Interval Partners LP Raises Stock Position in Akamai Technologies, Inc. $AKAM

Key Points

• Interval Partners LP raised its Akamai stake by 25% to 125,000 shares (about $9.47M), and institutional investors now own roughly 94.28% of the stock.
• Akamai beat estimates with $1.84 EPS and $1.09B revenue (up 7.4% YoY) and set FY2026 guidance of $6.20–$7.20 EPS and Q1 guidance of $1.50–$1.67.
• Company insiders sold a total of 75,834 shares worth $7.55M in the last three months, including EVP Anthony P. Williams (15,000 shares) and CAO Laura Howell (11,273 shares), each significantly reducing their holdings.

Interval Partners LP lifted its holdings in shares of Akamai Technologies, Inc. (NASDAQ:AKAM - Free Report) by 25.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 125,000 shares of the technology infrastructure company's stock after acquiring an additional 25,000 shares during the quarter. Interval Partners LP owned about 0.09% of Akamai Technologies worth $9,470,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in AKAM. Whittier Trust Co. of Nevada Inc. boosted its stake in shares of Akamai Technologies by 295.3% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 336 shares of the technology infrastructure company's stock valued at $26,000 after purchasing an additional 251 shares during the period. TD Waterhouse Canada Inc. increased its stake in Akamai Technologies by 130.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 345 shares of the technology infrastructure company's stock worth $26,000 after buying an additional 195 shares during the period. Smartleaf Asset Management LLC lifted its holdings in Akamai Technologies by 566.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 340 shares of the technology infrastructure company's stock worth $26,000 after buying an additional 289 shares in the last quarter. Wolff Wiese Magana LLC boosted its position in Akamai Technologies by 497.0% in the 3rd quarter. Wolff Wiese Magana LLC now owns 400 shares of the technology infrastructure company's stock valued at $30,000 after buying an additional 333 shares during the last quarter. Finally, Atlantic Union Bankshares Corp acquired a new stake in shares of Akamai Technologies during the third quarter valued at about $30,000. 94.28% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Akamai Technologies

In related news, EVP Anthony P. Williams sold 15,000 shares of the business's stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $104.29, for a total transaction of $1,564,350.00. Following the sale, the executive vice president owned 22,064 shares of the company's stock, valued at $2,301,054.56. The trade was a 40.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Laura Howell sold 11,273 shares of the company's stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $100.14, for a total value of $1,128,878.22. Following the completion of the sale, the chief accounting officer owned 12,559 shares of the company's stock, valued at approximately $1,257,658.26. This trade represents a 47.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 75,834 shares of company stock worth $7,547,034 in the last three months. Insiders own 2.00% of the company's stock.

Akamai Technologies Trading Up 2.1%

NASDAQ:AKAM opened at $107.67 on Friday. The firm has a market capitalization of $15.61 billion, a P/E ratio of 34.96, a P/E/G ratio of 3.56 and a beta of 0.72. The business has a 50 day simple moving average of $97.79 and a 200 day simple moving average of $86.88. The company has a debt-to-equity ratio of 0.82, a current ratio of 2.36 and a quick ratio of 2.36. Akamai Technologies, Inc. has a 12-month low of $67.51 and a 12-month high of $113.50.

Akamai Technologies (NASDAQ:AKAM - Get Free Report) last posted its earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share (EPS) 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 analyst estimates of $1.08 billion. During the same period in the previous year, the business posted $1.66 EPS. Akamai Technologies'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. Equities research analysts predict that Akamai Technologies, Inc. will post 4.6 EPS for the current year.

Analyst Ratings Changes

A number of brokerages have weighed in on AKAM. Evercore raised their price objective on Akamai Technologies from $105.00 to $115.00 and gave the company an "outperform" rating in a research note on Friday, February 20th. Robert W. Baird upped their target price on Akamai Technologies from $90.00 to $110.00 and gave the company an "outperform" rating in a research report on Friday, February 20th. Craig Hallum increased their target price on Akamai Technologies from $90.00 to $100.00 and gave the company a "hold" rating in a research note on Friday, February 20th. TD Cowen decreased their price target on shares of Akamai Technologies from $104.00 to $100.00 and set a "hold" rating for the company in a research report on Friday, February 20th. Finally, Scotiabank upped their price target on shares of Akamai Technologies from $105.00 to $120.00 and gave the company a "sector outperform" rating in a report on Friday, February 20th. Ten equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Hold" and an average target price of $109.89.

Akamai Technologies Company Profile

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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