Andra AP fonden Makes New Investment in Palo Alto Networks, Inc. $PANW

Andra AP fonden bought a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 104,440 shares of the network technology company’s stock, valued at approximately $19,238,000.

Several other institutional investors have also recently made changes to their positions in the stock. Westfield Capital Management Co. LP bought a new position in Palo Alto Networks in the third quarter valued at $75,412,000. Peapack Gladstone Financial Corp increased its stake in Palo Alto Networks by 8.8% in the fourth quarter. Peapack Gladstone Financial Corp now owns 48,458 shares of the network technology company’s stock valued at $8,926,000 after acquiring an additional 3,926 shares during the last quarter. American Century Companies Inc. increased its stake in Palo Alto Networks by 134.1% in the third quarter. American Century Companies Inc. now owns 672,129 shares of the network technology company’s stock valued at $136,859,000 after acquiring an additional 384,985 shares during the last quarter. US Bancorp DE increased its stake in Palo Alto Networks by 0.6% in the third quarter. US Bancorp DE now owns 1,364,442 shares of the network technology company’s stock valued at $277,828,000 after acquiring an additional 8,344 shares during the last quarter. Finally, Generali Investments Management Co LLC increased its stake in Palo Alto Networks by 38.4% in the third quarter. Generali Investments Management Co LLC now owns 54,401 shares of the network technology company’s stock valued at $11,077,000 after acquiring an additional 15,091 shares during the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

More Palo Alto Networks News

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 Trading Up 6.2%

NASDAQ PANW opened at $279.53 on Friday. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $302.95. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. The stock has a 50 day simple moving average of $214.06 and a two-hundred day simple moving average of $188.58. The stock has a market cap of $227.82 billion, a P/E ratio of 229.12, a price-to-earnings-growth ratio of 9.77 and a beta of 0.94.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.79 by $0.06. The business had revenue of $3 billion for 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 business’s revenue was up 31.1% on a year-over-year basis. During the same period in the previous year, the firm posted $0.37 EPS. 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, analysts forecast that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts recently commented on PANW shares. Stifel Nicolaus set a $340.00 target price on Palo Alto Networks in a research note on Wednesday, June 3rd. Weiss Ratings cut Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a research note on Thursday, June 4th. Robert W. Baird set a $320.00 price objective on Palo Alto Networks in a research note on Wednesday, June 3rd. Jefferies Financial Group set a $335.00 price objective on Palo Alto Networks and gave the company a “buy” rating in a research note on Wednesday, June 3rd. Finally, BMO Capital Markets raised their price objective on Palo Alto Networks from $270.00 to $335.00 and gave the company an “outperform” rating in a research note on Wednesday, June 3rd. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $306.59.

Insider Buying and Selling at Palo Alto Networks

In other Palo Alto Networks news, EVP Lee Klarich sold 62,904 shares of Palo Alto Networks stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $258.65, for a total transaction of $16,270,119.60. Following the sale, the executive vice president directly owned 235,983 shares of the company’s stock, valued at approximately $61,037,002.95. The trade was a 21.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director John P. Key sold 1,572 shares of Palo Alto Networks stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $173.32, for a total value of $272,459.04. Following the sale, the director directly owned 20,000 shares in the company, valued at approximately $3,466,400. The trade was a 7.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 72,076 shares of company stock worth $17,930,587. Insiders own 1.40% of the company’s stock.

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.