Mitsubishi UFJ Asset Management Co. Ltd. Cuts Position in Duolingo, Inc. $DUOL

Mitsubishi UFJ Asset Management Co. Ltd. trimmed its position in shares of Duolingo, Inc. (NASDAQ:DUOL) by 88.5% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,188 shares of the company’s stock after selling 16,800 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Duolingo were worth $704,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the company. NewEdge Advisors LLC lifted its stake in Duolingo by 1,868.2% during the 1st quarter. NewEdge Advisors LLC now owns 433 shares of the company’s stock worth $134,000 after acquiring an additional 411 shares in the last quarter. Goldman Sachs Group Inc. lifted its position in shares of Duolingo by 123.9% during the first quarter. Goldman Sachs Group Inc. now owns 87,556 shares of the company’s stock worth $27,190,000 after purchasing an additional 48,451 shares in the last quarter. Focus Partners Wealth boosted its stake in shares of Duolingo by 28.3% in the first quarter. Focus Partners Wealth now owns 2,021 shares of the company’s stock valued at $628,000 after purchasing an additional 446 shares during the period. Hantz Financial Services Inc. grew its holdings in shares of Duolingo by 1,630.8% in the second quarter. Hantz Financial Services Inc. now owns 225 shares of the company’s stock valued at $92,000 after purchasing an additional 212 shares in the last quarter. Finally, Assetmark Inc. increased its stake in Duolingo by 7.0% during the 2nd quarter. Assetmark Inc. now owns 2,884 shares of the company’s stock worth $1,182,000 after buying an additional 189 shares during the period. 91.59% of the stock is owned by institutional investors and hedge funds.

Duolingo Trading Down 5.4%

DUOL opened at $96.17 on Thursday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 2.82 and a current ratio of 2.61. Duolingo, Inc. has a one year low of $91.99 and a one year high of $544.93. The company has a market cap of $4.45 billion, a P/E ratio of 11.29, a PEG ratio of 0.70 and a beta of 0.90. The business’s 50-day simple moving average is $139.55 and its 200-day simple moving average is $219.04.

Duolingo (NASDAQ:DUOL) last announced its quarterly earnings results on Thursday, February 26th. The company reported $0.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.12. Duolingo had a return on equity of 14.88% and a net margin of 39.91%.The firm had revenue of $282.87 million during the quarter, compared to the consensus estimate of $275.95 million. Duolingo’s revenue for the quarter was up 35.0% compared to the same quarter last year. As a group, equities research analysts expect that Duolingo, Inc. will post 2.03 EPS for the current fiscal year.

Wall Street Analyst Weigh In

DUOL has been the subject of several recent research reports. Weiss Ratings reissued a “hold (c)” rating on shares of Duolingo in a research report on Monday, December 29th. Evercore reissued a “hold” rating and set a $114.00 target price on shares of Duolingo in a research note on Friday, February 27th. Truist Financial downgraded Duolingo from a “buy” rating to a “hold” rating and set a $100.00 price target on the stock. in a report on Friday, February 27th. Zacks Research lowered Duolingo from a “hold” rating to a “strong sell” rating in a research report on Monday. Finally, Scotiabank reissued a “sector perform” rating and set a $100.00 price objective (down from $300.00) on shares of Duolingo in a research report on Friday, February 27th. Five equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, Duolingo presently has an average rating of “Hold” and a consensus price target of $206.32.

Insider Activity

In other Duolingo news, insider Robert Meese sold 1,000 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $110.06, for a total transaction of $110,060.00. Following the transaction, the insider owned 122,636 shares of the company’s stock, valued at approximately $13,497,318.16. This trade represents a 0.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Matthew Skaruppa sold 3,986 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $113.52, for a total value of $452,490.72. Following the transaction, the chief financial officer owned 31,631 shares in the company, valued at $3,590,751.12. This represents a 11.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 14,939 shares of company stock worth $1,676,291 over the last three months. Company insiders own 15.67% of the company’s stock.

Key Stories Impacting Duolingo

Here are the key news stories impacting Duolingo this week:

• Positive Sentiment: Director James H. Shelton bought 5,000 shares (increasing his stake ~108%), a signal of insider confidence that can support the share price. SEC Form 4
• Positive Sentiment: Duolingo previously announced a US$400M buyback to back growth/AI investments — reduces float and provides capital support, a concrete near-term positive for shareholders. Duolingo Backs User Growth And AI With US$400m Buyback Plan
• Neutral Sentiment: Analysts/coverage highlight FY2026 as a transition year: management is prioritizing free-user engagement and DAU growth (target 100M DAUs by 2028) which could depress near-term monetization and earnings but potentially enable longer-term growth. Mixed implications for valuation. Duolingo: FY2026 Will Be A Year Of Transition, Doubling Daily Active Users By 2028
• Neutral Sentiment: Short-interest data in recent reporting appears inconsistent/insignificant (reported zeros), so current short-squeeze dynamics are unclear and unlikely to explain today’s move. (Data noise limits inference.)
• Negative Sentiment: Zacks downgraded DUOL from “hold” to “strong sell,” which can trigger selling pressure from retail and model-driven funds. Zacks Research
• Negative Sentiment: Two law firms (Pomerantz; Faruqi & Faruqi) announced investigations/possible litigation on behalf of Duolingo investors, increasing legal overhang and uncertainty. Pomerantz Investigation Faruqi & Faruqi Investigation
• Negative Sentiment: Critical media pieces argue the stock’s collapse reflects deeper issues (slowing growth, strategy shift toward DAUs over near-term monetization), keeping bearish sentiment high. Inc: Duolingo Stock Is Falling Off a Cliff Seeking Alpha: The 80% Drop Doesn’t Make It Cheap
• Negative Sentiment: Competitive risk: reports that Google launched a new language-learning tool add pressure to user acquisition and monetization assumptions. Goodbye Duolingo: Google has just launched a new language learning tool

About Duolingo

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.