James R. Barry, the CFO and Treasurer of $SMA, bought 600 shares of the company on 11-11-2025 for an estimated $20,130. This trade was reported by Quiver Quantitative using data from a recent SEC filing. This increased their holdings of this class of stock by approximately 21.6%. Following this trade, they now own 3,375 shares of this class of $SMA stock.
$SMA Insider Trading Activity
$SMA insiders have traded $SMA stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $SMA stock by insiders over the last 6 months:
- JAMES R. BARRY (CFO and Treasurer) purchased 600 shares for an estimated $20,130
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$SMA Hedge Fund Activity
We have seen 42 institutional investors add shares of $SMA stock to their portfolio, and 18 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 361,533 shares (-8.8%) from their portfolio in Q3 2025, for an estimated $13,608,102
- ABERDEEN GROUP PLC added 354,521 shares (+76.6%) to their portfolio in Q3 2025, for an estimated $13,344,170
- JPMORGAN CHASE & CO added 202,187 shares (+232.2%) to their portfolio in Q3 2025, for an estimated $7,610,318
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 140,575 shares (-14.6%) from their portfolio in Q3 2025, for an estimated $5,291,243
- MITSUBISHI UFJ TRUST & BANKING CORP removed 107,771 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $4,056,500
- GSI CAPITAL ADVISORS LLC added 83,448 shares (+73.2%) to their portfolio in Q3 2025, for an estimated $3,140,982
- PICTON MAHONEY ASSET MANAGEMENT added 81,234 shares (+80.5%) to their portfolio in Q3 2025, for an estimated $3,057,647
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$SMA Analyst Ratings
Wall Street analysts have issued reports on $SMA in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 10/27/2025
- Truist Securities issued a "Buy" rating on 08/27/2025
- Baird issued a "Outperform" rating on 08/19/2025
- Raymond James issued a "Strong Buy" rating on 06/18/2025
- Keybanc issued a "Overweight" rating on 06/16/2025
To track analyst ratings and price targets for $SMA, check out Quiver Quantitative's $SMA forecast page.
$SMA Price Targets
Multiple analysts have issued price targets for $SMA recently. We have seen 6 analysts offer price targets for $SMA in the last 6 months, with a median target of $39.5.
Here are some recent targets:
- Jonathan Hughes from Raymond James set a target price of $43.0 on 10/29/2025
- Eric Luebchow from Wells Fargo set a target price of $41.0 on 10/27/2025
- Michael Mueller from JP Morgan set a target price of $39.0 on 10/17/2025
- Ki Bin Kim from Truist Securities set a target price of $39.0 on 08/27/2025
- Wesley Golladay from Baird set a target price of $39.0 on 08/19/2025
- Todd Thomas from Keybanc set a target price of $40.0 on 06/16/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
