9,097 Shares in Box, Inc. $BOX Acquired by United Services Automobile Association

Key Points

• United Services Automobile Association acquired 9,097 shares of Box, Inc. valued at approximately $283,000 in the first quarter, according to a recent SEC filing.
• Institutional investors control 86.74% of Box's stock, with several hedge funds, including Sunriver Management LLC and RGM Capital LLC, increasing their holdings significantly.
• Box, Inc. reported $294 million in revenue for the last quarter, surpassing analysts' expectations, and set FY 2026 earnings guidance between 1.260-1.28 EPS.

United Services Automobile Association purchased a new position in shares of Box, Inc. (NYSE:BOX - Free Report) during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 9,097 shares of the software maker's stock, valued at approximately $283,000.

Several other institutional investors and hedge funds have also added to or reduced their stakes in BOX. TCTC Holdings LLC lifted its position in BOX by 115.4% during the 1st quarter. TCTC Holdings LLC now owns 825 shares of the software maker's stock worth $25,000 after buying an additional 442 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its position in BOX by 332.5% during the 1st quarter. Thurston Springer Miller Herd & Titak Inc. now owns 865 shares of the software maker's stock worth $27,000 after buying an additional 665 shares in the last quarter. MorganRosel Wealth Management LLC acquired a new position in BOX during the 1st quarter worth about $31,000. Versant Capital Management Inc lifted its position in BOX by 519.4% during the 1st quarter. Versant Capital Management Inc now owns 1,951 shares of the software maker's stock worth $60,000 after buying an additional 1,636 shares in the last quarter. Finally, Covestor Ltd lifted its position in BOX by 29.9% during the 1st quarter. Covestor Ltd now owns 2,142 shares of the software maker's stock worth $66,000 after buying an additional 493 shares in the last quarter. Institutional investors and hedge funds own 86.74% of the company's stock.

Insider Buying and Selling

In other news, CEO Aaron Levie sold 15,000 shares of the company's stock in a transaction dated Wednesday, September 10th. The stock was sold at an average price of $32.81, for a total value of $492,150.00. Following the completion of the sale, the chief executive officer directly owned 2,937,030 shares of the company's stock, valued at $96,363,954.30. This represents a 0.51% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Dana L. Evan sold 7,590 shares of the stock in a transaction that occurred on Tuesday, July 8th. The stock was sold at an average price of $33.51, for a total value of $254,340.90. Following the sale, the director directly owned 115,725 shares of the company's stock, valued at approximately $3,877,944.75. The trade was a 6.15% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 102,752 shares of company stock worth $3,395,069 over the last quarter. Insiders own 3.90% of the company's stock.

BOX Trading Up 0.0%

Shares of BOX stock traded up $0.01 on Tuesday, reaching $32.52. The company had a trading volume of 1,313,318 shares, compared to its average volume of 1,942,149. The stock has a market cap of $4.71 billion, a PE ratio of 26.23 and a beta of 0.95. The company has a 50-day moving average of $32.31 and a 200-day moving average of $32.36. Box, Inc. has a 12 month low of $28.00 and a 12 month high of $38.80.

BOX (NYSE:BOX - Get Free Report) last announced its quarterly earnings results on Tuesday, August 26th. The software maker reported $0.33 EPS for the quarter, beating analysts' consensus estimates of $0.31 by $0.02. The company had revenue of $294.00 million during the quarter, compared to analysts' expectations of $290.19 million. BOX had a negative return on equity of 21.77% and a net margin of 20.30%.BOX's revenue was up 8.9% on a year-over-year basis. During the same period in the prior year, the business posted $0.44 EPS. BOX has set its FY 2026 guidance at 1.260-1.28 EPS. Q3 2026 guidance at 0.310-0.32 EPS. Sell-side analysts anticipate that Box, Inc. will post 0.27 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on BOX shares. UBS Group upped their price target on shares of BOX from $40.00 to $42.00 and gave the stock a "buy" rating in a research report on Wednesday, August 27th. DA Davidson set a $45.00 target price on shares of BOX and gave the company a "buy" rating in a research report on Wednesday, May 28th. Raymond James Financial restated an "outperform" rating and set a $42.00 target price on shares of BOX in a research report on Wednesday, August 27th. JPMorgan Chase & Co. upped their target price on shares of BOX from $37.00 to $39.00 and gave the company an "overweight" rating in a research report on Wednesday, May 28th. Finally, Zacks Research upgraded shares of BOX from a "hold" rating to a "strong-buy" rating in a research report on Thursday, August 28th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $39.00.

BOX Company 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.