Palo Alto Networks, Inc. $PANW Shares Purchased by Compound Planning Inc.

Key Points

• Compound Planning Inc. increased its position in Palo Alto Networks by 24.0% in the first quarter, now holding 16,639 shares worth $2.84 million.
• Executives Lee Klarich and Nir Zuk sold significant portions of their stock, with Klarich selling 120,774 shares for over $23.5 million and Zuk selling 100,000 shares for $17.3 million.
• Palo Alto Networks reported a 15.8% annual increase in revenue for the last quarter, reaching $2.54 billion, alongside an EPS of $0.95, exceeding analysts' expectations.

Compound Planning Inc. increased its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 24.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,639 shares of the network technology company's stock after purchasing an additional 3,220 shares during the period. Compound Planning Inc.'s holdings in Palo Alto Networks were worth $2,839,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Connor Clark & Lunn Investment Management Ltd. purchased a new position in shares of Palo Alto Networks during the first quarter worth $261,000. Rehmann Capital Advisory Group grew its position in shares of Palo Alto Networks by 106.4% in the fourth quarter. Rehmann Capital Advisory Group now owns 2,378 shares of the network technology company's stock valued at $433,000 after purchasing an additional 1,226 shares during the period. GAMMA Investing LLC grew its position in shares of Palo Alto Networks by 10.8% in the first quarter. GAMMA Investing LLC now owns 14,125 shares of the network technology company's stock valued at $2,410,000 after purchasing an additional 1,374 shares during the period. Diligent Investors LLC grew its position in shares of Palo Alto Networks by 100.0% in the fourth quarter. Diligent Investors LLC now owns 3,430 shares of the network technology company's stock valued at $624,000 after purchasing an additional 1,715 shares during the period. Finally, Nisa Investment Advisors LLC grew its position in shares of Palo Alto Networks by 8.0% in the first quarter. Nisa Investment Advisors LLC now owns 137,663 shares of the network technology company's stock valued at $23,491,000 after purchasing an additional 10,180 shares during the period. Hedge funds and other institutional investors own 79.82% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the stock. Stephens reiterated an "equal weight" rating and issued a $205.00 target price on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Royal Bank Of Canada reiterated an "outperform" rating and issued a $232.00 target price on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Jefferies Financial Group set a $235.00 target price on shares of Palo Alto Networks in a research report on Tuesday, July 29th. Needham & Company LLC reiterated a "buy" rating and issued a $230.00 target price on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Finally, Wedbush restated an "outperform" rating and set a $225.00 price target on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Twenty-eight equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $211.52.

Palo Alto Networks Trading Up 1.4%

PANW traded up $2.56 on Friday, hitting $185.88. The company had a trading volume of 6,857,662 shares, compared to its average volume of 14,233,472. The firm has a market cap of $123.94 billion, a P/E ratio of 115.81, a PEG ratio of 4.53 and a beta of 0.94. Palo Alto Networks, Inc. has a 1 year low of $144.15 and a 1 year high of $210.39. The company's fifty day moving average price is $190.61 and its 200 day moving average price is $186.32.

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

Insider Activity at Palo Alto Networks

In other news, EVP Lee Klarich sold 120,774 shares of the company's stock in a transaction on Wednesday, June 4th. The shares were sold at an average price of $195.14, for a total value of $23,567,838.36. Following the completion of the transaction, the executive vice president owned 264,246 shares in the company, valued at approximately $51,564,964.44. This represents a 31.37% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Dipak Golechha sold 5,000 shares of the company's stock in a transaction on Monday, June 23rd. The shares were sold at an average price of $201.85, for a total transaction of $1,009,250.00. Following the completion of the transaction, the executive vice president owned 101,135 shares of the company's stock, valued at approximately $20,414,099.75. The trade was a 4.71% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 669,948 shares of company stock worth $126,552,277. Corporate 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.