Palo Alto Networks, Inc. $PANW Stock Holdings Lowered by EagleClaw Capital Managment LLC

EagleClaw Capital Managment LLC cut its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 5.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 75,040 shares of the network technology company’s stock after selling 3,938 shares during the period. Palo Alto Networks makes up approximately 4.0% of EagleClaw Capital Managment LLC’s investment portfolio, making the stock its 4th largest holding. EagleClaw Capital Managment LLC’s holdings in Palo Alto Networks were worth $29,814,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in PANW. Verus Financial Partners Inc. raised its position in shares of Palo Alto Networks by 4.3% during the third quarter. Verus Financial Partners Inc. now owns 632 shares of the network technology company’s stock worth $251,000 after purchasing an additional 26 shares during the period. Consilium Wealth Advisory LLC lifted its holdings in shares of Palo Alto Networks by 2.5% during the 3rd quarter. Consilium Wealth Advisory LLC now owns 1,117 shares of the network technology company’s stock valued at $444,000 after purchasing an additional 27 shares in the last quarter. MBA Advisors LLC grew its position in shares of Palo Alto Networks by 1.7% in the 3rd quarter. MBA Advisors LLC now owns 1,840 shares of the network technology company’s stock valued at $731,000 after purchasing an additional 30 shares during the period. Grove Bank & Trust grew its position in shares of Palo Alto Networks by 7.0% in the 3rd quarter. Grove Bank & Trust now owns 472 shares of the network technology company’s stock valued at $188,000 after purchasing an additional 31 shares during the period. Finally, Riversedge Advisors LLC grew its position in shares of Palo Alto Networks by 2.5% in the 3rd quarter. Riversedge Advisors LLC now owns 1,285 shares of the network technology company’s stock valued at $511,000 after purchasing an additional 31 shares during the period. 79.82% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts have commented on the stock. Citigroup restated a “buy” rating and set a $440.00 target price (up from $410.00) on shares of Palo Alto Networks in a report on Thursday, October 15th. Stephens set a $400.00 price target on shares of Palo Alto Networks and gave the company an “equal weight” rating in a research note on Wednesday, September 2nd. BNP Paribas Exane upped their price target on shares of Palo Alto Networks from $380.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, September 2nd. Deutsche Bank reissued a “buy” rating and set a $430.00 price objective (up from $350.00) on shares of Palo Alto Networks in a research report on Wednesday, September 2nd. Finally, Yorkville Ives started coverage on shares of Palo Alto Networks in a report on Monday, October 5th. They set an “outperform” rating and a $500.00 price objective on the stock. Forty investment analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $397.12.

Insider Activity at Palo Alto Networks

In other news, CAO Josh Paul sold 900 shares of the firm’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $373.68, for a total value of $336,312.00. Following the completion of the transaction, the chief accounting officer owned 72,484 shares in the company, valued at $27,085,821.12. This trade represents a 1.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Aparna Bawa sold 1,000 shares of Palo Alto Networks stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $373.61, for a total value of $373,610.00. Following the completion of the sale, the director directly owned 5,437 shares in the company, valued at approximately $2,031,317.57. This represents a 15.54% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 54,210 shares of company stock worth $20,823,029. Corporate insiders own 0.55% of the company’s stock.

Latest Palo Alto Networks News

These are some of the PANW news items that stood out recently:

• Positive Sentiment: KeyBanc upgraded PANW to Overweight from Sector Weight and set a $380 price target. The firm expects next-generation security growth, stronger security spending, and demand for AI protection to outweigh concerns about the traditional firewall business. The upgrade helped lift shares in premarket trading. Palo Alto Networks stock rises as KeyBanc upgrades shares to Overweight
• Positive Sentiment: Palo Alto’s AI-security tool was described as the company’s fastest product ramp, highlighting adoption momentum in a growth area. CIBC also included PANW among its post-election stock picks. Palo Alto Networks AI security tool became the company’s fastest product ramp
• Negative Sentiment: A Zacks comparison favored Cloudflare over Palo Alto, citing Cloudflare’s stronger revenue-growth outlook and rising AI-security demand. This could weigh on PANW relative to peers, though it is one analyst’s comparison rather than a change to PANW’s outlook. PANW vs. NET: Which Cybersecurity Stock Should You Buy Right Now?

Palo Alto Networks Stock Performance

Shares of PANW stock opened at $322.24 on Friday. The company’s fifty day simple moving average is $367.50 and its 200-day simple moving average is $277.20. The company has a quick ratio of 0.87, a current ratio of 0.87 and a debt-to-equity ratio of 0.06. The firm has a market cap of $263.84 billion, a PE ratio of 631.86, a P/E/G ratio of 9.25 and a beta of 0.96. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 month high of $432.33.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Tuesday, September 1st. The network technology company reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.98 by $0.04. The business had revenue of $3.41 billion during the quarter, compared to the consensus estimate of $3.35 billion. Palo Alto Networks had a net margin of 2.67% and a return on equity of 8.50%. The firm’s revenue for the quarter was up 34.5% compared to the same quarter last year. During the same quarter last year, the firm earned $0.95 earnings per share. Palo Alto Networks has set its FY 2027 guidance at 4.160-4.190 EPS and its Q1 2027 guidance at 0.960-0.980 EPS. Equities research analysts expect that Palo Alto Networks, Inc. will post 2.32 EPS for the current fiscal year.

Palo Alto Networks Profile

Palo Alto Networks, Inc. is a cybersecurity company that provides products and services to help organizations protect their networks, cloud environments, devices and applications. Its offerings include next-generation firewalls, cloud security tools, secure access services and platforms for detecting and responding to cyber threats. The company’s product portfolio includes Prisma for cloud and network security and Cortex for security operations, including threat detection and response. It also provides cybersecurity consulting and incident-response services through Unit 42.