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

Artisan Partners Limited Partnership reduced its position in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP) by 5.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 129,535 shares of the technology company’s stock after selling 7,220 shares during the period. Artisan Partners Limited Partnership’s holdings in Check Point Software Technologies were worth $26,802,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Trust Point Inc. grew its holdings in Check Point Software Technologies by 2.3% during the 3rd quarter. Trust Point Inc. now owns 2,420 shares of the technology company’s stock worth $501,000 after acquiring an additional 54 shares during the last quarter. Philip James Wealth Mangement LLC increased its holdings in 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 purchasing an additional 54 shares during the period. Metis Global Partners LLC raised its position in Check Point Software Technologies by 3.4% during the 2nd quarter. Metis Global Partners LLC now owns 1,671 shares of the technology company’s stock worth $370,000 after purchasing an additional 55 shares during the last quarter. Pinnacle West Asset Management Inc. lifted its holdings 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 buying an additional 55 shares during the period. Finally, TD Private Client Wealth LLC grew its position in shares of 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 buying an additional 59 shares during the last quarter. Institutional investors own 98.51% of the company’s stock.

Check Point Software Technologies Stock Down 1.8%

Shares of NASDAQ CHKP opened at $152.07 on Friday. The company has a quick ratio of 1.19, a current ratio of 2.05 and a debt-to-equity ratio of 0.68. The firm has a market cap of $16.72 billion, a PE ratio of 15.77, a P/E/G ratio of 3.37 and a beta of 0.58. The company’s fifty day simple moving average is $178.12 and its 200 day simple moving average is $188.52. Check Point Software Technologies Ltd. has a 12-month low of $150.17 and a 12-month high of $234.35.

Check Point Software Technologies (NASDAQ:CHKP) last posted its quarterly earnings results on Thursday, February 12th. The technology company reported $3.40 earnings per share for the quarter, beating the consensus estimate of $2.77 by $0.63. The firm had revenue of $744.90 million during the quarter, compared to the consensus estimate of $746.40 million. Check Point Software Technologies had a net margin of 38.78% and a return on equity of 38.98%. The business’s revenue was up 5.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.70 earnings per share. 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. As a group, sell-side analysts forecast that Check Point Software Technologies Ltd. will post 8.61 earnings per share for the current fiscal year.

Analysts Set New Price Targets

CHKP has been the topic of a number of recent analyst reports. UBS Group set a $200.00 price objective on Check Point Software Technologies in a research note on Thursday, February 12th. TD Cowen restated a “buy” rating on shares of Check Point Software Technologies in a research report on Thursday, February 19th. Citigroup decreased their price objective on shares of Check Point Software Technologies from $210.00 to $200.00 and set a “neutral” rating for the company in a research report on Tuesday, January 13th. The Goldman Sachs Group lowered their target price on shares of Check Point Software Technologies from $208.00 to $186.00 and set a “neutral” rating for the company in a research note on Tuesday, February 17th. Finally, Piper Sandler cut their price target on shares of Check Point Software Technologies from $260.00 to $240.00 and set an “overweight” rating on the stock in a research report on Monday, January 5th. Ten equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Check Point Software Technologies has a consensus rating of “Hold” and an average target price of $214.80.

Check Point Software Technologies Profile

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).