Royal London Asset Management Ltd. Has $132.59 Million Stock Position in Palo Alto Networks, Inc. $PANW

Royal London Asset Management Ltd. raised its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 1.7% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 388,809 shares of the network technology company’s stock after acquiring an additional 6,478 shares during the period. Royal London Asset Management Ltd.’s holdings in Palo Alto Networks were worth $132,592,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in PANW. Trilogy Capital Inc. lifted its position in Palo Alto Networks by 1.8% in the 2nd quarter. Trilogy Capital Inc. now owns 2,127 shares of the network technology company’s stock valued at $725,000 after acquiring an additional 37 shares in the last quarter. Wisconsin Wealth Advisors LLC increased its holdings in Palo Alto Networks by 1.2% during the 2nd quarter. Wisconsin Wealth Advisors LLC now owns 3,206 shares of the network technology company’s stock worth $1,093,000 after purchasing an additional 38 shares in the last quarter. Orrstown Financial Services Inc. raised its stake in shares of Palo Alto Networks by 1.2% in the 2nd quarter. Orrstown Financial Services Inc. now owns 3,197 shares of the network technology company’s stock valued at $1,090,000 after purchasing an additional 38 shares during the period. WNY Asset Management LLC raised its stake in shares of Palo Alto Networks by 2.8% in the 2nd quarter. WNY Asset Management LLC now owns 1,751 shares of the network technology company’s stock valued at $597,000 after purchasing an additional 47 shares during the period. Finally, GSG Advisors LLC lifted its holdings in shares of Palo Alto Networks by 0.4% in the first quarter. GSG Advisors LLC now owns 12,536 shares of the network technology company’s stock valued at $2,010,000 after purchasing an additional 51 shares in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Insider Buying and Selling at Palo Alto Networks

In other Palo Alto Networks news, Director James J. Goetz sold 20,000 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $279.90, for a total value of $5,598,000.00. Following the sale, the director owned 20,000 shares in the company, valued at $5,598,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director John P. Key sold 7,500 shares of the firm’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $279.24, for a total value of $2,094,300.00. Following the completion of the sale, the director directly owned 12,500 shares of the company’s stock, valued at approximately $3,490,500. The trade was a 37.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 38,835 shares of company stock valued at $11,127,854 in the last three months. Corporate insiders own 1.40% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on PANW shares. William Blair reissued an “outperform” rating on shares of Palo Alto Networks in a research report on Tuesday, June 16th. HSBC upped their price target on Palo Alto Networks from $114.00 to $207.00 in a research report on Thursday, June 4th. Tigress Financial raised their price target on shares of Palo Alto Networks from $245.00 to $430.00 and gave the stock a “buy” rating in a research note on Wednesday, July 15th. Guggenheim downgraded shares of Palo Alto Networks from a “neutral” rating to a “reduce” rating in a report on Wednesday, May 27th. Finally, Stephens boosted their price objective on shares of Palo Alto Networks from $180.00 to $300.00 and gave the stock an “equal weight” rating in a research report on Wednesday, June 3rd. One 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $368.42.

Key Headlines Impacting Palo Alto Networks

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

Palo Alto Networks Price Performance

NASDAQ:PANW opened at $371.59 on Friday. The stock has a market capitalization of $302.85 billion, a PE ratio of 304.58, a P/E/G ratio of 11.74 and a beta of 0.91. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $398.88. The firm has a fifty day simple moving average of $344.62 and a 200 day simple moving average of $248.45. 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 (NASDAQ:PANW) last announced its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 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 company’s revenue for the quarter was up 31.1% compared to the same quarter last year. During the same quarter last year, the company posted $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, research analysts expect that Palo Alto Networks, Inc. will post 2.01 EPS for the current fiscal year.

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.