GAMMA Investing Increases Stake in Signet Jewelers to $247,000
GAMMA Investing LLC has significantly increased its investment in Signet Jewelers Limited (NYSE:SIG), boosting its stake by 23.8% during the second quarter of 2025. According to its latest Form 13F filing with the Securities and Exchange Commission (SEC), GAMMA now holds 3,103 shares of Signet, valued at approximately $247,000. This move reflects growing confidence in the jewelry retailer’s market performance.
Other institutional investors have also adjusted their holdings in Signet Jewelers. Notably, UBS Asset Management, a division of UBS Group, raised its stake by 14.1% in the fourth quarter, acquiring an additional 13,769 shares, bringing its total to 111,609 shares worth around $9 million. Similarly, Mackenzie Financial Corp increased its investment by 4.9%, now owning 15,227 shares valued at $1.23 million. Universal Beteiligungs und Servicegesellschaft mbH purchased a new stake worth approximately $297,000, while Versant Capital Management Inc expanded its holdings by 40.5% to 773 shares valued at $45,000.
Equity analysts have been optimistic about Signet’s future, with several upgrades recently reported. Wall Street Zen raised its rating from “hold” to “buy” on September 5, while UBS Group increased its price target from $95.00 to $110.00. Citigroup made a similar move, boosting its target to $110.00, also classifying the stock as a “buy.” Jefferies Financial Group initiated coverage with a “buy” rating and a target of $102.00. Currently, the consensus among analysts is a mix of recommendations, with four rating the stock as a “buy,” two as a “hold,” and one as a “sell.” According to MarketBeat, the average rating for Signet Jewelers stands at “hold,” with a consensus price target of $97.71.
Signet Jewelers’ Financial Performance
As of September 2, 2025, shares of Signet Jewelers were trading at $96.13, reflecting a market capitalization of $3.94 billion. The company has reported a price-to-earnings (PE) ratio of 32.26 and a price-to-earnings-growth (PEG) ratio of 1.09. Signet’s stock performance indicates stability, with a year low of $45.55 and a high of $106.28 over the past year.
In its recent earnings report, Signet announced earnings per share (EPS) of $1.61 for the quarter, exceeding analysts’ expectations of $1.21 by $0.40. The company generated revenue of $1.54 billion, surpassing the consensus estimate of $1.50 billion. Signet Jewelers also reported a return on equity of 23.42% and a net margin of 1.95%. Year-over-year, revenue increased by 3.0% compared to the same quarter last year, where it reported an EPS of $1.25.
Looking ahead, Signet has set its fiscal year 2026 guidance between $8.040 and $9.570 EPS, with analysts projecting an EPS of $8.73 for the current year.
Dividend Announcement and Company Overview
In addition to its financial performance, Signet Jewelers also declared a quarterly dividend of $0.32, scheduled for payment on November 21, 2025. Shareholders of record as of October 24, 2025, will receive this dividend, which translates to an annualized payment of $1.28 and a yield of 1.3%. The company maintains a dividend payout ratio of 42.95%.
Signet Jewelers Limited operates as a prominent diamond jewelry retailer, functioning through three main segments: North America, International, and Other. The North American segment includes various retail brands such as Kay Jewelers, Jared The Galleria of Jewelry, and Zales Jewelers, alongside its online platforms like James Allen and Blue Nile.
As Signet continues to attract institutional interest and demonstrates solid financial results, its market position remains robust in the competitive landscape of jewelry retail.
