Palo Alto Networks, Inc. $PANW Shares Sold by Meiji Yasuda Life Insurance Co

Meiji Yasuda Life Insurance Co cut its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 13.6% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,749 shares of the network technology company’s stock after selling 1,529 shares during the period. Meiji Yasuda Life Insurance Co’s holdings in Palo Alto Networks were worth $3,325,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the stock. Trilogy Capital Inc. increased its stake in Palo Alto Networks by 1.8% in the 2nd quarter. Trilogy Capital Inc. now owns 2,127 shares of the network technology company’s stock worth $725,000 after purchasing an additional 37 shares in the last quarter. Wisconsin Wealth Advisors LLC raised its holdings in Palo Alto Networks by 1.2% during the 2nd quarter. Wisconsin Wealth Advisors LLC now owns 3,206 shares of the network technology company’s stock worth $1,093,000 after buying an additional 38 shares during the period. Orrstown Financial Services Inc. lifted its stake in Palo Alto Networks by 1.2% during the second quarter. Orrstown Financial Services Inc. now owns 3,197 shares of the network technology company’s stock valued at $1,090,000 after buying an additional 38 shares in the last quarter. WNY Asset Management LLC boosted its holdings in shares of Palo Alto Networks by 2.8% in the second quarter. WNY Asset Management LLC now owns 1,751 shares of the network technology company’s stock worth $597,000 after buying an additional 47 shares during the period. Finally, GSG Advisors LLC boosted its holdings in shares of Palo Alto Networks by 0.4% in the first quarter. GSG Advisors LLC now owns 12,536 shares of the network technology company’s stock worth $2,010,000 after buying an additional 51 shares during the period. 79.82% of the stock is owned by hedge funds and other institutional investors.

Palo Alto Networks Trading Down 2.9%

Palo Alto Networks stock opened at $371.59 on Friday. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 month high of $398.88. 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 market cap of $302.85 billion, a P/E ratio of 304.58, a P/E/G ratio of 11.74 and a beta of 0.91. The company’s fifty day simple moving average is $344.62 and its 200-day simple moving average is $248.45.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data 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 quarterly revenue was up 31.1% compared to the same quarter last year. During the same period last year, the company 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. As a group, sell-side analysts forecast that Palo Alto Networks, Inc. will post 2.01 EPS for the current fiscal year.

Analysts Set New Price Targets

PANW has been the topic of a number of recent analyst reports. Weiss Ratings lowered shares of Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, June 4th. BNP Paribas Exane raised their price objective on shares of Palo Alto Networks from $330.00 to $380.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 1st. FBN Securities reiterated an “outperform” rating on shares of Palo Alto Networks in a research report on Wednesday, July 1st. HSBC boosted their target price on shares of Palo Alto Networks from $114.00 to $207.00 in a research note on Thursday, June 4th. Finally, Truist Financial set a $435.00 target price on Palo Alto Networks and gave the company a “buy” rating in a report on Wednesday, August 19th. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Palo Alto Networks has an average rating of “Moderate Buy” and a consensus target price of $368.42.

Insider Buying and Selling

In related news, Director James J. Goetz sold 20,000 shares of the business’s stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $279.90, for a total value of $5,598,000.00. Following the completion of the sale, the director owned 20,000 shares of the company’s stock, valued at approximately $5,598,000. The trade was a 50.00% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director John P. Key sold 7,500 shares of the stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $279.24, for a total value of $2,094,300.00. Following the completion of the transaction, the director owned 12,500 shares in the company, valued at $3,490,500. This represents a 37.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 38,835 shares of company stock worth $11,127,854. Insiders own 1.40% of the company’s stock.

More Palo Alto Networks News

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

• Positive Sentiment: Benchmark raised its price target to $400 from $340 and maintained a Buy rating, citing potential upside to next-generation security annual recurring revenue, revenue, operating income and margins. The forecast reinforces expectations that Palo Alto Networks’ AI-security strategy is gaining traction. Palo Alto Networks Gets a $400 Target
• Positive Sentiment: Investors are taking confidence from CrowdStrike’s stronger-than-expected results, which highlighted robust AI-related cybersecurity demand and lifted sentiment across the sector. Palo Alto Networks is viewed as a potential beneficiary of the same spending cycle. Palo Alto Networks Stock Trades Up
• Positive Sentiment: Platformization, adoption of AI-security products and recent deal wins are expected to support fourth-quarter growth. BTIG also assigned PANW a Buy rating, adding to broadly favorable analyst coverage. Palo Alto Networks to Report Q4 Earnings
• Neutral Sentiment: Earnings are the next major catalyst. Traders expect potentially significant movement after the report, while analysts are watching recurring revenue, margins, operating income and guidance—not just revenue and EPS. Expected Post-Earnings Stock Move
• Negative Sentiment: Acquisition-related costs could pressure results, and the stock’s triple-digit P/E ratio—above 300 based on the supplied data—means much of the AI-growth outlook may already be reflected in the price. Any shortfall in growth or guidance could trigger profit-taking. Palo Alto’s Rally Has One Big Problem Ahead of Earnings
• Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000, reducing his position by 1.21%. The transaction is small relative to his remaining holdings but may create a modest sentiment headwind. Palo Alto Networks Insider Sale

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.