Robeco Institutional Asset Management B.V. Has $40.26 Million Stock Holdings in Akamai Technologies, Inc. $AKAM

Key Points

• Robeco Institutional Asset Management B.V. boosted its stake in Akamai by 88.2% in Q4 to 461,461 shares, valued at about $40.26 million (0.32% of the company).
• Insiders have been net sellers, offloading 65,954 shares worth roughly $6.68 million over the last 90 days, while institutional investors own about 94.28% of the stock and several funds significantly increased their positions.
• Akamai beat Q4 EPS estimates ($1.84 vs. $1.75) on $1.09 billion revenue and set FY2026 guidance of $6.20–$7.20 EPS; analysts' consensus rating is a "Hold" with a $110.79 target price.

Robeco Institutional Asset Management B.V. lifted its position in shares of Akamai Technologies, Inc. (NASDAQ:AKAM - Free Report) by 88.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 461,461 shares of the technology infrastructure company's stock after purchasing an additional 216,222 shares during the period. Robeco Institutional Asset Management B.V. owned 0.32% of Akamai Technologies worth $40,262,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Rakuten Investment Management Inc. bought a new stake in shares of Akamai Technologies during the 3rd quarter worth about $5,323,000. Fox Run Management L.L.C. boosted its holdings 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 worth $1,450,000 after buying an additional 15,772 shares during the period. National Pension Service boosted its holdings in shares of Akamai Technologies by 48.5% during 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 during the period. Grantham Mayo Van Otterloo & Co. LLC boosted its holdings in shares of Akamai Technologies by 42.4% during the 3rd quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 251,322 shares of the technology infrastructure company's stock worth $19,040,000 after buying an additional 74,791 shares during the period. Finally, Nordea Investment Management AB boosted its holdings in shares of Akamai Technologies by 39.9% during the 3rd quarter. Nordea Investment Management AB now owns 3,437,472 shares of the technology infrastructure company's stock worth $258,739,000 after buying an additional 980,966 shares during the period. 94.28% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Akamai Technologies

In other Akamai Technologies news, EVP Mani Sundaram sold 1,722 shares of the business's stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $98.58, for a total value of $169,754.76. Following the completion of the sale, the executive vice president owned 21,647 shares of the company's stock, valued at $2,133,961.26. The trade was a 7.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO Laura Howell sold 11,273 shares of the business's stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $100.14, for a total transaction of $1,128,878.22. Following the completion of the sale, the chief accounting officer directly owned 12,559 shares of the company's stock, valued at $1,257,658.26. This represents a 47.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 65,954 shares of company stock worth $6,679,721. Company insiders own 2.30% of the company's stock.

Akamai Technologies Stock Performance

NASDAQ AKAM opened at $94.94 on Tuesday. The company has a quick ratio of 2.36, a current ratio of 2.36 and a debt-to-equity ratio of 0.82. The company has a market capitalization of $13.77 billion, a P/E ratio of 30.82, a P/E/G ratio of 3.13 and a beta of 0.59. Akamai Technologies, Inc. has a 12-month low of $69.78 and a 12-month high of $121.12. The firm has a 50-day moving average price of $105.35 and a two-hundred day moving average price of $92.03.

Akamai Technologies (NASDAQ:AKAM - Get Free Report) last posted its quarterly earnings data 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. The firm had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.08 billion. Akamai Technologies had a net margin of 10.74% and a return on equity of 13.86%. The business's revenue for the quarter was up 7.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.66 EPS. 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. Analysts anticipate that Akamai Technologies, Inc. will post 4.6 earnings per share for the current year.

Analysts Set New Price Targets

Several analysts recently commented on the stock. Citigroup lifted their target price on shares of Akamai Technologies from $103.00 to $110.00 and gave the stock a "neutral" rating in a report on Friday, February 20th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Akamai Technologies in a report on Friday, March 27th. Evercore lifted their target price on shares of Akamai Technologies from $105.00 to $115.00 and gave the stock an "outperform" rating in a report on Friday, February 20th. Wall Street Zen downgraded shares of Akamai Technologies from a "buy" rating to a "hold" rating in a report on Saturday, January 31st. Finally, Raymond James Financial set a $120.00 target price on shares of Akamai Technologies in a report on Thursday, March 12th. Nine analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus target price of $110.79.

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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