Fieldview Capital Management LLC Buys Shares of 21,082 Palo Alto Networks, Inc. $PANW

Key Points

• Fieldview Capital purchased a new position of 21,082 shares of Palo Alto Networks in Q3, valued at about $4.29 million.
• Palo Alto beat quarterly EPS estimates ($1.03 vs. $0.94) with revenue of $2.59B (up 14.9% YoY) and set FY2026 guidance of 3.65–3.70 EPS; analysts' consensus is a Moderate Buy with a $210.19 price target.
• Insiders have sold 126,568 shares worth roughly $24.16M in the last 90 days (notably EVP Lee Klarich's $23.07M sale), leaving insiders with just 1.40% ownership.

Fieldview Capital Management LLC purchased a new position in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 21,082 shares of the network technology company's stock, valued at approximately $4,293,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Darwin Wealth Management LLC bought a new stake in shares of Palo Alto Networks during the 2nd quarter worth $25,000. Howard Hughes Medical Institute bought a new position in Palo Alto Networks in the second quarter valued at $29,000. Winch Advisory Services LLC increased its stake in Palo Alto Networks by 96.1% in the third quarter. Winch Advisory Services LLC now owns 149 shares of the network technology company's stock valued at $30,000 after acquiring an additional 73 shares during the last quarter. MTM Investment Management LLC purchased a new stake in Palo Alto Networks during the second quarter valued at about $31,000. Finally, Caitlin John LLC bought a new stake in Palo Alto Networks during the third quarter worth about $31,000. Hedge funds and other institutional investors own 79.82% of the company's stock.

Palo Alto Networks Trading Up 1.2%

NASDAQ PANW opened at $165.05 on Monday. The firm has a market cap of $134.68 billion, a PE ratio of 91.19, a price-to-earnings-growth ratio of 5.96 and a beta of 0.78. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $223.61. The stock has a 50-day moving average of $171.66 and a 200-day moving average of $190.19.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last posted its quarterly earnings results on Tuesday, February 17th. The network technology company reported $1.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.94 by $0.09. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.The business had revenue of $2.59 billion for the quarter, compared to analyst estimates of $2.58 billion. During the same period last year, the company earned $0.81 EPS. Palo Alto Networks's revenue for the quarter was up 14.9% compared to the same quarter last year. Palo Alto Networks has set its FY 2026 guidance at 3.650-3.700 EPS and its Q3 2026 guidance at 0.780-0.800 EPS. As a group, equities research analysts forecast that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the company. Mizuho set a $200.00 price objective on Palo Alto Networks in a report on Wednesday, February 18th. Weiss Ratings reissued a "hold (c)" rating on shares of Palo Alto Networks in a report on Monday, December 29th. Loop Capital dropped their target price on Palo Alto Networks from $190.00 to $160.00 and set a "hold" rating for the company in a research report on Wednesday, February 18th. Guggenheim reaffirmed a "neutral" rating on shares of Palo Alto Networks in a research note on Wednesday, February 18th. Finally, Argus upgraded shares of Palo Alto Networks to a "strong-buy" rating in a research report on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $210.19.

Insider Transactions at Palo Alto Networks

In related news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total value of $940,900.00. Following the transaction, the executive vice president directly owned 155,119 shares of the company's stock, valued at $29,190,293.42. The trade was a 3.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Lee Klarich sold 120,768 shares of the company's stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $191.03, for a total transaction of $23,070,311.04. Following the sale, the executive vice president owned 298,887 shares of the company's stock, valued at $57,096,383.61. This represents a 28.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 126,568 shares of company stock worth $24,159,059. Insiders own 1.40% of the company's stock.

About Palo Alto Networks

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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