Palo Alto Networks, Inc. $PANW Shares Bought by Generali Investments Management Co LLC

Generali Investments Management Co LLC lifted its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 38.4% during the third quarter, Holdings Channel.com reports. The fund owned 54,401 shares of the network technology company’s stock after purchasing an additional 15,091 shares during the period. Palo Alto Networks accounts for about 2.3% of Generali Investments Management Co LLC’s holdings, making the stock its 10th biggest holding. Generali Investments Management Co LLC’s holdings in Palo Alto Networks were worth $11,077,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in PANW. Darwin Wealth Management LLC bought a new stake in shares of Palo Alto Networks in the 2nd quarter worth $25,000. Howard Hughes Medical Institute bought a new position in Palo Alto Networks during the second quarter valued at about $29,000. MTM Investment Management LLC acquired a new position in Palo Alto Networks during the second quarter worth about $31,000. CBIZ Investment Advisory Services LLC grew its holdings in Palo Alto Networks by 39.7% during the third quarter. CBIZ Investment Advisory Services LLC now owns 176 shares of the network technology company’s stock worth $36,000 after acquiring an additional 50 shares during the period. Finally, Spurstone Advisory Services LLC bought a new stake in Palo Alto Networks in the second quarter worth about $41,000. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Palo Alto Networks Stock Performance

NASDAQ PANW opened at $149.40 on Friday. The firm’s 50 day moving average price is $175.36 and its two-hundred day moving average price is $190.82. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $223.61. The stock has a market cap of $121.91 billion, a price-to-earnings ratio of 82.54, a PEG ratio of 5.23 and a beta of 0.75.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, topping the consensus estimate of $0.94 by $0.09. The business had revenue of $2.59 billion during the quarter, compared to analysts’ expectations of $2.58 billion. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.Palo Alto Networks’s revenue was up 14.9% compared to the same quarter last year. During the same quarter last year, the firm posted $0.81 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.650-3.700 EPS and its Q3 2026 guidance at 0.780-0.800 EPS. On average, research analysts forecast that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CAO Josh D. Paul sold 800 shares of the stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $184.81, for a total value of $147,848.00. Following the completion of the sale, the chief accounting officer directly owned 46,005 shares of the company’s stock, valued at $8,502,184.05. This represents a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Lee Klarich sold 120,774 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $191.91, for a total transaction of $23,177,738.34. Following the transaction, the executive vice president directly owned 327,645 shares in the company, valued at $62,878,351.95. The trade was a 26.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 260,542 shares of company stock worth $49,910,995 over the last quarter. Company insiders own 1.40% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on PANW. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Palo Alto Networks in a research note on Monday, December 29th. Jefferies Financial Group restated a “buy” rating on shares of Palo Alto Networks in a report on Wednesday, February 4th. TD Cowen restated a “buy” rating on shares of Palo Alto Networks in a research report on Wednesday, February 18th. Needham & Company LLC cut their price objective on Palo Alto Networks from $230.00 to $200.00 and set a “buy” rating for the company in a research report on Wednesday, February 18th. Finally, Scotiabank reissued an “outperform” rating on shares of Palo Alto Networks in a research note on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $211.62.

Palo Alto Networks Company Profile

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next?generation firewalls as a core on?premises capability, alongside cloud?delivered security services and software for securing public and private clouds.