Groupama Asset Managment Has $86.34 Million Position in Palo Alto Networks, Inc. $PANW

Groupama Asset Managment grew its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 116.8% in the first quarter, Holdings Channel.com reports. The firm owned 538,549 shares of the network technology company’s stock after purchasing an additional 290,170 shares during the period. Palo Alto Networks comprises approximately 1.2% of Groupama Asset Managment’s investment portfolio, making the stock its 23rd largest position. Groupama Asset Managment’s holdings in Palo Alto Networks were worth $86,340,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Darwin Wealth Management LLC acquired a new position in Palo Alto Networks during the second quarter valued at $25,000. Knuff & Co LLC acquired a new stake in Palo Alto Networks during the 4th quarter worth about $26,000. Steph & Co. boosted its position in Palo Alto Networks by 88.2% during the 4th quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after acquiring an additional 67 shares during the period. Sittner & Nelson LLC grew its stake in Palo Alto Networks by 73.8% during the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after acquiring an additional 62 shares in the last quarter. Finally, WHI TRUST Co LLC purchased a new position in Palo Alto Networks during the 4th quarter valued at about $28,000. Institutional investors and hedge funds own 79.82% of the company’s stock.

Palo Alto Networks Price Performance

NASDAQ PANW opened at $331.83 on Friday. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. The stock has a market capitalization of $270.44 billion, a PE ratio of 271.99, a price-to-earnings-growth ratio of 12.09 and a beta of 0.91. The company has a 50 day moving average price of $308.00 and a two-hundred day moving average price of $222.24. Palo Alto Networks, Inc. has a 12-month low of $139.57 and a 12-month high of $368.80.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 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 the consensus estimate of $2.94 billion. During the same period in the previous year, the firm posted $0.37 earnings per share. The company’s revenue for the quarter 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. As a group, equities analysts predict that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research firms recently commented on PANW. Rosenblatt Securities raised their price target on shares of Palo Alto Networks from $275.00 to $355.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Stifel Nicolaus set a $340.00 price objective on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Arete Research upped their price objective on shares of Palo Alto Networks from $185.00 to $433.00 and gave the company a “buy” rating in a research note on Monday, June 29th. Wolfe Research reiterated an “outperform” rating and issued a $320.00 target price on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Finally, HSBC lifted their target price on shares of Palo Alto Networks from $114.00 to $207.00 in a research note on Thursday, June 4th. One equities research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Palo Alto Networks presently has an average rating of “Moderate Buy” and a consensus price target of $331.48.

Insiders Place Their Bets

In other Palo Alto Networks news, Director Helle Thorning-Schmidt sold 700 shares of the firm’s stock in a transaction dated Tuesday, July 7th. The stock was 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 $2,045,721.30. This trade represents a 10.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Aparna Bawa sold 290 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was 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 of the company’s stock, valued at $2,244,839.38. This represents a 4.31% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 101,239 shares of company stock worth $27,174,360 in the last 90 days. 1.40% of the stock is owned by corporate insiders.

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.