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

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

A number of other large investors also recently added to or reduced their stakes in BOX. Sunriver Management LLC lifted its position in BOX by 62.9% during the 1st quarter. Sunriver Management LLC now owns 1,546,862 shares of the software maker’s stock valued at $47,736,000 after purchasing an additional 597,410 shares during the period. RGM Capital LLC raised its position in shares of BOX by 9.3% in the 1st quarter. RGM Capital LLC now owns 3,749,773 shares of the software maker’s stock valued at $115,718,000 after acquiring an additional 318,459 shares during the period. Edgestream Partners L.P. raised its position in shares of BOX by 248.8% in the 1st quarter. Edgestream Partners L.P. now owns 294,887 shares of the software maker’s stock valued at $9,100,000 after acquiring an additional 210,350 shares during the period. Voss Capital LP acquired a new stake in shares of BOX in the 1st quarter valued at approximately $5,958,000. Finally, Public Sector Pension Investment Board raised its position in shares of BOX by 45.5% in the 1st quarter. Public Sector Pension Investment Board now owns 519,079 shares of the software maker’s stock valued at $16,019,000 after acquiring an additional 162,238 shares during the period. 86.74% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at BOX

In other news, CEO Aaron Levie sold 15,000 shares of BOX stock in a transaction on Wednesday, September 10th. The stock was sold at an average price of $32.81, for a total transaction of $492,150.00. Following the completion of the sale, the chief executive officer owned 2,937,030 shares of the company’s stock, valued at approximately $96,363,954.30. This trade represents a 0.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Olivia Nottebohm sold 4,612 shares of BOX stock in a transaction on Friday, October 10th. The stock was sold at an average price of $33.10, for a total value of $152,657.20. Following the sale, the chief operating officer directly owned 506,863 shares of the company’s stock, valued at $16,777,165.30. This represents a 0.90% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 98,125 shares of company stock valued at $3,221,098. 3.90% of the stock is currently owned by insiders.

BOX Price Performance

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

BOX (NYSE:BOX) last released its quarterly earnings data on Tuesday, August 26th. The software maker reported $0.33 EPS 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 firm 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 business posted $0.44 earnings per share. The company’s revenue for the quarter was up 8.9% compared to the same quarter last year. BOX has set its FY 2026 guidance at 1.260-1.28 EPS. Q3 2026 guidance at 0.310-0.32 EPS. Research analysts anticipate that Box, Inc. will post 0.27 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on BOX. Citigroup increased their price target on shares of BOX from $39.00 to $40.00 and gave the company a “buy” rating in a research report on Wednesday, August 27th. Raymond James Financial reiterated an “outperform” rating and issued a $42.00 price target on shares of BOX in a research report on Wednesday, August 27th. Zacks Research downgraded shares of BOX from a “strong-buy” rating to a “hold” rating in a report on Friday, September 26th. Royal Bank Of Canada raised their target price on shares of BOX from $24.00 to $26.00 and gave the stock an “underperform” rating in a report on Wednesday, August 27th. Finally, UBS Group cut shares of BOX from a “buy” rating to a “neutral” rating and decreased their price target for the stock from $42.00 to $36.00 in a research note on Thursday, September 18th. Eight research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $38.25.

BOX 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.