Schroder Investment Management Group Has $463.67 Million Stake in Palo Alto Networks, Inc. $PANW

Schroder Investment Management Group raised its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 1.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 2,277,112 shares of the network technology company’s stock after buying an additional 42,561 shares during the period. Schroder Investment Management Group owned 0.33% of Palo Alto Networks worth $463,666,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of PANW. Darwin Wealth Management LLC bought a new position in Palo Alto Networks in the second quarter valued at approximately $25,000. Howard Hughes Medical Institute acquired a new stake in shares of Palo Alto Networks in the 2nd quarter valued at approximately $29,000. Winch Advisory Services LLC grew its stake in shares of Palo Alto Networks by 96.1% in the third quarter. Winch Advisory Services LLC now owns 149 shares of the network technology company’s stock valued at $30,000 after buying an additional 73 shares in the last quarter. MTM Investment Management LLC acquired a new position in Palo Alto Networks during the second quarter worth $31,000. Finally, Caitlin John LLC bought a new stake in Palo Alto Networks in the third quarter valued at approximately $31,000. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Palo Alto Networks Stock Up 1.2%

Shares of NASDAQ:PANW opened at $165.05 on Monday. Palo Alto Networks, Inc. has a 12-month low of $139.57 and a 12-month high of $223.61. The company’s 50 day moving average price is $171.66 and its two-hundred day moving average price is $190.19. The firm has a market cap of $134.68 billion, a PE ratio of 91.19, a PEG ratio of 5.96 and a beta of 0.78.

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

Insider Buying and Selling

In other news, EVP Lee Klarich sold 120,768 shares of the business’s stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $191.03, for a total value of $23,070,311.04. Following the completion of the transaction, the executive vice president directly owned 298,887 shares in the company, valued at approximately $57,096,383.61. The trade was a 28.78% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $188.18, for a total transaction of $940,900.00. Following the sale, the executive vice president owned 155,119 shares in the company, valued at $29,190,293.42. This represents a 3.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 126,568 shares of company stock worth $24,159,059. Company insiders own 1.40% of the company’s stock.

Analyst Ratings Changes

A number of research firms have commented on PANW. Citigroup reaffirmed a “buy” rating and set a $210.00 price objective (down from $235.00) on shares of Palo Alto Networks in a research report on Thursday, February 19th. UBS Group set a $183.00 target price on shares of Palo Alto Networks in a report on Thursday, February 19th. Scotiabank reissued an “outperform” rating on shares of Palo Alto Networks in a report on Wednesday, February 18th. Rosenblatt Securities restated a “buy” rating and set a $225.00 price objective on shares of Palo Alto Networks in a research report on Wednesday, February 18th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Palo Alto Networks in a research report on Wednesday, February 18th. Two analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $210.19.

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.