DFS (Discover) Stock Analysis - Hedge Fund Holdings

Discover (DFS) is a publicly traded Financial Services sector company. As of May 20, 2026, DFS trades at $192.00 with a market cap of $51.35B and a P/E ratio of 10.24. DFS moved -1.02% today. Year to date, DFS is +37.20%; over the trailing twelve months it is +57.86%. Its 52-week range spans $96.46 to $207.42. Analyst consensus is buy with an average price target of $194.00. Rallies surfaces DFS's financials, insider trades, hedge fund holdings, congressional trades, analyst ratings, and AI-generated research below.

Who owns DFS stock?

Hedge funds tracked by Rallies that own DFS include Third Point, Pentwater Capital, Duquesne Family, and Berkshire Asset. The latest tracked quarter is Mar 31, 2025. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Discover.

DFS Key Metrics

Key financial metrics for DFS
MetricValue
Price$192.00
Market Cap$51.35B
P/E Ratio10.24
EPS$18.74
Dividend Yield0.00%
52-Week High$207.42
52-Week Low$96.46
Volume2.02M
Avg Volume0
Revenue (TTM)$6.97B
Net Income$4.79B
Gross Margin0.00%

Top Hedge Funds Holding DFS

  • Third Point holds 740.00K shares of DFS, changed +15.63% as of Mar 31, 2025.
  • Pentwater Capital holds 510.00K shares of DFS, changed -4.67% as of Mar 31, 2025.
  • Duquesne Family holds 146.97K shares of DFS, changed -48.41% as of Dec 31, 2024.
  • Berkshire Asset holds 2.23K shares of DFS, changed +0.00% as of Mar 31, 2025.

Recent DFS Insider Trades

  • Hanson Jason P. sold 46.17K on May 18, 2025.
  • Strle Jason sold 33.80K on May 18, 2025.
  • Capozzi Daniel Peter sold 102.19K on May 18, 2025.

DFS Analyst Consensus

45 analysts cover DFS: 0 strong buy, 29 buy, 16 hold, 0 sell, 0 strong sell. Consensus rating is buy. Average price target: $194.00.

Common questions about DFS

Who owns DFS stock?
Hedge funds tracked by Rallies that own DFS include Third Point, Pentwater Capital, Duquesne Family, and Berkshire Asset. The latest tracked quarter is Mar 31, 2025. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Discover.
Does Rallies show 13F holders for DFS?
Yes. Rallies tracks hedge fund and 13F ownership data for DFS, including fund names, share counts, latest tracked quarter, and position changes when available.
Is DFS research on Rallies investment advice?
No. Rallies provides research, data, and educational context for DFS. It does not provide personalized investment advice.
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