Neuberger Berman group sells $98.3 million in E2open parent holdings shares

Published 29/05/2025, 21:32
Neuberger Berman group sells $98.3 million in E2open parent holdings shares

Neuberger Berman Group LLC, a significant shareholder in E2open Parent Holdings, Inc. (NYSE:ETWO), has sold a substantial portion of its holdings in the company. According to a recent SEC filing, the firm disposed of 30,607,831 shares of Class A Common Stock at a weighted average price of approximately $3.21 per share, amounting to a total transaction value of $98.3 million. The shares were sold in multiple transactions at prices ranging from $3.20 to $3.24. The sale comes as ETWO shares have surged over 20% in the past week, with InvestingPro data indicating the stock is currently in overbought territory.

Additionally, Neuberger Berman sold 10,140,000 warrants to purchase Class A Common Stock at a nominal price of $0.0001 per warrant. Following these transactions, Neuberger Berman no longer holds any shares or warrants in E2open Parent Holdings, which currently maintains a market capitalization of $1.1 billion. While the company isn’t currently profitable, analysts tracked by InvestingPro expect positive earnings in the coming fiscal year. The transactions were conducted through Neuberger Berman Opportunistic Capital Solutions Master Fund LP, which is advised by Neuberger Berman Investment Advisers LLC.

In other recent news, E2open Parent Holdings has reported its fourth-quarter fiscal year 2025 earnings, revealing an earnings per share (EPS) of $0.06, which surpassed the forecast of $0.05. However, the company’s revenue slightly missed expectations, coming in at $152.7 million against a projected $153.01 million. Despite the revenue shortfall, E2open’s stock saw a significant rise in aftermarket trading, reflecting investor optimism. Meanwhile, Loop Capital Markets adjusted its outlook for E2open, reducing the price target from $3.00 to $2.00 but maintaining a Hold rating, citing economic uncertainties despite steady financial performance. Goldman Sachs also revised its price target for E2open to $2.10 from $2.30, maintaining a Sell rating while noting the company’s slight outperformance in subscription revenue. Morgan Stanley (NYSE:MS) reiterated its Equalweight rating with a $2.10 price target but raised its ’Bull Case’ scenario to $4.05, influenced by WiseTech Global’s strategic review of E2open. The strategic review by WiseTech Global has drawn attention to E2open, as it could lead to a potential takeover, potentially unlocking value for shareholders. These developments present a complex picture for investors evaluating E2open’s future prospects amidst ongoing economic challenges.

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