GSG Advisors LLC Invests $3.80 Million in Palo Alto Networks, Inc. $PANW

Key Points

• GSG Advisors LLC acquired 11,133 Palo Alto Networks shares valued at approximately $3.80 million, making PANW about 0.8% of its portfolio. Institutional investors and hedge funds collectively own 79.82% of the stock.
• Analysts remain broadly bullish, with a consensus rating of “Moderate Buy” and an average price target of $362.67. Several firms recently raised their targets, including RBC to $434 and Tigress Financial to $430.
• Palo Alto Networks exceeded quarterly expectations with adjusted EPS of $0.85 versus $0.79 expected and revenue of $3.0 billion, up 31.1% year over year. However, insiders have sold roughly $10.8 million of shares over the past 90 days, while the stock trades at a high P/E ratio of 293.48.

GSG Advisors LLC bought a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor bought 11,133 shares of the network technology company's stock, valued at approximately $3,797,000. Palo Alto Networks accounts for about 0.8% of GSG Advisors LLC's investment portfolio, making the stock its 23rd biggest holding.

Several other hedge funds have also bought and sold shares of PANW. Asset One Wealth Management LLC acquired a new stake in Palo Alto Networks in the 2nd quarter valued at about $828,000. Safeguard Investment Advisory Group LLC acquired a new position in Palo Alto Networks during the second quarter worth approximately $329,000. Infrastructure Capital Advisors LLC acquired a new position in Palo Alto Networks during the second quarter worth approximately $299,000. Maxi Investments CY Ltd bought a new stake in Palo Alto Networks in the second quarter valued at approximately $3,410,000. Finally, Portland Investment Counsel Inc. bought a new stake in Palo Alto Networks in the second quarter valued at approximately $612,000. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the company. BTIG Research raised their price objective on Palo Alto Networks from $333.00 to $380.00 and gave the company a "buy" rating in a research report on Tuesday, June 30th. Royal Bank Of Canada reissued an "outperform" rating and set a $434.00 target price (up from $330.00) on shares of Palo Alto Networks in a report on Friday, August 14th. Tigress Financial increased their price target on Palo Alto Networks from $245.00 to $430.00 and gave the company a "buy" rating in a research note on Wednesday, July 15th. Citigroup reaffirmed a "market outperform" rating on shares of Palo Alto Networks in a report on Wednesday, August 12th. Finally, Wedbush lifted their price objective on shares of Palo Alto Networks from $300.00 to $340.00 and gave the stock an "outperform" rating in a research report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $362.67.

Insiders Place Their Bets

In other Palo Alto Networks news, Director Helle Thorning-Schmidt sold 700 shares of the stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total transaction of $242,795.00. Following the transaction, the director owned 5,898 shares in the company, valued at $2,045,721.30. This represents a 10.61% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of the firm's stock in a transaction that occurred on Tuesday, June 23rd. The stock was sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the transaction, the executive vice president directly owned 145,250 shares in the company, valued at $42,058,590. This represents a 3.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 37,935 shares of company stock worth $10,809,461. 1.40% of the stock is currently owned by insiders.

Palo Alto Networks Stock Up 0.0%

PANW stock opened at $358.04 on Monday. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. The stock has a market capitalization of $291.80 billion, a price-to-earnings ratio of 293.48, a PEG ratio of 12.00 and a beta of 0.91. The business's fifty day moving average price is $337.38 and its two-hundred day moving average price is $242.19. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $398.88.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last announced its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.79 by $0.06. The company had revenue of $3 billion during the quarter, compared to analysts' expectations of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. Palo Alto Networks's quarterly revenue was up 31.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.37 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. On average, equities analysts anticipate that Palo Alto Networks, Inc. will post 2.02 earnings per share for the current year.

Palo Alto Networks Profile

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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