Vise Technologies Inc. Grows Stock Holdings in Palo Alto Networks, Inc. $PANW

Vise Technologies Inc. grew its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 74.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 14,370 shares of the network technology company’s stock after purchasing an additional 6,114 shares during the period. Vise Technologies Inc.’s holdings in Palo Alto Networks were worth $2,647,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. CBIZ Investment Advisory Services LLC increased its position in shares of 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 valued at $36,000 after acquiring an additional 50 shares in the last quarter. Harold Davidson & Associates Inc. increased its position in shares of Palo Alto Networks by 5.0% during the third quarter. Harold Davidson & Associates Inc. now owns 1,056 shares of the network technology company’s stock valued at $215,000 after acquiring an additional 50 shares in the last quarter. Princeton Capital Management LLC increased its position in shares of Palo Alto Networks by 3.4% during the third quarter. Princeton Capital Management LLC now owns 1,520 shares of the network technology company’s stock valued at $310,000 after acquiring an additional 50 shares in the last quarter. South Plains Financial Inc. increased its position in shares of Palo Alto Networks by 1.0% during the third quarter. South Plains Financial Inc. now owns 4,823 shares of the network technology company’s stock valued at $982,000 after acquiring an additional 50 shares in the last quarter. Finally, Fayez Sarofim & Co increased its position in shares of Palo Alto Networks by 1.2% during the third quarter. Fayez Sarofim & Co now owns 4,310 shares of the network technology company’s stock valued at $878,000 after acquiring an additional 50 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

More Palo Alto Networks News

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Analyst sentiment remains broadly constructive, with multiple firms raising price targets after earnings, including targets of $207 to $360 and several firms reiterating positive forecasts for PANW. HSBC adjusts price target on Palo Alto Networks
• Positive Sentiment: FBN Securities upgraded Palo Alto Networks from “outperform” to “strong-buy,” adding to the bullish analyst backdrop. FBN Securities upgrade
• Neutral Sentiment: Several articles note that PANW’s strong AI security narrative and recent earnings beat have kept the long-term story intact, even as the stock has cooled after its sharp rally. Barron’s on Palo Alto Networks rally
• Negative Sentiment: Cybersecurity peers, especially CrowdStrike, sold off after earnings, and that weakness spilled over to PANW as investors demanded clearer proof of AI monetization and more room for upside after the rally. CrowdStrike sinks, weighing on Palo Alto Networks
• Negative Sentiment: Some commentary argues PANW’s stock has run too far too fast, suggesting valuation concerns and profit-taking are pressuring shares despite solid fundamentals. Seeking Alpha on Palo Alto Networks valuation

Analyst Ratings Changes

Several equities research analysts recently weighed in on PANW shares. TD Cowen reissued a “buy” rating and set a $330.00 price target (up from $255.00) on shares of Palo Alto Networks in a research report on Wednesday. Argus raised their price target on shares of Palo Alto Networks from $222.00 to $320.00 in a research report on Friday. Robert W. Baird set a $320.00 price target on shares of Palo Alto Networks in a research report on Wednesday. Truist Financial raised their price target on shares of Palo Alto Networks from $275.00 to $375.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Wolfe Research reissued an “outperform” rating and set a $320.00 price target on shares of Palo Alto Networks in a research report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $306.59.

Insiders Place Their Bets

In related news, CEO Nikesh Arora bought 68,085 shares of the business’s stock in a transaction on Friday, March 27th. The stock was acquired at an average price of $146.87 per share, with a total value of $9,999,643.95. Following the transaction, the chief executive officer owned 343,394 shares in the company, valued at approximately $50,434,276.78. This trade represents a 24.73% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $160.42, for a total transaction of $802,100.00. Following the completion of the sale, the executive vice president directly owned 150,250 shares of the company’s stock, valued at approximately $24,103,105. This trade represents a 3.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 72,076 shares of company stock worth $17,930,587 in the last 90 days. Insiders own 1.40% of the company’s stock.

Palo Alto Networks Trading Down 2.6%

NASDAQ:PANW opened at $272.05 on Friday. The company has a current ratio of 0.86, a quick ratio of 1.04 and a debt-to-equity ratio of 0.04. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 month high of $302.95. The company has a market cap of $221.72 billion, a PE ratio of 222.99, a price-to-earnings-growth ratio of 10.01 and a beta of 0.94. The company has a 50 day simple moving average of $205.03 and a two-hundred day simple moving average of $186.58.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The business had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. During the same quarter in the previous year, the firm posted $0.37 EPS. The firm’s revenue was up 31.1% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. Research analysts forecast that Palo Alto Networks, Inc. will post 2.15 earnings per share for the current year.

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.