Compass Capital Management Inc. Buys New Position in Palo Alto Networks, Inc. $PANW

Key Points

• Compass Capital Management acquired 73,515 Palo Alto Networks shares worth approximately $25.1 million in the second quarter, making PANW about 1.5% 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 earnings of $0.85 per share, exceeding analyst expectations of $0.79. The company issued fiscal 2026 EPS guidance of $3.77–$3.79.
• Analysts maintain a generally positive view, with a consensus “Moderate Buy” rating and an average price target of $339.61, while insiders sold 101,239 shares valued at approximately $27.2 million during the last quarter.

Compass Capital Management Inc. purchased a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 73,515 shares of the network technology company's stock, valued at approximately $25,070,000. Palo Alto Networks makes up approximately 1.5% of Compass Capital Management Inc.'s holdings, making the stock its 26th biggest holding.

Several other large investors have also bought and sold shares of PANW. Brighton Jones LLC grew its stake in shares of Palo Alto Networks by 147.7% in the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company's stock worth $1,230,000 after acquiring an additional 4,031 shares in the last quarter. Bison Wealth LLC lifted its position in shares of Palo Alto Networks by 169.1% during the fourth quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company's stock valued at $948,000 after purchasing an additional 3,275 shares in the last quarter. Sivia Capital Partners LLC lifted its position in shares of Palo Alto Networks by 66.3% during the second quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company's stock valued at $713,000 after purchasing an additional 1,389 shares in the last quarter. Osterweis Capital Management Inc. boosted its holdings in Palo Alto Networks by 11,100.0% during the second quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company's stock worth $115,000 after purchasing an additional 555 shares during the last quarter. Finally, Main Street Financial Solutions LLC boosted its holdings in Palo Alto Networks by 6.0% during the second quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company's stock worth $900,000 after purchasing an additional 249 shares during the last quarter. 79.82% of the stock is currently owned by institutional investors.

Palo Alto Networks Stock Performance

Shares of PANW stock opened at $384.27 on Monday. The firm has a market cap of $313.18 billion, a price-to-earnings ratio of 314.98, a P/E/G ratio of 12.89 and a beta of 0.91. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $398.88. The firm's 50-day simple moving average is $328.02 and its two-hundred day simple moving average is $235.70.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last released its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating 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 analysts' expectations of $2.94 billion. During the same period in the previous year, the company earned $0.37 earnings per share. The company's quarterly 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. As a group, equities analysts forecast that Palo Alto Networks, Inc. will post 2.02 earnings per share for the current year.

Analysts Set New Price Targets

PANW has been the subject of several analyst reports. TD Cowen reiterated a "buy" rating on shares of Palo Alto Networks in a research note on Thursday, August 6th. Arete Research boosted their target price on Palo Alto Networks from $185.00 to $433.00 and gave the stock a "buy" rating in a research note on Monday, June 29th. Loop Capital upped their target price on Palo Alto Networks from $160.00 to $290.00 and gave the company a "hold" rating in a report on Wednesday, June 3rd. Weiss Ratings downgraded Palo Alto Networks from a "hold (c)" rating to a "hold (c-)" rating in a research report on Thursday, June 4th. Finally, JPMorgan Chase & Co. lifted their price target on Palo Alto Networks from $200.00 to $300.00 and gave the stock an "overweight" rating in a report on Monday, June 1st. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $339.61.

Insiders Place Their Bets

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the firm's stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $289.56, for a total value of $1,447,800.00. Following the completion of the sale, the executive vice president directly owned 145,250 shares of the company's stock, valued at $42,058,590. This trade represents a 3.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Lee Klarich sold 62,904 shares of the business's stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $258.65, for a total value of $16,270,119.60. Following the completion of the sale, the executive vice president owned 235,983 shares in the company, valued at approximately $61,037,002.95. The trade was a 21.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 101,239 shares of company stock valued at $27,174,360 in the last quarter. 1.40% of the stock is currently owned by company insiders.

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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