MARA CEO Thiel Frederick G Sells $315K of Stock
Key Points
- Chief Executive Officer Frederick G. Thiel sold 27,505 shares of MARA Holdings, Inc. on September 17, 2026, at an average price of $11.45 under a pre-arranged plan.
- The company reported trailing twelve month revenue of $804.2 million alongside a net margin of 0.0% ahead of its next earnings report scheduled for November 4, 2026.
- Institutional investors and analysts continue to adjust positions as the stock trades around $7.53 against a consensus mean price target of $18.61.
Since the trade, $MARA is up 11.0% after 1 week and down 35.3% to date (from the $11.64 close on Sep 17, 2026).
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MARA Holdings, Inc. Chief Executive Officer Frederick G. Thiel sold 27,505 shares of the company on September 17, 2026. According to a Form 4 filing with the Securities and Exchange Commission, the transaction was executed at a price of $11.45 per share for a total value of $314,932.25. The sale was conducted pursuant to a pre-arranged Rule 10b5-1 trading plan. On the day of the transaction, the company's stock closed at $11.64.
MARA
MARA Holdings, Inc.
Inside Thiel's Trade
The planned sale by the chief executive officer represents a notable transaction for the digital infrastructure firm. Thiel parted with 27,505 shares at $11.45 each, bringing the total proceeds to over $314,000.
Other Institutional Activity in MARA Holdings, Inc.
Other major investors have recently adjusted their stakes in the firm. Shaw D.E. & Co., Inc. grew its holdings by 9,057,887 shares, ending with 10,376,069 shares worth about $78,131,801. Meanwhile, Marex Group Ltd. trimmed its position, selling 361,689 shares to finish with 7,953,008 shares valued at approximately $59,886,151.
MARA Holdings, Inc. Stock Down 8.5%
The stock recently traded around $7.53 as of October 16, 2026, which sits below its 50-day moving average of $10.99 and its event-day closing price of $11.64. The company carries a market capitalization of roughly $3.22 billion.
Recent Earnings
For the trailing twelve months, MARA Holdings reported $804,219,008 in revenue, an earnings per share loss of $9.40, a net margin of 0.0%, and a return on equity of -105.6%. The firm operates as an energy and digital infrastructure company focusing on bitcoin mining and artificial intelligence compute applications. Investors await the next financial update when the company releases its quarterly results on November 4, 2026.
Insider Buying and Selling at MARA Holdings, Inc.
Several other executives completed transactions earlier in the year. General Counsel Zabi Nowaid sold 8,376 shares on July 20, 2026, at $12.00 per share for a total of $100,512. Chief Financial Officer Salman Hassan Khan sold 16,000 shares on August 17, 2026, at $9.21 per share for $147,360, while Frederick G. Thiel also sold 16,000 shares on the same day at $9.21 per share for $253,321. Zabi Nowaid executed another sale of 8,376 shares on August 21, 2026, at $12.00 per share totaling $100,512.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock ahead of the autumn months. Piper Sandler maintained an overweight rating with a target of $13.00 on July 17, 2026. Cantor Fitzgerald maintained an overweight rating with a target of $12.00 on August 7, 2026, while Rosenblatt maintained a buy rating with a $15.00 target on the same day. Morgan Stanley maintained an underweight rating with a $6.00 target on August 13, 2026, and JP Morgan downgraded the stock to underweight with an 11.00 target on September 14, 2026. The stock carries a consensus buy recommendation from 13 analysts with a mean price target of $18.61.
About MARA Holdings, Inc.
MARA Holdings operates energy and digital infrastructure across North America, the Middle East, Europe, and Latin America. The business leverages excess power for digital asset mining and AI compute operations.
Bottom Line
Observers will monitor upcoming corporate updates and insider filings for further shifts in executive ownership. The upcoming earnings report on November 4, 2026, will provide additional insight into operational performance.
Related Filing Alerts
Source: Thiel Frederick G's Form 4 filing on $MARA (Sep 17, 2026). Written by software, not financial advice. How we make alerts