Investment Research & Advisory Group Inc. Has $492,000 Holdings in Palo Alto Networks, Inc. $PANW

Key Points

• Investment Research & Advisory Group Inc. reduced its holdings in Palo Alto Networks by 37.8% in Q2, owning 2,405 shares worth approximately $492,000 as of the end of that quarter.
• Multiple hedge funds have recently made adjustments to their positions in Palo Alto Networks, with 79.82% of the stock now owned by institutional investors and hedge funds.
• Palo Alto Networks reported Q1 earnings with an EPS of $0.95, exceeding estimates, and has set its guidance for FY 2026 at 3.750-3.850 EPS.

Investment Research & Advisory Group Inc. decreased its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 37.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,405 shares of the network technology company's stock after selling 1,464 shares during the quarter. Investment Research & Advisory Group Inc.'s holdings in Palo Alto Networks were worth $492,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the stock. HWG Holdings LP bought a new stake in shares of Palo Alto Networks during the first quarter worth $31,000. Dagco Inc. acquired a new stake in shares of Palo Alto Networks during the 1st quarter valued at $33,000. WPG Advisers LLC bought a new stake in Palo Alto Networks during the 1st quarter worth $37,000. Strategic Investment Solutions Inc. IL increased its holdings in Palo Alto Networks by 58.9% in the 1st quarter. Strategic Investment Solutions Inc. IL now owns 224 shares of the network technology company's stock worth $38,000 after purchasing an additional 83 shares in the last quarter. Finally, Stonebridge Financial Group LLC raised its position in Palo Alto Networks by 46.8% in the first quarter. Stonebridge Financial Group LLC now owns 232 shares of the network technology company's stock valued at $40,000 after purchasing an additional 74 shares during the last quarter. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

PANW has been the topic of several research reports. Westpark Capital restated a "hold" rating on shares of Palo Alto Networks in a report on Tuesday, August 19th. Barclays reissued an "overweight" rating and set a $215.00 target price (up from $210.00) on shares of Palo Alto Networks in a report on Tuesday, August 19th. Tigress Financial began coverage on shares of Palo Alto Networks in a report on Friday. They set a "buy" rating and a $245.00 price target on the stock. DA Davidson restated a "buy" rating and issued a $215.00 price objective on shares of Palo Alto Networks in a report on Tuesday, August 19th. Finally, Piper Sandler raised Palo Alto Networks from a "neutral" rating to an "overweight" rating and raised their target price for the stock from $200.00 to $225.00 in a research report on Tuesday, August 12th. Thirty investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $214.64.

Palo Alto Networks Price Performance

Shares of Palo Alto Networks stock opened at $202.37 on Monday. The stock's 50-day moving average is $189.58 and its 200 day moving average is $187.47. Palo Alto Networks, Inc. has a one year low of $144.15 and a one year high of $210.39. The firm has a market cap of $135.37 billion, a price-to-earnings ratio of 126.09, a PEG ratio of 4.82 and a beta of 0.98.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last issued its quarterly earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.89 by $0.06. The firm had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.50 billion. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.The company's revenue was up 15.8% compared to the same quarter last year. During the same period in the previous 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. On average, sell-side analysts expect that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Insider Buying and Selling at Palo Alto Networks

In other Palo Alto Networks news, CEO Nikesh Arora sold 846,408 shares of the firm's stock in a transaction on Tuesday, September 23rd. The shares were sold at an average price of $204.06, for a total value of $172,718,016.48. Following the completion of the sale, the chief executive officer directly owned 275,013 shares in the company, valued at approximately $56,119,152.78. This trade represents a 75.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Nir Zuk sold 100,000 shares of the company's stock in a transaction dated Tuesday, July 1st. The shares were sold at an average price of $198.66, for a total transaction of $19,866,000.00. Following the transaction, the executive vice president owned 3,243,516 shares in the company, valued at $644,356,888.56. This represents a 2.99% decrease in their position. The disclosure for this sale can be found here. Insiders sold 1,415,030 shares of company stock valued at $279,198,494 over the last 90 days. 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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