Beverly Hills Private Wealth LLC Has $363,000 Holdings in Box, Inc. $BOX

Beverly Hills Private Wealth LLC lowered its position in shares of Box, Inc. (NYSE:BOX) by 7.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,637 shares of the software maker’s stock after selling 913 shares during the quarter. Beverly Hills Private Wealth LLC’s holdings in BOX were worth $363,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. GAMMA Investing LLC grew its position in BOX by 184.4% during the first quarter. GAMMA Investing LLC now owns 4,135 shares of the software maker’s stock valued at $128,000 after purchasing an additional 2,681 shares in the last quarter. MorganRosel Wealth Management LLC purchased a new position in BOX during the first quarter valued at approximately $31,000. Peregrine Capital Management LLC grew its position in BOX by 3.4% during the first quarter. Peregrine Capital Management LLC now owns 536,707 shares of the software maker’s stock valued at $16,563,000 after purchasing an additional 17,697 shares in the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd grew its position in BOX by 11.2% during the first quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 19,281 shares of the software maker’s stock valued at $595,000 after purchasing an additional 1,941 shares in the last quarter. Finally, Summit Trail Advisors LLC grew its position in BOX by 3.4% during the first quarter. Summit Trail Advisors LLC now owns 27,504 shares of the software maker’s stock valued at $849,000 after purchasing an additional 908 shares in the last quarter. Institutional investors and hedge funds own 86.74% of the company’s stock.

Insiders Place Their Bets

In related news, CFO Dylan C. Smith sold 17,000 shares of the company’s stock in a transaction on Friday, October 10th. The shares were sold at an average price of $33.05, for a total transaction of $561,850.00. Following the completion of the transaction, the chief financial officer directly owned 1,454,013 shares in the company, valued at $48,055,129.65. This represents a 1.16% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Eli Berkovitch sold 3,500 shares of the stock in a transaction on Tuesday, October 7th. The shares were sold at an average price of $32.77, for a total transaction of $114,695.00. Following the completion of the transaction, the vice president owned 128,847 shares of the company’s stock, valued at approximately $4,222,316.19. This represents a 2.64% decrease in their position. The disclosure for this sale can be found here. Insiders sold 98,125 shares of company stock valued at $3,221,098 in the last three months. Company insiders own 3.90% of the company’s stock.

BOX Stock Up 1.4%

BOX stock opened at $33.08 on Tuesday. The company has a market capitalization of $4.79 billion, a price-to-earnings ratio of 26.68 and a beta of 0.90. Box, Inc. has a 12 month low of $28.00 and a 12 month high of $38.80. The firm has a 50 day moving average of $32.35 and a two-hundred day moving average of $32.58.

BOX (NYSE:BOX) last issued its quarterly earnings data on Tuesday, August 26th. The software maker reported $0.33 earnings per share for the quarter, topping analysts’ consensus estimates of $0.31 by $0.02. BOX had a net margin of 20.30% and a negative return on equity of 21.77%. The business had revenue of $294.00 million during the quarter, compared to analysts’ expectations of $290.19 million. During the same period in the previous year, the company earned $0.44 earnings per share. BOX’s revenue for the quarter was up 8.9% on a year-over-year basis. BOX has set its FY 2026 guidance at 1.260-1.28 EPS. Q3 2026 guidance at 0.310-0.32 EPS. On average, research analysts expect that Box, Inc. will post 0.27 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on BOX. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of BOX in a research report on Wednesday, October 8th. Raymond James Financial reaffirmed an “outperform” rating and set a $42.00 price objective on shares of BOX in a research report on Wednesday, August 27th. UBS Group downgraded shares of BOX from a “buy” rating to a “neutral” rating and lowered their price objective for the company from $42.00 to $36.00 in a research report on Thursday, September 18th. Royal Bank Of Canada boosted their target price on shares of BOX from $24.00 to $26.00 and gave the stock an “underperform” rating in a research report on Wednesday, August 27th. Finally, Wall Street Zen downgraded shares of BOX from a “buy” rating to a “hold” rating in a research report on Sunday, June 29th. Eight investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $38.25.

About BOX

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.