CW Advisors LLC Has $7.81 Million Position in Box, Inc. $BOX

Key Points

• CW Advisors LLC increased its position in Box, Inc. by 11.2% during Q1, owning 253,012 shares valued at approximately $7.81 million as of the latest filing.
• Box, Inc. reported earnings of $0.30 per share for the latest quarter, exceeding estimates of $0.25, alongside a revenue increase of 4.4% year-over-year.
• Several analysts have upgraded Box's stock rating, with UBS raising its price target from $37.00 to $40.00, indicating a positive outlook for future performance.

CW Advisors LLC raised its holdings in Box, Inc. (NYSE:BOX - Free Report) by 11.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 253,012 shares of the software maker's stock after buying an additional 25,445 shares during the period. CW Advisors LLC owned 0.18% of BOX worth $7,808,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of BOX. Marshall Wace LLP increased its stake in shares of BOX by 153.5% during the 4th quarter. Marshall Wace LLP now owns 157,375 shares of the software maker's stock worth $4,973,000 after purchasing an additional 95,302 shares during the last quarter. Dimensional Fund Advisors LP lifted its holdings in shares of BOX by 0.4% during the 4th quarter. Dimensional Fund Advisors LP now owns 2,610,450 shares of the software maker's stock worth $82,492,000 after acquiring an additional 11,376 shares during the period. MetLife Investment Management LLC lifted its holdings in shares of BOX by 4.6% during the 4th quarter. MetLife Investment Management LLC now owns 84,995 shares of the software maker's stock worth $2,686,000 after acquiring an additional 3,759 shares during the period. Tower Research Capital LLC TRC lifted its holdings in shares of BOX by 25.2% during the 4th quarter. Tower Research Capital LLC TRC now owns 6,315 shares of the software maker's stock worth $200,000 after acquiring an additional 1,271 shares during the period. Finally, TD Waterhouse Canada Inc. lifted its holdings in shares of BOX by 42.4% during the 4th quarter. TD Waterhouse Canada Inc. now owns 2,194 shares of the software maker's stock worth $69,000 after acquiring an additional 653 shares during the period. 86.74% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at BOX

In other news, VP Eli Berkovitch sold 3,000 shares of the stock in a transaction on Thursday, July 10th. The shares were sold at an average price of $33.34, for a total transaction of $100,020.00. Following the completion of the sale, the vice president directly owned 133,867 shares in the company, valued at $4,463,125.78. This represents a 2.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, COO Olivia Nottebohm sold 2,013 shares of the stock in a transaction on Friday, August 8th. The stock was sold at an average price of $32.00, for a total transaction of $64,416.00. Following the sale, the chief operating officer owned 530,060 shares of the company's stock, valued at approximately $16,961,920. This trade represents a 0.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 94,504 shares of company stock valued at $3,363,371 over the last 90 days. 3.90% of the stock is owned by company insiders.

BOX Stock Performance

BOX stock opened at $31.7970 on Friday. The company has a fifty day moving average price of $32.85 and a 200-day moving average price of $32.58. The company has a market capitalization of $4.57 billion, a P/E ratio of 24.65 and a beta of 0.96. Box, Inc. has a 52-week low of $28.00 and a 52-week high of $38.80.

BOX (NYSE:BOX - Get Free Report) last released its quarterly earnings results on Tuesday, May 27th. The software maker reported $0.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.25 by $0.05. The firm had revenue of $276.27 million during the quarter, compared to the consensus estimate of $274.77 million. BOX had a net margin of 21.38% and a negative return on equity of 20.17%. The company's revenue for the quarter was up 4.4% on a year-over-year basis. During the same quarter last year, the firm earned $0.39 earnings per share. BOX has set its FY 2026 guidance at 1.220-1.260 EPS. Q2 2026 guidance at 0.300-0.310 EPS. As a group, sell-side analysts forecast that Box, Inc. will post 0.27 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities analysts recently commented on BOX shares. UBS Group raised shares of BOX from a "buy" rating to a "strong-buy" rating and increased their price objective for the company from $37.00 to $40.00 in a research note on Wednesday, May 28th. DA Davidson set a $45.00 price objective on shares of BOX and gave the company a "buy" rating in a research note on Wednesday, May 28th. JPMorgan Chase & Co. increased their price objective on shares of BOX from $37.00 to $39.00 and gave the company an "overweight" rating in a research note on Wednesday, May 28th. Morgan Stanley reissued a "positive" rating on shares of BOX in a research note on Wednesday, May 28th. Finally, Raymond James Financial reissued an "outperform" rating and issued a $42.00 price objective (up previously from $38.00) on shares of BOX in a research note on Wednesday, May 28th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $38.50.

BOX Profile

Box, Inc engages in the provision of an enterprise content platform that enables organizations to securely manage enterprise content while allowing easy, secure access and sharing of this content from anywhere, on any device. Its products include cloud content management, IT and admin controls, Box Governance, Box Zones, Box Relay, Box Shuttle, and Box KeySafe.

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