IDEAL Holdings reports OHA increases its investment to 25% in the Corporate Vehicle, enhancing cash position by €41 million.
Quiver AI Summary
IDEAL Holdings announced that OHA (UK) LLP has increased its investment in the company through an additional €41 million contribution, raising its stake in the Corporate Vehicle to 25%. This investment will bolster IDEAL Holdings' cash reserves and support its growth initiatives. OHA's investment will allow it to co-invest up to an additional €200 million alongside IDEAL Holdings over the next two years. The Corporate Vehicle manages a diverse portfolio of IDEAL's investments, including significant stakes in attica Department Stores, Byte, Adacom, Bluestream, and Barba Stathis & Chalvatzis. OHA is a leading alternative asset manager with a focus on credit strategies, managing approximately $98 billion in assets.
Potential Positives
- OHA's additional €41 million investment strengthens IDEAL Holdings' cash position, providing financial stability.
- The increased ownership stake of OHA to 25% demonstrates confidence in IDEAL Holdings and its strategic direction, potentially attracting further investments.
- OHA's right to co-invest up to an additional €200 million over the next two years supports IDEAL Holdings' growth and expansion plans, indicating a positive outlook for future developments.
Potential Negatives
- The press release indicates a significant increase in OHA's investment, potentially highlighting IDEAL Holdings' reliance on external capital for cash flow, which may raise concerns about its financial stability and independence.
- OHA's minority stake and rights to co-invest further suggest a dilution of control for IDEAL Holdings, as they will now have to consider OHA's interests in future strategic decisions.
- The announcement did not provide details on the specific use of funds from OHA's additional investment, which may raise questions regarding the transparency and clarity of IDEAL Holdings' financial strategy.
FAQ
What recent investment did OHA make in IDEAL Holdings?
OHA invested an additional €41 million, increasing its stake in IDEAL Holdings' Corporate Vehicle to 25%.
How does OHA's investment benefit IDEAL Holdings?
The investment strengthens IDEAL Holdings' cash position and supports its growth and strategic expansion plans.
What companies are included in IDEAL Holdings' investment portfolio?
IDEAL Holdings' portfolio includes attica Department Stores, Byte, Adacom, Bluestream, Barba Stathis, and Chalvatzis.
What is the future investment potential from OHA?
OHA has the option to co-invest up to an additional €200 million over the next two years.
What is OHA's expertise as an asset manager?
OHA specializes in credit strategies and offers customized credit solutions across various market cycles.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$TROW Insider Trading Activity
$TROW insiders have traded $TROW stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $TROW stock by insiders over the last 6 months:
- ROBERT F. MACLELLAN sold 3,090 shares for an estimated $324,466
- DOROTHY C SAWYER sold 2,000 shares for an estimated $190,860
- JESSICA M HIEBLER (Principal Accounting Officer) sold 968 shares for an estimated $93,879
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$TROW Hedge Fund Activity
We have seen 500 institutional investors add shares of $TROW stock to their portfolio, and 500 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FIRST TRUST ADVISORS LP added 1,993,920 shares (+137.7%) to their portfolio in Q2 2025, for an estimated $192,413,280
- ROYAL BANK OF CANADA added 1,734,501 shares (+345.3%) to their portfolio in Q2 2025, for an estimated $167,379,346
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 950,514 shares (+50.8%) to their portfolio in Q2 2025, for an estimated $91,724,601
- MILLENNIUM MANAGEMENT LLC removed 947,370 shares (-93.6%) from their portfolio in Q2 2025, for an estimated $91,421,205
- CAPITAL WORLD INVESTORS removed 927,894 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $89,541,771
- UBS GROUP AG added 669,673 shares (+30.1%) to their portfolio in Q2 2025, for an estimated $64,623,444
- ARGA INVESTMENT MANAGEMENT, LP added 464,949 shares (+3807.3%) to their portfolio in Q2 2025, for an estimated $44,867,578
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$TROW Analyst Ratings
Wall Street analysts have issued reports on $TROW in the last several months. We have seen 0 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Underperform" rating on 10/02/2025
- Barclays issued a "Underweight" rating on 08/04/2025
To track analyst ratings and price targets for $TROW, check out Quiver Quantitative's $TROW forecast page.
$TROW Price Targets
Multiple analysts have issued price targets for $TROW recently. We have seen 8 analysts offer price targets for $TROW in the last 6 months, with a median target of $108.0.
Here are some recent targets:
- Aidan Hall from Keefe, Bruyette & Woods set a target price of $115.0 on 10/13/2025
- Glenn Schorr from Evercore ISI Group set a target price of $118.0 on 10/09/2025
- Michael Cyprys from Morgan Stanley set a target price of $125.0 on 10/06/2025
- Brennan Hawken from BMO Capital set a target price of $108.0 on 10/03/2025
- Craig Siegenthaler from B of A Securities set a target price of $97.0 on 10/02/2025
- Benjamin Budish from Barclays set a target price of $95.0 on 08/04/2025
- Kenneth Worthington from JP Morgan set a target price of $102.0 on 08/04/2025
Full Release
Athens, Oct. 14, 2025 (GLOBE NEWSWIRE) -- IDEAL Holdings (“the Company”, RIC: IDEr.AT, Bloomberg: INTEK GA) further to its announcements dated 5 March 2025 and 15 April 2025, announces that OHA (UK) LLP and its affiliates (“OHA”) have exercised their right under the Subscription Agreement to make an additional investment through the same class of shares, increasing their participation in the Corporate Vehicle (“CV”) to 25% with an additional €41 million in cash.
The proceeds from this investment will further strengthen IDEAL Holdings cash position.
The CV currently holds substantially all of IDEAL Holdings’ investments, which include: (i) attica Department Stores, (ii) Byte, Adacom, Bluestream (“ICT”) and (iii) Barba Stathis & Chalvatzis.
Moreover, through the CV, OHA will retain the right to co-invest alongside IDEAL Holdings, as a minority investor, with up to an additional €200 million over the next two years, supporting the Company’s growth and strategic expansion plans.
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Information to the email [email protected], for the attention of:
Mrs. Katerina Psifi tel. 210 5193977 & Mrs. Lydia Pistiola tel. 215 2159610
About IDEAL Holdings:
IDEAL Holdings is a listed holding company with a diversified investment portfolio. Following a disciplined business approach, it invests in companies with sustainable growth prospects and expansive orientation, by providing expertise and new business and financing opportunities that add value and accelerate the growth of its holdings. IDEAL Holdings' Investments are: (i) BYTE S.A. a provider of integrated IT and communications solutions, software application development and Trust services provider, (ii) ADACOM S.A provider of Trust services and cybersecurity solutions and services through a Cyber Security Incident Monitoring & Prevention Centre, (iii) BLUESTREAM SOLUTIONS S.A. provider of infrastructure services and cloud migration, data availability, and outsourcing services, (iv) IDEAL Software Solutions S.A., software development and IT solutions in the niche market of Enterprise Output Management, (v) attica Department Stores S.A. operates department stores in Athens and Thessaloniki, (vi) Barba Stathis S.A. producer and distributor of frozen vegetables, frozen meals and fresh salads, (vii) Chalvatzis Makedoniki S.A. producer and distributor of steamed vegetables, jams, fruit salads and ready to eat meals & salads.
About OHA:
Oak Hill Advisors (OHA) is a leading global credit-focused alternative asset manager with over 30 years of investment experience. OHA works with institutions and individuals and seeks to deliver a consistent track record of attractive risk-adjusted returns. The firm has approximately $98 billion in assets under management (AUM) across credit strategies, including private credit, distressed and special situation investments, high yield bonds, leveraged loans and collateralized loan obligations as of June 30, 2025. Additional information on OHA’s AUM calculation methodology can be found on the OHA website. OHA’s emphasis on long-term partnerships with companies, sponsors and other partners allows for the provision of customized credit solutions across market cycles. With over 420 experienced professionals across six global offices, OHA brings a collaborative approach to offering investors a single platform to meet their diverse credit needs. OHA is the private markets platform of T. Rowe Price Group, Inc. (NASDAQ – GS: TROW). For more information, please visit
www.oakhilladvisors.com
