Nissay Asset Management Corp Japan Buys 15,079 Shares of Palo Alto Networks, Inc. $PANW

Nissay Asset Management Corp Japan lifted its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 6.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 240,842 shares of the network technology company’s stock after purchasing an additional 15,079 shares during the period. Nissay Asset Management Corp Japan’s holdings in Palo Alto Networks were worth $82,132,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Darwin Wealth Management LLC bought a new position in Palo Alto Networks during the second quarter valued at $25,000. Knuff & Co LLC purchased a new position in shares of Palo Alto Networks during the 4th quarter valued at $26,000. Solstein Capital LLC bought a new position in shares of Palo Alto Networks during the 2nd quarter worth $26,000. Sittner & Nelson LLC increased its holdings in Palo Alto Networks by 73.8% in the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after acquiring an additional 62 shares during the last quarter. Finally, N.E.W. Advisory Services LLC purchased a new stake in Palo Alto Networks in the 2nd quarter worth about $27,000. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Stock Performance

Palo Alto Networks stock opened at $371.59 on Friday. The firm’s fifty day moving average price is $344.62 and its 200-day moving average price is $248.45. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. The stock has a market cap of $302.85 billion, a P/E ratio of 304.58, a price-to-earnings-growth ratio of 12.10 and a beta of 0.91. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $398.88.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The company had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. During the same period in the previous year, the business earned $0.37 earnings per share. The firm’s quarterly revenue was up 31.1% compared to the same quarter last year. 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. On average, equities research analysts expect that Palo Alto Networks, Inc. will post 2.01 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Aparna Bawa sold 290 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $348.74, for a total value of $101,134.60. Following the completion of the sale, the director directly owned 6,437 shares in the company, valued at approximately $2,244,839.38. The trade was a 4.31% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Helle Thorning-Schmidt sold 700 shares of the stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total transaction of $242,795.00. Following the transaction, the director directly owned 5,898 shares in the company, valued at approximately $2,045,721.30. This represents a 10.61% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 38,835 shares of company stock valued at $11,127,854. 1.40% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on PANW shares. Deutsche Bank Aktiengesellschaft boosted their price target on shares of Palo Alto Networks from $220.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. New Street Research set a $415.00 target price on shares of Palo Alto Networks in a report on Tuesday, August 18th. JPMorgan Chase & Co. increased their target price on Palo Alto Networks from $326.00 to $384.00 and gave the stock an “overweight” rating in a research report on Tuesday. Piper Sandler reaffirmed an “overweight” rating and issued a $345.00 price target (up from $265.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Finally, Capital One Financial set a $421.00 price target on Palo Alto Networks and gave the company an “overweight” rating in a research report on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and an average price target of $368.42.

More Palo Alto Networks News

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Benchmark raised its price target to $400 from $340 and maintained a Buy rating, citing potential upside to next-generation security annual recurring revenue, revenue, operating income and margins. The forecast reinforces expectations that Palo Alto Networks’ AI-security strategy is gaining traction. Palo Alto Networks Gets a $400 Target
• Positive Sentiment: Investors are taking confidence from CrowdStrike’s stronger-than-expected results, which highlighted robust AI-related cybersecurity demand and lifted sentiment across the sector. Palo Alto Networks is viewed as a potential beneficiary of the same spending cycle. Palo Alto Networks Stock Trades Up
• Positive Sentiment: Platformization, adoption of AI-security products and recent deal wins are expected to support fourth-quarter growth. BTIG also assigned PANW a Buy rating, adding to broadly favorable analyst coverage. Palo Alto Networks to Report Q4 Earnings
• Neutral Sentiment: Earnings are the next major catalyst. Traders expect potentially significant movement after the report, while analysts are watching recurring revenue, margins, operating income and guidance—not just revenue and EPS. Expected Post-Earnings Stock Move
• Negative Sentiment: Acquisition-related costs could pressure results, and the stock’s triple-digit P/E ratio—above 300 based on the supplied data—means much of the AI-growth outlook may already be reflected in the price. Any shortfall in growth or guidance could trigger profit-taking. Palo Alto’s Rally Has One Big Problem Ahead of Earnings
• Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000, reducing his position by 1.21%. The transaction is small relative to his remaining holdings but may create a modest sentiment headwind. Palo Alto Networks Insider Sale

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.