Clal Insurance Enterprises Holdings Ltd Invests $79.29 Million in Palo Alto Networks, Inc. $PANW

Key Points

• Clal Insurance Enterprises acquired 232,499 Palo Alto Networks shares in the second quarter, valued at approximately $79.3 million. 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 earnings of $0.85 per share—beating analysts’ $0.79 estimate. The company issued fiscal 2026 EPS guidance of $3.77–$3.79.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $362.67; however, insiders sold $10.8 million worth of shares over the last quarter.

Clal Insurance Enterprises Holdings Ltd acquired a new position in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 232,499 shares of the network technology company's stock, valued at approximately $79,287,000.

Several other hedge funds have also recently added to or reduced their stakes in PANW. Janney Montgomery Scott LLC lifted its holdings in shares of Palo Alto Networks by 15.0% in the first quarter. Janney Montgomery Scott LLC now owns 410,401 shares of the network technology company's stock valued at $65,796,000 after buying an additional 53,485 shares during the period. Aviva PLC lifted its holdings in Palo Alto Networks by 5.4% in the 4th quarter. Aviva PLC now owns 568,804 shares of the network technology company's stock valued at $104,774,000 after acquiring an additional 29,230 shares during the last quarter. B&D White Capital Company LLC bought a new position in shares of Palo Alto Networks during the 1st quarter valued at about $353,000. Bridgewater Advisors Inc. acquired a new position in shares of Palo Alto Networks in the 2nd quarter worth approximately $2,159,000. Finally, Granite Islands Private Wealth LLC grew its stake in shares of Palo Alto Networks by 43.6% in the 1st quarter. Granite Islands Private Wealth LLC now owns 15,342 shares of the network technology company's stock worth $2,453,000 after purchasing an additional 4,659 shares during the last quarter. Institutional investors own 79.82% of the company's stock.

Insider Activity at Palo Alto Networks

In other news, Director John P. Key sold 7,500 shares of the 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 $3,490,500. This represents a 37.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Helle Thorning-Schmidt sold 700 shares of the firm's stock in a transaction that occurred 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 sale, the director owned 5,898 shares of the company's stock, valued at approximately $2,045,721.30. This represents a 10.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 37,935 shares of company stock worth $10,809,461. Company insiders own 1.40% of the company's stock.

Palo Alto Networks Trading Up 0.0%

Palo Alto Networks stock opened at $358.04 on Monday. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $398.88. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. The firm has a market capitalization of $291.80 billion, a price-to-earnings ratio of 293.48, a P/E/G ratio of 12.00 and a beta of 0.91. The company has a 50 day moving average price of $337.38 and a 200 day moving average price of $242.19.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last announced its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. During the same period in the previous year, the business earned $0.37 EPS. The company's revenue was up 31.1% on a year-over-year basis. 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. Research analysts forecast that Palo Alto Networks, Inc. will post 2.02 EPS for the current year.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Cantor Fitzgerald raised their target price on shares of Palo Alto Networks from $340.00 to $425.00 and gave the stock an "overweight" rating in a report on Wednesday, August 19th. New Street Research set a $415.00 price target on Palo Alto Networks in a report on Tuesday, August 18th. Sanford C. Bernstein increased their price objective on Palo Alto Networks from $209.00 to $253.00 and gave the company an "outperform" rating in a research report on Wednesday, June 3rd. FBN Securities reissued an "outperform" rating on shares of Palo Alto Networks in a research note on Wednesday, July 1st. Finally, Rosenblatt Securities lifted their target price on Palo Alto Networks from $275.00 to $355.00 and gave the stock a "buy" rating in a report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $362.67.

Palo Alto Networks Company 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.

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