Mitsubishi UFJ Asset Management Co. Ltd. Sells 118,178 Shares of Akamai Technologies, Inc. $AKAM

Mitsubishi UFJ Asset Management Co. Ltd. cut its position in shares of Akamai Technologies, Inc. (NASDAQ:AKAM) by 39.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 177,739 shares of the technology infrastructure company’s stock after selling 118,178 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Akamai Technologies were worth $15,126,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Nordea Investment Management AB lifted its position 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 in the last quarter. Invesco Ltd. grew its holdings in shares of Akamai Technologies by 5.8% in the third quarter. Invesco Ltd. now owns 3,239,099 shares of the technology infrastructure company’s stock valued at $245,394,000 after acquiring an additional 177,756 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of Akamai Technologies by 35.6% in the third quarter. Dimensional Fund Advisors LP now owns 2,331,333 shares of the technology infrastructure company’s stock valued at $176,626,000 after acquiring an additional 612,071 shares in the last quarter. AQR Capital Management LLC increased its position in shares of Akamai Technologies by 522.8% during the third quarter. AQR Capital Management LLC now owns 2,020,346 shares of the technology infrastructure company’s stock valued at $153,061,000 after acquiring an additional 1,695,937 shares during the last quarter. Finally, Alyeska Investment Group L.P. increased its position in shares of Akamai Technologies by 570.0% during the third quarter. Alyeska Investment Group L.P. now owns 1,634,040 shares of the technology infrastructure company’s stock valued at $123,795,000 after acquiring an additional 1,390,167 shares during the last quarter. 94.28% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Akamai Technologies news, CAO Laura Howell sold 11,273 shares of the 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 transaction, the chief accounting officer owned 12,559 shares in the company, valued at $1,257,658.26. This trade represents a 47.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Jon Miller sold 11,000 shares of Akamai Technologies stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $102.67, for a total transaction of $1,129,370.00. Following the completion of the transaction, the director owned 22,806 shares of the company’s stock, 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. Insiders have sold a total of 57,454 shares of company stock worth $5,889,371 in the last quarter. 2.30% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. Wall Street Zen cut Akamai Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Morgan Stanley raised their target price on Akamai Technologies from $115.00 to $120.00 and gave the company an “overweight” rating in a research report on Friday, February 20th. Evercore assumed coverage on Akamai Technologies in a research note on Tuesday, April 14th. They set an “outperform” rating and a $130.00 target price on the stock. Craig Hallum raised shares of Akamai Technologies from a “hold” rating to a “buy” rating and set a $190.00 price target on the stock in a report on Friday. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Akamai Technologies in a research report on Friday, March 27th. Eleven analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $129.48.

Akamai Technologies Price Performance

Akamai Technologies stock opened at $147.71 on Monday. The business’s 50 day simple moving average is $105.43 and its 200 day simple moving average is $94.85. Akamai Technologies, Inc. has a 12 month low of $69.78 and a 12 month high of $149.76. The company has a market cap of $21.42 billion, a price-to-earnings ratio of 49.73, a PEG ratio of 5.09 and a beta of 0.45. The company has a current ratio of 2.06, a quick ratio of 2.36 and a debt-to-equity ratio of 0.84.

Akamai Technologies (NASDAQ:AKAM) last released its earnings results on Thursday, May 7th. The technology infrastructure company reported $1.61 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $1.61. Akamai Technologies had a return on equity of 12.96% and a net margin of 10.20%.The business had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $1.07 billion. During the same period last year, the business posted $1.70 earnings per share. The business’s revenue for the quarter was up 5.8% on a year-over-year basis. Akamai Technologies has set its FY 2026 guidance at 6.400-7.150 EPS and its Q2 2026 guidance at 1.450-1.650 EPS. Sell-side analysts forecast that Akamai Technologies, Inc. will post 4.15 EPS for the current year.

Trending Headlines about Akamai Technologies

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

• Positive Sentiment: Akamai reported first-quarter revenue of $1.074 billion, up 6% year over year, and non-GAAP EPS of $1.61, matching Wall Street estimates while showing solid demand in security and cloud infrastructure. Akamai Reports First Quarter 2026 Financial Results
• Positive Sentiment: The company said a leading frontier-model provider committed $1.8 billion over seven years for Akamai’s cloud infrastructure services, giving investors a clear signal that its AI-related business could become a much larger growth driver. Akamai Reports First Quarter 2026 Financial Results
• Positive Sentiment: Analysts turned more constructive after the report, with price targets lifted by RBC, UBS, Guggenheim, and Craig Hallum, reflecting improved expectations for Akamai’s growth outlook. Analyst updates
• Neutral Sentiment: Akamai’s second-quarter and full-year guidance was mixed versus expectations: FY 2026 EPS guidance was raised, but Q2 profit and revenue outlooks were below some Wall Street estimates, suggesting near-term margin pressure from higher infrastructure costs and cautious enterprise spending. Akamai forecasts quarterly results below expectations
• Neutral Sentiment: Unusually heavy call-option buying also points to traders positioning for more upside, but that activity is more of a momentum signal than a fundamental catalyst. Why Akamai Shares Are Trading Higher By 26%

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.