Palo Alto Networks, Inc. $PANW Shares Acquired by Dimensional Fund Advisors LP

Dimensional Fund Advisors LP boosted its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 1.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,185,262 shares of the network technology company’s stock after purchasing an additional 13,700 shares during the period. Dimensional Fund Advisors LP’s holdings in Palo Alto Networks were worth $241,337,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its stake in shares of 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 in the last quarter. Geode Capital Management LLC raised its position in shares of Palo Alto Networks by 1.1% during the second quarter. Geode Capital Management LLC now owns 15,174,029 shares of the network technology company’s stock worth $3,093,262,000 after purchasing an additional 169,055 shares during the period. First Trust Advisors LP lifted its holdings in shares of Palo Alto Networks by 7.7% during the second 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 during the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in shares of 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 valued at $916,099,000 after purchasing an additional 54,601 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Palo Alto Networks in the 2nd quarter valued at $675,865,000. 79.82% of the stock is currently owned by institutional investors.

Insider Activity at Palo Alto Networks

In related news, EVP Lee Klarich sold 120,768 shares of the stock in a transaction on Thursday, January 8th. The stock was 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 directly owned 298,887 shares in the company, valued at approximately $57,096,383.61. This trade represents a 28.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $188.18, for a total value of $940,900.00. Following the sale, the executive vice president owned 155,119 shares of the company’s stock, valued at approximately $29,190,293.42. This represents a 3.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 139,068 shares of company stock worth $26,600,684. Corporate insiders own 1.40% of the company’s stock.

Palo Alto Networks Price Performance

Shares of PANW opened at $165.05 on Friday. The business’s 50-day moving average is $171.66 and its 200-day moving average is $190.15. The company has a market capitalization of $134.68 billion, a price-to-earnings ratio of 91.19, a P/E/G ratio of 5.96 and a beta of 0.78. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, topping the consensus estimate of $0.94 by $0.09. Palo Alto Networks had a net margin of 12.96% and a return on equity of 17.60%. The business had revenue of $2.59 billion during the quarter, compared to analysts’ expectations of $2.58 billion. During the same period last year, the company posted $0.81 earnings per share. The firm’s quarterly revenue was up 14.9% compared to the same quarter last year. 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. Equities research analysts expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

PANW has been the topic of a number of analyst reports. JPMorgan Chase & Co. dropped their price target on Palo Alto Networks from $225.00 to $200.00 and set an “overweight” rating on the stock in a research note on Thursday, February 19th. HSBC decreased their target price on shares of Palo Alto Networks from $157.00 to $114.00 in a report on Thursday, February 19th. Deutsche Bank Aktiengesellschaft dropped their target price on shares of Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating on the stock in a research report on Wednesday, February 18th. Stifel Nicolaus reduced their price target on shares of Palo Alto Networks from $200.00 to $185.00 and set a “buy” rating for the company in a research report on Wednesday, February 18th. Finally, Stephens raised their price objective on shares of Palo Alto Networks from $205.00 to $215.00 and gave the stock an “equal weight” rating in a research note on Thursday, November 20th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, Palo Alto Networks has a consensus rating of “Moderate Buy” and a consensus price target of $210.19.

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.