Royce & Associates LP lowered its position in shares of JFrog Ltd. (NASDAQ:FROG – Free Report) by 4.8% in the fourth quarter, Holdings Channel reports. The institutional investor owned 359,888 shares of the company’s stock after selling 18,004 shares during the quarter. Royce & Associates LP’s holdings in JFrog were worth $22,479,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also made changes to their positions in FROG. Assenagon Asset Management S.A. increased its holdings in shares of JFrog by 378.8% during the 4th quarter. Assenagon Asset Management S.A. now owns 1,543,011 shares of the company’s stock worth $96,376,000 after buying an additional 1,220,768 shares during the last quarter. Lazard Asset Management LLC increased its holdings in shares of JFrog by 1,669.6% during the 3rd quarter. Lazard Asset Management LLC now owns 1,185,416 shares of the company’s stock worth $56,106,000 after buying an additional 1,118,427 shares during the last quarter. Shannon River Fund Management LLC increased its holdings in shares of JFrog by 298.5% during the 3rd quarter. Shannon River Fund Management LLC now owns 863,924 shares of the company’s stock worth $40,890,000 after buying an additional 647,140 shares during the last quarter. Jennison Associates LLC increased its holdings in shares of JFrog by 11,579.9% during the 4th quarter. Jennison Associates LLC now owns 538,444 shares of the company’s stock worth $33,631,000 after buying an additional 533,834 shares during the last quarter. Finally, Amundi increased its holdings in shares of JFrog by 1,320.8% during the 3rd quarter. Amundi now owns 550,906 shares of the company’s stock worth $26,697,000 after buying an additional 512,131 shares during the last quarter. Institutional investors and hedge funds own 85.02% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of analysts have recently issued reports on FROG shares. William Blair restated an “outperform” rating on shares of JFrog in a report on Monday, February 23rd. Stifel Nicolaus lifted their target price on shares of JFrog from $75.00 to $85.00 and gave the company a “buy” rating in a report on Tuesday. Raymond James Financial reiterated an “outperform” rating and issued a $70.00 target price on shares of JFrog in a report on Thursday, February 26th. Barclays lifted their target price on shares of JFrog from $70.00 to $75.00 and gave the company an “overweight” rating in a report on Monday, May 11th. Finally, Evercore set a $80.00 target price on shares of JFrog in a report on Thursday, February 26th. Eighteen research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, JFrog currently has an average rating of “Moderate Buy” and an average price target of $76.63.
Insider Buying and Selling at JFrog
In other JFrog news, CTO Yoav Landman sold 75,000 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $64.22, for a total value of $4,816,500.00. Following the completion of the transaction, the chief technology officer owned 5,753,437 shares of the company’s stock, valued at $369,485,724.14. This trade represents a 1.29% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Tali Notman sold 21,097 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $41.28, for a total transaction of $870,884.16. Following the completion of the transaction, the executive directly owned 752,598 shares of the company’s stock, valued at $31,067,245.44. This represents a 2.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 514,555 shares of company stock worth $26,653,996. 11.80% of the stock is currently owned by corporate insiders.
JFrog Stock Down 1.3%
Shares of FROG stock opened at $73.01 on Wednesday. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $75.08. The stock has a market capitalization of $8.84 billion, a PE ratio of -137.75 and a beta of 1.02. The firm has a 50 day moving average of $52.31 and a two-hundred day moving average of $54.78.
JFrog (NASDAQ:FROG – Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.27 EPS for the quarter, beating the consensus estimate of $0.22 by $0.05. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. The company had revenue of $153.98 million during the quarter, compared to analysts’ expectations of $147.45 million. During the same quarter last year, the company posted $0.20 EPS. The firm’s revenue was up 25.8% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. Analysts expect that JFrog Ltd. will post -0.17 EPS for the current fiscal year.
JFrog Profile
JFrog is a software company specializing in DevOps solutions designed to streamline the management, distribution and security of software binaries. Its core offering, JFrog Artifactory, serves as a universal artifact repository manager compatible with all major package formats, enabling development teams to store, version and share build artifacts across the software delivery pipeline. The company’s platform also includes tools for continuous integration and delivery (CI/CD), security scanning and release automation.
Among JFrog’s flagship products are JFrog Xray, a security and compliance scanning service that analyzes artifacts and dependencies for vulnerabilities; JFrog Pipelines, a CI/CD orchestration engine that automates build and release workflows; and JFrog Distribution, which accelerates the secure distribution of software releases to edge nodes and end users.
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