Artisan Partners Limited Partnership Has $26.80 Million Stock Position in Check Point Software Technologies Ltd. $CHKP

Artisan Partners Limited Partnership cut its holdings in Check Point Software Technologies Ltd. (NASDAQ:CHKP) by 5.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 129,535 shares of the technology company’s stock after selling 7,220 shares during the period. Artisan Partners Limited Partnership owned approximately 0.12% of Check Point Software Technologies worth $26,802,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of CHKP. Trust Point Inc. boosted its holdings in Check Point Software Technologies by 2.3% in the 3rd quarter. Trust Point Inc. now owns 2,420 shares of the technology company’s stock valued at $501,000 after purchasing an additional 54 shares during the period. Philip James Wealth Mangement LLC boosted its stake in shares of Check Point Software Technologies by 1.1% in the third quarter. Philip James Wealth Mangement LLC now owns 4,780 shares of the technology company’s stock valued at $989,000 after buying an additional 54 shares during the period. Metis Global Partners LLC grew its position in Check Point Software Technologies by 3.4% during the second quarter. Metis Global Partners LLC now owns 1,671 shares of the technology company’s stock worth $370,000 after buying an additional 55 shares in the last quarter. Pinnacle West Asset Management Inc. increased its stake in Check Point Software Technologies by 4.6% during the 3rd quarter. Pinnacle West Asset Management Inc. now owns 1,255 shares of the technology company’s stock worth $260,000 after acquiring an additional 55 shares during the period. Finally, TD Private Client Wealth LLC raised its holdings in Check Point Software Technologies by 2.9% in the 3rd quarter. TD Private Client Wealth LLC now owns 2,127 shares of the technology company’s stock valued at $440,000 after acquiring an additional 59 shares in the last quarter. Institutional investors and hedge funds own 98.51% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on CHKP. Evercore set a $185.00 target price on Check Point Software Technologies in a research report on Friday, February 13th. Morgan Stanley set a $197.00 price objective on shares of Check Point Software Technologies in a research note on Wednesday, January 28th. Stephens dropped their target price on shares of Check Point Software Technologies from $240.00 to $210.00 and set an “overweight” rating for the company in a research report on Friday, February 13th. Mizuho cut their price target on shares of Check Point Software Technologies from $225.00 to $205.00 and set a “neutral” rating for the company in a report on Friday, February 13th. Finally, Piper Sandler decreased their price objective on shares of Check Point Software Technologies from $260.00 to $240.00 and set an “overweight” rating on the stock in a research note on Monday, January 5th. Ten investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $214.80.

Check Point Software Technologies Trading Down 1.8%

CHKP opened at $152.07 on Friday. The company’s 50 day moving average is $178.12 and its 200-day moving average is $188.52. Check Point Software Technologies Ltd. has a 1-year low of $150.17 and a 1-year high of $234.35. The company has a current ratio of 2.05, a quick ratio of 1.19 and a debt-to-equity ratio of 0.68. The company has a market cap of $16.72 billion, a P/E ratio of 15.77, a PEG ratio of 3.37 and a beta of 0.58.

Check Point Software Technologies (NASDAQ:CHKP) last released its quarterly earnings data on Thursday, February 12th. The technology company reported $3.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.77 by $0.63. The business had revenue of $744.90 million during the quarter, compared to analysts’ expectations of $746.40 million. Check Point Software Technologies had a net margin of 38.78% and a return on equity of 38.98%. The firm’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same period in the prior year, the company earned $2.70 EPS. Check Point Software Technologies has set its Q1 2026 guidance at 2.350-2.450 EPS and its FY 2026 guidance at 10.050-10.850 EPS. Equities research analysts predict that Check Point Software Technologies Ltd. will post 8.61 earnings per share for the current fiscal year.

About Check Point Software Technologies

Check Point Software Technologies Ltd. is an Israeli-founded cybersecurity company that develops, markets and supports a broad portfolio of network, cloud and endpoint security products. Founded in 1993, the company was an early pioneer of stateful inspection firewall technology and later developed a modular “software blade” approach that allowed customers to combine protection capabilities. Check Point’s product set spans physical and virtual security appliances, software and cloud-native services designed to prevent cyberattacks, protect data and simplify security management for enterprises and service providers.

Key product families include Quantum Security Gateways (on-premises and hybrid appliances), CloudGuard (cloud security posture and workload protection), Harmony (endpoint, remote access and unified endpoint security), and SandBlast (advanced threat prevention and sandboxing).