JFrog Ltd. $FROG Holdings Decreased by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. trimmed its holdings in shares of JFrog Ltd. (NASDAQ:FROG) by 1.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,075,095 shares of the company’s stock after selling 11,798 shares during the period. Sumitomo Mitsui Trust Group Inc. owned approximately 0.91% of JFrog worth $67,150,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Public Sector Pension Investment Board acquired a new position in shares of JFrog in the 3rd quarter valued at about $3,247,000. HighTower Advisors LLC boosted its holdings in shares of JFrog by 452.1% during the third quarter. HighTower Advisors LLC now owns 56,821 shares of the company’s stock worth $2,689,000 after purchasing an additional 46,529 shares during the period. Federated Hermes Inc. purchased a new position in JFrog during the third quarter valued at approximately $6,697,000. Wilson Asset Management International PTY Ltd. acquired a new position in JFrog in the 3rd quarter valued at approximately $3,133,000. Finally, J. Safra Sarasin Holding AG increased its stake in JFrog by 29.1% in the 4th quarter. J. Safra Sarasin Holding AG now owns 193,467 shares of the company’s stock valued at $12,084,000 after buying an additional 43,633 shares during the period. 85.02% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have issued reports on FROG. Cantor Fitzgerald reissued an “overweight” rating and set a $80.00 target price on shares of JFrog in a research note on Wednesday, February 4th. William Blair reiterated an “outperform” rating on shares of JFrog in a report on Monday, February 23rd. Stifel Nicolaus reduced their price objective on JFrog from $64.00 to $52.00 and set a “buy” rating for the company in a research report on Monday, February 23rd. Barclays boosted 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. Finally, Guggenheim started coverage on JFrog in a research note on Monday, March 16th. They set a “buy” rating and a $60.00 price target for the company. Eighteen analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, JFrog presently has an average rating of “Moderate Buy” and an average price target of $67.05.

JFrog Price Performance

JFrog stock opened at $44.27 on Wednesday. JFrog Ltd. has a one year low of $29.50 and a one year high of $70.43. The company’s fifty day moving average price is $45.00 and its two-hundred day moving average price is $52.84. The company has a market capitalization of $5.36 billion, a price-to-earnings ratio of -71.40 and a beta of 1.14.

JFrog (NASDAQ:FROG) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.22 earnings per share for the quarter, topping analysts’ consensus estimates of $0.19 by $0.03. The company had revenue of $145.31 million during the quarter, compared to analysts’ expectations of $138.09 million. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.The business’s quarterly revenue was up 25.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.19 earnings per share. 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 anticipate that JFrog Ltd. will post -0.33 earnings per share for the current year.

Insider Buying and Selling at JFrog

In related news, CRO Tali Notman sold 21,097 shares of the firm’s stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $41.28, for a total value of $870,884.16. Following the transaction, the executive directly owned 752,598 shares in the company, valued at approximately $31,067,245.44. This trade represents a 2.73% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Ben Haim Shlomi sold 25,000 shares of the firm’s stock in a transaction dated Tuesday, April 7th. The shares were sold at an average price of $48.88, for a total value of $1,222,000.00. Following the completion of the sale, the chief executive officer directly owned 4,740,249 shares in the company, valued at approximately $231,703,371.12. This represents a 0.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 365,003 shares of company stock worth $16,782,981 in the last quarter. 14.10% of the stock is 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.