Global Retirement Partners LLC Takes Position in Nasdaq, Inc. $NDAQ

Posted by Stanley Muller on Aug 19th, 2026

Global Retirement Partners LLC bought a new position in Nasdaq, Inc. (NASDAQ:NDAQ – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 7,661 shares of the financial services provider’s stock, valued at approximately $604,000.

Other large investors have also added to or reduced their stakes in the company. NBC Securities Inc. boosted its position in shares of Nasdaq by 7.8% in the fourth quarter. NBC Securities Inc. now owns 1,529 shares of the financial services provider’s stock worth $149,000 after purchasing an additional 111 shares during the period. Independent Advisor Alliance lifted its stake in shares of Nasdaq by 2.6% during the 4th quarter. Independent Advisor Alliance now owns 4,574 shares of the financial services provider’s stock valued at $444,000 after buying an additional 117 shares in the last quarter. Quantum Portfolio Management LLC boosted its holdings in Nasdaq by 1.8% in the 1st quarter. Quantum Portfolio Management LLC now owns 7,144 shares of the financial services provider’s stock worth $606,000 after buying an additional 123 shares during the period. Avidian Wealth Enterprises LLC increased its stake in Nasdaq by 5.2% in the 4th quarter. Avidian Wealth Enterprises LLC now owns 2,713 shares of the financial services provider’s stock worth $264,000 after buying an additional 133 shares in the last quarter. Finally, Fielder Capital Group LLC increased its stake in Nasdaq by 3.1% in the 4th quarter. Fielder Capital Group LLC now owns 4,571 shares of the financial services provider’s stock worth $444,000 after buying an additional 137 shares in the last quarter. Hedge funds and other institutional investors own 72.47% of the company’s stock.

Insider Buying and Selling

In related news, insider Pc Nelson Griggs sold 11,010 shares of the business’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $96.35, for a total transaction of $1,060,813.50. Following the completion of the transaction, the insider owned 205,001 shares in the company, valued at $19,751,846.35. The trade was a 5.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Bradley J. Peterson sold 13,000 shares of the company’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $92.61, for a total transaction of $1,203,930.00. Following the completion of the transaction, the executive vice president owned 128,293 shares in the company, valued at approximately $11,881,214.73. The trade was a 9.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 41,797 shares of company stock valued at $3,926,319 in the last ninety days. 0.60% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

NDAQ has been the topic of several research analyst reports. Rothschild & Co Redburn set a $110.00 price objective on Nasdaq in a research report on Thursday, June 11th. Wall Street Zen upgraded Nasdaq from a “sell” rating to a “hold” rating in a research note on Sunday, May 3rd. Morgan Stanley reiterated an “overweight” rating and set a $120.00 price objective on shares of Nasdaq in a research report on Friday, July 24th. Raymond James Financial reissued an “outperform” rating and issued a $113.00 target price (up from $111.00) on shares of Nasdaq in a report on Thursday, July 9th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Nasdaq in a research report on Monday, July 20th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Nasdaq has an average rating of “Buy” and an average target price of $110.30.

Check Out Our Latest Stock Report on Nasdaq

Nasdaq Stock Performance

NASDAQ NDAQ opened at $96.71 on Wednesday. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.01 and a quick ratio of 1.01. Nasdaq, Inc. has a 1-year low of $76.55 and a 1-year high of $101.79. The business has a 50 day simple moving average of $89.26 and a two-hundred day simple moving average of $87.97. The stock has a market capitalization of $54.06 billion, a PE ratio of 28.20, a P/E/G ratio of 1.31 and a beta of 0.96.

Nasdaq (NASDAQ:NDAQ – Get Free Report) last posted its earnings results on Thursday, July 23rd. The financial services provider reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $0.98 by $0.09. The firm had revenue of $2.53 billion for the quarter, compared to the consensus estimate of $1.46 billion. Nasdaq had a net margin of 22.60% and a return on equity of 18.38%. The business’s quarterly revenue was up 14.9% on a year-over-year basis. During the same period in the previous year, the firm posted $0.85 EPS. On average, research analysts predict that Nasdaq, Inc. will post 4.15 EPS for the current fiscal year.

Nasdaq Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 11th will be issued a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 1.3%. The ex-dividend date is Friday, September 11th. Nasdaq’s dividend payout ratio is presently 36.15%.

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.