Check Point Software Technologies Ltd. $CHKP Shares Bought by Amundi

Amundi grew its holdings in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP - Free Report) by 44.1% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 320,155 shares of the technology company's stock after purchasing an additional 97,975 shares during the period. Amundi owned approximately 0.30% of Check Point Software Technologies worth $45,734,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Massachusetts Financial Services Co. MA increased its position 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 purchasing an additional 1,766,774 shares during the period. Norges Bank acquired a new stake in shares of Check Point Software Technologies in the fourth quarter valued at $731,276,000. First Trust Advisors LP grew 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 worth $492,588,000 after acquiring an additional 157,327 shares during the period. 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 in the last quarter. Finally, DNB Asset Management AS lifted its holdings in Check Point Software Technologies by 105.0% in the 4th quarter. DNB Asset Management AS now owns 1,820,339 shares of the technology company's stock valued at $337,782,000 after acquiring an additional 932,485 shares during the last quarter. Institutional investors and hedge funds own 98.51% of the company's stock.

Check Point Software Technologies Stock Performance

CHKP opened at $127.13 on Monday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.67 and a current ratio of 1.67. The company has a market cap of $12.98 billion, a PE ratio of 13.01, a price-to-earnings-growth ratio of 3.76 and a beta of 0.49. The stock has a 50-day moving average of $131.11 and a 200-day moving average of $144.91. Check Point Software Technologies Ltd. has a 52-week low of $112.23 and a 52-week high of $210.66.

Check Point Software Technologies (NASDAQ:CHKP - Get Free Report) last posted its earnings results on Thursday, July 30th. The technology company reported $2.55 earnings per share for the quarter, topping 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 firm had revenue of $673.60 million during the quarter, compared to analyst estimates of $675.45 million. During the same period in the previous year, the company earned $2.37 EPS. The company's revenue for the quarter was up 1.3% on a year-over-year basis. 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. As a group, equities research analysts forecast that Check Point Software Technologies Ltd. will post 8.44 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Yoav Chelouche sold 25,000 shares of Check Point Software Technologies stock in a transaction dated Tuesday, June 2nd. The stock was 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 in the company, valued at approximately $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 accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 29.00% of the company's stock.

Trending Headlines about Check Point Software Technologies

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

Wall Street Analyst Weigh In

CHKP has been the topic of several recent research reports. Raymond James Financial lowered shares of Check Point Software Technologies from an "outperform" rating to a "market perform" rating in a research report on Wednesday, July 15th. Mizuho set a $135.00 target price on shares of Check Point Software Technologies in a research note on Friday, May 1st. Citigroup dropped their price target on shares of Check Point Software Technologies from $190.00 to $125.00 and set a "neutral" rating on the stock in a research note on Monday, May 4th. Jefferies Financial Group reiterated a "buy" rating and set a $160.00 price objective on shares of Check Point Software Technologies in a report on Friday, May 1st. Finally, Susquehanna boosted their target price on Check Point Software Technologies from $140.00 to $150.00 and gave the company a "positive" rating in a research note on Friday. Nine equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of "Hold" and an average price target of $149.48.

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).

Want to see what other hedge funds are holding CHKP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Check Point Software Technologies Ltd. (NASDAQ:CHKP - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.