Securian Asset Management Inc. Sells 5,787 Shares of AppLovin Corporation $APP

Securian Asset Management Inc. lessened its holdings in AppLovin Corporation (NASDAQ:APP) by 44.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 7,361 shares of the company’s stock after selling 5,787 shares during the period. Securian Asset Management Inc.’s holdings in AppLovin were worth $4,960,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of APP. Vanguard Group Inc. increased its position in AppLovin by 39.4% during the third quarter. Vanguard Group Inc. now owns 24,954,458 shares of the company’s stock valued at $17,930,776,000 after acquiring an additional 7,051,663 shares during the last quarter. State Street Corp increased its position in AppLovin by 111.1% during the third quarter. State Street Corp now owns 11,852,466 shares of the company’s stock valued at $8,516,471,000 after acquiring an additional 6,237,051 shares during the last quarter. Rakuten Investment Management Inc. bought a new position in AppLovin during the third quarter valued at $1,456,108,000. Jennison Associates LLC increased its position in AppLovin by 55.2% during the third quarter. Jennison Associates LLC now owns 3,886,150 shares of the company’s stock valued at $2,792,355,000 after acquiring an additional 1,381,970 shares during the last quarter. Finally, Capital Research Global Investors bought a new position in AppLovin during the third quarter valued at $743,899,000. Institutional investors own 41.85% of the company’s stock.

Insider Activity

In other news, Director Eduardo Vivas sold 163,910 shares of the company’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $453.49, for a total transaction of $74,331,545.90. Following the transaction, the director owned 6,969,382 shares in the company, valued at $3,160,545,043.18. This represents a 2.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CTO Vasily Shikin sold 62,804 shares of the company’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $486.43, for a total transaction of $30,549,749.72. Following the transaction, the chief technology officer owned 3,255,273 shares in the company, valued at approximately $1,583,462,445.39. This trade represents a 1.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 365,244 shares of company stock worth $169,584,607 over the last 90 days. 13.66% of the stock is currently owned by corporate insiders.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin posted a strong Q1 2026 beat, with revenue up 59% year over year to $1.84 billion and adjusted EPS of $3.56, both above expectations. AppLovin Beats Quarterly Revenue Expectations. The Stock is Up.
• Positive Sentiment: Management’s outlook also impressed, with Q2 revenue guidance of $1.915 billion to $1.945 billion and adjusted EBITDA margins of roughly 84% to 85%, reinforcing confidence in AppLovin’s profitability. AppLovin expects Q2 2026 revenue of $1.915B-$1.945B…
• Positive Sentiment: Several reports highlighted accelerating e-commerce and AI ad growth, while Morgan Stanley said the quarter made it more convinced AppLovin is still early in a larger growth story. Morgan Stanley spills beans on what’s next for AppLovin stock
• Positive Sentiment: Brokerage coverage stayed upbeat, including Needham reaffirming a Buy rating and Wedbush and Wells Fargo raising price targets, which supports sentiment around the name. Analyst rating and price target updates
• Neutral Sentiment: Despite the strong results, the stock has shown volatile post-earnings trading as investors digest the numbers and the near-term setup for the June Axon platform launch. AppLovin Stock Jumps, Then Reverses, Following Q1 Results
• Negative Sentiment: Some commentary warned that the growth story may need more time to fully play out, with consumer/e-commerce still a relatively small part of sales, which may be limiting enthusiasm in the near term. AppLovin: Growth Story Has A Patience Problem (Downgrade)

AppLovin Stock Performance

APP stock opened at $468.55 on Monday. The firm has a market cap of $158.03 billion, a price-to-earnings ratio of 40.25, a PEG ratio of 0.77 and a beta of 2.37. The firm has a 50-day simple moving average of $442.83 and a two-hundred day simple moving average of $532.96. AppLovin Corporation has a one year low of $320.00 and a one year high of $745.61. The company has a debt-to-equity ratio of 1.49, a quick ratio of 3.24 and a current ratio of 3.24.

AppLovin (NASDAQ:APP) last released its quarterly earnings results on Wednesday, May 6th. The company reported $3.56 EPS for the quarter, beating the consensus estimate of $3.44 by $0.12. The business had revenue of $1.84 billion during the quarter, compared to analyst estimates of $1.77 billion. AppLovin had a net margin of 64.29% and a return on equity of 219.37%. The company’s quarterly revenue was up 58.9% on a year-over-year basis. During the same period in the prior year, the firm posted $1.67 earnings per share. On average, equities analysts forecast that AppLovin Corporation will post 15.77 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on APP shares. The Goldman Sachs Group cut their price objective on shares of AppLovin from $710.00 to $585.00 and set a “neutral” rating on the stock in a research report on Thursday, February 12th. Evercore reissued a “buy” rating on shares of AppLovin in a research note on Friday, January 30th. Scotiabank boosted their target price on shares of AppLovin from $750.00 to $775.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Wells Fargo & Company upped their target price on AppLovin from $560.00 to $571.00 and gave the stock an “overweight” rating in a report on Thursday. Finally, Wedbush reaffirmed an “outperform” rating and issued a $640.00 price target on shares of AppLovin in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $664.35.

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.