Alpine Woods Capital Investors LLC Purchases 68 Shares of Palo Alto Networks, Inc. $PANW

Alpine Woods Capital Investors LLC boosted its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 0.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 28,317 shares of the network technology company’s stock after acquiring an additional 68 shares during the period. Palo Alto Networks makes up approximately 1.4% of Alpine Woods Capital Investors LLC’s holdings, making the stock its 20th largest holding. Alpine Woods Capital Investors LLC’s holdings in Palo Alto Networks were worth $5,795,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in PANW. Brighton Jones LLC increased its stake in 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 acquiring an additional 4,031 shares during the period. Bison Wealth LLC increased its stake in 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 acquiring an additional 3,275 shares during the period. GAMMA Investing LLC boosted its holdings in Palo Alto Networks by 10.8% during the first quarter. GAMMA Investing LLC now owns 14,125 shares of the network technology company’s stock valued at $2,410,000 after purchasing an additional 1,374 shares in the last quarter. Elevation Point Wealth Partners LLC boosted its holdings in Palo Alto Networks by 7.4% during the first quarter. Elevation Point Wealth Partners LLC now owns 2,423 shares of the network technology company’s stock valued at $413,000 after purchasing an additional 167 shares in the last quarter. Finally, Dynamic Advisor Solutions LLC boosted its holdings in Palo Alto Networks by 5.6% during the first quarter. Dynamic Advisor Solutions LLC now owns 31,609 shares of the network technology company’s stock valued at $5,394,000 after purchasing an additional 1,688 shares in the last quarter. 79.82% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on PANW. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $232.00 price objective on shares of Palo Alto Networks in a report on Tuesday, August 19th. JMP Securities reaffirmed a “market outperform” rating and set a $212.00 price objective on shares of Palo Alto Networks in a report on Tuesday, August 19th. DA Davidson reaffirmed a “buy” rating and set a $215.00 price objective on shares of Palo Alto Networks in a report on Tuesday, August 19th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $223.00 price objective on shares of Palo Alto Networks in a report on Friday, August 15th. Finally, Tigress Financial began coverage on Palo Alto Networks in a report on Friday, September 26th. They set a “buy” rating and a $245.00 price objective on the stock. Twenty-nine equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $216.00.

Insider Activity

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction on Tuesday, September 23rd. The stock was sold at an average price of $204.19, for a total transaction of $1,020,950.00. Following the transaction, the executive vice president owned 96,135 shares of the company’s stock, valued at approximately $19,629,805.65. This represents a 4.94% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Nir Zuk sold 100,000 shares of the company’s stock in a transaction on Friday, August 1st. The stock was sold at an average price of $172.80, for a total value of $17,280,000.00. Following the transaction, the executive vice president directly owned 3,143,516 shares in the company, valued at approximately $543,199,564.80. This represents a 3.08% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 1,315,130 shares of company stock worth $260,687,367. 2.50% of the stock is owned by company insiders.

Palo Alto Networks Price Performance

Shares of PANW opened at $213.28 on Tuesday. The company has a market capitalization of $142.66 billion, a P/E ratio of 132.88, a PEG ratio of 4.96 and a beta of 0.98. Palo Alto Networks, Inc. has a one year low of $144.15 and a one year high of $217.94. The business’s 50 day simple moving average is $193.79 and its 200-day simple moving average is $189.56.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Monday, August 18th. The network technology company reported $0.95 EPS for the quarter, topping the consensus estimate of $0.89 by $0.06. The business had revenue of $2.54 billion for the quarter, compared to the consensus estimate of $2.50 billion. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.Palo Alto Networks’s revenue was up 15.8% compared to the same quarter last year. During the same period in the previous year, the business earned $0.75 EPS. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. On average, sell-side analysts anticipate that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

About Palo Alto Networks

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.