PFA Pension Forsikringsaktieselskab Invests $22.84 Million in Datadog, Inc. $DDOG

Key Points

• PFA Pension purchased a new 166,138‑share stake in Datadog in Q4 valued at about $22.84 million, and institutional investors now own roughly 78.29% of the company.
• Datadog beat Q4 expectations with EPS of $0.59 (vs. $0.55 consensus) and revenue of $953.2M (up 29.2% YoY), and gave FY2026 EPS guidance of 2.080–2.160.
• Senior insiders have been net sellers recently—including large sales by the CTO and CEO—with 594,639 shares (~$72.2M) sold in the last three months, though insiders still own about 6.67% of the stock.

PFA Pension Forsikringsaktieselskab purchased a new stake in Datadog, Inc. (NASDAQ:DDOG - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 166,138 shares of the company's stock, valued at approximately $22,841,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Danske Bank A S raised its stake in Datadog by 18.5% in the fourth quarter. Danske Bank A S now owns 168,671 shares of the company's stock valued at $22,938,000 after purchasing an additional 26,300 shares in the last quarter. Oppenheimer & Co. Inc. raised its stake in Datadog by 8.7% in the fourth quarter. Oppenheimer & Co. Inc. now owns 15,844 shares of the company's stock valued at $2,155,000 after purchasing an additional 1,266 shares in the last quarter. Oppenheimer Asset Management Inc. raised its stake in Datadog by 20.0% in the fourth quarter. Oppenheimer Asset Management Inc. now owns 25,744 shares of the company's stock valued at $3,501,000 after purchasing an additional 4,288 shares in the last quarter. New York State Teachers Retirement System raised its stake in Datadog by 9.6% in the fourth quarter. New York State Teachers Retirement System now owns 236,230 shares of the company's stock valued at $32,125,000 after purchasing an additional 20,788 shares in the last quarter. Finally, Jennison Associates LLC raised its stake in Datadog by 43.7% in the fourth quarter. Jennison Associates LLC now owns 7,623,993 shares of the company's stock valued at $1,036,787,000 after purchasing an additional 2,316,994 shares in the last quarter. Institutional investors and hedge funds own 78.29% of the company's stock.

Datadog Price Performance

Shares of DDOG opened at $140.53 on Monday. Datadog, Inc. has a 52-week low of $98.01 and a 52-week high of $201.69. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38. The business's 50 day moving average price is $121.30 and its two-hundred day moving average price is $136.88. The firm has a market cap of $49.55 billion, a PE ratio of 453.32, a price-to-earnings-growth ratio of 50.87 and a beta of 1.30.

Datadog (NASDAQ:DDOG - Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.04. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The firm had revenue of $953.19 million for the quarter, compared to analyst estimates of $916.53 million. During the same period in the previous year, the firm earned $0.49 earnings per share. The company's revenue was up 29.2% compared to the same quarter last year. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. On average, equities analysts anticipate that Datadog, Inc. will post 0.32 EPS for the current year.

Insider Buying and Selling at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of the business's stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $125.49, for a total value of $6,765,416.88. Following the transaction, the chief technology officer directly owned 437,257 shares of the company's stock, valued at approximately $54,871,380.93. The trade was a 10.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Olivier Pomel sold 68,922 shares of the company's stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $110.54, for a total value of $7,618,637.88. Following the transaction, the chief executive officer directly owned 704,821 shares in the company, valued at $77,910,913.34. The trade was a 8.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 594,639 shares of company stock valued at $72,214,894. 6.67% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

DDOG has been the topic of a number of recent analyst reports. Citizens Jmp reiterated a "market perform" rating on shares of Datadog in a research report on Wednesday, February 11th. Daiwa Securities Group began coverage on Datadog in a report on Tuesday, January 27th. They set a "buy" rating and a $190.00 price target on the stock. Scotiabank reduced their price target on Datadog from $180.00 to $160.00 and set a "sector outperform" rating on the stock in a report on Wednesday, February 11th. Stifel Nicolaus set a $160.00 price target on Datadog and gave the stock a "buy" rating in a report on Thursday, January 22nd. Finally, Mizuho reduced their price target on Datadog from $170.00 to $145.00 and set an "outperform" rating on the stock in a report on Tuesday, April 14th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, three have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $177.03.

About Datadog

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.

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