CHECK POINT SOFTWARE TECHN ($CHKP) posted quarterly earnings results for Q4 2025 on Thursday, February 12th. The company reported earnings of $3.40 per share, beating estimates of $2.82 by $0.58. The company also reported revenue of $744,900,000, missing estimates of $761,149,846 by $-16,249,846.
You can see Quiver Quantitative's $CHKP stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
CHECK POINT SOFTWARE TECHN Hedge Fund Activity
We have seen 329 institutional investors add shares of CHECK POINT SOFTWARE TECHN stock to their portfolio, and 402 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 1,766,774 shares (+28.6%) to their portfolio in Q4 2025, for an estimated $327,842,583
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,273,735 shares (-99.3%) from their portfolio in Q3 2025, for an estimated $263,548,508
- ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. removed 1,095,554 shares (-75.8%) from their portfolio in Q4 2025, for an estimated $203,291,000
- FMR LLC removed 1,019,092 shares (-97.0%) from their portfolio in Q3 2025, for an estimated $210,860,325
- WESTWOOD GLOBAL INVESTMENTS, LLC removed 1,000,880 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $185,723,292
- DNB ASSET MANAGEMENT AS added 932,485 shares (+105.0%) to their portfolio in Q4 2025, for an estimated $173,031,916
- INVESCO LTD. removed 767,118 shares (-88.3%) from their portfolio in Q3 2025, for an estimated $158,724,385
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CHECK POINT SOFTWARE TECHN Analyst Ratings
Wall Street analysts have issued reports on $CHKP in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Stephens & Co. issued a "Overweight" rating on 01/14/2026
- JP Morgan issued a "Overweight" rating on 09/24/2025
To track analyst ratings and price targets for CHECK POINT SOFTWARE TECHN, check out Quiver Quantitative's $CHKP forecast page.
CHECK POINT SOFTWARE TECHN Price Targets
Multiple analysts have issued price targets for $CHKP recently. We have seen 10 analysts offer price targets for $CHKP in the last 6 months, with a median target of $217.5.
Here are some recent targets:
- Todd Weller from Stephens & Co. set a target price of $240.0 on 01/14/2026
- Fatima Boolani from Citigroup set a target price of $200.0 on 01/13/2026
- Saket Kalia from Barclays set a target price of $220.0 on 01/05/2026
- Rob Owens from Piper Sandler set a target price of $240.0 on 01/05/2026
- Matthew Hedberg from RBC Capital set a target price of $195.0 on 01/05/2026
- Roger Boyd from UBS set a target price of $215.0 on 10/29/2025
- Patrick Colville from Scotiabank set a target price of $210.0 on 10/29/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
