Johnson Investment Counsel Inc. Grows Stock Position in Palantir Technologies Inc. $PLTR

Johnson Investment Counsel Inc. boosted its holdings in Palantir Technologies Inc. (NASDAQ:PLTR) by 44.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 15,327 shares of the company’s stock after acquiring an additional 4,700 shares during the period. Johnson Investment Counsel Inc.’s holdings in Palantir Technologies were worth $2,796,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Decker Retirement Planning Inc. raised its stake in Palantir Technologies by 778.7% during the 3rd quarter. Decker Retirement Planning Inc. now owns 61,326 shares of the company’s stock valued at $11,187,000 after acquiring an additional 54,347 shares in the last quarter. Vanguard Group Inc. increased its holdings in shares of Palantir Technologies by 3.6% during the second quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company’s stock valued at $28,043,432,000 after purchasing an additional 7,194,216 shares during the period. Prentice Wealth Management LLC acquired a new position in shares of Palantir Technologies during the third quarter valued at $550,000. Watershed Private Wealth LLC raised its stake in shares of Palantir Technologies by 75.3% during the third quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company’s stock valued at $1,423,000 after purchasing an additional 3,350 shares in the last quarter. Finally, State of Michigan Retirement System lifted its holdings in Palantir Technologies by 1.3% in the second quarter. State of Michigan Retirement System now owns 938,400 shares of the company’s stock worth $127,923,000 after purchasing an additional 12,300 shares during the period. Institutional investors and hedge funds own 45.65% of the company’s stock.

Palantir Technologies News Roundup

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

Insider Buying and Selling at Palantir Technologies

In other Palantir Technologies news, insider Shyam Sankar sold 19,004 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $156.25, for a total transaction of $2,969,375.00. Following the completion of the sale, the insider directly owned 642,786 shares of the company’s stock, valued at approximately $100,435,312.50. This represents a 2.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Lauren Elaina Friedman Stat sold 400 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $151.14, for a total transaction of $60,456.00. Following the completion of the transaction, the director owned 58,287 shares of the company’s stock, valued at approximately $8,809,497.18. The trade was a 0.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,023,844 shares of company stock valued at $167,455,085 over the last 90 days. 9.23% of the stock is owned by insiders.

Palantir Technologies Stock Performance

Shares of NASDAQ:PLTR opened at $135.68 on Thursday. The stock 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 Inc. has a 1-year low of $66.12 and a 1-year high of $207.52. The company has a 50 day moving average price of $171.91 and a 200 day moving average price of $172.90.

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

Analyst Upgrades and Downgrades

Several equities analysts have commented on PLTR shares. The Goldman Sachs Group lowered their target price on shares of Palantir Technologies from $188.00 to $182.00 in a research note on Tuesday, February 3rd. Northland Securities upgraded shares of Palantir Technologies from a “market perform” rating to an “outperform” rating and set a $190.00 price objective on the stock in a research note on Tuesday, February 3rd. Truist Financial assumed coverage on Palantir Technologies in a report on Tuesday, January 6th. They set a “buy” rating and a $223.00 target price on the stock. Raymond James Financial reaffirmed a “market perform” rating on shares of Palantir Technologies in a research note on Tuesday, November 4th. Finally, William Blair raised Palantir Technologies from a “market perform” rating to an “outperform” rating in a research note on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $191.05.

About Palantir Technologies

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.