Andra AP fonden Takes Position in DoubleVerify Holdings, Inc. $DV

Andra AP fonden bought a new position in shares of DoubleVerify Holdings, Inc. (NYSE:DV) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 157,720 shares of the company’s stock, valued at approximately $1,889,000.

Several other hedge funds have also recently added to or reduced their stakes in the company. Cooper Creek Partners Management LLC purchased a new position in DoubleVerify in the second quarter worth approximately $38,325,000. SG Capital Management LLC acquired a new stake in shares of DoubleVerify in the 2nd quarter valued at $33,642,000. Norges Bank purchased a new stake in shares of DoubleVerify during the 2nd quarter worth $23,640,000. Arohi Asset Management PTE Ltd. purchased a new stake in shares of DoubleVerify during the 2nd quarter worth $17,214,000. Finally, Assenagon Asset Management S.A. grew its stake in shares of DoubleVerify by 40.8% during the third quarter. Assenagon Asset Management S.A. now owns 3,622,449 shares of the company’s stock worth $43,397,000 after purchasing an additional 1,049,726 shares in the last quarter. Institutional investors and hedge funds own 97.29% of the company’s stock.

DoubleVerify Stock Up 11.0%

Shares of NYSE DV opened at $10.58 on Monday. The business has a 50-day moving average price of $10.45 and a 200 day moving average price of $11.61. The stock has a market cap of $1.71 billion, a PE ratio of 35.25, a price-to-earnings-growth ratio of 0.70 and a beta of 0.98. DoubleVerify Holdings, Inc. has a 52-week low of $7.64 and a 52-week high of $17.08.

DoubleVerify (NYSE:DV) last issued its quarterly earnings data on Thursday, February 26th. The company reported $0.31 earnings per share for the quarter, missing analysts’ consensus estimates of $0.33 by ($0.02). The firm had revenue of $205.59 million during the quarter, compared to analysts’ expectations of $208.77 million. DoubleVerify had a net margin of 6.77% and a return on equity of 7.50%. DoubleVerify’s quarterly revenue was up 7.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.13 EPS. Sell-side analysts anticipate that DoubleVerify Holdings, Inc. will post 0.36 earnings per share for the current year.

Analyst Ratings Changes

A number of analysts have weighed in on DV shares. Morgan Stanley raised their price target on DoubleVerify from $15.00 to $15.50 and gave the company an “equal weight” rating in a research note on Tuesday, January 13th. Zacks Research downgraded DoubleVerify from a “strong-buy” rating to a “hold” rating in a report on Wednesday, January 28th. Needham & Company LLC cut their target price on DoubleVerify from $18.00 to $12.00 and set a “buy” rating on the stock in a research report on Monday, November 10th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of DoubleVerify in a report on Wednesday, January 21st. Finally, Stifel Nicolaus dropped their price target on shares of DoubleVerify from $20.00 to $15.00 and set a “buy” rating on the stock in a research note on Monday, November 10th. Eleven equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, DoubleVerify has a consensus rating of “Hold” and an average price target of $15.94.

Key Stories Impacting DoubleVerify

Here are the key news stories impacting DoubleVerify this week:

• Positive Sentiment: Board authorized a $300 million share‑repurchase program — the largest in company history — which supports buybacks and shareholder returns. DoubleVerify Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Strong profitability and cash generation: 2025 adjusted EBITDA of $245.6M (33% margin) and 2025 net income of $50.7M — helps offset near‑term revenue softness. DoubleVerify Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Management outlined an 8%–10% revenue growth target for 2026 and said it is accelerating AI and social-product innovation — a growth roadmap investors can trade on if execution continues. DoubleVerify outlines 8%–10% revenue growth target for 2026 while accelerating AI and social product innovation
• Neutral Sentiment: Several analysts trimmed price targets but kept constructive ratings — Canaccord lowered its PT to $16 (buy) and RBC cut to $14 (outperform), signaling continued analyst confidence despite revising expectations. Analyst Price Target Notes
• Negative Sentiment: Q4 results modestly missed Street estimates: EPS $0.31 vs. $0.33 expected and revenue $205.6M vs. ~$208.8M consensus; revenue growth was positive year‑over‑year but below expectations. DoubleVerify Q4 results and transcript
• Negative Sentiment: FY‑2026 and Q1 revenue guidance came in below consensus (FY: $810M–$826M vs. ~$828M est.; Q1: $177M–$183M vs. ~$180.6M), leaving some uncertainty about near‑term topline momentum. DoubleVerify Reports Fourth Quarter and Full Year 2025 Financial Results

DoubleVerify Profile

DoubleVerify, Inc is a leading digital media measurement and analytics company that helps advertisers, publishers and platforms ensure their digital advertising campaigns are viewable, fraud-free and brand-safe. The company’s platform integrates data science, machine learning and proprietary analytics to authenticate the quality of media across display, video, mobile, CTV and social channels. By delivering real-time insights into ad viewability, fraud detection and contextual relevance, DoubleVerify empowers marketers to optimize campaign performance and drive better return on ad spend.

At the core of DoubleVerify’s offering are solutions for viewability measurement, invalid traffic (IVT) detection, brand safety and suitability, contextual targeting and campaign performance analytics.