Janus Henderson Group PLC Has $1.82 Million Holdings in Check Point Software Technologies Ltd. $CHKP

Janus Henderson Group PLC lessened its stake in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP) by 75.0% in the 1st quarter, HoldingsChannel.com reports. The fund owned 12,779 shares of the technology company’s stock after selling 38,275 shares during the period. Janus Henderson Group PLC’s holdings in Check Point Software Technologies were worth $1,825,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Norges Bank bought a new stake in Check Point Software Technologies during the fourth quarter worth approximately $731,276,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of Check Point Software Technologies by 26,561.6% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,233,899 shares of the technology company’s stock valued at $228,962,000 after purchasing an additional 1,229,271 shares during the period. DNB Asset Management AS raised its position in shares of Check Point Software Technologies by 105.0% in the fourth quarter. DNB Asset Management AS now owns 1,820,339 shares of the technology company’s stock valued at $337,782,000 after purchasing an additional 932,485 shares during the period. Altshuler Shaham Ltd lifted its stake in shares of Check Point Software Technologies by 6,253,188.9% in the fourth quarter. Altshuler Shaham Ltd now owns 562,796 shares of the technology company’s stock worth $104,432,000 after buying an additional 562,787 shares during the last quarter. Finally, UBS Group AG boosted its holdings in shares of Check Point Software Technologies by 122.1% during the 4th quarter. UBS Group AG now owns 616,341 shares of the technology company’s stock worth $114,368,000 after buying an additional 338,831 shares during the period. 98.51% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the stock. Wells Fargo & Company lowered their target price on shares of Check Point Software Technologies from $140.00 to $130.00 and set an “equal weight” rating on the stock in a research note on Friday, July 31st. Stifel Nicolaus boosted their target price on shares of Check Point Software Technologies from $120.00 to $130.00 and gave the stock a “hold” rating in a research report on Friday, July 31st. Piper Sandler cut shares of Check Point Software Technologies from an “overweight” rating to a “neutral” rating and set a $120.00 price target for the company. in a report on Thursday, April 30th. The Goldman Sachs Group dropped their price objective on Check Point Software Technologies from $168.00 to $150.00 and set a “neutral” rating on the stock in a research note on Saturday, August 1st. Finally, Bank of America boosted their price objective on Check Point Software Technologies from $120.00 to $140.00 and gave the stock a “neutral” rating in a research report on Monday, July 27th. Nine analysts have rated the stock with a Buy rating and nineteen have assigned a Hold rating to the stock. Based on data from MarketBeat, Check Point Software Technologies currently has an average rating of “Hold” and a consensus target price of $149.67.

Check Point Software Technologies Price Performance

Shares of CHKP opened at $127.82 on Monday. The stock has a market cap of $13.05 billion, a price-to-earnings ratio of 13.08, a P/E/G ratio of 4.75 and a beta of 0.49. The company has a quick ratio of 1.67, a current ratio of 1.67 and a debt-to-equity ratio of 0.72. Check Point Software Technologies Ltd. has a 12 month low of $112.23 and a 12 month high of $210.66. The company has a 50-day moving average price of $130.42 and a two-hundred day moving average price of $142.74.

Check Point Software Technologies (NASDAQ:CHKP) last released its quarterly earnings data on Thursday, July 30th. The technology company reported $2.55 earnings per share for the quarter, beating the consensus estimate of $2.45 by $0.10. Check Point Software Technologies had a return on equity of 38.80% and a net margin of 37.93%.The company had revenue of $673.60 million for the quarter, compared to analyst estimates of $675.45 million. During the same period in the prior year, the company posted $2.37 EPS. The company’s revenue was up 1.3% compared to the same quarter last year. Check Point Software Technologies has set its Q3 2026 guidance at 2.430-2.530 EPS and its FY 2026 guidance at 10.050-10.850 EPS. Equities analysts predict that Check Point Software Technologies Ltd. will post 8.46 EPS for the current fiscal year.

Insider Buying and Selling at Check Point Software Technologies

In other Check Point Software Technologies news, CRO Sherif Seddik sold 10,272 shares of Check Point Software Technologies stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $123.59, for a total transaction of $1,269,516.48. Following the completion of the transaction, the executive directly owned 24,675 shares of the company’s stock, valued at approximately $3,049,583.25. This trade represents a 29.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Yoav Chelouche sold 25,000 shares of Check Point Software Technologies stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $140.28, for a total value of $3,507,000.00. Following the transaction, the director directly owned 4,008 shares of the company’s stock, valued at approximately $562,242.24. The trade was a 86.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 29.00% of the stock is owned by insiders.

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).