Ingalls & Snyder LLC Has $5.93 Million Holdings in Palo Alto Networks, Inc. $PANW

Ingalls & Snyder LLC raised its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 29.1% during the third quarter, according to its most recent filing with the SEC. The firm owned 29,129 shares of the network technology company’s stock after purchasing an additional 6,564 shares during the period. Ingalls & Snyder LLC’s holdings in Palo Alto Networks were worth $5,931,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of PANW. Vanguard Group Inc. grew its holdings in Palo Alto Networks by 2.0% during the 3rd quarter. Vanguard Group Inc. now owns 65,269,963 shares of the network technology company’s stock worth $13,290,270,000 after acquiring an additional 1,253,589 shares during the period. Geode Capital Management LLC lifted its stake in shares of Palo Alto Networks by 1.1% in the 2nd quarter. Geode Capital Management LLC now owns 15,174,029 shares of the network technology company’s stock valued at $3,093,262,000 after purchasing an additional 169,055 shares during the period. First Trust Advisors LP boosted its position in shares of Palo Alto Networks by 7.7% during the 2nd quarter. First Trust Advisors LP now owns 5,295,588 shares of the network technology company’s stock valued at $1,083,689,000 after purchasing an additional 377,496 shares in the last quarter. Charles Schwab Investment Management Inc. grew its stake in Palo Alto Networks by 1.2% during the second quarter. Charles Schwab Investment Management Inc. now owns 4,476,638 shares of the network technology company’s stock worth $916,099,000 after purchasing an additional 54,601 shares during the period. Finally, Norges Bank acquired a new stake in Palo Alto Networks during the second quarter worth approximately $675,865,000. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Palo Alto Networks Price Performance

NASDAQ:PANW opened at $163.50 on Wednesday. Palo Alto Networks, Inc. has a one year low of $144.15 and a one year high of $223.61. The company has a market cap of $113.96 billion, a PE ratio of 103.48, a PEG ratio of 3.99 and a beta of 0.75. The firm has a 50-day moving average of $181.06 and a 200-day moving average of $192.21.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, topping analysts’ consensus estimates of $0.94 by $0.09. Palo Alto Networks had a return on equity of 17.05% and a net margin of 11.69%.The firm had revenue of $2.59 billion during the quarter, compared to analyst estimates of $2.58 billion. During the same period in the previous year, the company posted $0.81 EPS. The company’s revenue for the quarter was up 14.9% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.650-3.700 EPS and its Q3 2026 guidance at 0.780-0.800 EPS. On average, equities research analysts expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research firms have issued reports on PANW. Oppenheimer restated an “outperform” rating and set a $245.00 price target on shares of Palo Alto Networks in a report on Thursday, November 20th. Wedbush restated an “outperform” rating and issued a $225.00 price target on shares of Palo Alto Networks in a report on Thursday, November 20th. Robert W. Baird lifted their price target on shares of Palo Alto Networks from $230.00 to $240.00 and gave the company an “outperform” rating in a research note on Friday, November 14th. Evercore increased their price objective on shares of Palo Alto Networks from $220.00 to $250.00 and gave the stock an “outperform” rating in a research report on Thursday, November 13th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $240.00 target price (up from $236.00) on shares of Palo Alto Networks in a research note on Thursday, November 20th. Thirty equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $222.89.

Trending Headlines about Palo Alto Networks

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

• Positive Sentiment: Q2 beats and solid growth — PANW posted $1.03 EPS and roughly $2.6B revenue (≈15% YoY), topping estimates and showing Next‑Generation Security ARR up ~33%, evidence of durable demand. Palo Alto Networks Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Revenue outlook upgraded — management raised full‑year revenue guidance to about $11.28B–$11.31B, a meaningful lift vs. prior range, signaling top‑line confidence. Palo Alto Networks Lifts Revenue Outlook as Second-Quarter Profit Jumps
• Neutral Sentiment: Product and research initiatives aim to monetize AI security demand — launches like MSIAM 2.0 and a Unit 42 report highlight strategic focus on AI‑era threats, supportive longer‑term catalysts but not immediate earnings relief. Palo Alto Networks Introduces MSIAM 2.0
• Neutral Sentiment: Analyst activity mixed — some price‑target trims (e.g., Mizuho) but buy/positive ratings remain; watch revisions for guidance sensitivity. Price Target Lowered by Mizuho
• Negative Sentiment: Profit and cost concerns weighed on shares — management flagged rising costs tied to recent deals and cut/trimmed annual profit expectations, which the market interpreted as margin pressure from acquisitions. Palo Alto Networks cuts annual profit forecast as deal costs bite, shares fall
• Negative Sentiment: Near‑term profit/guidance reaction — despite raising FY revenue, the company’s quarterly profit guidance and messaging around margins disappointed some investors, contributing to after‑hours/early selling. Palo Alto Networks slumps 6% as third quarter profit guidance falls short
• Negative Sentiment: Acquisition (Koi) raised execution and cost concerns — the announced Koi deal aims to expand AI endpoint capabilities but added short‑term integration/cost uncertainty that pressured sentiment. Palo Alto Networks Announces Intent to Acquire Koi

Insider Buying and Selling

In other news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total value of $940,900.00. Following the completion of the sale, the executive vice president owned 155,119 shares in the company, valued at $29,190,293.42. This represents a 3.12% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Lee Klarich sold 120,768 shares of the stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $191.03, for a total transaction of $23,070,311.04. Following the completion of the sale, the executive vice president owned 298,887 shares of the company’s stock, valued at approximately $57,096,383.61. This represents a 28.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 260,542 shares of company stock valued at $49,910,995. 1.40% of the stock is owned by corporate insiders.

About Palo Alto Networks

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.