Palo Alto Networks, Inc. $PANW Shares Sold by Epoch Investment Partners Inc.

Key Points

• Epoch Investment Partners Inc. has reduced its holdings in Palo Alto Networks, Inc. by 56.6%, now owning 3,266 shares worth approximately $557,000.
• Several hedge funds, including Vanguard Group Inc. and Goldman Sachs Group Inc., have increased their positions in Palo Alto Networks, reflecting strong institutional interest in the company.
• Palo Alto Networks reported a revenue of $2.54 billion in its last quarter, exceeding consensus estimates, and set its FY 2026 EPS guidance to between 3.750-3.850.

Epoch Investment Partners Inc. trimmed its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 56.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,266 shares of the network technology company's stock after selling 4,258 shares during the period. Epoch Investment Partners Inc.'s holdings in Palo Alto Networks were worth $557,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in PANW. Capital A Wealth Management LLC bought a new position in Palo Alto Networks during the 4th quarter worth about $29,000. HWG Holdings LP bought a new position in Palo Alto Networks during the 1st quarter worth about $31,000. Dagco Inc. purchased a new stake in shares of Palo Alto Networks during the first quarter valued at about $33,000. SWAN Capital LLC lifted its position in shares of Palo Alto Networks by 100.0% during the fourth quarter. SWAN Capital LLC now owns 200 shares of the network technology company's stock valued at $36,000 after buying an additional 100 shares during the last quarter. Finally, Strategic Investment Solutions Inc. IL lifted its position in shares of Palo Alto Networks by 58.9% during the first quarter. Strategic Investment Solutions Inc. IL now owns 224 shares of the network technology company's stock valued at $38,000 after buying an additional 83 shares during the last quarter. 79.82% of the stock is currently owned by institutional investors.

Palo Alto Networks Stock Down 0.3%

Shares of Palo Alto Networks stock traded down $0.50 during trading hours on Friday, reaching $190.52. 5,189,897 shares of the company's stock were exchanged, compared to its average volume of 11,148,018. Palo Alto Networks, Inc. has a 1 year low of $144.15 and a 1 year high of $210.39. The company has a market capitalization of $127.04 billion, a P/E ratio of 118.70, a price-to-earnings-growth ratio of 4.56 and a beta of 0.94. The business has a fifty day moving average of $189.39 and a two-hundred day moving average of $186.17.

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

Analysts Set New Price Targets

Several research firms have commented on PANW. Rosenblatt Securities decreased their price target on shares of Palo Alto Networks from $235.00 to $215.00 and set a "buy" rating for the company in a research report on Thursday, August 14th. Wells Fargo & Company raised their price objective on Palo Alto Networks from $225.00 to $235.00 and gave the stock an "overweight" rating in a research report on Wednesday, May 21st. Stephens reissued an "equal weight" rating and issued a $205.00 price objective on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Cantor Fitzgerald reissued an "overweight" rating and set a $223.00 price target on shares of Palo Alto Networks in a research report on Friday, August 15th. Finally, KeyCorp lowered shares of Palo Alto Networks from an "overweight" rating to a "sector weight" rating in a research report on Thursday, July 31st. Twenty-eight equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $211.52.

Insider Activity

In other news, EVP Dipak Golechha sold 5,000 shares of the business's stock in a transaction dated 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 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 sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Nir Zuk sold 100,000 shares of the business'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 transaction, the executive vice president directly owned 3,143,516 shares in the company, valued at approximately $543,199,564.80. The trade was a 3.08% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 669,422 shares of company stock worth $126,452,337. 2.50% of the stock is owned by insiders.

Palo Alto Networks Company Profile

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.