Alamea Verwaltungs GmbH Makes New Investment in Palo Alto Networks, Inc. $PANW

Key Points

• Alamea Verwaltungs GmbH has made a new investment in Palo Alto Networks, purchasing 2,946 shares valued at approximately $503,000.
• Palo Alto Networks reported $0.95 earnings per share for the last quarter, exceeding analysts' expectations, with revenue reaching $2.54 billion, up 15.8% year-over-year.
• Multiple brokerages have issued positive reports on Palo Alto Networks, with Barclays and Truist Financial raising their price targets to $215.00 and $220.00, respectively, highlighting strong investor sentiment.

Alamea Verwaltungs GmbH bought a new position in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 2,946 shares of the network technology company's stock, valued at approximately $503,000.

Other large investors have also added to or reduced their stakes in the company. Capital A Wealth Management LLC bought a new position in Palo Alto Networks in the 4th quarter worth about $29,000. HWG Holdings LP bought a new position in Palo Alto Networks in the 1st quarter worth about $31,000. Dagco Inc. bought a new stake in shares of Palo Alto Networks during the 1st quarter valued at about $33,000. SWAN Capital LLC boosted its position in shares of Palo Alto Networks by 100.0% during the 4th quarter. SWAN Capital LLC now owns 200 shares of the network technology company's stock valued at $36,000 after acquiring an additional 100 shares during the last quarter. Finally, WPG Advisers LLC bought a new stake in shares of Palo Alto Networks during the 1st quarter valued at about $37,000. Institutional investors own 79.82% of the company's stock.

Palo Alto Networks Trading Down 0.3%

Shares of NASDAQ PANW opened at $190.52 on Friday. The stock has a market cap of $127.04 billion, a price-to-earnings ratio of 118.70, a P/E/G ratio of 4.55 and a beta of 0.94. Palo Alto Networks, Inc. has a 1-year low of $144.15 and a 1-year high of $210.39. The stock's 50-day moving average is $189.39 and its 200 day moving average is $186.10.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last announced its quarterly earnings data on Monday, August 18th. The network technology company reported $0.95 earnings per share for the quarter, beating analysts' consensus estimates of $0.89 by $0.06. The company had revenue of $2.54 billion for the quarter, compared to analysts' expectations of $2.50 billion. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.Palo Alto Networks's revenue for the quarter was up 15.8% compared to the same quarter last year. During the same period last year, the firm posted $0.75 EPS. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. On average, analysts forecast that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on PANW. Barclays reiterated an "overweight" rating and set a $215.00 price target (up previously from $210.00) on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Truist Financial set a $220.00 price target on Palo Alto Networks and gave the company a "buy" rating in a research report on Tuesday, August 19th. Morgan Stanley lifted their price target on Palo Alto Networks from $205.00 to $210.00 and gave the company an "overweight" rating in a research report on Wednesday, August 20th. BMO Capital Markets lifted their price target on Palo Alto Networks from $217.00 to $225.00 and gave the company an "outperform" rating in a research report on Tuesday, August 19th. Finally, Roth Capital began coverage on Palo Alto Networks in a research report on Thursday, May 15th. They set a "neutral" rating and a $210.00 price target for the company. Twenty-eight equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $211.52.

Insider Buying and Selling

In other Palo Alto Networks news, EVP Nir Zuk sold 100,000 shares of Palo Alto Networks stock in a transaction that occurred on Friday, August 1st. The stock was sold at an average price of $172.80, for a total value of $17,280,000.00. Following the transaction, the executive vice president directly owned 3,143,516 shares of the company's stock, valued at $543,199,564.80. The trade was a 3.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction that occurred on Monday, June 23rd. The stock was sold at an average price of $201.85, for a total value of $1,009,250.00. Following the completion of the transaction, the executive vice president directly owned 101,135 shares in the company, valued at $20,414,099.75. This trade represents a 4.71% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 669,422 shares of company stock valued at $126,452,337 over the last quarter. Company insiders own 2.50% of the company's stock.

Palo Alto Networks Company Profile

Palo Alto Networks, Inc provides cybersecurity solutions worldwide. The company offers firewall appliances and software; and Panorama, a security management solution for the global control of network security platform as a virtual or a physical appliance. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention.

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