State of New Jersey Common Pension Fund D Purchases 72,466 Shares of DoubleVerify Holdings, Inc. $DV

State of New Jersey Common Pension Fund D increased its position in DoubleVerify Holdings, Inc. (NYSE:DV) by 52.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 209,607 shares of the company’s stock after acquiring an additional 72,466 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in DoubleVerify were worth $2,398,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of DV. Fortress Investment Group LLC purchased a new position in DoubleVerify in the 3rd quarter worth about $5,668,000. Elo Mutual Pension Insurance Co raised its position in DoubleVerify by 378.0% in the 3rd quarter. Elo Mutual Pension Insurance Co now owns 141,027 shares of the company’s stock worth $1,690,000 after buying an additional 111,522 shares during the last quarter. Penbrook Management LLC purchased a new position in DoubleVerify in the 4th quarter worth about $1,177,000. First Eagle Investment Management LLC purchased a new position in DoubleVerify in the 3rd quarter worth about $4,043,000. Finally, Dynamic Technology Lab Private Ltd purchased a new position in DoubleVerify in the 3rd quarter worth about $1,419,000. Institutional investors own 97.29% of the company’s stock.

DoubleVerify News Roundup

Here are the key news stories impacting DoubleVerify this week:

• Positive Sentiment: Revenue growth and margin strength — Q1 revenue rose ~10% year-over-year to $180.8M, driven by Social and CTV, and adjusted EBITDA margin was a healthy 31%, signaling strong operating leverage. DoubleVerify Reports First Quarter 2026 Financial Results
• Positive Sentiment: Large buyback activity — DV repurchased 9.8 million shares for ~$100.2M year-to-date, which supports EPS and returns capital to shareholders. DoubleVerify Reports First Quarter 2026 Financial Results
• Neutral Sentiment: Guidance largely in-line — FY2026 revenue guidance of $810M–$826M roughly overlaps the Street (~$818.5M) and Q2 revenue guidance of $199M–$205M sits close to consensus, suggesting limited upside from guide revision. Investors may view this as cautious but not alarming. 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Management commentary and investor materials available — Call transcript and slide deck provide additional color on customer demand, product mix (CTV/Social), and margin drivers for investors to assess sustainability of growth. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Small EPS miss — Reported EPS of $0.17 missed the consensus/Zacks estimate of $0.18, which likely contributed to the negative reaction despite revenue growth. Q1 Earnings Lag Estimates

Analyst Ratings Changes

A number of brokerages have weighed in on DV. Royal Bank Of Canada decreased their target price on DoubleVerify from $17.00 to $14.00 and set an “outperform” rating for the company in a research report on Friday, February 27th. Zacks Research lowered DoubleVerify from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, January 28th. The Goldman Sachs Group boosted their target price on DoubleVerify from $10.50 to $12.00 and gave the stock a “neutral” rating in a research report on Thursday. Wells Fargo & Company upped their price target on shares of DoubleVerify from $8.00 to $9.00 and gave the company an “underweight” rating in a research report on Monday, March 2nd. Finally, Canaccord Genuity Group reduced their price target on shares of DoubleVerify from $18.00 to $16.00 and set a “buy” rating for the company in a research report on Friday, February 27th. Eleven equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, DoubleVerify has an average rating of “Moderate Buy” and a consensus target price of $15.77.

DoubleVerify Stock Down 2.6%

NYSE DV opened at $10.87 on Friday. DoubleVerify Holdings, Inc. has a 52 week low of $7.64 and a 52 week high of $16.82. The firm has a market capitalization of $1.71 billion, a P/E ratio of 32.92, a PEG ratio of 1.26 and a beta of 1.05. The company has a 50-day moving average price of $10.31 and a 200-day moving average price of $10.56.

DoubleVerify (NYSE:DV) last released its quarterly earnings results on Thursday, February 26th. The company reported $0.31 EPS for the quarter, missing the consensus estimate of $0.33 by ($0.02). DoubleVerify had a net margin of 7.16% and a return on equity of 7.95%. The business had revenue of $205.59 million for the quarter, compared to analysts’ expectations of $208.77 million. During the same period in the previous year, the company earned $0.13 EPS. DoubleVerify’s revenue for the quarter was up 7.9% compared to the same quarter last year. As a group, equities research analysts anticipate that DoubleVerify Holdings, Inc. will post 0.56 EPS for the current year.

DoubleVerify Profile

DoubleVerify, Inc is a leading digital media measurement and analytics company that helps advertisers, publishers and platforms ensure their digital advertising campaigns are viewable, fraud-free and brand-safe. The company’s platform integrates data science, machine learning and proprietary analytics to authenticate the quality of media across display, video, mobile, CTV and social channels. By delivering real-time insights into ad viewability, fraud detection and contextual relevance, DoubleVerify empowers marketers to optimize campaign performance and drive better return on ad spend.

At the core of DoubleVerify’s offering are solutions for viewability measurement, invalid traffic (IVT) detection, brand safety and suitability, contextual targeting and campaign performance analytics.