DoubleVerify Holdings, Inc. $DV Shares Purchased by Crestwood Capital Management L.P.

Crestwood Capital Management L.P. grew its position in DoubleVerify Holdings, Inc. (NYSE:DV) by 18.8% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,139,157 shares of the company’s stock after acquiring an additional 180,000 shares during the quarter. DoubleVerify makes up about 9.5% of Crestwood Capital Management L.P.’s investment portfolio, making the stock its 6th largest holding. Crestwood Capital Management L.P.’s holdings in DoubleVerify were worth $13,647,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the company. California State Teachers Retirement System increased its holdings in DoubleVerify by 0.6% in the second quarter. California State Teachers Retirement System now owns 133,120 shares of the company’s stock worth $1,993,000 after buying an additional 754 shares during the last quarter. Woodline Partners LP grew its position in DoubleVerify by 2.5% in the first quarter. Woodline Partners LP now owns 30,825 shares of the company’s stock worth $412,000 after acquiring an additional 762 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH increased its stake in shares of DoubleVerify by 5.4% during the 2nd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 15,362 shares of the company’s stock worth $230,000 after purchasing an additional 785 shares during the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its stake in shares of DoubleVerify by 3.1% during the 2nd quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 34,628 shares of the company’s stock worth $518,000 after purchasing an additional 1,028 shares during the last quarter. Finally, Clearstead Advisors LLC raised its holdings in shares of DoubleVerify by 210.0% during the 3rd quarter. Clearstead Advisors LLC now owns 2,055 shares of the company’s stock valued at $25,000 after purchasing an additional 1,392 shares in the last quarter. 97.29% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

DV has been the subject of a number of recent research reports. Needham & Company LLC decreased their price objective on shares of DoubleVerify from $18.00 to $12.00 and set a “buy” rating for the company in a report on Monday, November 10th. Stifel Nicolaus reduced their price target on DoubleVerify from $20.00 to $15.00 and set a “buy” rating for the company in a research report on Monday, November 10th. Royal Bank Of Canada decreased their price target on DoubleVerify from $17.00 to $14.00 and set an “outperform” rating for the company in a research note on Friday. JPMorgan Chase & Co. lowered their price objective on DoubleVerify from $19.00 to $17.00 and set an “overweight” rating on the stock in a report on Monday, November 10th. Finally, Barclays reissued an “equal weight” rating and issued a $12.00 price objective on shares of DoubleVerify in a research note on Monday, January 12th. Eleven analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, DoubleVerify currently has a consensus rating of “Hold” and an average target price of $15.94.

Key Headlines 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 Trading Up 11.0%

Shares of NYSE:DV opened at $10.58 on Friday. The company has a debt-to-equity ratio of 0.01, a quick ratio of 3.98 and a current ratio of 3.98. The stock’s 50-day moving average is $10.45 and its 200-day moving average is $11.66. The company has a market cap of $1.70 billion, a P/E ratio of 35.25, a P/E/G ratio of 0.63 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 announced its earnings results on Thursday, February 26th. The company reported $0.31 earnings per share for the quarter, missing the consensus estimate of $0.33 by ($0.02). The business had revenue of $205.59 million for the quarter, compared to the consensus estimate of $208.77 million. DoubleVerify had a net margin of 6.77% and a return on equity of 7.62%. DoubleVerify’s revenue for the quarter was up 7.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.13 EPS. Equities research analysts predict that DoubleVerify Holdings, Inc. will post 0.36 earnings per share for the current year.

About DoubleVerify

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.