Focus Partners Advisor Solutions LLC Acquires 2,346 Shares of Palo Alto Networks, Inc. $PANW

Key Points

• Focus Partners Advisor Solutions LLC increased its holdings in Palo Alto Networks by 12.5%, acquiring 2,346 shares and bringing its total to 21,049 shares valued at approximately $4.3 million.
• Palo Alto Networks has received favorable ratings from analysts, with a consensus target price of $217.22 and multiple "buy" ratings with projections ranging up to $245.00.
• In Q1 2026, Palo Alto Networks expects to report an EPS in the range of 0.880-0.900, following a strong Q4 performance where it reported an EPS of $0.95, exceeding estimates.

Focus Partners Advisor Solutions LLC increased its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 12.5% in the second quarter, according to its most recent filing with the SEC. The fund owned 21,049 shares of the network technology company's stock after acquiring an additional 2,346 shares during the period. Focus Partners Advisor Solutions LLC's holdings in Palo Alto Networks were worth $4,307,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the business. Briaud Financial Planning Inc bought a new position in shares of Palo Alto Networks in the second quarter worth about $28,000. Dagco Inc. bought a new position in Palo Alto Networks in the 1st quarter worth about $33,000. Marshall & Sullivan Inc. WA purchased a new position in shares of Palo Alto Networks during the second quarter worth approximately $41,000. WPG Advisers LLC bought a new stake in shares of Palo Alto Networks during the first quarter valued at approximately $37,000. Finally, Strategic Investment Solutions Inc. IL boosted its holdings in shares of Palo Alto Networks by 58.9% in the first quarter. Strategic Investment Solutions Inc. IL now owns 224 shares of the network technology company's stock valued at $38,000 after purchasing an additional 83 shares during the period. Institutional investors own 79.82% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. BMO Capital Markets lifted their target price on Palo Alto Networks from $217.00 to $225.00 and gave the company an "outperform" rating in a research report on Tuesday, August 19th. JMP Securities restated a "market outperform" rating and set a $212.00 price target on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Needham & Company LLC reaffirmed a "buy" rating and issued a $230.00 price objective on shares of Palo Alto Networks in a research note on Wednesday, September 3rd. DA Davidson reissued a "buy" rating and set a $215.00 target price on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Finally, UBS Group set a $245.00 price target on shares of Palo Alto Networks in a research report on Friday, September 26th. Thirty research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $217.22.

Palo Alto Networks Stock Performance

PANW stock opened at $217.11 on Friday. Palo Alto Networks, Inc. has a one year low of $144.15 and a one year high of $218.23. The firm has a market cap of $145.22 billion, a price-to-earnings ratio of 135.27, a PEG ratio of 5.16 and a beta of 0.98. The firm has a 50-day simple moving average of $200.79 and a two-hundred day simple moving average of $192.46.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last posted its quarterly earnings data on Monday, August 18th. The network technology company reported $0.95 EPS for the quarter, topping 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 during the quarter, compared to analyst estimates of $2.50 billion. During the same quarter in the previous year, the business posted $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. As a group, equities analysts predict that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

Insider Activity

In other news, EVP Lee Klarich sold 120,774 shares of the firm's stock in a transaction on Monday, October 6th. The stock was sold at an average price of $211.92, for a total value of $25,594,426.08. Following the completion of the sale, the executive vice president owned 149,190 shares of the company's stock, valued at $31,616,344.80. This trade represents a 44.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of the business's stock in a transaction on Tuesday, September 23rd. The stock was sold at an average price of $204.19, for a total value of $1,020,950.00. Following the transaction, the executive vice president owned 96,135 shares in the company, valued at approximately $19,629,805.65. This trade represents a 4.94% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 1,315,130 shares of company stock worth $260,687,367. Company insiders own 2.50% of the company's stock.

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.

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