DB&C Advisors LLC Makes New Investment in Palantir Technologies Inc. $PLTR

Key Points

• DB&C Advisors LLC opened a new position in Palantir during the fourth quarter, buying 27,255 shares worth about $4.85 million. The stake makes PLTR the firm’s third-largest holding and about 6.1% of its portfolio.
• Several other institutional investors also increased or initiated positions in Palantir, and hedge funds and institutions now own 45.65% of the company. This suggests continued professional investor interest in the stock.
• Despite strong business momentum and upbeat analyst commentary, Palantir has seen notable insider selling, including large sales by Alexander C. Karp and Ryan D. Taylor tied to tax withholding. Analysts remain mixed overall, with a Moderate Buy consensus and an average target price of $192.76.

DB&C Advisors LLC bought a new position in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 27,255 shares of the company's stock, valued at approximately $4,845,000. Palantir Technologies accounts for 6.1% of DB&C Advisors LLC's portfolio, making the stock its 3rd largest position.

Several other hedge funds and other institutional investors also recently made changes to their positions in PLTR. Revolve Wealth Partners LLC purchased a new stake in shares of Palantir Technologies in the 4th quarter worth approximately $450,000. Bison Wealth LLC grew its stake in shares of Palantir Technologies by 37.4% in the 4th quarter. Bison Wealth LLC now owns 17,130 shares of the company's stock worth $1,296,000 after buying an additional 4,667 shares during the last quarter. Capstone Wealth Management Group LLC grew its stake in shares of Palantir Technologies by 38.0% in the 1st quarter. Capstone Wealth Management Group LLC now owns 17,147 shares of the company's stock worth $1,447,000 after buying an additional 4,722 shares during the last quarter. Schnieders Capital Management LLC. grew its stake in shares of Palantir Technologies by 36.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 6,294 shares of the company's stock worth $858,000 after buying an additional 1,694 shares during the last quarter. Finally, Vivaldi Capital Management LP purchased a new stake in shares of Palantir Technologies in the 2nd quarter worth approximately $315,000. Hedge funds and other institutional investors own 45.65% of the company's stock.

Insider Buying and Selling

In related news, insider Ryan D. Taylor sold 19,662 shares of the firm's stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $136.04, for a total value of $2,674,818.48. Following the transaction, the insider directly owned 199,759 shares of the company's stock, valued at approximately $27,175,214.36. This trade represents a 8.96% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Alexander C. Karp sold 397,744 shares of the firm's stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $136.04, for a total value of $54,109,093.76. Following the completion of the transaction, the insider directly owned 6,432,258 shares in the company, valued at approximately $875,044,378.32. This represents a 5.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 925,789 shares of company stock worth $126,007,032 in the last quarter. Company insiders own 9.53% of the company's stock.

More Palantir Technologies News

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

• Positive Sentiment: Palantir announced an expanded partnership with Google Cloud to integrate Gemini and BigQuery with Foundry and AIP, a move that could broaden enterprise adoption and deepen its AI ecosystem. Palantir Announces Availability on Google Cloud Marketplace, Including Two-Way Integrations between BigQuery and Foundry and Deep Connectivity between Gemini and AIP
• Positive Sentiment: The company also unveiled several new enterprise deals at AIPCon 10, including partnerships with Kirkland & Ellis, McCarthy Building Companies, and GNP Seguros, showing continued traction across legal, construction, and insurance customers. Palantir and Kirkland & Ellis Partner to Transform Private Equity Fundraising with Exclusive AI-Powered Fund Enterprise Platform
• Positive Sentiment: Analysts remain constructive, with Wedbush and Rosenblatt reaffirming bullish views and price targets well above the current share price, reinforcing the view that Palantir remains a top AI name. Palantir Technologies had its "buy" rating reaffirmed by Rosenblatt Securities. They now have a $225.00 price target on the stock.
• Positive Sentiment: Momentum around Palantir’s growth story remains strong, with commentary highlighting surging revenue, improved margins, and a sharply higher Rule of 40 score, suggesting the company’s AI-driven operating leverage is still accelerating. Palantir's Rule of 40 Explosion Indicates Strong AI Dominance
• Neutral Sentiment: Media coverage and trading chatter continue to focus on Palantir’s rich valuation and high expectations, which can support volatility even when the operational news is positive. Palantir Lags the S&P 500 in 2026. How to Play the Once-Leading AI Stock Now.
• Negative Sentiment: Some investors are still focused on Michael Burry’s renewed bearish comments and short-position warning, and on broader concerns that Palantir’s valuation may already reflect a lot of the good news. Michael Burry drops rare technical warning on Palantir stock

Wall Street Analyst Weigh In

Several analysts recently weighed in on PLTR shares. Citigroup upped their price target on Palantir Technologies from $210.00 to $225.00 and gave the stock a "buy" rating in a research note on Wednesday, May 6th. Benchmark initiated coverage on Palantir Technologies in a research note on Wednesday, April 1st. They set a "hold" rating on the stock. DA Davidson cut their target price on Palantir Technologies from $180.00 to $165.00 and set a "neutral" rating on the stock in a research note on Tuesday, May 5th. HSBC downgraded Palantir Technologies from a "buy" rating to a "hold" rating and cut their target price for the company from $205.00 to $151.00 in a research note on Friday, May 1st. Finally, Phillip Securities increased their target price on Palantir Technologies from $190.00 to $202.00 in a research note on Monday, May 11th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Palantir Technologies currently has an average rating of "Moderate Buy" and an average target price of $192.76.

Palantir Technologies Price Performance

NASDAQ PLTR opened at $135.53 on Friday. The business's fifty day moving average price is $140.80 and its 200-day moving average price is $154.85. The stock has a market capitalization of $324.91 billion, a price-to-earnings ratio of 152.28, a PEG ratio of 2.15 and a beta of 1.53. Palantir Technologies Inc. has a 1-year low of $121.92 and a 1-year high of $207.52.

Palantir Technologies (NASDAQ:PLTR - Get Free Report) last announced its earnings results on Monday, May 4th. The company reported $0.33 EPS for the quarter, topping analysts' consensus estimates of $0.28 by $0.05. Palantir Technologies had a return on equity of 28.34% and a net margin of 43.67%.The company had revenue of $1.63 billion for the quarter, compared to analysts' expectations of $1.54 billion. During the same period last year, the firm earned $0.13 EPS. Palantir Technologies's revenue for the quarter was up 84.7% compared to the same quarter last year. Equities research analysts anticipate that Palantir Technologies Inc. will post 1.18 EPS for the current year.

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.

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