Edmond DE Rothschild Holding S.A. Has $7.90 Million Position in Palo Alto Networks, Inc. $PANW

Key Points

• Edmond DE Rothschild Holding S.A. reduced its stake in Palo Alto Networks by 11.0%, selling 5,723 shares and retaining 46,319 shares valued at approximately $7.9 million.
• Institutional investors now own nearly 80% of Palo Alto Networks stock, with recent significant increases in positions from firms like Nuveen LLC and Goldman Sachs Group Inc.
• Palo Alto Networks reported earnings per share of $0.95 for the latest quarter, surpassing estimates, and has been upgraded by multiple analysts with a consensus price target of $211.68.

Edmond DE Rothschild Holding S.A. lowered its stake in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 11.0% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 46,319 shares of the network technology company's stock after selling 5,723 shares during the quarter. Edmond DE Rothschild Holding S.A.'s holdings in Palo Alto Networks were worth $7,904,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the stock. Nuveen LLC bought a new stake in Palo Alto Networks during the first quarter worth about $810,047,000. Nuveen Asset Management LLC increased its position in shares of Palo Alto Networks by 98.0% during the 4th quarter. Nuveen Asset Management LLC now owns 6,158,580 shares of the network technology company's stock worth $1,120,615,000 after purchasing an additional 3,047,625 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in shares of Palo Alto Networks by 92.7% during the 4th 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 worth $1,082,895,000 after purchasing an additional 2,862,718 shares in the last quarter. GAMMA Investing LLC raised its stake in shares of Palo Alto Networks by 18,802.8% during the 1st quarter. GAMMA Investing LLC now owns 2,410,290 shares of the network technology company's stock worth $411,292,000 after purchasing an additional 2,397,539 shares in the last quarter. Finally, Goldman Sachs Group Inc. boosted its holdings in shares of Palo Alto Networks by 41.9% in the 1st 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 last quarter. Institutional investors own 79.82% of the company's stock.

Insider Activity

In related news, EVP Nir Zuk sold 100,000 shares of the company's stock in a transaction dated Friday, August 1st. The shares were sold at an average price of $172.80, for a total transaction of $17,280,000.00. Following the completion of the sale, the executive vice president owned 3,143,516 shares of the company's stock, valued at $543,199,564.80. This represents a 3.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Lee Klarich sold 120,774 shares of the company's stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $191.11, for a total transaction of $23,081,119.14. Following the sale, the executive vice president directly owned 177,954 shares of the company's stock, valued at $34,008,788.94. This represents a 40.43% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 569,422 shares of company stock worth $106,629,618. 2.50% of the stock is owned by company insiders.

Palo Alto Networks Stock Performance

Shares of PANW stock traded up $2.11 on Friday, hitting $194.46. The company's stock had a trading volume of 5,667,224 shares, compared to its average volume of 9,308,827. The stock's 50 day moving average is $188.33 and its 200-day moving average is $185.85. Palo Alto Networks, Inc. has a fifty-two week low of $144.15 and a fifty-two week high of $210.39. The company has a market capitalization of $130.07 billion, a PE ratio of 121.16, a PEG ratio of 4.64 and a beta of 0.98.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last released its quarterly earnings results on Monday, August 18th. The network technology company reported $0.95 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 business had revenue of $2.54 billion for the quarter, compared to the consensus estimate of $2.50 billion. During the same period in the prior year, the company posted $0.75 earnings per share. Palo Alto Networks's revenue 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. On average, research analysts forecast that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Guggenheim increased their price target on shares of Palo Alto Networks from $130.00 to $135.00 and gave the company a "sell" rating in a research note on Tuesday, August 19th. Northland Securities reduced their price target on Palo Alto Networks from $210.00 to $177.00 and set a "market perform" rating for the company in a report on Wednesday, May 21st. BMO Capital Markets boosted their price target on Palo Alto Networks from $217.00 to $225.00 and gave the stock an "outperform" rating in a research report on Tuesday, August 19th. UBS Group set a $185.00 price target on Palo Alto Networks and gave the stock a "neutral" rating in a research report on Tuesday, August 12th. Finally, Rosenblatt Securities lowered their price target on Palo Alto Networks from $235.00 to $215.00 and set a "buy" rating on the stock in a research report on Thursday, August 14th. Twenty-eight research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $211.68.

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.