 65.86%. Research analysts anticipate that Dave Inc. will post 1.07 EPS for the current year.

Analyst Ratings Changes

A number of research firms have weighed in on DAVE. Barrington Research restated an “outperform” rating and set a $290.00 price objective on shares of Dave in a research note on Monday, November 3rd. Benchmark raised their price target on shares of Dave from $320.00 to $345.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Lake Street Capital restated a “buy” rating on shares of Dave in a report on Wednesday, December 24th. Wall Street Zen upgraded Dave from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Finally, JPMorgan Chase & Co. set a $300.00 target price on Dave in a report on Friday, September 26th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Dave currently has an average rating of “Moderate Buy” and a consensus price target of $304.25.

Get Our Latest Research Report on Dave

About Dave

(Free Report)

Dave, Inc is a Los Angeles–based financial technology company founded in 2016 by Jason Wilk and John Wolanin. The company offers a subscription-based mobile app designed to help consumers avoid overdraft fees, manage their budgets and track expenses. Through its platform, members receive low-balance alerts, expense categorization and cash-advance capabilities tied to upcoming deposits.

At the core of Dave’s offering is fee-free overdraft protection: eligible users can request small, interest-free advances up to a preset limit, typically repaid on their next paycheck or deposit.

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