Pathfinder Wealth Consulting Inc. acquired a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 2,670 shares of the network technology company’s stock, valued at approximately $492,000.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in PANW. Vanguard Group Inc. lifted its holdings in Palo Alto Networks by 4.1% during the fourth quarter. Vanguard Group Inc. now owns 67,929,063 shares of the network technology company’s stock valued at $12,512,533,000 after purchasing an additional 2,659,100 shares in the last quarter. Victory Capital Management Inc. raised its position in shares of Palo Alto Networks by 108.3% in the third quarter. Victory Capital Management Inc. now owns 2,467,692 shares of the network technology company’s stock valued at $502,263,000 after buying an additional 1,282,738 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new stake in shares of Palo Alto Networks in the third quarter valued at about $162,161,000. Danske Bank A S acquired a new stake in shares of Palo Alto Networks in the third quarter valued at about $151,682,000. Finally, Amundi raised its position in shares of Palo Alto Networks by 25.1% in the third quarter. Amundi now owns 3,532,201 shares of the network technology company’s stock valued at $750,875,000 after buying an additional 708,332 shares during the last quarter. 79.82% of the stock is owned by hedge funds and other institutional investors.
Palo Alto Networks Trading Up 3.0%
Palo Alto Networks stock opened at $260.58 on Friday. Palo Alto Networks, Inc. has a 12-month low of $139.57 and a 12-month high of $261.41. The stock has a market cap of $212.63 billion, a P/E ratio of 143.97, a PEG ratio of 9.39 and a beta of 0.77. The company has a 50-day moving average price of $183.29 and a 200 day moving average price of $182.32.
Analyst Upgrades and Downgrades
View Our Latest Research Report on Palo Alto Networks
Key Headlines Impacting Palo Alto Networks
Here are the key news stories impacting Palo Alto Networks this week:
- Positive Sentiment: Wells Fargo raised its price target on PANW to $285 from $235 and kept an overweight rating, signaling further upside potential for the cybersecurity leader.
- Positive Sentiment: Truist also boosted its price target ahead of results, reinforcing Wall Street’s improving view of Palo Alto Networks’ earnings and growth outlook. Palo Alto Networks (PANW) Gets Major Price Target Boost from Truist Ahead of Q1 Results
- Positive Sentiment: Jefferies said customers at the company’s Ignite On Tour event showed strong interest in PANW’s AI security offerings, with acquisitions Portkey and Koi Security attracting attention and little resistance to recent firewall price increases.
- Positive Sentiment: Investor commentary continued to highlight cybersecurity as a durable budget priority, with Palo Alto Networks added to Josh Brown’s “best stocks” list alongside other leading security names.
- Neutral Sentiment: One article framed PANW’s strong year-to-date outperformance versus Palantir as a possible rebalancing candidate, but the piece was more about relative performance than a new company-specific catalyst. Palo Alto Networks Is Beating Palantir by 60% This Year. Is a Rebalancing Imminent?
- Neutral Sentiment: Company insider selling by CAO Josh D. Paul was disclosed, though the 400-share sale was relatively small versus his remaining holdings and does not by itself signal a major shift in fundamentals.
- Neutral Sentiment: Recent commentary also pointed to rising AI security demand for products like Prisma AIRS and XSIAM, supporting the long-term growth narrative rather than changing near-term results.
Insider Activity
In related news, EVP Dipak Golechha sold 5,000 shares of the firm’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $160.42, for a total transaction of $802,100.00. Following the completion of the sale, the executive vice president directly owned 150,250 shares in the company, valued at approximately $24,103,105. This trade represents a 3.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Josh D. Paul sold 400 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $236.95, for a total transaction of $94,780.00. Following the sale, the chief accounting officer owned 82,736 shares of the company’s stock, valued at approximately $19,604,295.20. The trade was a 0.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 30,756 shares of company stock valued at $5,076,355 in the last quarter. Insiders own 1.40% of the company’s stock.
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.
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