Waverly Advisors 13F: Adds $161K to CME Stake

Waverly Advisors lifted its stake in CME Group Inc. (NasdaqGS: CME) during its quarter ended May 15, 2026, according to a Form 13F filing with the Securities and Exchange Commission. The firm picked up 728 extra shares to bring its total investment to 49,039 shares. That move carried an estimated value of about $10.8 million at the time of the filing. Because 13F filings look backward at holdings from the end of the reporting period, they may not show the firm's current position today.

Inside Waverly Advisors Portfolio Adjustment

Waverly Advisors raised its position by a 1.5% margin during the period. The addition grew the total share count from 48,311 up to 49,039 shares. This steady accumulation places the exchange operator safely inside the firm's financial holdings as executives monitor market conditions.

CME Group Stock Price and Valuation

The shares traded around $220.83 recently, sitting near the lower end of their 52-week trading range of $218.31 to $329.16. The company carries a price-to-earnings ratio of 23.4 based on recent per-share earnings of $11.79. With a market capitalization near $99.1 billion and a low beta of 0.28, the stock tends to move less than the broader market.

Dividend Yield and Payout Details

CME Group pays an annual dividend rate of $5.20 per share, which works out to a dividend yield of 1.88%. The payout ratio sits at 95.4%, meaning most of the firm's earnings go directly back to shareholders through regular distributions.

Insider Buying and Selling at CME Group Inc.

Several leaders added to their personal holdings in the exchange operator on June 25, 2026. Timothy Bitsberger bought 645 shares at a price of $225.00 for a total value of $145,125. Daniel Kaye also purchased 645 shares at $225.00 for $145,125. Ford Harold Eugene JR. picked up 1,067 shares at $225.00 totaling $240,075. Tierney Robert JR acquired 645 shares for $145,125, Patrick Maloney bought 645 shares for $145,125, and Bryan Durkin secured 645 shares for $145,125 on the same day.

Wall Street Analyst Price Targets

Major financial firms have updated their outlooks on the stock through the autumn. On October 14, 2026, Wells Fargo maintained its Overweight rating while lifting its price target to $315.00. Morgan Stanley kept an Overweight rating on October 9, 2026, with a $337.00 target. Barclays maintained an Equal-Weight rating with a $281.00 target on October 7, 2026, while UBS kept a Neutral rating and set a $270.00 target. TD Cowen also maintained a Buy rating on October 5, 2026, raising its target to $300.00. The consensus opinion across 15 analysts points to a hold rating with a mean target price of $283.60.

Operating Global Financial Markets

Headquartered in Chicago, Illinois, CME Group operates global markets where participants trade futures and options on interest rates, agricultural goods, foreign exchange, and equity indexes. The company also runs clearing house services and delivers real-time market data to financial institutions and professional traders worldwide.

What to Watch Next for Investors

Market participants will look toward the company's next earnings report scheduled for October 21, 2026, for updated financial results and operational updates. Regulatory filings will continue to provide visibility into how institutional investors adjust their stakes in the exchange operator in the months ahead.