22,958 Shares in Check Point Software Technologies Ltd. $CHKP Acquired by First Nebraska Trust Co

First Nebraska Trust Co bought a new stake in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP) during the 1st quarter, HoldingsChannel reports. The firm bought 22,958 shares of the technology company’s stock, valued at approximately $3,280,000.

Several other hedge funds have also recently modified their holdings of CHKP. Massachusetts Financial Services Co. MA raised its position in Check Point Software Technologies by 28.6% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 7,937,229 shares of the technology company’s stock worth $1,472,832,000 after buying an additional 1,766,774 shares during the last quarter. Norges Bank bought a new stake in Check Point Software Technologies during the fourth quarter valued at approximately $731,276,000. First Trust Advisors LP increased its holdings in Check Point Software Technologies by 6.3% during the fourth quarter. First Trust Advisors LP now owns 2,654,602 shares of the technology company’s stock valued at $492,588,000 after buying an additional 157,327 shares during the last quarter. Ameriprise Financial Inc. raised its position in Check Point Software Technologies by 9.3% in the second quarter. Ameriprise Financial Inc. now owns 2,001,247 shares of the technology company’s stock worth $442,733,000 after acquiring an additional 170,373 shares during the period. Finally, DNB Asset Management AS boosted its stake in shares of Check Point Software Technologies by 105.0% during the 4th quarter. DNB Asset Management AS now owns 1,820,339 shares of the technology company’s stock worth $337,782,000 after acquiring an additional 932,485 shares during the last quarter. Hedge funds and other institutional investors own 98.51% of the company’s stock.

Check Point Software Technologies Trading Down 0.9%

CHKP stock opened at $127.13 on Friday. Check Point Software Technologies Ltd. has a 1-year low of $112.23 and a 1-year high of $210.66. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.85 and a quick ratio of 1.85. The company has a market capitalization of $12.98 billion, a price-to-earnings ratio of 13.01, a PEG ratio of 3.76 and a beta of 0.49. The business has a 50 day simple moving average of $131.11 and a two-hundred day simple moving average of $145.23.

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 (EPS) for the quarter, beating the consensus estimate of $2.45 by $0.10. Check Point Software Technologies had a net margin of 37.93% and a return on equity of 38.17%. The firm had revenue of $673.60 million for the quarter, compared to analysts’ expectations of $675.45 million. During the same quarter last year, the business posted $2.37 earnings per share. The company’s revenue for the quarter 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. Research analysts anticipate that Check Point Software Technologies Ltd. will post 8.44 EPS for the current fiscal year.

Analysts Set New Price Targets

CHKP has been the topic of a number of recent research reports. Bank of America raised their target price on Check Point Software Technologies from $120.00 to $140.00 and gave the stock a “neutral” rating in a report on Monday, July 27th. Stephens restated an “overweight” rating and issued a $145.00 price target on shares of Check Point Software Technologies in a research report on Thursday, April 30th. Truist Financial set a $150.00 price objective on Check Point Software Technologies in a research report on Thursday, April 30th. BMO Capital Markets cut their price objective on Check Point Software Technologies from $210.00 to $135.00 and set an “outperform” rating for the company in a research note on Monday, May 4th. Finally, Wedbush decreased their target price on shares of Check Point Software Technologies from $210.00 to $160.00 and set an “outperform” rating on the stock in a research note on Friday, May 1st. Nine investment analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $149.48.

Insiders Place Their Bets

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 sale, the director directly owned 4,008 shares in the company, valued at approximately $562,242.24. The trade was a 86.18% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible 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 News Roundup

Here are the key news stories impacting Check Point Software Technologies this week:

• Positive Sentiment: Check Point reported second-quarter adjusted earnings of $2.55 per share, exceeding the $2.45 consensus estimate and rising from $2.37 a year earlier. Revenue increased 1.3% year over year to $673.6 million, while subscription revenue and demand for AI-security products supported growth. Check Point Software Q2 Earnings Surpass Estimates
• Positive Sentiment: Susquehanna raised its price target from $140 to $150 and assigned a “positive” rating, implying substantial upside from recent levels. Susquehanna Check Point Analyst Action
• Positive Sentiment: The company launched an AI Network Firewall designed to give organizations visibility and control over AI use across employees, applications and AI agents. The product could strengthen Check Point’s competitive position as cybersecurity demand increasingly shifts toward AI protection. Check Point Launches AI Network Firewall
• Neutral Sentiment: Full-year 2026 guidance calls for adjusted EPS of $10.05-$10.85 and revenue of $2.8-$2.9 billion, broadly in line with current Wall Street expectations and offering limited near-term upside to estimates. Check Point Reports Second-Quarter Results
• Negative Sentiment: Third-quarter revenue guidance of $655 million-$685 million fell below the $696.5 million consensus estimate, raising concerns about near-term growth. Product sales and cash flow also faced pressure despite the earnings beat.
• Negative Sentiment: Analyst views remain mixed: Wells Fargo cut its target from $140 to $130 and maintained an “equal weight” rating, suggesting limited upside and reinforcing caution around Check Point’s modest revenue growth. Wells Fargo Lowers Check Point Price Target

Check Point Software Technologies Company 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).