Fox Run Management L.L.C. Grows Stock Holdings in Akamai Technologies, Inc. $AKAM

Fox Run Management L.L.C. lifted its position in shares of Akamai Technologies, Inc. (NASDAQ:AKAM) by 467.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,144 shares of the technology infrastructure company’s stock after purchasing an additional 15,772 shares during the period. Fox Run Management L.L.C.’s holdings in Akamai Technologies were worth $1,450,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the business. DLD Asset Management LP lifted its holdings in Akamai Technologies by 60.0% in the 2nd quarter. DLD Asset Management LP now owns 20,000,000 shares of the technology infrastructure company’s stock worth $1,595,200,000 after buying an additional 7,500,000 shares during the period. First Trust Advisors LP increased its stake in shares of Akamai Technologies by 4.9% during the second quarter. First Trust Advisors LP now owns 6,061,962 shares of the technology infrastructure company’s stock valued at $483,502,000 after buying an additional 281,526 shares during the period. Nordea Investment Management AB raised its holdings in shares of Akamai Technologies by 39.9% during the third quarter. Nordea Investment Management AB now owns 3,437,472 shares of the technology infrastructure company’s stock valued at $258,739,000 after acquiring an additional 980,966 shares in the last quarter. Norges Bank purchased a new stake in Akamai Technologies in the second quarter worth $266,817,000. Finally, Legal & General Group Plc boosted its holdings in Akamai Technologies by 3.5% in the second quarter. Legal & General Group Plc now owns 2,812,805 shares of the technology infrastructure company’s stock valued at $224,349,000 after acquiring an additional 94,012 shares in the last quarter. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Akamai Technologies Stock Performance

Shares of AKAM opened at $100.13 on Wednesday. The company has a quick ratio of 2.28, a current ratio of 2.36 and a debt-to-equity ratio of 0.82. The stock has a market cap of $14.41 billion, a P/E ratio of 32.51, a P/E/G ratio of 3.07 and a beta of 0.70. The business’s 50 day moving average price is $94.15 and its 200-day moving average price is $84.56. Akamai Technologies, Inc. has a 52 week low of $67.51 and a 52 week high of $113.50.

Akamai Technologies (NASDAQ:AKAM) last announced its quarterly earnings data on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.75 by $0.09. Akamai Technologies had a return on equity of 13.86% and a net margin of 10.74%.The business had revenue of $1.09 billion during the quarter, compared to analysts’ expectations of $1.08 billion. During the same quarter in the previous year, the business earned $1.66 earnings per share. The firm’s quarterly revenue was up 7.4% compared to the same quarter last year. Akamai Technologies has set its FY 2026 guidance at 6.200-7.200 EPS and its Q1 2026 guidance at 1.500-1.670 EPS. Equities research analysts anticipate that Akamai Technologies, Inc. will post 4.6 earnings per share for the current fiscal year.

Insider Transactions at Akamai Technologies

In other Akamai Technologies news, EVP Paul C. Joseph sold 5,000 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $90.17, for a total value of $450,850.00. Following the transaction, the executive vice president owned 17,513 shares of the company’s stock, valued at approximately $1,579,147.21. This represents a 22.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Adam Karon sold 3,320 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $87.30, for a total transaction of $289,836.00. Following the completion of the transaction, the chief operating officer directly owned 7,785 shares in the company, valued at approximately $679,630.50. The trade was a 29.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 32,318 shares of company stock worth $2,967,254 over the last quarter. Corporate insiders own 2.00% of the company’s stock.

Key Headlines Impacting Akamai Technologies

Here are the key news stories impacting Akamai Technologies this week:

• Positive Sentiment: Akamai announced an agentless, NVIDIA‑powered zero‑trust segmentation product to protect critical infrastructure — a strategic security win that could help win enterprise deals and support higher-margin revenue. Akamai Secures Critical Infrastructure with Agentless Zero Trust Segmentation
• Positive Sentiment: Raymond James raised its price target to $100 and kept an “outperform” rating — a bullish analyst action that supports upside sentiment. Raymond James adjusts PT on Akamai
• Positive Sentiment: Zacks published a piece highlighting Akamai as a strong value stock, which may attract value‑oriented buyers. Here’s Why Akamai is a Strong Value Stock
• Neutral Sentiment: Piper Sandler bumped its target to $97 but kept a “neutral” rating — a mild near‑term signal rather than a clear catalyst. Benzinga
• Neutral Sentiment: Analysts’ consensus remains around a “hold/average” view, so upside depends on continued execution rather than broad analyst re‑ratings. Akamai Given Average Rating of Hold
• Neutral Sentiment: A comparison piece versus DoorDash offers sector/contextual analysis but is unlikely to move AKAM materially. Comparing Akamai and DoorDash
• Neutral Sentiment: Reported short‑interest data for February appears inconsistent (shows zero), so it provides no reliable bearish signal at present.
• Negative Sentiment: At least one analyst move trimmed expectations: a reported price‑target cut (and at least one PT raised only modestly), introducing some conflicting signals on fair value. TD Cowen Cuts AKAM Price Target
• Negative Sentiment: One reported price‑target action moved to $76 (well below current levels), representing a bearish outlier that could pressure sentiment if echoed by others. Price Target Raised to $76

Analyst Upgrades and Downgrades

Several brokerages have commented on AKAM. TD Cowen decreased their price objective on shares of Akamai Technologies from $104.00 to $100.00 and set a “hold” rating for the company in a report on Friday, February 20th. Craig Hallum increased their price target on shares of Akamai Technologies from $90.00 to $100.00 and gave the stock a “hold” rating in a research note on Friday, February 20th. Robert W. Baird lifted their price objective on Akamai Technologies from $90.00 to $110.00 and gave the company an “outperform” rating in a research report on Friday, February 20th. Evercore increased their target price on Akamai Technologies from $105.00 to $115.00 and gave the stock an “outperform” rating in a research report on Friday, February 20th. Finally, Oppenheimer raised their target price on Akamai Technologies from $100.00 to $115.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Ten research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Akamai Technologies currently has an average rating of “Hold” and a consensus target price of $108.84.

About Akamai Technologies

Akamai Technologies, Inc is a leading provider of content delivery network (CDN) services and cloud security solutions designed to optimize and safeguard digital experiences. Leveraging a globally distributed platform, the company accelerates web and mobile content delivery for enterprises, media companies, e-commerce platforms and government agencies. Its edge computing architecture brings processing power closer to end users, reducing latency and improving application performance across geographies.

The company’s core offerings include content acceleration, web and mobile performance optimization, media delivery, and a suite of cybersecurity solutions that protect against DDoS attacks, application-layer threats and bot-driven fraud.