Janus Henderson Group PLC Has $905.57 Million Stock Position in Datadog, Inc. $DDOG

Janus Henderson Group PLC boosted its holdings in shares of Datadog, Inc. (NASDAQ:DDOG) by 22.8% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 7,749,569 shares of the company’s stock after acquiring an additional 1,439,082 shares during the quarter. Janus Henderson Group PLC’s holdings in Datadog were worth $905,570,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in the business. Elevation Point Wealth Partners LLC lifted its position in shares of Datadog by 3.3% in the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock worth $242,000 after purchasing an additional 55 shares in the last quarter. Chicago Partners Investment Group LLC grew its position in Datadog by 1.6% during the fourth quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock valued at $622,000 after purchasing an additional 73 shares in the last quarter. Vivaldi Capital Management LP increased its stake in Datadog by 2.8% in the 3rd quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock valued at $383,000 after buying an additional 74 shares during the period. State of Wyoming lifted its position in Datadog by 4.1% in the 1st quarter. State of Wyoming now owns 1,946 shares of the company’s stock worth $230,000 after buying an additional 76 shares in the last quarter. Finally, Farther Finance Advisors LLC boosted its stake in shares of Datadog by 2.0% during the 4th quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock valued at $529,000 after buying an additional 78 shares during the period. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog Stock Up 5.3%

Shares of DDOG stock opened at $264.07 on Thursday. The stock’s 50 day simple moving average is $244.01 and its 200 day simple moving average is $171.32. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70. The company has a debt-to-equity ratio of 0.25, a quick ratio of 3.40 and a current ratio of 3.40. The company has a market capitalization of $94.00 billion, a price-to-earnings ratio of 694.93, a PEG ratio of 25.51 and a beta of 1.54.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, beating the consensus estimate of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The company had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $960.12 million. During the same quarter last year, the company posted $0.46 earnings per share. The company’s revenue for the quarter was up 32.1% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, research analysts predict that Datadog, Inc. will post 0.64 EPS for the current year.

Insider Activity

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $271.05, for a total transaction of $14,612,847.60. Following the completion of the sale, the chief technology officer directly owned 531,311 shares in the company, valued at $144,011,846.55. This represents a 9.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Dev Ittycheria sold 120,000 shares of Datadog stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $248.78, for a total value of $29,853,600.00. Following the completion of the transaction, the director owned 39,235 shares in the company, valued at $9,760,883.30. The trade was a 75.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,486,587 shares of company stock worth $342,962,652. Insiders own 6.48% of the company’s stock.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog and Cloudaware announced a partnership to bring Cloudaware LogSight to the Datadog Marketplace. The integration is designed to identify cloud services that are not sending logs to Datadog, potentially increasing log-management usage and strengthening Datadog’s observability platform. Cloudaware and Datadog partnership
• Positive Sentiment: The company’s growing mix of multi-year contracts increased remaining performance obligations by 51% to $3.48 billion. Investors view the larger backlog as evidence of stronger revenue predictability and support for Datadog’s higher fiscal 2026 outlook. Datadog multi-year contracts
• Positive Sentiment: Optimism is building ahead of Datadog’s August 6 earnings release. The latest quarter showed 32% year-over-year revenue growth to approximately $1.01 billion, while earnings exceeded expectations and management raised its full-year 2026 outlook. Analysts have cited durable cloud and AI-related demand, with BTIG raising its price target to $289 from $255 and maintaining a Buy rating. BTIG Datadog price target
• Neutral Sentiment: Institutional positioning is mixed: 555 investors added shares in the latest quarter, compared with 498 that reduced holdings. BlackRock and Citadel made notable additions, while FMR, T. Rowe Price and Massachusetts Financial Services reduced positions. This suggests continued interest but limited consensus.
• Negative Sentiment: Insiders have reported extensive selling, including recent transactions by CEO Olivier Pomel, CTO Alexis Le-Quoc and Director Amit Agarwal. The sales were conducted under pre-arranged Rule 10b5-1 plans, reducing their value as discretionary bearish signals, but they may still weigh on sentiment given DDOG’s sharp rally and elevated valuation.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on DDOG. Stifel Nicolaus set a $305.00 price target on shares of Datadog in a research note on Thursday, May 7th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $260.00 target price on shares of Datadog in a research report on Friday, June 12th. Rothschild & Co Redburn began coverage on Datadog in a report on Thursday, April 23rd. They set a “buy” rating and a $170.00 price target for the company. Weiss Ratings raised Datadog from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, July 14th. Finally, Evercore raised their price objective on shares of Datadog from $225.00 to $265.00 and gave the company an “outperform” rating in a research report on Wednesday, June 10th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $264.84.

Datadog Profile

Datadog (NASDAQ: DDOG) is a cloud-based monitoring and observability platform that helps organizations monitor, troubleshoot and secure their applications and infrastructure at scale. Its software-as-a-service offering collects and analyzes metrics, traces and logs from servers, containers, cloud services and applications to provide real-time visibility into system performance and health. Datadog’s platform is widely used by engineering, operations and security teams to reduce downtime, accelerate incident response and improve application reliability.

The company’s product suite includes infrastructure monitoring, application performance monitoring (APM), log management, real user monitoring (RUM), synthetic monitoring and network performance monitoring, along with security-focused products such as security monitoring and cloud SIEM.