Callan Family Office LLC Has $3.05 Million Stake in Datadog, Inc. $DDOG

Callan Family Office LLC boosted its position in shares of Datadog, Inc. (NASDAQ:DDOG) by 145.6% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 22,680 shares of the company’s stock after purchasing an additional 13,445 shares during the quarter. Callan Family Office LLC’s holdings in Datadog were worth $3,047,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of DDOG. Goldman Sachs Group Inc. grew its holdings in Datadog by 259.7% during the first quarter. Goldman Sachs Group Inc. now owns 8,658,340 shares of the company’s stock valued at $858,994,000 after purchasing an additional 6,250,942 shares during the period. Brown Advisory Inc. grew its holdings in Datadog by 76.5% during the first quarter. Brown Advisory Inc. now owns 4,853,012 shares of the company’s stock valued at $481,467,000 after purchasing an additional 2,103,838 shares during the period. Baillie Gifford & Co. grew its holdings in Datadog by 12.6% during the first quarter. Baillie Gifford & Co. now owns 12,274,655 shares of the company’s stock valued at $1,217,769,000 after purchasing an additional 1,369,522 shares during the period. Kingstone Capital Partners Texas LLC acquired a new position in Datadog during the second quarter valued at approximately $177,050,000. Finally, Price T Rowe Associates Inc. MD grew its holdings in Datadog by 23.1% during the first quarter. Price T Rowe Associates Inc. MD now owns 6,729,254 shares of the company’s stock valued at $667,611,000 after purchasing an additional 1,261,065 shares during the period. Institutional investors and hedge funds own 78.29% of the company’s stock.

Datadog Stock Down 3.2%

Datadog stock opened at $158.74 on Friday. The stock has a market capitalization of $55.36 billion, a PE ratio of 453.56, a price-to-earnings-growth ratio of 64.19 and a beta of 1.21. Datadog, Inc. has a twelve month low of $81.63 and a twelve month high of $170.08. The company has a quick ratio of 3.43, a current ratio of 3.43 and a debt-to-equity ratio of 0.31. The company has a 50 day moving average of $138.06 and a 200-day moving average of $125.22.

Datadog (NASDAQ:DDOG) last announced its earnings results on Thursday, August 7th. The company reported $0.46 EPS for the quarter, topping the consensus estimate of $0.41 by $0.05. Datadog had a net margin of 4.13% and a return on equity of 5.04%. The business had revenue of $826.76 million during the quarter, compared to analysts’ expectations of $791.72 million. During the same quarter in the prior year, the company posted $0.43 earnings per share. The firm’s revenue was up 28.1% on a year-over-year basis. Datadog has set its Q3 2025 guidance at 0.440-0.460 EPS. FY 2025 guidance at 1.800-1.830 EPS. On average, equities research analysts anticipate that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Insider Buying and Selling at Datadog

In related news, CTO Alexis Le-Quoc sold 55,352 shares of the stock in a transaction on Tuesday, September 2nd. The shares were sold at an average price of $133.83, for a total transaction of $7,407,758.16. Following the completion of the transaction, the chief technology officer owned 438,885 shares in the company, valued at approximately $58,735,979.55. This represents a 11.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Matthew Jacobson sold 575,863 shares of the stock in a transaction on Tuesday, August 26th. The stock was sold at an average price of $126.96, for a total transaction of $73,111,566.48. Following the transaction, the director owned 219,831 shares of the company’s stock, valued at $27,909,743.76. The trade was a 72.37% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 1,565,843 shares of company stock valued at $212,946,080 in the last three months. 8.70% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research analysts recently issued reports on the stock. UBS Group boosted their price objective on shares of Datadog from $165.00 to $189.00 and gave the company a “buy” rating in a report on Thursday. Barclays set a $170.00 price objective on shares of Datadog and gave the company an “overweight” rating in a report on Thursday, August 7th. Morgan Stanley upped their price target on shares of Datadog from $115.00 to $165.00 and gave the company an “equal weight” rating in a report on Thursday, July 10th. Wells Fargo & Company started coverage on shares of Datadog in a report on Tuesday, September 30th. They issued an “overweight” rating and a $190.00 price target for the company. Finally, Cantor Fitzgerald upped their price target on shares of Datadog from $171.00 to $179.00 and gave the company an “overweight” rating in a report on Thursday, August 7th. Twenty-four analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, Datadog has an average rating of “Moderate Buy” and an average price target of $158.46.

About Datadog

Datadog, Inc operates an observability and security platform for cloud applications in North America and internationally. The company's products comprise infrastructure and application performance monitoring, log management, digital experience monitoring, continuous profiler, database monitoring, data streams and universal service monitoring, network monitoring, incident management, workflow automation, observability pipelines, cloud cost and cloud security management, application security management, cloud SIEM, sensitive data scanner, and CI visibility.