Janus Henderson Group PLC Has $1.50 Million Stake in Duolingo, Inc. $DUOL

Janus Henderson Group PLC decreased its position in Duolingo, Inc. (NASDAQ:DUOL) by 66.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,214 shares of the company’s stock after selling 29,966 shares during the period. Janus Henderson Group PLC’s holdings in Duolingo were worth $1,500,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Centaurus Financial Inc. bought a new stake in shares of Duolingo during the 1st quarter valued at about $108,000. Cim LLC increased its holdings in Duolingo by 10.2% in the first quarter. Cim LLC now owns 4,838 shares of the company’s stock worth $477,000 after purchasing an additional 448 shares in the last quarter. South Dakota Investment Council lifted its stake in Duolingo by 61.3% in the first quarter. South Dakota Investment Council now owns 15,708 shares of the company’s stock valued at $1,548,000 after buying an additional 5,968 shares during the period. Amundi lifted its stake in Duolingo by 1,351.7% in the first quarter. Amundi now owns 449,068 shares of the company’s stock valued at $44,265,000 after buying an additional 418,134 shares during the period. Finally, California State Teachers Retirement System boosted its holdings in shares of Duolingo by 22.6% during the 1st quarter. California State Teachers Retirement System now owns 41,720 shares of the company’s stock worth $4,112,000 after buying an additional 7,700 shares in the last quarter. 91.59% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on DUOL. Wedbush assumed coverage on shares of Duolingo in a research report on Thursday, July 16th. They set a “neutral” rating and a $139.00 price objective for the company. Zacks Research raised shares of Duolingo from a “strong sell” rating to a “hold” rating in a research note on Tuesday, April 28th. Barclays raised their price target on shares of Duolingo from $110.00 to $115.00 and gave the stock an “equal weight” rating in a report on Thursday. DA Davidson lifted their price target on shares of Duolingo from $120.00 to $130.00 and gave the company a “neutral” rating in a research note on Thursday. Finally, UBS Group upped their price objective on shares of Duolingo from $125.00 to $150.00 and gave the company a “buy” rating in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $148.12.

Duolingo Stock Performance

Shares of DUOL stock opened at $130.90 on Monday. The company has a debt-to-equity ratio of 0.06, a current ratio of 2.72 and a quick ratio of 2.72. The firm has a 50-day moving average of $125.76 and a 200-day moving average of $114.86. Duolingo, Inc. has a one year low of $87.89 and a one year high of $415.76. The company has a market cap of $6.10 billion, a P/E ratio of 15.51, a P/E/G ratio of 1.03 and a beta of 0.87.

Duolingo (NASDAQ:DUOL) last released its quarterly earnings results on Wednesday, August 5th. The company reported $0.66 earnings per share for the quarter, topping the consensus estimate of $0.60 by $0.06. Duolingo had a net margin of 35.88% and a return on equity of 12.10%. The business had revenue of $298.45 million for the quarter, compared to analysts’ expectations of $295.58 million. During the same period in the previous year, the company earned $0.91 earnings per share. The firm’s revenue for the quarter was up 18.3% compared to the same quarter last year. Equities research analysts forecast that Duolingo, Inc. will post 2.74 EPS for the current fiscal year.

Trending Headlines about Duolingo

Here are the key news stories impacting Duolingo this week:

• Positive Sentiment: Duolingo exceeded second-quarter expectations, reporting adjusted earnings of $0.66 per share versus consensus of roughly $0.60-$0.61, while revenue rose 18.3% year over year to $298.5 million, above the $295.6 million estimate. DUOL Q2 Earnings Beat Estimates on Strong User Growth
• Positive Sentiment: Daily active users increased 23% year over year, and paid subscribers continued to grow, reinforcing Duolingo’s long-term expansion strategy. Management also cited lower artificial-intelligence costs as a factor supporting profitability. Duolingo stock sinks 15% as Q3 revenue forecast misses expectations
• Positive Sentiment: Needham reaffirmed its Buy rating and set a $145 price target, while Truist raised its target to $120 from $100, indicating some analysts see value after the recent selloff. Analyst ratings and price targets
• Neutral Sentiment: Management is prioritizing engagement and user growth, targeting 100 million daily active users by 2028, but projected 2026 revenue growth of approximately 16% signals a materially slower pace than Duolingo’s historical expansion. Duolingo outlines 2026 revenue growth of approximately 16%
• Negative Sentiment: The main overhang is Duolingo’s third-quarter revenue forecast, which fell below Wall Street expectations. The guidance overshadowed the earnings and user-growth beats, prompting a sharp post-earnings selloff and raising concerns that the company’s growth engine is slowing. Duolingo posts better-than-expected sales but stock drops
• Negative Sentiment: Bank of America downgraded Duolingo to Underperform, and Truist’s Hold rating with a $120 target remains below the recent trading level, reflecting valuation and execution concerns. Bank of America downgrades Duolingo

Insiders Place Their Bets

In related news, insider Robert Meese sold 1,420 shares of the stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $112.16, for a total transaction of $159,267.20. Following the completion of the sale, the insider directly owned 170,745 shares of the company’s stock, valued at approximately $19,150,759.20. This trade represents a 0.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Natalie Glance sold 3,360 shares of the stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $113.59, for a total value of $381,662.40. Following the sale, the insider directly owned 173,401 shares of the company’s stock, valued at $19,696,619.59. The trade was a 1.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 9,506 shares of company stock valued at $1,073,864 in the last 90 days. 16.62% of the stock is currently owned by corporate insiders.

Duolingo Company Profile

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.