Blair William & Co. IL Lowers Stock Holdings in MongoDB, Inc. $MDB

Blair William & Co. IL lowered its stake in MongoDB, Inc. (NASDAQ:MDB) by 16.9% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 300,010 shares of the company’s stock after selling 61,122 shares during the quarter. Blair William & Co. IL owned 0.37% of MongoDB worth $93,117,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Integrated Wealth Concepts LLC boosted its holdings in MongoDB by 31.6% in the 1st quarter. Integrated Wealth Concepts LLC now owns 1,363 shares of the company’s stock worth $239,000 after buying an additional 327 shares during the last quarter. NewEdge Advisors LLC raised its stake in MongoDB by 55.0% in the 1st quarter. NewEdge Advisors LLC now owns 4,238 shares of the company’s stock valued at $743,000 after purchasing an additional 1,504 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in MongoDB in the 2nd quarter valued at $329,000. Bank of New York Mellon Corp boosted its stake in MongoDB by 4.5% during the 2nd quarter. Bank of New York Mellon Corp now owns 695,624 shares of the company’s stock worth $146,074,000 after purchasing an additional 30,246 shares during the last quarter. Finally, First Horizon Advisors Inc. boosted its stake in MongoDB by 33.3% during the 2nd quarter. First Horizon Advisors Inc. now owns 492 shares of the company’s stock worth $103,000 after purchasing an additional 123 shares during the last quarter. 89.29% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at MongoDB

In related news, Director Hope F. Cochran sold 1,566 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $421.85, for a total transaction of $660,617.10. Following the completion of the transaction, the director directly owned 25,659 shares in the company, valued at $10,824,249.15. This trade represents a 5.75% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Dwight A. Merriman sold 1,190 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $369.75, for a total transaction of $440,002.50. Following the completion of the transaction, the director directly owned 80,462 shares of the company’s stock, valued at approximately $29,750,824.50. The trade was a 1.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 32,504 shares of company stock worth $13,389,622. Insiders own 3.10% of the company’s stock.

More MongoDB News

Here are the key news stories impacting MongoDB this week:

• Positive Sentiment: Scotiabank upgraded MDB to “Sector Outperform”, raised its price target and boosted its FY2027 EPS forecast — a near‑term driver of buying interest. Scotiabank upgrades MongoDB (MDB)
• Positive Sentiment: MongoDB expanded AI capabilities in Atlas (new embedding models, vector search and APIs) — product progress that supports the long‑term growth thesis as customers build AI apps on Atlas. MongoDB Expands AI Capabilities: Is the Growth Thesis Strengthening?
• Positive Sentiment: Q4 results topped revenue and EPS expectations with Atlas contributing the bulk of revenue and 27% revenue growth year‑over‑year — supporting the company’s execution story despite mixed forward commentary. Should You Buy, Sell or Hold MongoDB Stock Post Q4 Earnings?
• Neutral Sentiment: Unusually large options volume (big buys of both calls and puts) indicates heightened short‑term speculative activity and hedging — adds volatility risk but not a directional signal on fundamentals.
• Negative Sentiment: Multiple sell‑side firms trimmed price targets in the last 24–36 hours (examples: Mizuho, UBS, Goldman, Piper Sandler and others), signaling reduced near‑term upside expectations from analysts. Mizuho Cuts MongoDB (NASDAQ:MDB) Price Target to $290.00 UBS Group Lowers MongoDB (NASDAQ:MDB) Price Target to $275.00
• Negative Sentiment: Management’s FY2027 guidance still implies operating losses and a slower recovery path; that guidance triggered a sharp selloff earlier and keeps upside contingent on faster margin improvement or stronger revenue acceleration. Why MongoDB (MDB) Is Down 19.1% After Mixed 2026 Results And Loss‑Heavy 2027 Guidance

MongoDB Trading Up 2.5%

Shares of NASDAQ:MDB opened at $270.47 on Friday. The company has a market capitalization of $22.01 billion, a price-to-earnings ratio of -307.35, a PEG ratio of 393.66 and a beta of 1.40. MongoDB, Inc. has a 12-month low of $140.78 and a 12-month high of $444.72. The business has a 50-day moving average price of $369.06 and a 200 day moving average price of $350.98.

MongoDB (NASDAQ:MDB) last announced its earnings results on Monday, March 2nd. The company reported $1.65 earnings per share for the quarter, topping the consensus estimate of $1.47 by $0.18. MongoDB had a negative net margin of 2.89% and a negative return on equity of 1.03%. The company had revenue of $695.07 million during the quarter, compared to analyst estimates of $669.40 million. During the same quarter last year, the firm posted $1.28 earnings per share. MongoDB’s revenue was up 26.8% compared to the same quarter last year. As a group, equities research analysts predict that MongoDB, Inc. will post -1.78 earnings per share for the current fiscal year.

Analyst Ratings Changes

MDB has been the subject of a number of recent research reports. Guggenheim reiterated a “buy” rating and issued a $475.00 target price on shares of MongoDB in a research report on Tuesday. Wall Street Zen cut shares of MongoDB from a “buy” rating to a “hold” rating in a research note on Saturday. Bank of America reissued a “buy” rating on shares of MongoDB in a research note on Tuesday. Robert W. Baird reaffirmed a “neutral” rating and issued a $260.00 target price (down from $500.00) on shares of MongoDB in a research note on Tuesday. Finally, Barclays cut their price objective on shares of MongoDB from $440.00 to $370.00 and set an “overweight” rating for the company in a research report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $354.18.

MongoDB Profile

MongoDB, Inc is a software company best known for developing MongoDB, a general-purpose, document-oriented database designed for modern application development. The company’s platform is built to support high-performance, scalable data storage and retrieval for use cases such as cloud-native applications, mobile backends, real-time analytics, and content management. MongoDB offers a mix of open-source software, commercial server distributions, and subscription-based services that include technical support, training and professional services.

The company traces its origins to 2007 when it was founded as 10gen by Dwight Merriman and Eliot Horowitz; it later adopted the MongoDB name and completed a public listing in 2017.