Fiera Capital Corp Buys 103,682 Shares of Datadog, Inc. $DDOG

Fiera Capital Corp raised its stake in shares of Datadog, Inc. (NASDAQ:DDOGFree Report) by 50.0% during the fourth quarter, HoldingsChannel reports. The firm owned 310,883 shares of the company’s stock after buying an additional 103,682 shares during the quarter. Fiera Capital Corp’s holdings in Datadog were worth $42,277,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the stock. MUFG Securities EMEA plc lifted its holdings in shares of Datadog by 115.6% in the 4th quarter. MUFG Securities EMEA plc now owns 13,342 shares of the company’s stock worth $1,814,000 after acquiring an additional 7,154 shares during the last quarter. Norges Bank bought a new position in Datadog during the 4th quarter valued at about $469,461,000. Vanguard Group Inc. raised its position in Datadog by 30.3% in the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company’s stock worth $5,966,877,000 after purchasing an additional 9,748,738 shares during the period. Nomura Asset Management Co. Ltd. raised its position in Datadog by 8.0% in the 4th quarter. Nomura Asset Management Co. Ltd. now owns 152,674 shares of the company’s stock worth $20,762,000 after purchasing an additional 11,348 shares during the period. Finally, BNP PARIBAS ASSET MANAGEMENT Holding S.A. lifted its stake in Datadog by 71.3% in the third quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 170,310 shares of the company’s stock worth $24,288,000 after purchasing an additional 70,888 shares during the last quarter. 78.29% of the stock is owned by institutional investors.

Insider Buying and Selling at Datadog

In related news, CRO Sean Michael Walters sold 13,409 shares of the business’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $267.15, for a total transaction of $3,582,214.35. Following the completion of the transaction, the executive owned 270,296 shares in the company, valued at $72,209,576.40. The trade was a 4.73% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 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 the stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $248.78, for a total transaction of $29,853,600.00. Following the sale, the director directly owned 39,235 shares of the company’s stock, valued at $9,760,883.30. The trade was a 75.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,092,745 shares of company stock valued at $208,588,211. 6.48% of the stock is currently owned by corporate insiders.

Key Datadog News

Here are the key news stories impacting Datadog this week:

  • Positive Sentiment: Bank of America raised its price target on Datadog to $280 from $260 and reiterated a Buy rating, implying meaningful upside from recent trading levels. Benzinga article
  • Positive Sentiment: Multiple analyst-writeups this morning highlighted Datadog as a buy candidate, reinforcing the view that Wall Street remains constructive on the company’s growth outlook. Zacks article
  • Neutral Sentiment: A Yahoo Finance preview says investors should “mark their calendars for June 9,” suggesting an upcoming catalyst or event that could move the stock, though the article details are not yet clear. Yahoo Finance article
  • Neutral Sentiment: Recent commentary has emphasized Datadog’s strong year-to-date rally and improved growth narrative after its beat-and-raise earnings report, which continues to support the stock’s premium valuation. Seeking Alpha article
  • Negative Sentiment: Insider selling has been a drag on sentiment: Director Titilope Cole sold 5,131 shares, cutting her stake by more than 80%, adding to a cluster of recent executive sales at Datadog. SEC filing

Datadog Stock Down 1.0%

Shares of NASDAQ DDOG opened at $231.68 on Tuesday. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $278.70. The stock’s fifty day simple moving average is $169.25 and its two-hundred day simple moving average is $145.42. The stock has a market capitalization of $82.47 billion, a PE ratio of 609.70, a price-to-earnings-growth ratio of 25.07 and a beta of 1.56. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25.

Datadog (NASDAQ:DDOGGet Free Report) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, topping analysts’ consensus estimates of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The firm had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. During the same period in the prior year, the business posted $0.46 EPS. The firm’s quarterly revenue was up 32.1% on a year-over-year basis. 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, analysts expect that Datadog, Inc. will post 0.61 EPS for the current fiscal year.

Analyst Ratings Changes

Several brokerages have issued reports on DDOG. Piper Sandler boosted their target price on Datadog from $195.00 to $230.00 in a research report on Thursday, May 7th. Capital One Financial reduced their price target on Datadog from $157.00 to $135.00 and set an “overweight” rating on the stock in a report on Thursday, April 16th. Needham & Company LLC boosted their price objective on Datadog from $155.00 to $225.00 and gave the company a “buy” rating in a report on Friday, May 8th. BMO Capital Markets upped their price objective on Datadog from $165.00 to $220.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. Finally, CICC Research increased their target price on Datadog from $150.00 to $204.00 in a research note on Monday, May 11th. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $220.17.

Read Our Latest Research Report on Datadog

Datadog Company Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding DDOG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Datadog, Inc. (NASDAQ:DDOGFree Report).

Institutional Ownership by Quarter for Datadog (NASDAQ:DDOG)

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