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Dylan C. Smith, the Chief Financial Officer of Box Inc. (NYSE:BOX), recently sold a portion of his holdings in the company. According to a recent SEC filing, Smith sold 13,000 shares of Class A common stock on March 10, 2025. The shares were sold at a weighted average price of $31.954, with prices ranging from $31.785 to $32.26 per share. The transaction occurred as Box maintains impressive gross profit margins of 79% and demonstrates GREAT financial health according to InvestingPro metrics.
Following the transaction, Smith retains ownership of 1,440,684 shares, some of which are represented by restricted stock units. The sale was conducted under a Rule 10b5-1 trading plan, which Smith adopted on April 2, 2024. With a market capitalization of $4.46 billion and current stock price of $30.96, Box appears fairly valued based on InvestingPro Fair Value analysis. Discover 12 additional exclusive ProTips and comprehensive insider trading patterns with an InvestingPro subscription.
In other recent news, Box Inc. reported its fourth-quarter 2025 earnings, surpassing Wall Street expectations with an EPS of $0.42, slightly above the forecast of $0.41. The company’s revenue also slightly exceeded projections, reaching $279.5 million. Despite these positive results, Box’s stock experienced a decline in aftermarket trading, suggesting investor concerns beyond the earnings figures. Analysts from DA Davidson maintained a Buy rating for Box, citing the company’s strategic emphasis on AI capabilities and partnerships as drivers for growth. Meanwhile, JPMorgan adjusted its price target for Box to $37, maintaining an Overweight rating, acknowledging a strong end to the fiscal year with key performance metrics surpassing expectations. Citi also revised its price target to $39 while maintaining a Buy rating, noting the promising start of Box’s new Enterprise Advanced Suite. The suite, which contributed to an improved bookings outlook, is expected to support further gains in fiscal year 2026. Box’s financial outlook for FY26 suggests a cautious yet optimistic approach, with plans to invest in go-to-market initiatives and AI opportunities, aligning with street expectations.
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