JFrog Ltd. $FROG Shares Sold by Y.D. More Investments Ltd

Y.D. More Investments Ltd lessened its holdings in JFrog Ltd. (NASDAQ:FROG) by 46.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,400 shares of the company’s stock after selling 12,600 shares during the quarter. Y.D. More Investments Ltd’s holdings in JFrog were worth $899,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in FROG. Royal Bank of Canada raised its stake in shares of JFrog by 48.4% during 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 in the last quarter. Cubist Systematic Strategies LLC purchased a new stake in shares of JFrog in the first quarter valued at approximately $205,000. AQR Capital Management LLC acquired a new position in JFrog during the first quarter worth $368,000. Integrated Wealth Concepts LLC acquired a new position in JFrog during the first quarter worth $203,000. Finally, Goldman Sachs Group Inc. raised its position in JFrog by 14.7% in the first quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company’s stock worth $22,173,000 after acquiring an additional 88,784 shares in the last quarter. Institutional investors and hedge funds own 85.02% of the company’s stock.

JFrog Stock Performance

JFrog stock opened at $49.31 on Tuesday. JFrog Ltd. has a fifty-two week low of $27.00 and a fifty-two week high of $70.43. The firm has a market capitalization of $5.97 billion, a price-to-earnings ratio of -79.53 and a beta of 1.14. The stock’s fifty day moving average is $46.27 and its two-hundred day moving average is $53.03.

JFrog (NASDAQ:FROG) last released its quarterly earnings data on Thursday, February 12th. The company reported $0.22 EPS for the quarter, topping the consensus estimate 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 business had revenue of $145.31 million for the quarter, compared to analyst estimates of $138.09 million. During the same period in the previous year, the firm earned $0.19 EPS. The business’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, sell-side analysts forecast that JFrog Ltd. will post -0.33 EPS for the current fiscal year.

Insider Buying and Selling

In other news, Director Frederic Simon sold 55,000 shares of the stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $48.34, for a total value of $2,658,700.00. Following the sale, the director directly owned 3,483,286 shares in the company, valued at $168,382,045.24. This represents a 1.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CTO Yoav Landman sold 45,000 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $57.71, for a total transaction of $2,596,950.00. Following the transaction, the chief technology officer directly owned 5,868,641 shares of the company’s stock, valued at approximately $338,679,272.11. This trade represents a 0.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 325,003 shares of company stock valued at $15,150,681. 14.10% of the stock is owned by company insiders.

Analysts Set New Price Targets

FROG has been the subject of a number of recent analyst reports. DA Davidson reduced their target price on JFrog from $75.00 to $65.00 and set a “buy” rating for the company in a report on Friday, February 13th. Piper Sandler cut their price target 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. Barclays raised their price objective on shares of JFrog from $67.00 to $70.00 and gave the company an “overweight” rating in a research note on Monday, January 12th. Raymond James Financial reissued an “outperform” rating and set a $70.00 price objective on shares of JFrog in a report on Thursday, February 26th. Finally, Morgan Stanley set a $70.00 target price on shares of JFrog in a research report on Monday, February 23rd. Eighteen research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $67.05.

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.