King Luther Capital Management Corp Trims Stock Holdings in Akamai Technologies, Inc. $AKAM

King Luther Capital Management Corp lowered its position in shares of Akamai Technologies, Inc. (NASDAQ:AKAM) by 44.5% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 180,172 shares of the technology infrastructure company’s stock after selling 144,635 shares during the period. King Luther Capital Management Corp’s holdings in Akamai Technologies were worth $13,650,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Brighton Jones LLC lifted its position in Akamai Technologies by 101.4% during the 4th quarter. Brighton Jones LLC now owns 4,016 shares of the technology infrastructure company’s stock valued at $384,000 after acquiring an additional 2,022 shares during the period. Jones Financial Companies Lllp lifted its holdings in shares of Akamai Technologies by 35.2% during the first quarter. Jones Financial Companies Lllp now owns 1,087 shares of the technology infrastructure company’s stock valued at $88,000 after purchasing an additional 283 shares during the last quarter. United Services Automobile Association bought a new stake in shares of Akamai Technologies in the 1st quarter worth approximately $266,000. Empowered Funds LLC grew its stake in shares of Akamai Technologies by 73.0% in the 1st quarter. Empowered Funds LLC now owns 7,134 shares of the technology infrastructure company’s stock worth $574,000 after buying an additional 3,010 shares during the last quarter. Finally, D.A. Davidson & CO. increased its position in Akamai Technologies by 5.2% during the 2nd quarter. D.A. Davidson & CO. now owns 10,011 shares of the technology infrastructure company’s stock valued at $798,000 after buying an additional 491 shares in the last quarter. 94.28% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, CTO Robert Blumofe sold 3,500 shares of Akamai Technologies stock in a transaction on Friday, February 13th. The stock was sold at an average price of $108.00, for a total value of $378,000.00. Following the completion of the sale, the chief technology officer owned 14,574 shares of the company’s stock, valued at $1,573,992. The trade was a 19.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Paul C. Joseph sold 5,000 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $90.17, for a total value of $450,850.00. Following the sale, the executive vice president owned 17,513 shares of the company’s stock, valued at approximately $1,579,147.21. This trade represents a 22.21% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 32,318 shares of company stock worth $2,967,254. Insiders own 2.00% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have commented on AKAM shares. TD Cowen increased their target price on Akamai Technologies from $98.00 to $104.00 and gave the stock a “hold” rating in a research note on Thursday, November 13th. Morgan Stanley upgraded shares of Akamai Technologies from an “underweight” rating to an “overweight” rating and upped their price target for the stock from $83.00 to $115.00 in a research note on Monday, January 12th. Jefferies Financial Group lowered shares of Akamai Technologies to an “underperform” rating in a research note on Monday, December 15th. Oppenheimer upped their target price on shares of Akamai Technologies from $100.00 to $115.00 and gave the stock an “outperform” rating in a research note on Thursday, February 5th. Finally, Scotiabank raised their price target on shares of Akamai Technologies from $94.00 to $105.00 and gave the company a “sector outperform” rating in a research report on Friday, January 9th. Seven equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $97.50.

Akamai Technologies Stock Up 0.3%

AKAM opened at $109.59 on Friday. The stock has a market capitalization of $15.77 billion, a price-to-earnings ratio of 32.14, a PEG ratio of 3.37 and a beta of 0.70. The firm has a 50 day moving average price of $93.50 and a 200-day moving average price of $83.91. Akamai Technologies, Inc. has a twelve month low of $67.51 and a twelve month high of $113.50. The company has a quick ratio of 2.28, a current ratio of 2.28 and a debt-to-equity ratio of 0.87.

Akamai Technologies News Summary

Here are the key news stories impacting Akamai Technologies this week:

• Positive Sentiment: Q4 results beat expectations: Akamai reported non-GAAP EPS of $1.84 vs. consensus $1.75 and revenue of $1.095B (up 7% YoY), showing underlying top- and bottom-line strength. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Positive Sentiment: Above-consensus guidance: Akamai raised Q1 FY26 EPS guidance to $1.50–$1.67 (consensus ~$1.49) and FY26 EPS to $6.20–$7.20 with revenue guided to $4.4B–$4.6B (above Street revenue expectations). That outlook supports continued multiple expansion. Akamai forecasts annual revenue above estimates on cloud infrastructure momentum
• Positive Sentiment: Cloud infrastructure & security momentum: Cloud Infrastructure Services revenue jumped ~45% YoY and Security revenue grew ~11% YoY — the cloud lift is a key growth driver investors are rewarding. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Neutral Sentiment: Earnings call and transcript available for more color on customer wins, product mix and AI strategy — useful for gauging sustainability of cloud/security growth but not immediately market-moving by itself. Akamai Technologies, Inc. (AKAM) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst coverage and metric breakdowns (Zacks, MarketBeat) confirm the beat but highlight mixed items (GAAP vs. non-GAAP differences, growth cadence). These notes help model adjustments but are not game-changing. Akamai Technologies (AKAM) Beats Q4 Earnings and Revenue Estimates
• Negative Sentiment: GAAP profitability slid: Q4 GAAP EPS fell to $0.58 (down significantly YoY), reflecting items that compressed GAAP earnings — investors focused on non-GAAP should monitor potential one-offs and margin trajectory. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Neutral Sentiment: Short-interest data in the feeds appears erroneous (zeros/NaN) and is immaterial to today’s move — ignore until reliable updates appear. (internal/aggregate feeds)

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.