Inceptionr LLC Purchases New Stake in Akamai Technologies, Inc. $AKAM

Key Points

• Inceptionr LLC purchased a new stake of 12,157 shares (~$921,000) in Akamai during the third quarter; together with other large moves (notably Norges Bank), institutional investors now hold 94.28% of the company.
• Akamai beat quarterly estimates with $1.84 EPS (vs. $1.75) and $1.09B revenue, and set FY2026 guidance of 6.20–7.20 EPS and Q1 2026 guidance of 1.50–1.67 EPS, while analysts carry an average "Hold" rating and a $108.84 target.
• Company insiders have been net sellers recently, offloading 60,834 shares (~$5.98M) over the last 90 days, including two senior executives who sold shares on March 4.

Inceptionr LLC bought a new stake in shares of Akamai Technologies, Inc. (NASDAQ:AKAM - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 12,157 shares of the technology infrastructure company's stock, valued at approximately $921,000.

A number of other large investors also recently made changes to their positions in AKAM. Alberta Investment Management Corp purchased a new position in Akamai Technologies during the second quarter valued at approximately $822,000. Rakuten Investment Management Inc. acquired a new position in Akamai Technologies in the 3rd quarter valued at approximately $5,323,000. Norges Bank purchased a new stake in Akamai Technologies in the 2nd quarter worth approximately $266,817,000. National Pension Service lifted its position in Akamai Technologies by 48.5% in the 3rd quarter. National Pension Service now owns 68,111 shares of the technology infrastructure company's stock worth $5,160,000 after buying an additional 22,242 shares in the last quarter. Finally, Fox Run Management L.L.C. boosted its stake in shares of Akamai Technologies by 467.7% during the 3rd quarter. Fox Run Management L.L.C. now owns 19,144 shares of the technology infrastructure company's stock valued at $1,450,000 after buying an additional 15,772 shares during the period. Institutional investors and hedge funds own 94.28% of the company's stock.

Akamai Technologies Trading Up 2.2%

Shares of AKAM stock opened at $102.11 on Tuesday. Akamai Technologies, Inc. has a 1 year low of $67.51 and a 1 year high of $113.50. The firm's fifty day simple moving average is $96.26 and its 200 day simple moving average is $86.20. The firm has a market capitalization of $14.81 billion, a P/E ratio of 33.15, a price-to-earnings-growth ratio of 3.37 and a beta of 0.72. The company has a current ratio of 2.36, a quick ratio of 2.36 and a debt-to-equity ratio of 0.82.

Akamai Technologies (NASDAQ:AKAM - Get Free Report) last issued its quarterly earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share for the quarter, beating analysts' consensus estimates of $1.75 by $0.09. Akamai Technologies had a net margin of 10.74% and a return on equity of 13.86%. The firm had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.08 billion. During the same period in the prior year, the firm earned $1.66 EPS. The business's revenue was up 7.4% on a year-over-year basis. 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. As a group, sell-side analysts predict that Akamai Technologies, Inc. will post 4.6 EPS for the current year.

Insider Transactions at Akamai Technologies

In other Akamai Technologies news, EVP Mani Sundaram sold 8,642 shares of the firm's stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $101.25, for a total value of $875,002.50. Following the completion of the sale, the executive vice president owned 19,923 shares in the company, valued at approximately $2,017,203.75. This trade represents a 30.25% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Jon Miller sold 11,000 shares of Akamai Technologies stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $102.67, for a total value of $1,129,370.00. Following the sale, the director directly owned 22,806 shares in the company, valued at $2,341,492.02. The trade was a 32.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 60,834 shares of company stock worth $5,982,684. 2.00% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on AKAM shares. KeyCorp boosted their price target on shares of Akamai Technologies from $115.00 to $120.00 and gave the company an "overweight" rating in a report 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. TD Cowen lowered their price target on Akamai Technologies from $104.00 to $100.00 and set a "hold" rating for the company in a research note on Friday, February 20th. Royal Bank Of Canada increased their target price on shares of Akamai Technologies from $90.00 to $100.00 and gave the stock a "sector perform" rating in a research report on Friday, February 20th. Finally, Morgan Stanley boosted their price target on Akamai Technologies from $115.00 to $120.00 and gave the stock an "overweight" rating in a research report on Friday, February 20th. Ten research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Hold" and an average 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.

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