Fiera Capital Corp Lowers Position in JFrog Ltd. $FROG

Fiera Capital Corp lessened its stake in shares of JFrog Ltd. (NASDAQ:FROG) by 2.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 1,639,067 shares of the company’s stock after selling 36,501 shares during the period. Fiera Capital Corp owned 1.40% of JFrog worth $77,577,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Wilmington Savings Fund Society FSB grew its stake in shares of JFrog by 1,086.8% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 1,258 shares of the company’s stock valued at $60,000 after acquiring an additional 1,152 shares during the period. Tower Research Capital LLC TRC boosted its position in shares of JFrog by 7,185.4% in the second quarter. Tower Research Capital LLC TRC now owns 2,987 shares of the company’s stock worth $131,000 after purchasing an additional 2,946 shares during the period. Elevation Point Wealth Partners LLC bought a new position in shares of JFrog in the second quarter worth approximately $136,000. Northwest & Ethical Investments L.P. purchased a new stake in shares of JFrog in the second quarter worth $171,000. Finally, Headlands Technologies LLC bought a new stake in shares of JFrog during the 2nd quarter valued at $181,000. Institutional investors own 85.02% of the company’s stock.

JFrog Price Performance

NASDAQ:FROG opened at $50.29 on Friday. The company has a market cap of $6.02 billion, a price-to-earnings ratio of -81.11 and a beta of 1.13. JFrog Ltd. has a 1 year low of $27.00 and a 1 year high of $70.43. The stock’s 50 day simple moving average is $58.41 and its two-hundred day simple moving average is $53.76.

JFrog (NASDAQ:FROG) last posted its earnings results on Thursday, February 12th. The company reported $0.22 earnings per share for the quarter, beating analysts’ consensus estimates of $0.19 by $0.03. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The firm had revenue of $145.31 million during the quarter, compared to analyst estimates of $138.09 million. During the same period last year, the firm posted $0.19 earnings per share. JFrog’s revenue for the quarter was up 25.2% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. As a group, analysts anticipate that JFrog Ltd. will post -0.33 EPS for the current year.

Insider Transactions at JFrog

In other JFrog news, CTO Yoav Landman sold 70,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $69.22, for a total transaction of $4,845,400.00. Following the sale, the chief technology officer directly owned 5,958,641 shares in the company, valued at $412,457,130.02. This represents a 1.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director Yvonne Wassenaar sold 1,957 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $58.70, for a total value of $114,875.90. Following the transaction, the director directly owned 20,495 shares in the company, valued at approximately $1,203,056.50. This represents a 8.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 407,814 shares of company stock worth $24,969,260 in the last quarter. Company insiders own 14.10% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently weighed in on FROG. Piper Sandler dropped their target price on shares of JFrog from $70.00 to $65.00 and set a “neutral” rating for the company in a report on Friday, February 13th. Truist Financial reaffirmed a “buy” rating and issued a $70.00 price objective (up previously from $55.00) on shares of JFrog in a research note on Friday, November 7th. Barclays lifted their target price on JFrog from $67.00 to $70.00 and gave the company an “overweight” rating in a research note on Monday, January 12th. Oppenheimer upgraded JFrog from a “market perform” rating to an “outperform” rating and set a $75.00 price target for the company in a research note on Friday, November 7th. Finally, TD Cowen increased their price objective on shares of JFrog from $75.00 to $80.00 and gave the company a “buy” rating in a report on Friday, February 13th. Fifteen equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $65.94.

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.