Bank of New York Mellon Corp Boosts Stock Holdings in JFrog Ltd. $FROG

Bank of New York Mellon Corp lifted its holdings in shares of JFrog Ltd. (NASDAQ:FROG) by 25.2% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 1,539,979 shares of the company’s stock after acquiring an additional 310,068 shares during the quarter. Bank of New York Mellon Corp’s holdings in JFrog were worth $72,271,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently bought and sold shares of FROG. UBS Group AG boosted its holdings in shares of JFrog by 293.8% in the fourth quarter. UBS Group AG now owns 296,419 shares of the company’s stock worth $18,514,000 after acquiring an additional 221,155 shares during the period. Summit Partners Public Asset Management LLC raised its stake in shares of JFrog by 77.8% during the 4th quarter. Summit Partners Public Asset Management LLC now owns 1,587,525 shares of the company’s stock valued at $99,157,000 after purchasing an additional 694,700 shares during the period. Dana Investment Advisors Inc. bought a new stake in shares of JFrog during the 4th quarter valued at $2,013,000. Robeco Schweiz AG purchased a new stake in JFrog during the 4th quarter worth about $11,293,000. Finally, J. Safra Sarasin Holding AG lifted its holdings in JFrog by 29.1% during the 4th quarter. J. Safra Sarasin Holding AG now owns 193,467 shares of the company’s stock worth $12,084,000 after purchasing an additional 43,633 shares in the last quarter. 85.02% of the stock is owned by institutional investors.

JFrog Price Performance

FROG stock opened at $79.68 on Thursday. JFrog Ltd. has a one year low of $34.05 and a one year high of $99.22. The stock has a market cap of $9.65 billion, a PE ratio of -150.34 and a beta of 1.20. The firm has a 50 day simple moving average of $82.82 and a two-hundred day simple moving average of $61.24.

JFrog (NASDAQ:FROG) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.22 by $0.05. The firm had revenue of $153.98 million for the quarter, compared to analysts’ expectations of $147.45 million. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. The business’s quarterly revenue was up 25.8% on a year-over-year basis. During the same quarter last year, the company posted $0.20 EPS. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. On average, research analysts expect that JFrog Ltd. will post -0.15 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research firms have weighed in on FROG. Truist Financial lifted their target price on JFrog from $80.00 to $105.00 and gave the company a “buy” rating in a report on Thursday, July 9th. Morgan Stanley reissued an “overweight” rating and issued a $80.00 price target on shares of JFrog in a report on Friday, May 8th. Bank of America raised their price objective on shares of JFrog from $85.00 to $100.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Raymond James Financial reaffirmed an “outperform” rating on shares of JFrog in a research note on Wednesday. Finally, DA Davidson set a $90.00 target price on shares of JFrog in a report on Friday, May 8th. Twenty-one 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 stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $86.76.

Insider Transactions at JFrog

In other news, CEO Ben Haim Shlomi sold 93,072 shares of the company’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $84.60, for a total value of $7,873,891.20. Following the completion of the transaction, the chief executive officer directly owned 4,658,236 shares in the company, valued at approximately $394,086,765.60. This represents a 1.96% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 150,000 shares of the stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $89.99, for a total value of $13,498,500.00. Following the transaction, the chief technology officer owned 5,539,038 shares in the company, valued at $498,458,029.62. This trade represents a 2.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 917,399 shares of company stock worth $73,629,102. 11.80% of the stock is currently owned by corporate insiders.

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.