Mitsubishi UFJ Asset Management Co. Ltd. Purchases 272,068 Shares of Palantir Technologies Inc. $PLTR

Mitsubishi UFJ Asset Management Co. Ltd. grew its position in Palantir Technologies Inc. (NASDAQ:PLTR) by 5.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,047,819 shares of the company’s stock after acquiring an additional 272,068 shares during the period. Palantir Technologies comprises about 0.6% of Mitsubishi UFJ Asset Management Co. Ltd.’s portfolio, making the stock its 28th largest holding. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.21% of Palantir Technologies worth $847,327,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Bare Financial Services Inc increased its position in Palantir Technologies by 54.5% during the third quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock worth $28,000 after buying an additional 55 shares during the last quarter. Morton Brown Family Wealth LLC lifted its position in shares of Palantir Technologies by 250.0% in the fourth quarter. Morton Brown Family Wealth LLC now owns 175 shares of the company’s stock valued at $31,000 after buying an additional 125 shares during the last quarter. Flagship Wealth Advisors LLC acquired a new stake in shares of Palantir Technologies in the third quarter valued at approximately $32,000. United Financial Planning Group LLC bought a new position in shares of Palantir Technologies during the 3rd quarter worth approximately $32,000. Finally, Clayton Financial Group LLC increased its holdings in shares of Palantir Technologies by 500.0% during the 4th quarter. Clayton Financial Group LLC now owns 180 shares of the company’s stock worth $32,000 after acquiring an additional 150 shares during the last quarter. 45.65% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have weighed in on PLTR. Northland Securities upgraded Palantir Technologies from a “market perform” rating to an “outperform” rating and set a $190.00 price objective on the stock in a research report on Tuesday, February 3rd. Piper Sandler restated an “overweight” rating and issued a $230.00 price target on shares of Palantir Technologies in a research note on Tuesday, February 3rd. Zacks Research lowered shares of Palantir Technologies from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. UBS Group lifted their price objective on shares of Palantir Technologies from $180.00 to $200.00 and gave the stock a “buy” rating in a research note on Wednesday, March 18th. Finally, Benchmark began coverage on shares of Palantir Technologies in a research report on Wednesday, April 1st. They set a “hold” rating on the stock. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $194.25.

Palantir Technologies Stock Down 6.9%

Palantir Technologies stock opened at $135.91 on Wednesday. The company has a market capitalization of $325.06 billion, a PE ratio of 152.71, a PEG ratio of 2.73 and a beta of 1.52. Palantir Technologies Inc. has a 12-month low of $105.32 and a 12-month high of $207.52. The firm’s fifty day moving average is $145.29 and its 200 day moving average is $162.19.

Palantir Technologies (NASDAQ:PLTR) last announced its quarterly earnings data on Monday, May 4th. The company reported $0.33 earnings per share for the quarter, beating the consensus estimate of $0.28 by $0.05. Palantir Technologies had a net margin of 43.67% and a return on equity of 30.26%. The firm had revenue of $1.63 billion for the quarter, compared to analyst estimates of $1.54 billion. During the same quarter in the prior year, the business earned $0.13 earnings per share. The business’s quarterly revenue was up 84.7% compared to the same quarter last year. Sell-side analysts expect that Palantir Technologies Inc. will post 1.05 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, insider Jeffrey Buckley sold 1,232 shares of the company’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $129.08, for a total value of $159,026.56. Following the sale, the insider owned 43,108 shares in the company, valued at $5,564,380.64. This represents a 2.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Stephen Andrew Cohen sold 327,088 shares of the firm’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $43,738,207.36. Following the completion of the transaction, the insider directly owned 592 shares in the company, valued at approximately $79,162.24. The trade was a 99.82% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,029,479 shares of company stock worth $137,685,797 in the last quarter. Insiders own 9.53% of the company’s stock.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: Blowout Q1 results and higher guidance — revenue jumped ~85% and Palantir raised FY guidance after the quarter, demonstrating strong demand (especially U.S.). Palantir Reports Q1 2026 — Business Wire
• Positive Sentiment: Margins, cash flow and Rule of 40 look excellent — analysts note accelerating profitability and a very strong Rule of 40 score, which supports a longer‑term growth + efficiency narrative. Palantir Tops Q1 Estimates — Benzinga
• Positive Sentiment: Bullish analyst actions — several firms raised targets or reiterated conviction (Rosenblatt raised its PT to $225; Wedbush and Oppenheimer remain constructive). Rosenblatt Raises PT to $225 — 247WallSt
• Neutral Sentiment: Wall Street is split — coverage shows a wide dispersion of views and targets, so near‑term headline moves may be driven more by positioning than fundamentals. Analysts Split After Q1 — TipRanks
• Neutral Sentiment: Options and traders priced for a big swing around earnings — elevated implied volatility suggests traders expected a larger immediate move than what materialized. Options Data Ahead Of Earnings — Barchart
• Negative Sentiment: Shares fell despite the beat — investors cited an extreme valuation multiple and concerns that parts of commercial revenue lagged expectations, leaving little room for disappointment. Stock Tumbles Despite Beats — Yahoo Finance
• Negative Sentiment: Analyst downgrades and target trims — some firms (e.g., HSBC/other shops) trimmed targets or moved to Hold, citing valuation and moat concerns. Is Palantir Losing Its Moat? — Yahoo Finance
• Negative Sentiment: Notable short interest and high‑profile critics — Michael Burry publicly opened a short position on PLTR, which adds selling pressure and headlines. Michael Burry Shorts Palantir — Business Insider

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.