AM Investment Strategies LLC Invests $265,000 in Palo Alto Networks, Inc. $PANW

Key Points

• AM Investment Strategies LLC has invested approximately $265,000 in Palo Alto Networks, acquiring 1,297 shares during the 2nd quarter.
• Palo Alto Networks reported a 15.8% year-over-year increase in quarterly revenue, reaching $2.54 billion, and earnings per share of $0.95, surpassing estimates.
• Currently, 79.82% of Palo Alto Networks' stock is held by institutional investors, indicating strong confidence in the company's performance.

AM Investment Strategies LLC acquired a new position in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 1,297 shares of the network technology company's stock, valued at approximately $265,000.

Other institutional investors have also recently made changes to their positions in the company. Capital A Wealth Management LLC purchased a new stake in shares of Palo Alto Networks during the fourth quarter worth about $29,000. HWG Holdings LP purchased a new stake in shares of Palo Alto Networks during the first quarter worth about $31,000. Dagco Inc. purchased a new stake in shares of Palo Alto Networks during the first quarter worth about $33,000. Marshall & Sullivan Inc. WA purchased a new stake in shares of Palo Alto Networks during the second quarter worth about $41,000. Finally, WPG Advisers LLC purchased a new stake in shares of Palo Alto Networks during the first quarter worth about $37,000. Institutional investors own 79.82% of the company's stock.

Palo Alto Networks Stock Performance

Shares of PANW stock opened at $203.25 on Wednesday. Palo Alto Networks, Inc. has a 52-week low of $144.15 and a 52-week high of $210.39. The firm has a market capitalization of $135.95 billion, a P/E ratio of 126.64, a P/E/G ratio of 4.96 and a beta of 0.98. The stock has a 50 day moving average price of $189.17 and a 200 day moving average price of $186.89.

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

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the company. Sanford C. Bernstein set a $207.00 target price on Palo Alto Networks and gave the stock an "outperform" rating in a research report on Tuesday, August 19th. Stephens reiterated an "equal weight" rating and set a $205.00 target price on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Westpark Capital reiterated a "hold" rating on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Rosenblatt Securities cut their price target on Palo Alto Networks from $235.00 to $215.00 and set a "buy" rating for the company in a report on Thursday, August 14th. Finally, Wedbush restated an "outperform" rating and set a $225.00 price target on shares of Palo Alto Networks in a report on Monday, September 15th. Twenty-nine investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $212.39.

Insider Buying and Selling

In other Palo Alto Networks news, CAO Josh D. Paul sold 700 shares of Palo Alto Networks stock in a transaction on Thursday, August 21st. The stock was sold at an average price of $184.20, for a total transaction of $128,940.00. Following the completion of the sale, the chief accounting officer directly owned 37,723 shares of the company's stock, valued at $6,948,576.60. The trade was a 1.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Lee Klarich sold 120,774 shares of Palo Alto Networks stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $191.11, for a total value of $23,081,119.14. Following the sale, the executive vice president directly owned 177,954 shares of the company's stock, valued at approximately $34,008,788.94. This trade represents a 40.43% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 563,622 shares of company stock valued at $105,459,528. Insiders own 2.50% of the company's stock.

About Palo Alto Networks

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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