Aberdeen Group plc Lowers Position in JFrog Ltd. $FROG

Aberdeen Group plc decreased its position in JFrog Ltd. (NASDAQ:FROG) by 19.7% in the third quarter, Holdings Channel.com reports. The firm owned 609,725 shares of the company’s stock after selling 149,583 shares during the quarter. Aberdeen Group plc’s holdings in JFrog were worth $29,431,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Royal Bank of Canada grew its position in shares of JFrog by 48.4% in the 1st quarter. Royal Bank of Canada now owns 189,148 shares of the company’s stock worth $6,053,000 after buying an additional 61,685 shares during the period. Cubist Systematic Strategies LLC bought a new stake in JFrog during the first quarter worth about $205,000. AQR Capital Management LLC purchased a new stake in JFrog in the first quarter worth about $368,000. Integrated Wealth Concepts LLC bought a new position in shares of JFrog during the first quarter valued at approximately $203,000. Finally, Goldman Sachs Group Inc. increased its stake in shares of JFrog by 14.7% during the first quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company’s stock valued at $22,173,000 after purchasing an additional 88,784 shares in the last quarter. Hedge funds and other institutional investors own 85.02% of the company’s stock.

JFrog Stock Down 3.0%

Shares of FROG stock opened at $51.68 on Tuesday. The company has a 50 day moving average price of $59.62 and a 200-day moving average price of $53.79. JFrog Ltd. has a 52 week low of $27.00 and a 52 week high of $70.43. The firm has a market capitalization of $6.11 billion, a PE ratio of -83.35 and a beta of 1.13.

JFrog (NASDAQ:FROG) last issued its quarterly earnings data 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 5.84%. The company had revenue of $145.31 million for the quarter, compared to the consensus estimate of $138.09 million. During the same quarter in the prior year, the firm earned $0.19 earnings per share. The firm’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. Analysts anticipate that JFrog Ltd. will post -0.33 earnings per share for the current year.

Insider Buying and Selling

In other JFrog news, Director Frederic Simon sold 80,000 shares of the stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $59.51, for a total value of $4,760,800.00. Following the transaction, the director owned 3,660,786 shares of the company’s stock, valued at approximately $217,853,374.86. This represents a 2.14% 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, CTO Yoav Landman sold 45,000 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $57.71, for a total value of $2,596,950.00. Following the completion of the transaction, the chief technology officer directly owned 5,868,641 shares in the company, valued at $338,679,272.11. The trade was a 0.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 407,814 shares of company stock valued at $24,969,260 over the last ninety days. 14.10% of the stock is owned by insiders.

Analysts Set New Price Targets

Several analysts recently weighed in on the company. Piper Sandler cut their price target on JFrog from $70.00 to $65.00 and set a “neutral” rating on the stock in a research note on Friday. Barclays increased their target price on JFrog from $67.00 to $70.00 and gave the stock an “overweight” rating in a research note on Monday, January 12th. KeyCorp lifted their price target on JFrog from $71.00 to $79.00 and gave the stock an “overweight” rating in a research report on Tuesday, December 16th. Canaccord Genuity Group dropped their price target on shares of JFrog from $75.00 to $66.00 and set a “buy” rating on the stock in a research note on Friday. Finally, DA Davidson cut their price objective on shares of JFrog from $75.00 to $65.00 and set a “buy” rating on the stock in a research report on Friday. Fifteen analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, JFrog presently has a consensus rating of “Moderate Buy” and a consensus price target of $65.94.

JFrog Company 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.