Towarzystwo Funduszy Inwestycyjnych PZU SA Purchases 2,917 Shares of Palo Alto Networks, Inc. $PANW

Towarzystwo Funduszy Inwestycyjnych PZU SA grew its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 91.9% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 6,092 shares of the network technology company’s stock after acquiring an additional 2,917 shares during the period. Towarzystwo Funduszy Inwestycyjnych PZU SA’s holdings in Palo Alto Networks were worth $1,122,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Harold Davidson & Associates Inc. raised its stake in shares of Palo Alto Networks by 5.0% during the third quarter. Harold Davidson & Associates Inc. now owns 1,056 shares of the network technology company’s stock valued at $215,000 after acquiring an additional 50 shares in the last quarter. Princeton Capital Management LLC raised its stake in shares of Palo Alto Networks by 3.4% during the third quarter. Princeton Capital Management LLC now owns 1,520 shares of the network technology company’s stock valued at $310,000 after acquiring an additional 50 shares in the last quarter. South Plains Financial Inc. raised its stake in shares of Palo Alto Networks by 1.0% during the third quarter. South Plains Financial Inc. now owns 4,823 shares of the network technology company’s stock valued at $982,000 after acquiring an additional 50 shares in the last quarter. Fayez Sarofim & Co raised its stake in shares of Palo Alto Networks by 1.2% during the third quarter. Fayez Sarofim & Co now owns 4,310 shares of the network technology company’s stock valued at $878,000 after acquiring an additional 50 shares in the last quarter. Finally, Certified Advisory Corp raised its stake in shares of Palo Alto Networks by 0.3% during the third quarter. Certified Advisory Corp now owns 16,938 shares of the network technology company’s stock valued at $3,449,000 after acquiring an additional 51 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Price Performance

NASDAQ PANW opened at $279.62 on Monday. The firm’s fifty day simple moving average is $216.44 and its two-hundred day simple moving average is $189.26. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. Palo Alto Networks, Inc. has a 12-month low of $139.57 and a 12-month high of $302.95. The firm has a market capitalization of $227.89 billion, a P/E ratio of 229.20, a P/E/G ratio of 10.38 and a beta of 0.94.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly 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 business had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. During the same period in the previous year, the company earned $0.37 earnings per share. The business’s revenue for the quarter was up 31.1% on a year-over-year basis. 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. Analysts forecast that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

Insiders Place Their Bets

In other Palo Alto Networks news, CAO Josh D. Paul sold 1,100 shares of Palo Alto Networks stock in a transaction on Monday, June 1st. The shares were sold at an average price of $285.08, for a total value of $313,588.00. Following the transaction, the chief accounting officer directly owned 81,636 shares of the company’s stock, valued at approximately $23,272,790.88. The trade was a 1.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John P. Key sold 7,500 shares of Palo Alto Networks stock in a transaction on Friday, June 12th. The stock was sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the completion of the transaction, the director directly owned 12,500 shares in the company, valued at $3,490,500. This represents a 37.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 81,044 shares of company stock valued at $20,424,722. 1.40% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on PANW. Loop Capital lifted their price target on shares of Palo Alto Networks from $160.00 to $290.00 and gave the company a “hold” rating in a research note on Wednesday, June 3rd. Stifel Nicolaus set a $340.00 price target on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Weiss Ratings downgraded shares of Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a research note on Thursday, June 4th. Cantor Fitzgerald set a $340.00 price target on shares of Palo Alto Networks and gave the company an “overweight” rating in a research note on Wednesday, June 3rd. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and set a $325.00 price target (up from $285.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $306.59.

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.