Buckland Partners Management Co LLC Invests $4.64 Million in Palo Alto Networks, Inc. $PANW

Key Points

• Buckland Partners Management bought 13,600 Palo Alto Networks shares worth approximately $4.64 million, making PANW its 10th-largest holding and about 2.3% of its portfolio. Institutional investors collectively own 79.82% of the company.
• Palo Alto Networks reported quarterly revenue of $3 billion, up 31.1% year over year, and adjusted EPS of $0.85, beating analysts’ $0.79 estimate. The company issued fiscal 2026 EPS guidance of $3.77–$3.79.
• Analyst sentiment remains favorable, with a consensus rating of “Moderate Buy” and an average price target of $342.61, although the stock traded at $375.76 and insiders sold $27.17 million of shares over the past 90 days.

Buckland Partners Management Co LLC bought a new position in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 13,600 shares of the network technology company's stock, valued at approximately $4,638,000. Palo Alto Networks accounts for approximately 2.3% of Buckland Partners Management Co LLC's holdings, making the stock its 10th biggest position.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in PANW. Trilogy Capital Inc. increased its stake in Palo Alto Networks by 1.8% during the second quarter. Trilogy Capital Inc. now owns 2,127 shares of the network technology company's stock worth $725,000 after acquiring an additional 37 shares during the last quarter. Wisconsin Wealth Advisors LLC lifted its stake in shares of Palo Alto Networks by 1.2% in the 2nd quarter. Wisconsin Wealth Advisors LLC now owns 3,206 shares of the network technology company's stock valued at $1,093,000 after purchasing an additional 38 shares in the last quarter. Orrstown Financial Services Inc. lifted 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 in the last quarter. GSG Advisors LLC grew its holdings in shares of Palo Alto Networks by 0.4% during the 1st quarter. GSG Advisors LLC now owns 12,536 shares of the network technology company's stock worth $2,010,000 after purchasing an additional 51 shares during the period. Finally, Outfitters Financial LLC increased its position in Palo Alto Networks by 1.7% during the 4th quarter. Outfitters Financial LLC now owns 3,265 shares of the network technology company's stock worth $601,000 after purchasing an additional 55 shares in the last quarter. Institutional investors and hedge funds own 79.82% of the company's stock.

Palo Alto Networks Trading Down 2.2%

NASDAQ PANW opened at $375.76 on Tuesday. The stock has a market cap of $306.24 billion, a P/E ratio of 308.00, a PEG ratio of 12.89 and a beta of 0.91. The company's fifty day simple moving average is $330.20 and its 200-day simple moving average is $237.05. 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, Inc. has a 52 week low of $139.57 and a 52 week high of $398.88.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last issued its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, topping analysts' consensus estimates 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 firm had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. During the same quarter in the previous year, the business posted $0.37 EPS. The firm's revenue 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. Equities research analysts predict that Palo Alto Networks, Inc. will post 2.02 EPS for the current fiscal year.

Insider Buying and Selling at Palo Alto Networks

In other news, Director Aparna Bawa sold 290 shares of the firm's stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $348.74, for a total transaction of $101,134.60. Following the completion of the sale, the director owned 6,437 shares of the company's stock, valued at approximately $2,244,839.38. This trade represents a 4.31% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Helle Thorning-Schmidt sold 700 shares of Palo Alto Networks stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total transaction of $242,795.00. Following the completion of the sale, the director owned 5,898 shares of the company's stock, valued at approximately $2,045,721.30. This trade represents a 10.61% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 101,239 shares of company stock valued at $27,174,360. Company insiders own 1.40% of the company's stock.

Analyst Upgrades and Downgrades

PANW has been the topic of several research reports. Piper Sandler restated an "overweight" rating and issued a $345.00 price target (up from $265.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. BTIG Research increased their price objective on shares of Palo Alto Networks from $333.00 to $380.00 and gave the stock a "buy" rating in a research report on Tuesday, June 30th. Deutsche Bank Aktiengesellschaft raised their target price on shares of Palo Alto Networks from $220.00 to $350.00 and gave the company a "buy" rating in a research note on Wednesday, June 3rd. Cantor Fitzgerald set a $340.00 target price on shares of Palo Alto Networks and gave the company an "overweight" rating in a report on Wednesday, June 3rd. Finally, Robert W. Baird set a $320.00 price target on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $342.61.

About Palo Alto Networks

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.

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