Palantir Technologies Inc. $PLTR Stake Increased by Johnson Investment Counsel Inc.

Johnson Investment Counsel Inc. lifted its holdings in Palantir Technologies Inc. (NASDAQ:PLTR) by 44.2% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 15,327 shares of the company’s stock after acquiring an additional 4,700 shares during the quarter. Johnson Investment Counsel Inc.’s holdings in Palantir Technologies were worth $2,796,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Decker Retirement Planning Inc. boosted its holdings in shares of Palantir Technologies by 778.7% during the third quarter. Decker Retirement Planning Inc. now owns 61,326 shares of the company’s stock worth $11,187,000 after purchasing an additional 54,347 shares during the period. Vanguard Group Inc. lifted its position in Palantir Technologies by 3.6% in the 2nd quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company’s stock worth $28,043,432,000 after buying an additional 7,194,216 shares in the last quarter. Prentice Wealth Management LLC purchased a new stake in Palantir Technologies in the 3rd quarter worth approximately $550,000. Watershed Private Wealth LLC boosted its stake in shares of Palantir Technologies by 75.3% during the 3rd quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company’s stock valued at $1,423,000 after buying an additional 3,350 shares during the period. Finally, State of Michigan Retirement System grew its holdings in shares of Palantir Technologies by 1.3% during the 2nd quarter. State of Michigan Retirement System now owns 938,400 shares of the company’s stock valued at $127,923,000 after acquiring an additional 12,300 shares in the last quarter. 45.65% of the stock is owned by institutional investors and hedge funds.

Palantir Technologies Stock Performance

Shares of PLTR stock opened at $135.68 on Thursday. The stock’s 50 day simple moving average is $171.91 and its 200 day simple moving average is $172.90. Palantir Technologies Inc. has a twelve month low of $66.12 and a twelve month high of $207.52. The company has a market capitalization of $323.38 billion, a price-to-earnings ratio of 215.37, a PEG ratio of 2.68 and a beta of 1.64.

Palantir Technologies (NASDAQ:PLTR) last announced its quarterly earnings results on Monday, February 2nd. The company reported $0.25 EPS for the quarter, beating the consensus estimate of $0.23 by $0.02. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The company had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter last year, the company posted $0.14 earnings per share. The company’s revenue for the quarter was up 70.0% compared to the same quarter last year. On average, analysts forecast that Palantir Technologies Inc. will post 0.31 EPS for the current fiscal year.

Trending Headlines about Palantir Technologies

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

• Positive Sentiment: Q4 results showed upside and accelerating revenue growth, reinforcing the narrative that Palantir’s AI platform is driving both commercial and government momentum — a core bullish case for longer‑term investors. What’s next for Palantir after its blockbuster Q4 earnings?
• Positive Sentiment: Analyst upgrades: Daiwa upgraded PLTR to Buy (with a $180 target) and other firms issued more constructive notes after the quarter, supporting the case for further upside from analysts despite mixed price‑target moves. Daiwa Capital Upgrades Palantir Stock (PLTR) to Buy
• Positive Sentiment: New/extended commercial partnerships are accelerating enterprise adoption — Palantir extended its Skywise partnership with Airbus, deepening commercial aerospace exposure and recurring revenue prospects. Peter Thiel’s Palantir Extends Partnership With Boeing Rival Airbus
• Positive Sentiment: Large institutional support: reports say Norway’s sovereign wealth fund has taken a multibillion-dollar exposure to Palantir, a vote of confidence that can stabilize demand from big, long‑term investors. World’s Biggest Wealth Fund Just Snubbed Michael Burry’s Palantir Warning
• Neutral Sentiment: Wall Street and independent outlets debate valuation vs. growth: several deep-dive pieces highlight PLTR’s expensive multiples but note strong metric trends (U.S. commercial growth, RPO expansion) — useful context for investors weighing growth vs. valuation risk. Think Palantir Stock Is Expensive? 3 Metrics Every Investor Should Consider
• Negative Sentiment: Prominent bearish call: Michael Burry publicly predicted a severe PLTR decline (targeting ~60), a high-profile negative narrative that can amplify selling and volatility even if not backed by immediate fundamental change. Michael Burry issues ultra-bearish stock price target for Palantir
• Negative Sentiment: Insider selling: company insiders have sold roughly $9M+ of PLTR stock in 2026 so far, which can be interpreted as profit‑taking and contribute to short‑term downward pressure. Here’s how much Palantir insiders have dumped in PLTR shares in 2026
• Negative Sentiment: Near-term selling and sector weakness: PLTR slid sharply in intraday sessions amid broad software/AI rotation and profit‑taking, with some headlines noting a ~20% move that overwhelmed positive news like upgrades and deal wins. Palantir (PLTR) Slides 20%, but Analyst Upgrade Signals Fresh Optimism

Analyst Ratings Changes

PLTR has been the subject of several recent research reports. Argus upgraded Palantir Technologies to a “hold” rating in a report on Monday. Bank of America raised their price target on Palantir Technologies from $215.00 to $255.00 and gave the stock a “buy” rating in a research note on Tuesday, November 4th. Jefferies Financial Group set a $208.00 price target on Palantir Technologies in a research note on Thursday, January 22nd. Phillip Securities initiated coverage on shares of Palantir Technologies in a research report on Thursday, January 22nd. They set a “buy” rating and a $208.00 price objective on the stock. Finally, UBS Group decreased their target price on shares of Palantir Technologies from $205.00 to $180.00 and set a “neutral” rating for the company in a research report on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Palantir Technologies currently has a consensus rating of “Hold” and an average target price of $191.05.

Insiders Place Their Bets

In other news, insider Ryan D. Taylor sold 36,048 shares of the firm’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $162.36, for a total value of $5,852,753.28. Following the sale, the insider directly owned 251,409 shares of the company’s stock, valued at approximately $40,818,765.24. This trade represents a 12.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Alexander C. Karp sold 359,325 shares of Palantir Technologies stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $163.99, for a total value of $58,925,706.75. Following the completion of the transaction, the insider owned 6,432,258 shares in the company, valued at $1,054,825,989.42. The trade was a 5.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,023,844 shares of company stock worth $167,455,085 in the last ninety days. 9.23% of the stock is owned by insiders.

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.