TD Asset Management Inc Decreases Position in Duolingo, Inc. $DUOL

TD Asset Management Inc lessened its position in Duolingo, Inc. (NASDAQ:DUOL) by 5.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 100,307 shares of the company’s stock after selling 5,437 shares during the period. TD Asset Management Inc owned about 0.22% of Duolingo worth $32,283,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. New York Life Investment Management LLC lifted its position in Duolingo by 0.7% in the 2nd quarter. New York Life Investment Management LLC now owns 4,067 shares of the company’s stock valued at $1,668,000 after acquiring an additional 30 shares in the last quarter. Meiji Yasuda Asset Management Co Ltd. raised its stake in shares of Duolingo by 3.5% in the second quarter. Meiji Yasuda Asset Management Co Ltd. now owns 940 shares of the company’s stock worth $385,000 after purchasing an additional 32 shares during the last quarter. Evergreen Capital Management LLC lifted its holdings in shares of Duolingo by 5.0% during the second quarter. Evergreen Capital Management LLC now owns 818 shares of the company’s stock valued at $335,000 after purchasing an additional 39 shares in the last quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych lifted its holdings in shares of Duolingo by 22.2% during the third quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 220 shares of the company’s stock valued at $71,000 after purchasing an additional 40 shares in the last quarter. Finally, True Wealth Design LLC boosted its position in shares of Duolingo by 38.6% during the second quarter. True Wealth Design LLC now owns 176 shares of the company’s stock valued at $72,000 after buying an additional 49 shares during the last quarter. Institutional investors own 91.59% of the company’s stock.

Insider Buying and Selling

In other Duolingo news, insider Natalie Glance sold 3,545 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $113.51, for a total transaction of $402,392.95. Following the sale, the insider owned 115,380 shares in the company, valued at approximately $13,096,783.80. This trade represents a 2.98% 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, CFO Matthew Skaruppa sold 3,986 shares of Duolingo stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $113.52, for a total transaction of $452,490.72. Following the transaction, the chief financial officer directly owned 31,631 shares in the company, valued at $3,590,751.12. This represents a 11.19% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 14,939 shares of company stock valued at $1,676,291 in the last 90 days. Corporate insiders own 15.67% of the company’s stock.

Duolingo Trading Down 14.0%

Shares of Duolingo stock opened at $101.00 on Friday. Duolingo, Inc. has a 1-year low of $91.99 and a 1-year high of $544.93. The company’s fifty day simple moving average is $144.48 and its 200-day simple moving average is $224.53. The company has a debt-to-equity ratio of 0.07, a current ratio of 2.82 and a quick ratio of 2.82. The stock has a market capitalization of $4.67 billion, a PE ratio of 12.80, a P/E/G ratio of 0.63 and a beta of 0.86.

Duolingo (NASDAQ:DUOL) last announced its earnings results on Thursday, February 26th. The company reported $0.91 EPS for the quarter, topping analysts’ consensus estimates of $0.79 by $0.12. The company had revenue of $282.87 million for the quarter, compared to analysts’ expectations of $275.95 million. Duolingo had a return on equity of 14.02% and a net margin of 40.03%.Duolingo’s quarterly revenue was up 35.0% on a year-over-year basis. As a group, equities analysts anticipate that Duolingo, Inc. will post 2.03 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on DUOL shares. The Goldman Sachs Group lowered their target price on shares of Duolingo from $425.00 to $250.00 and set a “neutral” rating on the stock in a research note on Friday, November 7th. Jefferies Financial Group lifted their target price on shares of Duolingo from $210.00 to $220.00 and gave the stock a “hold” rating in a research report on Thursday, December 11th. Morgan Stanley reissued an “equal weight” rating and set a $100.00 price target (down from $245.00) on shares of Duolingo in a report on Friday. DA Davidson dropped their price target on Duolingo from $170.00 to $85.00 and set a “neutral” rating on the stock in a research note on Friday. Finally, BMO Capital Markets raised Duolingo to a “buy” rating in a report on Monday, January 12th. Five analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $220.26.

Key Headlines Impacting Duolingo

Here are the key news stories impacting Duolingo this week:

• Positive Sentiment: Q4 results beat estimates — revenue and EPS topped expectations and the company reported strong margin metrics. Earnings Report
• Positive Sentiment: User scale: Duolingo closed 2025 with >50M daily active users and topped $1B in bookings — evidence of continued product adoption. Shareholder Letter
• Positive Sentiment: Strong full-year profitability: reports note roughly $400M profit for 2025, underlining unit economics at scale. Profit Article
• Neutral Sentiment: Management is explicitly shifting to prioritize user growth over near-term monetization, saying bookings and revenue growth will slow as they aim for 100M DAUs by 2028. Reuters Strategy Piece
• Neutral Sentiment: Management set explicit DAU growth targets and framed short-term profitability trade-offs as part of a longer-term expansion plan. Seeking Alpha
• Negative Sentiment: Guidance disappointment: FY‑2026 and Q1 2026 revenue/bookings guidance came in below Street expectations, triggering sharp intraday selling. Guidance/Miss Report
• Negative Sentiment: Analyst downgrades and price-target cuts accelerated the sell-off (multiple firms cut targets and/or ratings after the call). Analyst Moves
• Negative Sentiment: Regulatory/litigation risk: investor law firms have launched probes into DUOL, increasing uncertainty and potential legal overhang. Investigation Alert
• Negative Sentiment: High-volume selling and negative press amplified moves — multiple outlets flagged a steep intraday decline and described investor concern over the strategy shift. Barron’s

Duolingo Company Profile

Duolingo, Inc (NASDAQ:DUOL) is a technology-driven education company that operates a widely used language-learning platform. Founded in 2011 by Luis von Ahn and Severin Hacker, Duolingo offers a freemium service featuring bite-sized lessons, gamified exercises and adaptive learning algorithms. The company’s core product is its mobile and web application, which supports instruction in more than 40 languages, ranging from widely spoken tongues such as English and Spanish to lesser-taught options including Irish and Swahili.

In addition to its flagship language courses, Duolingo has expanded its product suite to include the Duolingo English Test, an on-demand, computer-based English proficiency exam designed for academic and professional admissions.