B. Metzler seel. Sohn & Co. AG Has $177.55 Million Stock Position in Palo Alto Networks, Inc. $PANW

Key Points

• B. Metzler seel. Sohn & Co. AG increased its stake in Palo Alto Networks by 0.8%, owning approximately 1,040,489 shares worth $177.55 million, making it the fund's 15th largest holding.
• Other institutional investors, such as Nuveen LLC and Goldman Sachs Group Inc., significantly boosted their stakes in Palo Alto Networks, contributing to a total of 79.82% of the stock being owned by institutional investors.
• Palo Alto Networks reported a quarterly revenue of $2.54 billion with an EPS of $0.95, exceeding analyst expectations and indicating a year-over-year revenue increase of 15.8%.

B. Metzler seel. Sohn & Co. AG lifted its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 0.8% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,040,489 shares of the network technology company's stock after purchasing an additional 8,384 shares during the quarter. Palo Alto Networks accounts for approximately 1.8% of B. Metzler seel. Sohn & Co. AG's holdings, making the stock its 15th largest position. B. Metzler seel. Sohn & Co. AG owned approximately 0.16% of Palo Alto Networks worth $177,549,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of PANW. Nuveen LLC acquired a new stake in shares of Palo Alto Networks in the first quarter valued at $810,047,000. Nuveen Asset Management LLC lifted its holdings in shares of Palo Alto Networks by 98.0% in the fourth quarter. Nuveen Asset Management LLC now owns 6,158,580 shares of the network technology company's stock valued at $1,120,615,000 after buying an additional 3,047,625 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Palo Alto Networks by 92.7% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 5,951,283 shares of the network technology company's stock valued at $1,082,895,000 after buying an additional 2,862,718 shares during the period. GAMMA Investing LLC lifted its holdings in shares of Palo Alto Networks by 18,802.8% in the first quarter. GAMMA Investing LLC now owns 2,410,290 shares of the network technology company's stock valued at $411,292,000 after buying an additional 2,397,539 shares during the period. Finally, Goldman Sachs Group Inc. lifted its holdings in shares of Palo Alto Networks by 41.9% in the first quarter. Goldman Sachs Group Inc. now owns 7,235,406 shares of the network technology company's stock valued at $1,234,650,000 after buying an additional 2,134,735 shares during the period. Institutional investors own 79.82% of the company's stock.

Analyst Ratings Changes

PANW has been the subject of several research analyst reports. DA Davidson restated a "buy" rating and issued a $215.00 price objective on shares of Palo Alto Networks in a report on Tuesday, August 19th. Cantor Fitzgerald restated an "overweight" rating and issued a $223.00 price objective on shares of Palo Alto Networks in a report on Friday, August 15th. KeyCorp lowered Palo Alto Networks from an "overweight" rating to a "sector weight" rating in a report on Thursday, July 31st. Guggenheim boosted their target price on Palo Alto Networks from $130.00 to $135.00 and gave the stock a "sell" rating in a research report on Tuesday, August 19th. Finally, Bank of America raised Palo Alto Networks from a "neutral" rating to a "buy" rating and set a $215.00 target price on the stock in a research report on Tuesday, August 19th. Twenty-eight analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $211.52.

Insider Transactions at Palo Alto Networks

In related news, EVP Lee Klarich sold 120,774 shares of Palo Alto Networks stock in a transaction on Monday, August 4th. The stock was sold at an average price of $171.58, for a total transaction of $20,722,402.92. Following the completion of the sale, the executive vice president owned 206,718 shares of the company's stock, valued at approximately $35,468,674.44. This trade represents a 36.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Josh D. Paul sold 700 shares of Palo Alto Networks stock in a transaction on Thursday, August 21st. The shares were sold at an average price of $184.20, for a total value of $128,940.00. Following the sale, the chief accounting officer directly owned 37,723 shares of the company's stock, valued at approximately $6,948,576.60. The trade was a 1.82% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 669,948 shares of company stock worth $126,552,277 in the last ninety days. Company insiders own 2.50% of the company's stock.

Palo Alto Networks Stock Performance

Shares of PANW stock traded up $3.41 on Thursday, reaching $191.02. 6,023,511 shares of the company's stock traded hands, compared to its average volume of 12,337,660. Palo Alto Networks, Inc. has a 12-month low of $144.15 and a 12-month high of $210.39. The company has a market capitalization of $127.37 billion, a P/E ratio of 119.02, a price-to-earnings-growth ratio of 4.59 and a beta of 0.94. The business's 50 day moving average price is $189.57 and its two-hundred day moving average price is $186.21.

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 for the quarter, beating 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 business had revenue of $2.54 billion for the quarter, compared to the consensus estimate of $2.50 billion. During the same quarter in the previous year, the company posted $0.75 earnings per share. Palo Alto Networks's revenue for the quarter 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. Research analysts predict that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Palo Alto Networks 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.