Equitable Holdings Inc. Has $25.65 Million Holdings in Palantir Technologies Inc. $PLTR

Equitable Holdings Inc. lifted its position in Palantir Technologies Inc. (NASDAQ:PLTR) by 1.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 219,823 shares of the company’s stock after buying an additional 3,204 shares during the quarter. Equitable Holdings Inc.’s holdings in Palantir Technologies were worth $25,647,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Norges Bank acquired a new stake in Palantir Technologies in the fourth quarter valued at $5,149,641,000. Jennison Associates LLC acquired a new position in shares of Palantir Technologies during the 1st quarter worth about $1,574,111,000. Arrowstreet Capital Limited Partnership increased its stake in shares of Palantir Technologies by 277.4% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 10,446,959 shares of the company’s stock worth $1,528,143,000 after purchasing an additional 7,678,747 shares during the last quarter. State Street Corp raised its holdings in shares of Palantir Technologies by 7.2% in the 3rd quarter. State Street Corp now owns 101,258,899 shares of the company’s stock valued at $18,471,648,000 after purchasing an additional 6,777,771 shares during the period. Finally, Cardano Risk Management B.V. raised its holdings in shares of Palantir Technologies by 917.4% in the 4th quarter. Cardano Risk Management B.V. now owns 6,585,630 shares of the company’s stock valued at $1,170,596,000 after purchasing an additional 5,938,343 shares during the period. 45.65% of the stock is currently owned by institutional investors and hedge funds.

Palantir Technologies Stock Up 4.7%

Shares of NASDAQ:PLTR opened at $185.93 on Friday. Palantir Technologies Inc. has a 12-month low of $106.37 and a 12-month high of $207.52. The stock has a market cap of $446.80 billion, a PE ratio of 158.91, a P/E/G ratio of 2.51 and a beta of 1.59. The business has a 50 day moving average of $142.60 and a 200-day moving average of $141.74.

Palantir Technologies (NASDAQ:PLTR) last posted its earnings results on Monday, August 3rd. The company reported $0.41 EPS for the quarter, beating the consensus estimate of $0.34 by $0.07. The company had revenue of $1.94 billion for the quarter, compared to the consensus estimate of $1.81 billion. Palantir Technologies had a return on equity of 30.57% and a net margin of 49.01%.The firm’s revenue for the quarter was up 92.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.16 earnings per share. Equities research analysts expect that Palantir Technologies Inc. will post 1.27 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms recently commented on PLTR. Wolfe Research began coverage on Palantir Technologies in a report on Tuesday, August 4th. They set a “buy” rating for the company. President Capital upgraded Palantir Technologies from a “neutral” rating to a “buy” rating and upped their price objective for the company from $25.50 to $133.00 in a research note on Monday, June 29th. Jefferies Financial Group reaffirmed an “underperform” rating and issued a $80.00 price objective on shares of Palantir Technologies in a research report on Tuesday, August 4th. Piper Sandler reiterated an “overweight” rating and set a $230.00 target price on shares of Palantir Technologies in a research note on Tuesday, August 4th. Finally, Argus raised Palantir Technologies from a “hold” rating to a “buy” rating and set a $190.00 target price on the stock in a report on Wednesday, May 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $192.19.

Insider Transactions at Palantir Technologies

In other news, insider Shyam Sankar sold 150,000 shares of the business’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $130.00, for a total value of $19,500,000.00. Following the completion of the sale, the insider owned 599,899 shares of the company’s stock, valued at approximately $77,986,870. The trade was a 20.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeffrey Buckley sold 2,055 shares of the company’s stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $174.83, for a total transaction of $359,275.65. Following the completion of the transaction, the insider owned 58,171 shares in the company, valued at $10,170,035.93. This trade represents a 3.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders sold 721,764 shares of company stock valued at $117,080,858. Corporate insiders own 9.53% of the company’s stock.

Key Headlines Impacting Palantir Technologies

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

• Positive Sentiment: Maven is emerging as a major growth catalyst. Palantir’s Maven Smart System is reportedly approaching a $1 billion annual revenue run rate, supported by a $244 million Pentagon funding increase through March 2027. Its designation as a program of record could provide access to as much as $2.3 billion in funding over five years. Palantir’s Pentagon AI Business Is Closing In on $1 Billion a Year
• Positive Sentiment: Operating metrics remain unusually strong. A report highlighted Palantir’s 155% second-quarter fiscal 2026 Rule of 40 score—revenue growth plus adjusted operating margin—far above the 40% benchmark commonly used for healthy software companies. This reinforces the bullish case for buying on pullbacks. This 1 Number Proves Why You Should Buy Palantir on Every Dip
• Positive Sentiment: Recent earnings and guidance upgrades continue to support sentiment. Palantir reported better-than-expected quarterly results, raised full-year revenue guidance and continues to benefit from expansion across its government and commercial platforms. How Pentagon Maven Deal And Raised Guidance Changed Palantir’s Investment Story
• Positive Sentiment: Analyst support is adding momentum. William Blair maintained a Buy rating, citing Maven’s path toward $1 billion in annual recurring revenue and favorable defense-spending trends. Palantir Earns Buy Rating as Maven Nears Billion-Dollar Status
• Neutral Sentiment: Analysts remain divided. While some see further upside from AI and defense demand, others question whether the stock’s recent rally is fully supported by new information, since many contracts and growth trends were already public. Analysts Conflicted on Palantir and Intuit
• Negative Sentiment: Insider selling remains a risk. CEO Alexander Karp sold nearly $86 million of shares, while co-founder Peter Thiel has reduced his stake over time. These sales may pressure sentiment even though Thiel remains a major shareholder. Palantir CEO Alexander Karp Sells $86 Million in Stock
• Negative Sentiment: Valuation leaves little room for disappointment. Commentators note that Palantir trades at demanding earnings and sales multiples; investor Michael Burry has reportedly added to a PLTR short position. Michael Burry Adds to Palantir Short Position

Palantir Technologies Profile

Palantir Technologies is a software company that develops data integration, analytics and operational decision-making platforms for government and commercial customers. Founded in 2003 by a team that included Alex Karp and Peter Thiel, Palantir has grown into a provider of enterprise-scale software designed to help organizations integrate disparate data sources, build analytic models and drive operational workflows. The company went public in 2020 and continues to position its products around large, complex data projects where security, provenance and real-time collaboration are important.

Palantir’s product portfolio centers on a small number of core platforms.