Schroder Investment Management Group Sells 71,500 Shares of Datadog, Inc. $DDOG

Key Points

• Schroder Investment Management Group sold 71,500 shares of Datadog, trimming its stake by 20.9% to 270,524 shares (about 0.08% of the company) valued at roughly $38.5 million at quarter end.
• Heavy insider selling has occurred recently — CEO Olivier Pomel sold 68,922 shares (~$7.6M), director Amit Agarwal sold 20,000 shares (~$2.5M), CTO Alexis Le‑Quoc sold 53,541 shares (~$5.9M), and insiders disposed of 312,622 shares (~$38.8M) in the last 90 days, leaving insiders with 6.67% ownership.
• Operational momentum and results: Datadog beat Q results with $0.59 EPS and $953.2M revenue (up 29.2% YoY), provided FY2026 guidance (EPS 2.080–2.160), and is expanding into AI observability (new MCP Server and a Cohesity partnership), which has helped lift the stock recently.

Schroder Investment Management Group decreased its holdings in Datadog, Inc. (NASDAQ:DDOG - Free Report) by 20.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 270,524 shares of the company's stock after selling 71,500 shares during the quarter. Schroder Investment Management Group owned approximately 0.08% of Datadog worth $38,523,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of DDOG. Vanguard Group Inc. lifted its holdings in Datadog by 30.3% during the 3rd quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company's stock worth $5,966,877,000 after buying an additional 9,748,738 shares during the period. Brown Advisory Inc. increased its stake in shares of Datadog by 23.3% in the second quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company's stock valued at $803,793,000 after buying an additional 1,130,675 shares during the period. Geode Capital Management LLC increased its stake in shares of Datadog by 4.3% in the second quarter. Geode Capital Management LLC now owns 5,827,784 shares of the company's stock valued at $780,727,000 after buying an additional 242,273 shares during the period. Massachusetts Financial Services Co. MA raised its position in shares of Datadog by 0.9% during the third quarter. Massachusetts Financial Services Co. MA now owns 4,289,570 shares of the company's stock worth $610,835,000 after acquiring an additional 40,276 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Datadog in the second quarter worth approximately $347,728,000. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Datadog

In other Datadog news, Director Amit Agarwal sold 20,000 shares of Datadog stock in a transaction on Monday, March 9th. The shares were sold at an average price of $124.81, for a total value of $2,496,200.00. Following the completion of the sale, the director directly owned 1,640 shares of the company's stock, valued at approximately $204,688.40. The trade was a 92.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Olivier Pomel sold 68,922 shares of the company's stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $110.54, for a total transaction of $7,618,637.88. Following the transaction, the chief executive officer owned 704,821 shares in the company, valued at $77,910,913.34. This represents a 8.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 312,622 shares of company stock valued at $38,844,047 in the last ninety days. Insiders own 6.67% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts recently commented on the company. Jefferies Financial Group reduced their target price on Datadog from $180.00 to $160.00 and set a "buy" rating on the stock in a report on Friday, February 6th. Mizuho dropped their price target on shares of Datadog from $200.00 to $170.00 and set an "outperform" rating on the stock in a research report on Wednesday, January 21st. Barclays reduced their price objective on shares of Datadog from $195.00 to $165.00 and set an "overweight" rating on the stock in a research note on Wednesday, February 11th. Royal Bank Of Canada decreased their price objective on shares of Datadog from $175.00 to $150.00 and set an "outperform" rating for the company in a research report on Monday, February 9th. Finally, Needham & Company LLC lowered their target price on shares of Datadog from $220.00 to $155.00 and set a "buy" rating for the company in a research note on Tuesday, February 10th. Thirty-six investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, Datadog has a consensus rating of "Moderate Buy" and an average target price of $179.62.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Market momentum: DDOG has moved higher over the past week, drawing renewed investor interest and an estimated multi‑billion dollar market‑cap gain, which is reinforcing buyer momentum. Why Investors Are Flocking Back To DDOG Stock?
• Positive Sentiment: Product expansion into AI: Datadog launched its MCP Server to deliver secure, real‑time observability for AI agent workflows — a direct product play into AI‑native operations that can expand addressable use cases and stickiness. Datadog Targets AI Agent Workflows
• Positive Sentiment: Strategic partner: Cohesity announced an integration with Datadog to combine observability with automated data recovery for AI production environments — a partnership that supports enterprise‑grade AI resilience and could broaden enterprise adoption. Cohesity Partners with Datadog
• Neutral Sentiment: Increased media/analyst attention (Zacks, Yahoo pieces) is driving visibility and trading flows but doesn't by itself change fundamentals; expect higher volume and volatility. Is Trending Stock Datadog, Inc. (DDOG) a Buy Now?
• Neutral Sentiment: Reported short‑interest figures in the feed show zero shares and NaN changes — this appears to be a data/reporting error and is unlikely to be a material driver of today's move.
• Negative Sentiment: Insider selling by CTO: Alexis Le‑Quoc sold 53,541 shares (~$5.9M) in early March, trimming his stake ~10.9%; repeated sizable insider sales can weigh on sentiment even while the company posts product wins. SEC filing: SEC Form 4
• Negative Sentiment: Director sale: Amit Agarwal sold 20,000 shares (~$2.5M) on March 9 — another insider disposition that can temper investor enthusiasm short term. Amit Agarwal Insider Trade

Datadog Trading Up 3.6%

Shares of DDOG stock opened at $127.49 on Thursday. Datadog, Inc. has a fifty-two week low of $81.63 and a fifty-two 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 stock has a 50 day simple moving average of $123.43 and a two-hundred day simple moving average of $141.74. The company has a market cap of $44.95 billion, a P/E ratio of 411.26, a PEG ratio of 33.83 and a beta of 1.31.

Datadog (NASDAQ:DDOG - Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.55 by $0.04. The firm had revenue of $953.19 million for the quarter, compared to analysts' expectations of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The company's revenue for the quarter was up 29.2% compared to the same quarter last year. During the same period in the prior year, the business earned $0.49 EPS. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Research analysts forecast that Datadog, Inc. will post 0.34 earnings per share for the current year.

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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