Guild Holdings (GHLD)

• Market cap: $930M
• 1 day: -1.83%
• 5 days: 10.52%
• 1 month: 22.81%
• 3 months: 9.24%
• 6 months: -6.59%
• Year to date: 9.24%
• 1 year: 1.69%
• 5 years: 0.13%
• 10 years: 0.13%
• Sector: Financials
• Industry: Mortgage Bankers & Loan Correspondents

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.62% more ownership

Funds ownership: 26.51% [Q3] → 27.13% (+0.62%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

3% less funds holding

Funds holding: 30 [Q3] → 29 (-1) [Q4]

11% less capital invested

Capital invested by funds: $92.8M [Q3] → $82.5M (-$10.3M) [Q4]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $12.50 17% downside
• Avg. target: $15.75 5% upside
• High target: $19 26% upside

2 analyst ratings

• positive: 1 50%
• neutral: 0 0%
• negative: 1 50%

JP Morgan Richard Shane 56% 1-year accuracy 35 / 62 met price target	17% downside $12.50	Underweight Maintained	7 Mar 2025
Compass Point Giuliano Bologna 43% 1-year accuracy 6 / 14 met price target	27% upside $19	Buy Maintained	21 Jan 2025