Capital Market Strategies LLC Has $256,000 Position in Palo Alto Networks, Inc. $PANW

Capital Market Strategies LLC lowered its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 9.9% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 1,251 shares of the network technology company’s stock after selling 137 shares during the period. Capital Market Strategies LLC’s holdings in Palo Alto Networks were worth $256,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in PANW. Brighton Jones LLC raised its position in shares of Palo Alto Networks by 147.7% during the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after buying an additional 4,031 shares during the last quarter. Bank Pictet & Cie Europe AG raised its position in shares of Palo Alto Networks by 115.6% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 43,985 shares of the network technology company’s stock valued at $8,004,000 after buying an additional 23,586 shares during the last quarter. Bison Wealth LLC raised its position in shares of Palo Alto Networks by 169.1% during the fourth quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after buying an additional 3,275 shares during the last quarter. Graham Capital Management L.P. raised its position in shares of Palo Alto Networks by 26.2% during the fourth quarter. Graham Capital Management L.P. now owns 2,574 shares of the network technology company’s stock valued at $468,000 after buying an additional 535 shares during the last quarter. Finally, Man Group plc raised its position in shares of Palo Alto Networks by 34.7% during the fourth quarter. Man Group plc now owns 159,455 shares of the network technology company’s stock valued at $29,014,000 after buying an additional 41,066 shares during the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Insider Activity

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction dated Monday, June 23rd. The shares were sold at an average price of $201.85, for a total transaction of $1,009,250.00. Following the sale, the executive vice president directly owned 101,135 shares of the company’s stock, valued at approximately $20,414,099.75. This represents a 4.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Josh D. Paul sold 700 shares of the company’s stock in a transaction dated Thursday, August 21st. The stock was sold at an average price of $184.20, for a total transaction of $128,940.00. Following the sale, the chief accounting officer directly owned 37,723 shares in the company, valued at $6,948,576.60. This represents a 1.82% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 569,422 shares of company stock valued at $106,629,618 over the last three months. 2.50% of the stock is owned by corporate insiders.

Palo Alto Networks Trading Down 1.0%

Shares of Palo Alto Networks stock opened at $196.29 on Friday. The stock has a market capitalization of $131.30 billion, a price-to-earnings ratio of 122.30, a P/E/G ratio of 4.73 and a beta of 0.98. Palo Alto Networks, Inc. has a 1-year low of $144.15 and a 1-year high of $210.39. The firm’s 50-day moving average price is $188.03 and its two-hundred day moving average price is $185.94.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Monday, August 18th. The network technology company reported $0.95 earnings per share for the quarter, topping the consensus estimate of $0.89 by $0.06. The firm had revenue of $2.54 billion for the quarter, compared to analysts’ expectations of $2.50 billion. Palo Alto Networks had a net margin of 12.30% and a return on equity of 17.66%. The company’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.75 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. As a group, equities research analysts predict that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the stock. Jefferies Financial Group set a $235.00 price target on shares of Palo Alto Networks in a research report on Tuesday, July 29th. Needham & Company LLC reissued a “buy” rating and issued a $230.00 price target on shares of Palo Alto Networks in a research report on Wednesday, September 3rd. BMO Capital Markets increased their price target on shares of Palo Alto Networks from $217.00 to $225.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 19th. JMP Securities reissued a “market outperform” rating and issued a $212.00 price target on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Finally, KeyCorp lowered shares of Palo Alto Networks from an “overweight” rating to a “sector weight” rating in a research report on Thursday, July 31st. Twenty-eight research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and an average target price of $211.68.

Palo Alto Networks Profile

Palo Alto Networks, Inc provides cybersecurity solutions worldwide. The company offers firewall appliances and software; and Panorama, a security management solution for the global control of network security platform as a virtual or a physical appliance. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention.