Fideuram Intesa Sanpaolo Private Banking S.P.A. Increases Stock Holdings in Check Point Software Technologies Ltd. $CHKP

Fideuram Intesa Sanpaolo Private Banking S.P.A. boosted its holdings in Check Point Software Technologies Ltd. (NASDAQ:CHKP) by 41.5% in the 1st quarter, HoldingsChannel.com reports. The firm owned 48,541 shares of the technology company’s stock after buying an additional 14,226 shares during the quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A.’s holdings in Check Point Software Technologies were worth $6,934,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the business. Massachusetts Financial Services Co. MA increased its stake in shares of Check Point Software Technologies by 28.6% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 7,937,229 shares of the technology company’s stock valued at $1,472,832,000 after acquiring an additional 1,766,774 shares during the last quarter. Norges Bank acquired a new stake in shares of Check Point Software Technologies in the fourth quarter worth approximately $731,276,000. First Trust Advisors LP boosted its position in shares of Check Point Software Technologies by 6.3% in the fourth quarter. First Trust Advisors LP now owns 2,654,602 shares of the technology company’s stock worth $492,588,000 after acquiring an additional 157,327 shares during the last quarter. Ameriprise Financial Inc. grew its holdings in Check Point Software Technologies by 8.5% in the third quarter. Ameriprise Financial Inc. now owns 2,171,322 shares of the technology company’s stock valued at $449,274,000 after purchasing an additional 170,075 shares during the period. Finally, DNB Asset Management AS grew its holdings in 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. 98.51% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts have weighed in on CHKP shares. Stephens reaffirmed an “overweight” rating and set a $145.00 price target on shares of Check Point Software Technologies in a research note on Thursday, April 30th. TD Cowen set a $180.00 price objective on Check Point Software Technologies in a report on Thursday, April 30th. UBS Group cut their target price on Check Point Software Technologies from $170.00 to $130.00 and set a “neutral” rating on the stock in a research report on Friday, May 1st. Weiss Ratings downgraded Check Point Software Technologies from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, April 27th. Finally, Scotiabank dropped their price target on Check Point Software Technologies from $180.00 to $125.00 and set a “sector perform” rating for the company in a research note on Friday, May 1st. Nine analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $148.04.

Check Point Software Technologies Price Performance

CHKP opened at $136.58 on Friday. The company has a fifty day simple moving average of $127.64 and a 200 day simple moving average of $152.88. The firm has a market cap of $14.42 billion, a price-to-earnings ratio of 14.02, a PEG ratio of 3.96 and a beta of 0.49. Check Point Software Technologies Ltd. has a twelve month low of $112.23 and a twelve month high of $232.07. The company has a current ratio of 1.85, a quick ratio of 1.85 and a debt-to-equity ratio of 0.70.

Check Point Software Technologies (NASDAQ:CHKP) last released its quarterly earnings results on Thursday, April 30th. The technology company reported $2.50 EPS for the quarter, topping the consensus estimate of $2.42 by $0.08. Check Point Software Technologies had a return on equity of 38.79% and a net margin of 38.37%.The business had revenue of $668.40 million for the quarter, compared to analysts’ expectations of $672.55 million. During the same quarter in the previous year, the firm posted $2.21 earnings per share. The company’s revenue was up 4.8% compared to the same quarter last year. Check Point Software Technologies has set its FY 2026 guidance at 10.050-10.850 EPS and its Q2 2026 guidance at 2.400-2.500 EPS. Equities research analysts expect that Check Point Software Technologies Ltd. will post 8.46 EPS for the current fiscal year.

Insider Activity at Check Point Software Technologies

In other Check Point Software Technologies news, 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 completion of the transaction, the director owned 4,008 shares of the company’s stock, valued at $562,242.24. The trade was a 86.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 29.00% of the company’s stock.

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).