University of Texas Texas AM Investment Management Co. Raises Position in AppLovin Corporation $APP

University of Texas Texas AM Investment Management Co. lifted its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 100.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 3,914 shares of the company’s stock after acquiring an additional 1,962 shares during the period. University of Texas Texas AM Investment Management Co.’s holdings in AppLovin were worth $2,637,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Board of the Pension Protection Fund purchased a new position in AppLovin during the fourth quarter worth about $27,000. Washington Trust Advisors Inc. boosted its stake in AppLovin by 160.0% in the 4th quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock worth $27,000 after buying an additional 24 shares during the last quarter. Laurel Wealth Advisors LLC purchased a new stake in AppLovin in the 4th quarter valued at about $32,000. Graney & King LLC acquired a new position in shares of AppLovin during the 3rd quarter valued at about $36,000. Finally, Aventura Private Wealth LLC acquired a new position in shares of AppLovin during the 4th quarter valued at about $38,000. Hedge funds and other institutional investors own 41.85% of the company’s stock.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin was included in lists of the “best S&P 500 stocks to buy now according to analysts,” which can reinforce bullish sentiment around the stock’s growth outlook and help support share demand. Here is Why AppLovin (APP) is One of the Best S&P 500 Stocks to Buy Now According to Analysts
• Positive Sentiment: The stock was noted as “soaring” and extending its bounce as broader market tailwinds lifted stocks after yields fell, suggesting AppLovin is benefiting from a more favorable risk-on environment. AppLovin and Elastic Shares Are Soaring, What You Need To Know
• Positive Sentiment: Pixalate’s Q1 2026 Mobile Seller Trust Index ranked AppLovin among the leaders, which may reassure investors about the quality and trustworthiness of its mobile ad inventory. Pixalate Releases Q1 2026 Mobile Seller Trust Index 2.0
• Neutral Sentiment: AppLovin is being featured in several “trending stock” and “3 reasons we’re fans” articles, reflecting elevated investor interest, though these pieces do not add new business catalysts. Is Trending Stock AppLovin Corporation (APP) a Buy Now?
• Neutral Sentiment: One article noted that AppLovin’s stock had fallen over the prior six months, but the piece framed that decline as part of a longer-term discussion rather than a new negative catalyst. 3 Reasons We’re Fans of AppLovin (APP)

Analysts Set New Price Targets

APP has been the topic of several research analyst reports. Arete Research set a $340.00 target price on shares of AppLovin and gave the stock a “neutral” rating in a research report on Monday, March 2nd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $660.00 price target on shares of AppLovin in a report on Thursday, May 7th. Oppenheimer dropped their price target on AppLovin from $740.00 to $660.00 and set an “outperform” rating on the stock in a research report on Thursday, March 5th. Weiss Ratings downgraded shares of AppLovin from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, May 7th. Finally, Benchmark reiterated a “buy” rating on shares of AppLovin in a research note on Wednesday, June 10th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, AppLovin has an average rating of “Moderate Buy” and an average price target of $669.62.

Insider Activity

In other news, CFO Matthew Stumpf sold 9,052 shares of the company’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $600.00, for a total transaction of $5,431,200.00. Following the completion of the transaction, the chief financial officer owned 177,450 shares in the company, valued at approximately $106,470,000. This represents a 4.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CTO Vasily Shikin sold 62,804 shares of AppLovin stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $484.42, for a total transaction of $30,423,513.68. Following the completion of the sale, the chief technology officer owned 3,189,739 shares in the company, valued at approximately $1,545,173,366.38. This represents a 1.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 226,014 shares of company stock worth $113,073,400. 13.66% of the stock is owned by insiders.

AppLovin Stock Up 4.8%

Shares of AppLovin stock opened at $520.86 on Tuesday. The company has a current ratio of 3.24, a quick ratio of 3.24 and a debt-to-equity ratio of 1.49. The business’s 50 day simple moving average is $485.57 and its 200-day simple moving average is $520.32. The stock has a market capitalization of $174.98 billion, a price-to-earnings ratio of 44.75, a PEG ratio of 0.81 and a beta of 2.45. AppLovin Corporation has a twelve month low of $320.00 and a twelve month high of $745.61.

AppLovin (NASDAQ:APP) last released its quarterly earnings data on Wednesday, May 6th. The company reported $3.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.44 by $0.12. AppLovin had a return on equity of 219.37% and a net margin of 64.29%.The business had revenue of $1.84 billion during the quarter, compared to analyst estimates of $1.77 billion. During the same quarter in the previous year, the firm posted $1.67 EPS. The business’s revenue for the quarter was up 58.9% compared to the same quarter last year. Equities research analysts forecast that AppLovin Corporation will post 15.86 earnings per share for the current year.

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.