Invst LLC Acquires New Holdings in Palo Alto Networks, Inc. $PANW

Invst LLC bought a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 6,190 shares of the network technology company’s stock, valued at approximately $2,111,000.

Several other large investors have also recently bought and sold shares of the company. Darwin Wealth Management LLC bought a new position in shares of Palo Alto Networks in the second quarter worth $25,000. Knuff & Co LLC purchased a new stake in shares of Palo Alto Networks in the fourth quarter worth $26,000. Solstein Capital LLC bought a new stake in Palo Alto Networks during the second quarter valued at $26,000. Sittner & Nelson LLC grew its position in Palo Alto Networks by 73.8% during the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after buying an additional 62 shares in the last quarter. Finally, N.E.W. Advisory Services LLC purchased a new position in Palo Alto Networks during the second quarter worth about $27,000. 79.82% of the stock is owned by institutional investors.

Palo Alto Networks Stock Performance

Shares of NASDAQ PANW opened at $339.90 on Wednesday. The stock’s 50-day moving average is $339.90 and its 200 day moving average is $244.71. The stock has a market cap of $277.02 billion, a price-to-earnings ratio of 278.61, a P/E/G ratio of 11.76 and a beta of 0.91. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $398.88. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.06. The business had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.Palo Alto Networks’s revenue for the quarter was up 31.1% on a year-over-year basis. During the same quarter in the prior year, the firm 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. On average, sell-side analysts anticipate that Palo Alto Networks, Inc. will post 2.02 EPS for the current fiscal year.

Trending Headlines about Palo Alto Networks

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

• Positive Sentiment: Analysts raised price targets. JPMorgan increased its target from $326 to $384 and maintained an “overweight” rating, while Benchmark raised its target from $340 to $400 and reiterated a “buy” rating. These revisions reflect continued confidence in Palo Alto Networks’ growth prospects. JPMorgan price target article Benchmark price target article
• Positive Sentiment: Cybersecurity demand remains a long-term growth driver. Strong firewall bookings, expanding software revenue and increasing AI-related network traffic are supporting the company’s Network Security outlook. Can Rising Network Security Demand Boost PANW’s Long-Term Growth?
• Neutral Sentiment: Earnings are the next major catalyst. Palo Alto Networks was expected to report quarterly results on Tuesday. Investors will focus on billings, recurring software and platform growth, profitability and forward guidance to determine whether the company’s elevated valuation is justified. Palo Alto Networks Expected to Post Earnings on Tuesday
• Negative Sentiment: Valuation and profit-taking may be weighing on the stock. Despite favorable analyst commentary, PANW trades at a very high reported P/E ratio of about 279 and has risen sharply over the past year. The decline while the market gained indicates investors may be locking in profits or demanding stronger near-term results before bidding shares higher. Palo Alto Networks Stock Sinks As Market Gains

Analyst Ratings Changes

A number of analysts have recently issued reports on the company. Northland Securities lifted their price target on Palo Alto Networks from $190.00 to $302.00 and gave the company a “market perform” rating in a research report on Wednesday, June 3rd. Susquehanna reaffirmed a “positive” rating and issued a $350.00 target price (up from $200.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Wolfe Research reiterated an “outperform” rating and set a $320.00 target price on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Stifel Nicolaus set a $415.00 price target on shares of Palo Alto Networks and gave the stock a “buy” rating in a research note on Wednesday, August 19th. Finally, Cantor Fitzgerald increased their price target on shares of Palo Alto Networks from $340.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday, August 19th. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Palo Alto Networks has a consensus rating of “Moderate Buy” and a consensus target price of $365.87.

Insider Activity

In related news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total value of $1,447,800.00. Following the transaction, the executive vice president directly owned 145,250 shares of the company’s stock, valued at $42,058,590. The trade was a 3.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CAO Josh D. Paul sold 1,100 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $285.08, for a total value of $313,588.00. Following the transaction, the chief accounting officer directly owned 81,636 shares in the company, valued at $23,272,790.88. This trade represents a 1.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 37,935 shares of company stock valued at $10,809,461. Company insiders own 1.40% of the company’s stock.

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.