PensionDanmark Pensionsforsikringsaktieselskab Cuts Position in AppLovin Corporation $APP

PensionDanmark Pensionsforsikringsaktieselskab decreased its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 28.9% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 37,150 shares of the company’s stock after selling 15,100 shares during the period. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in AppLovin were worth $19,141,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Calamos Advisors LLC lifted its stake in shares of AppLovin by 73.3% in the fourth quarter. Calamos Advisors LLC now owns 48,737 shares of the company’s stock worth $32,840,000 after buying an additional 20,609 shares in the last quarter. Dara Capital US Inc. bought a new stake in shares of AppLovin during the fourth quarter valued at approximately $1,747,000. Mirae Asset Global Investments Co. Ltd. raised its holdings in AppLovin by 12.3% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 195,265 shares of the company’s stock worth $131,573,000 after acquiring an additional 21,427 shares during the last quarter. Fifth Third Bancorp raised its holdings in AppLovin by 312.0% in the 4th quarter. Fifth Third Bancorp now owns 6,123 shares of the company’s stock worth $4,126,000 after acquiring an additional 4,637 shares during the last quarter. Finally, North Dakota State Investment Board bought a new position in AppLovin in the 4th quarter valued at approximately $5,490,000. 41.85% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin reported second-quarter revenue of $1.92 billion, up 52.8% year over year, while earnings of $3.76 per share were in line with consensus. Strong consumer-vertical momentum and a robust third-quarter outlook support the company’s growth narrative. AppLovin Q2 2026 earnings call highlights
• Positive Sentiment: Management said recent AI model improvements were affected by timing, while live gains and broader consumer adoption could drive stronger growth in the third quarter. The expansion of AXON Ads into self-serve advertising and new verticals such as fintech and connected TV could increase AppLovin’s addressable market. APP Q2 earnings call highlights
• Positive Sentiment: Citigroup lowered its price target from $710 to $650 but maintained a “buy” rating. Morgan Stanley also kept an “overweight” rating with a $650 target, indicating analysts still see substantial upside after the selloff.
• Positive Sentiment: AppLovin’s chief financial officer said the SEC investigation involving the company has been closed, removing a potentially significant regulatory overhang. SEC probe closure report

Insider Buying and Selling at AppLovin

In other news, Director Maynard G. Webb, Jr. sold 3,076 shares of the business’s stock in a transaction on Monday, July 6th. The shares were sold at an average price of $521.29, for a total transaction of $1,603,488.04. Following the completion of the sale, the director owned 120,444 shares of the company’s stock, valued at $62,786,252.76. The trade was a 2.49% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Victoria Valenzuela sold 20,000 shares of the business’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $565.89, for a total transaction of $11,317,800.00. Following the sale, the insider directly owned 243,961 shares of the company’s stock, valued at approximately $138,055,090.29. The trade was a 7.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 393,000 shares of company stock valued at $197,297,363 in the last quarter. Insiders own 12.81% of the company’s stock.

AppLovin Trading Up 3.3%

AppLovin stock opened at $346.80 on Friday. AppLovin Corporation has a 52-week low of $332.19 and a 52-week high of $745.61. The company has a market cap of $116.50 billion, a P/E ratio of 26.66, a P/E/G ratio of 0.55 and a beta of 2.54. The company has a quick ratio of 3.24, a current ratio of 4.30 and a debt-to-equity ratio of 1.11. The business has a 50-day simple moving average of $474.18 and a two-hundred day simple moving average of $463.92.

AppLovin (NASDAQ:APP) last issued its quarterly earnings data on Tuesday, August 4th. The company reported $3.76 earnings per share for the quarter, hitting the consensus estimate of $3.76. The firm had revenue of $1.92 billion for the quarter, compared to analysts’ expectations of $1.94 billion. AppLovin had a net margin of 64.58% and a return on equity of 193.10%. The business’s quarterly revenue was up 52.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.39 EPS. Analysts predict that AppLovin Corporation will post 15.87 EPS for the current year.

Analyst Upgrades and Downgrades

A number of analysts have commented on APP shares. Royal Bank Of Canada reduced their target price on AppLovin from $700.00 to $575.00 and set an “outperform” rating for the company in a report on Thursday. KeyCorp set a $775.00 price objective on AppLovin in a research report on Wednesday, June 10th. UBS Group reduced their price objective on AppLovin from $798.00 to $790.00 and set a “buy” rating for the company in a report on Thursday. Wells Fargo & Company reissued an “equal weight” rating and issued a $357.00 target price (down from $575.00) on shares of AppLovin in a research report on Thursday. Finally, BTIG Research lowered their target price on shares of AppLovin from $640.00 to $574.00 and set a “buy” rating on the stock in a research note on Thursday. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $574.82.

AppLovin Company Profile

AppLovin Corporation is a Palo Alto–based mobile technology company that provides software and services to help app developers grow and monetize their businesses. The company operates a data-driven advertising and marketing platform that connects app publishers and advertisers, delivering tools for user acquisition, monetization, analytics and creative optimization. AppLovin’s technology is integrated into a broad set of mobile applications through software development kits (SDKs) and ad products designed to maximize revenue and engagement for developers.

Key components of AppLovin’s offering include an ad mediation and exchange platform that enables publishers to manage and monetize inventory across multiple demand sources, and a user-acquisition platform that helps advertisers target and scale campaigns.