Palo Alto Networks, Inc. $PANW Position Reduced by Raiffeisen Bank International AG

Raiffeisen Bank International AG cut its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 9.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 309,964 shares of the network technology company’s stock after selling 31,220 shares during the quarter. Raiffeisen Bank International AG’s holdings in Palo Alto Networks were worth $57,917,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of PANW. Brighton Jones LLC lifted its stake in Palo Alto Networks by 147.7% during the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after buying an additional 4,031 shares in the last quarter. Bison Wealth LLC lifted its stake in Palo Alto Networks by 169.1% during the fourth quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after buying an additional 3,275 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in Palo Alto Networks by 66.3% during the second quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock valued at $713,000 after buying an additional 1,389 shares in the last quarter. Osterweis Capital Management Inc. lifted its stake in Palo Alto Networks by 11,100.0% during the second quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock valued at $115,000 after buying an additional 555 shares in the last quarter. Finally, Main Street Financial Solutions LLC increased its holdings in shares of Palo Alto Networks by 6.0% in the 2nd quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock valued at $900,000 after purchasing an additional 249 shares during the period. 79.82% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $160.42, for a total value 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 represents a 3.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Nikesh Arora acquired 68,085 shares of Palo Alto Networks stock in a transaction dated Friday, March 27th. The stock was acquired at an average cost of $146.87 per share, with a total value of $9,999,643.95. Following the completion of the transaction, the chief executive officer directly owned 343,394 shares of the company’s stock, valued at $50,434,276.78. This trade represents a 24.73% increase in their position. The SEC filing for this purchase provides additional information. Insiders sold 72,076 shares of company stock valued at $17,930,587 in the last ninety days. Company insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Up 6.2%

Shares of Palo Alto Networks stock opened at $279.53 on Friday. The stock has a market capitalization of $227.82 billion, a P/E ratio of 229.12, a PEG ratio of 9.77 and a beta of 0.94. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. The stock has a 50 day moving average price of $214.06 and a two-hundred day moving average price of $188.58. Palo Alto Networks, Inc. has a 12-month low of $139.57 and a 12-month high of $302.95.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. The firm had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The company’s revenue was up 31.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.37 earnings per share. 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. Equities analysts expect that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

Wall Street Analysts Forecast Growth

PANW has been the topic of a number of research reports. Capital One Financial upped their target price on Palo Alto Networks from $168.00 to $248.00 and gave the company an “equal weight” rating in a report on Tuesday, May 19th. Robert W. Baird set a $320.00 target price on Palo Alto Networks in a report on Wednesday, June 3rd. Citizens Jmp reiterated a “market outperform” rating and issued a $250.00 target price on shares of Palo Alto Networks in a report on Wednesday, February 18th. BMO Capital Markets upped their target price on Palo Alto Networks from $270.00 to $335.00 and gave the company an “outperform” rating in a report on Wednesday, June 3rd. Finally, Loop Capital upped their target price on Palo Alto Networks from $160.00 to $290.00 and gave the company a “hold” rating in a report on Wednesday, June 3rd. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $306.59.

Trending Headlines about Palo Alto Networks

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

• Positive Sentiment: Scotiabank nudged its FY2027 EPS estimate higher for PANW, signaling modest confidence in longer-term earnings growth.
• Positive Sentiment: Recent commentary on Prisma AIRS suggests AI security is gaining traction and could boost revenue growth and deal size.
• Positive Sentiment: Broader cybersecurity-sector coverage remains constructive, with analysts and institutions still favoring the group amid rising AI-related security demand.
• Neutral Sentiment: Northland Securities kept a $302 price target and Market Perform rating while issuing a range of earnings estimates, indicating a cautious but not bearish stance.
• Negative Sentiment: Northland also trimmed some near- and mid-term EPS forecasts for PANW, reflecting lingering concern about profitability assumptions and valuation.
• Negative Sentiment: PANW still trades at a demanding valuation, so any slowdown in AI-security momentum could increase volatility.

Palo Alto Networks 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.