TD Asset Management Inc Boosts Stock Position in Palantir Technologies Inc. $PLTR

TD Asset Management Inc lifted its stake in Palantir Technologies Inc. (NASDAQ:PLTR) by 9.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,145,421 shares of the company’s stock after acquiring an additional 99,672 shares during the period. TD Asset Management Inc’s holdings in Palantir Technologies were worth $208,948,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. grew its holdings in Palantir Technologies by 4.0% during the 3rd quarter. Vanguard Group Inc. now owns 213,886,270 shares of the company’s stock valued at $39,017,133,000 after buying an additional 8,168,604 shares in the last quarter. State Street Corp grew its stake in Palantir Technologies by 6.9% during the second quarter. State Street Corp now owns 94,481,128 shares of the company’s stock valued at $12,879,667,000 after acquiring an additional 6,097,629 shares in the last quarter. Norges Bank bought a new stake in Palantir Technologies during the 2nd quarter worth approximately $3,307,457,000. Invesco Ltd. increased its holdings in Palantir Technologies by 16.0% during the 2nd quarter. Invesco Ltd. now owns 20,585,256 shares of the company’s stock worth $2,806,182,000 after acquiring an additional 2,838,300 shares during the period. Finally, Charles Schwab Investment Management Inc. lifted its stake in Palantir Technologies by 3.1% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 14,042,239 shares of the company’s stock worth $1,914,238,000 after purchasing an additional 427,840 shares in the last quarter. Hedge funds and other institutional investors own 45.65% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the stock. Wall Street Zen lowered shares of Palantir Technologies from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Loop Capital dropped their target price on Palantir Technologies from $230.00 to $220.00 and set a “buy” rating for the company in a research report on Friday, January 30th. Cantor Fitzgerald restated a “neutral” rating on shares of Palantir Technologies in a research report on Tuesday, February 3rd. HSBC raised Palantir Technologies from a “hold” rating to a “buy” rating and set a $205.00 price objective for the company in a research note on Tuesday, February 3rd. Finally, Daiwa Securities Group raised shares of Palantir Technologies from a “neutral” rating to a “buy” rating and set a $180.00 target price on the stock in a research note on Tuesday, February 10th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $191.05.

Palantir Technologies Trading Down 1.3%

NASDAQ:PLTR opened at $128.84 on Wednesday. The company has a 50-day moving average price of $162.65 and a 200-day moving average price of $170.75. The stock has a market cap of $307.08 billion, a price-to-earnings ratio of 204.51, a P/E/G ratio of 2.51 and a beta of 1.64. Palantir Technologies Inc. has a 12 month low of $66.12 and a 12 month high of $207.52.

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

Insider Transactions at Palantir Technologies

In other news, insider Ryan D. Taylor sold 19,988 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $133.72, for a total value of $2,672,795.36. Following the completion of the transaction, the insider owned 219,421 shares in the company, valued at $29,340,976.12. This trade represents a 8.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Alexander C. Karp sold 493,025 shares of the company’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $133.78, for a total value of $65,956,884.50. Following the completion of the sale, the insider directly owned 6,432,258 shares in the company, valued at approximately $860,507,475.24. The trade was a 7.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 1,054,279 shares of company stock worth $142,212,233. 12.93% of the stock is owned by insiders.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: DISA granted Palantir provisional Impact Level 6 authorization for PFCS Forward, opening secure DoD cloud/edge deployments and expanding total addressable market for government work. Palantir Just Opened a New DoD Door—What Changes Now?
• Positive Sentiment: Palantir announced a large U.S. Department of Homeland Security software agreement (reported ~\$1B scope) and a Rackspace partnership to deploy Foundry/AIP — deals that strengthen recurring revenue and commercial deployment channels. Palantir’s DHS Deal And Rackspace Tie Up Contrast With European Pushback
• Positive Sentiment: Multiple boutiques and some analysts (e.g., Mizuho, HSBC, Citi) have raised ratings/targets, arguing Palantir’s growth, margins and AIP traction justify upside if momentum returns. Palantir is in a ‘category of one.’ Why Mizuho says you should buy PLTR stock now.
• Neutral Sentiment: Valuation debate is intense: bullish writeups highlight earnings surprise and AIP adoption, while bears warn PLTR is priced for near‑perfect execution — mixed signals for traders. Is Palantir Stock Overvalued or Dirt Cheap? The Answer Might Blow Your Mind.
• Neutral Sentiment: Technical/protective trading ideas (options strategies) are circulating as traders hedge exposure amid volatility — helpful for risk management but not a directional catalyst. Play the ‘SaaS Apocalypse’ Selloff in Palantir Stock With This 1 Winning, Protective Options Trade
• Negative Sentiment: Heavy insider selling: CEO Alex Karp (reported ~493k shares) and other executives sold large blocks at ~\$134/share recently; aggregated insider disposals amplify governance concerns and add supply into the market. Palantir Technologies (NASDAQ:PLTR) Insider Sells 1,232 Shares
• Negative Sentiment: Governance and reputation headlines — HQ move to Miami, scrutiny over CEO private jet reimbursements, European legal disputes and criticism from prominent skeptics (e.g., Michael Burry) — are creating investor uncertainty. Palantir Move To Miami Tests Governance Concerns And Growth Expectations
• Negative Sentiment: Headline-driven selling and technical pullbacks (articles highlighting 35–38% falls from peaks) are feeding momentum losses and short‑term profit‑taking. Palantir Stock Drops 38%. Should You Buy PLTR for 2026 or Stay Away?

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.