DJE Kapital AG Has $31.89 Million Holdings in Palo Alto Networks, Inc. $PANW

DJE Kapital AG trimmed its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 56.2% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 203,781 shares of the network technology company’s stock after selling 261,094 shares during the period. DJE Kapital AG’s holdings in Palo Alto Networks were worth $31,886,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Darwin Wealth Management LLC bought a new stake in shares of Palo Alto Networks in the 2nd quarter valued at $25,000. Steph & Co. boosted its stake in Palo Alto Networks by 88.2% during the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after acquiring an additional 67 shares in the last quarter. Knuff & Co LLC bought a new position in Palo Alto Networks during the fourth quarter worth $26,000. Sittner & Nelson LLC grew its holdings in Palo Alto Networks by 73.8% in the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after purchasing an additional 62 shares during the period. Finally, Luken Investment Analytics LLC grew its holdings in Palo Alto Networks by 196.2% in the fourth quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock worth $28,000 after purchasing an additional 102 shares during the period. 79.82% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on PANW. TD Cowen reaffirmed a “buy” rating and issued a $330.00 price target (up from $255.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Susquehanna reissued a “positive” rating and set a $350.00 price objective (up from $200.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Capital One Financial set a $421.00 target price on Palo Alto Networks and gave the company an “overweight” rating in a research note on Thursday. Needham & Company LLC boosted their target price on Palo Alto Networks from $350.00 to $425.00 and gave the company a “buy” rating in a research report on Tuesday, July 7th. Finally, Stephens upped their price target on Palo Alto Networks from $180.00 to $300.00 and gave the stock an “equal weight” rating in a research note on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Palo Alto Networks has a consensus rating of “Moderate Buy” and a consensus price target of $327.74.

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 dated Monday, June 1st. The stock was sold at an average price of $285.08, for a total transaction of $313,588.00. Following the completion of the transaction, the chief accounting officer owned 81,636 shares in the company, valued at approximately $23,272,790.88. The trade was a 1.33% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Lee Klarich sold 62,904 shares of Palo Alto Networks stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $258.65, for a total value of $16,270,119.60. Following the transaction, the executive vice president owned 235,983 shares of the company’s stock, valued at $61,037,002.95. This trade represents a 21.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 101,239 shares of company stock worth $27,174,360 in the last 90 days. Company insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Performance

PANW opened at $348.66 on Tuesday. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. The company’s fifty day moving average price is $292.74 and its two-hundred day moving average price is $213.62. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $368.80. The company has a market cap of $284.16 billion, a price-to-earnings ratio of 285.79, a PEG ratio of 13.32 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The firm had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The business’s revenue was up 31.1% on a year-over-year basis. During the same period last year, the company earned $0.37 earnings per share. 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, analysts expect that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

Palo Alto Networks Company 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.