Aviva PLC Acquires 10,192 Shares of AppLovin Corporation $APP

Aviva PLC increased its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 5.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 193,696 shares of the company’s stock after acquiring an additional 10,192 shares during the period. Aviva PLC’s holdings in AppLovin were worth $130,516,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of APP. Revolve Wealth Partners LLC bought a new position in shares of AppLovin in the fourth quarter worth approximately $294,000. Bison Wealth LLC bought a new position in shares of AppLovin in the fourth quarter worth approximately $239,000. Integrated Wealth Concepts LLC lifted its stake in shares of AppLovin by 58.0% in the first quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock worth $448,000 after buying an additional 621 shares in the last quarter. NewEdge Advisors LLC lifted its stake in shares of AppLovin by 5.7% in the second quarter. NewEdge Advisors LLC now owns 14,523 shares of the company’s stock worth $5,084,000 after buying an additional 782 shares in the last quarter. Finally, Treasurer of the State of North Carolina lifted its stake in shares of AppLovin by 7.2% in the second quarter. Treasurer of the State of North Carolina now owns 139,189 shares of the company’s stock worth $48,727,000 after buying an additional 9,380 shares in the last quarter. Institutional investors own 41.85% of the company’s stock.

Insider Activity

In other AppLovin news, CFO Matthew Stumpf sold 9,052 shares of the stock in a transaction on 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 $106,470,000. This trade represents a 4.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CTO Vasily Shikin sold 62,804 shares of the stock in a transaction on 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 transaction, the chief technology officer owned 3,189,739 shares of the company’s stock, valued at $1,545,173,366.38. This trade represents a 1.93% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 285,758 shares of company stock valued at $136,333,079 in the last quarter. Company insiders own 13.66% of the company’s stock.

AppLovin Stock Down 2.9%

Shares of APP stock opened at $478.57 on Friday. AppLovin Corporation has a 12 month low of $320.00 and a 12 month high of $745.61. The stock has a market cap of $160.77 billion, a P/E ratio of 41.11, a P/E/G ratio of 0.80 and a beta of 2.45. 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 company has a 50 day simple moving average of $480.70 and a two-hundred day simple moving average of $521.01.

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

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin remains a strong growth story, with articles noting the stock has risen over the past month and analysts still expect robust EPS growth over the next several years. One report also highlighted an Oppenheimer note reaffirming confidence in the name, which can support bullish sentiment. AppLovin Corporation (APP) Up More Than 12% Over the Past Month, Here’s Why it is an Unstoppable Growth Stock
• Positive Sentiment: Broker commentary has continued to frame AppLovin as a “good investment,” suggesting Wall Street sentiment remains constructive overall, even though analysts’ optimism is often already reflected in the stock. AppLovin (APP) Is Considered a Good Investment by Brokers: Is That True?
• Neutral Sentiment: Several recent stories were more market-commentary focused than company-specific, including a note about growth stocks with high insider ownership and a discussion of broader market weakness affecting stock performance. These items may influence sentiment, but they do not point to a major fundamental change in AppLovin’s business. Insider Favorites: Top Growth Companies For June 2026 Five9 and AppLovin Shares Are Falling, What You Need To Know
• Negative Sentiment: One report said competition pressure hurt AppLovin in Q1, which could raise concerns about the sustainability of its growth momentum and intensify investor caution. Competition Pressure Hurt AppLovin (APP) in Q1
• Negative Sentiment: There was also insider selling reported, including a sale of 20,000 shares by Victoria Valenzuela, which can be interpreted as a mild headwind for sentiment. Victoria Valenzuela Sells 20,000 Shares of AppLovin (NASDAQ:APP) Stock
• Negative Sentiment: The latest session also saw APP fall while the broader market rose, suggesting investors are taking profits or rotating away from the stock despite its strong longer-term growth narrative. AppLovin (APP) Stock Sinks As Market Gains: Here’s Why

Analysts Set New Price Targets

APP has been the topic of several analyst reports. The Goldman Sachs Group dropped their target price on shares of AppLovin from $710.00 to $585.00 and set a “neutral” rating on the stock in a research note on Thursday, February 12th. Weiss Ratings cut shares of AppLovin from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, May 7th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $660.00 price objective on shares of AppLovin in a report on Thursday, May 7th. Piper Sandler reissued an “overweight” rating on shares of AppLovin in a report on Tuesday. Finally, Citigroup reissued a “buy” rating and set a $710.00 price objective on shares of AppLovin in a report on Monday, June 1st. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $669.62.

AppLovin Company Profile

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.