PensionDanmark Pensionsforsikringsaktieselskab Sells 15,100 Shares of AppLovin Corporation $APP

PensionDanmark Pensionsforsikringsaktieselskab lowered its stake in AppLovin Corporation (NASDAQ:APP) by 28.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm 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 hedge funds and other institutional investors also recently modified their holdings of the company. Cassaday & Co Wealth Management LLC purchased a new position in AppLovin in the 1st quarter worth approximately $25,000. Washington Trust Advisors Inc. lifted its position in AppLovin by 160.0% in the fourth quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock valued at $27,000 after purchasing an additional 24 shares during the last quarter. Mcguire Capital Advisors Inc. purchased a new stake in shares of AppLovin during the fourth quarter valued at approximately $27,000. Laurel Wealth Advisors LLC bought a new position in shares of AppLovin in the fourth quarter worth approximately $32,000. Finally, First Pacific Financial bought a new position in shares of AppLovin in the first quarter worth approximately $33,000. Institutional investors own 41.85% of the company’s stock.

Insider Buying and Selling at AppLovin

In other AppLovin news, CEO Arash Adam Foroughi sold 22,544 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $494.98, for a total transaction of $11,158,829.12. Following the transaction, the chief executive officer owned 2,327,684 shares in the company, valued at approximately $1,152,157,026.32. This represents a 0.96% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Eduardo Vivas sold 163,910 shares of the stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $504.06, for a total value of $82,620,474.60. Following the completion of the transaction, the director directly owned 6,785,087 shares of the company’s stock, valued at $3,420,090,953.22. This represents a 2.36% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 393,000 shares of company stock worth $197,297,363. Insiders own 12.81% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently commented on APP shares. Morgan Stanley lowered their price target on shares of AppLovin from $720.00 to $650.00 and set an “overweight” rating for the company in a report on Thursday. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $660.00 price objective on shares of AppLovin in a research report on Thursday, May 7th. JPMorgan Chase & Co. raised their target price on AppLovin from $500.00 to $515.00 and gave the stock a “neutral” rating in a research note on Thursday, May 7th. Raymond James Financial started coverage on AppLovin in a report on Monday, June 29th. They set a “strong-buy” rating and a $640.00 price target on the stock. Finally, Wedbush lowered their price target on AppLovin from $640.00 to $610.00 and set an “outperform” rating for the company in a research report on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, AppLovin currently has an average rating of “Moderate Buy” and a consensus target price of $574.82.

AppLovin Stock Up 3.3%

Shares of NASDAQ APP opened at $346.80 on Friday. The company has a current ratio of 4.30, a quick ratio of 3.24 and a debt-to-equity ratio of 1.11. AppLovin Corporation has a 12 month low of $332.19 and a 12 month high of $745.61. The firm has a market capitalization of $116.50 billion, a PE ratio of 26.66, a price-to-earnings-growth ratio of 0.55 and a beta of 2.54. The firm has a fifty day simple moving average of $474.18 and a two-hundred day simple moving average of $463.92.

AppLovin (NASDAQ:APP) last announced its earnings results on Tuesday, August 4th. The company reported $3.76 earnings per share for the quarter, meeting analysts’ consensus estimates of $3.76. AppLovin had a net margin of 64.58% and a return on equity of 193.10%. The firm had revenue of $1.92 billion for the quarter, compared to analyst estimates of $1.94 billion. During the same quarter in the previous year, the firm posted $2.39 EPS. The company’s revenue for the quarter was up 52.8% compared to the same quarter last year. Equities analysts expect that AppLovin Corporation will post 15.87 earnings per share for the current year.

Key Headlines Impacting 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

About AppLovin

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.