Anatole Investment Management Ltd Invests $31 Million in Palo Alto Networks, Inc. $PANW

Anatole Investment Management Ltd acquired a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 168,289 shares of the network technology company’s stock, valued at approximately $30,999,000. Palo Alto Networks makes up about 5.1% of Anatole Investment Management Ltd’s holdings, making the stock its 7th biggest holding.

Several other large investors have also bought and sold shares of the business. Vanguard Group Inc. boosted its stake in Palo Alto Networks by 4.1% in the fourth quarter. Vanguard Group Inc. now owns 67,929,063 shares of the network technology company’s stock valued at $12,512,533,000 after buying an additional 2,659,100 shares in the last quarter. State Street Corp boosted its stake in Palo Alto Networks by 2.0% in the fourth quarter. State Street Corp now owns 30,331,705 shares of the network technology company’s stock valued at $5,587,100,000 after buying an additional 594,789 shares in the last quarter. Bank of America Corp DE boosted its stake in Palo Alto Networks by 11.9% in the fourth quarter. Bank of America Corp DE now owns 19,375,486 shares of the network technology company’s stock valued at $3,568,964,000 after buying an additional 2,065,776 shares in the last quarter. Geode Capital Management LLC boosted its stake in Palo Alto Networks by 3.5% in the fourth quarter. Geode Capital Management LLC now owns 15,989,257 shares of the network technology company’s stock valued at $2,934,935,000 after buying an additional 540,756 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of Palo Alto Networks during the 4th quarter valued at $1,415,364,000. 79.82% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages recently weighed in on PANW. Wolfe Research restated an “outperform” rating and set a $320.00 price objective on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Scotiabank reissued a “sector outperform” rating and set a $320.00 price target (up from $180.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Rosenblatt Securities lifted their price target on Palo Alto Networks from $275.00 to $355.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. Barclays reissued an “overweight” rating and set a $315.00 price target (up from $220.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Finally, FBN Securities reissued an “outperform” rating and set a $330.00 price target on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and an average price target of $306.59.

Palo Alto Networks Price Performance

Palo Alto Networks stock opened at $282.13 on Thursday. The stock’s 50 day moving average is $223.60 and its 200 day moving average is $191.30. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. The firm has a market cap of $229.94 billion, a P/E ratio of 231.25, a P/E/G ratio of 10.39 and a beta of 0.94. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $302.95.

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

Insider Buying and Selling

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 value of $16,270,119.60. Following the completion of the sale, the executive vice president directly owned 235,983 shares in the company, valued at approximately $61,037,002.95. The trade was a 21.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director James J. Goetz sold 20,000 shares of Palo Alto Networks 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 101,044 shares of company stock valued at $26,022,722 over the last 90 days. 1.40% of the stock is currently owned by corporate insiders.

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.