MBB Public Markets I LLC Makes New $282,000 Investment in Palo Alto Networks, Inc. $PANW

Key Points

• MBB Public Markets I LLC acquired a new stake in Palo Alto Networks, purchasing 1,653 shares valued at approximately $282,000 during the first quarter.
• The company's stock is currently trading at $198.33, with a market capitalization of $132.66 billion and a P/E ratio of 123.57.
• Analysts have set varied price targets for Palo Alto Networks, with estimates ranging from $130.00 to $225.00, reflecting a broad consensus of a "Moderate Buy" rating.

MBB Public Markets I LLC acquired a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,653 shares of the network technology company's stock, valued at approximately $282,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in PANW. Capital A Wealth Management LLC acquired a new position in shares of Palo Alto Networks in the 4th quarter worth approximately $29,000. HWG Holdings LP acquired a new stake in shares of Palo Alto Networks during the first quarter worth $31,000. Dagco Inc. acquired a new position in Palo Alto Networks in the 1st quarter worth approximately $33,000. SWAN Capital LLC raised its position in 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 period. Finally, Glen Eagle Advisors LLC grew its stake in Palo Alto Networks by 100.0% in the fourth quarter. Glen Eagle Advisors LLC now owns 212 shares of the network technology company's stock valued at $39,000 after purchasing an additional 106 shares in the last quarter. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the company's stock in a transaction on Monday, June 23rd. The stock was sold at an average price of $201.85, for a total value of $1,009,250.00. Following the completion of the transaction, the executive vice president owned 101,135 shares in the company, valued at $20,414,099.75. This represents a 4.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Josh D. Paul sold 800 shares of the company's stock in a transaction on Friday, June 20th. The shares were sold at an average price of $201.05, for a total value of $160,840.00. Following the completion of the transaction, the chief accounting officer owned 42,033 shares of the company's stock, valued at $8,450,734.65. This trade represents a 1.87% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 569,422 shares of company stock worth $106,629,618 in the last ninety days. Company insiders own 2.50% of the company's stock.

Palo Alto Networks Trading Down 1.0%

Palo Alto Networks stock traded down $2.04 during trading on Friday, hitting $196.29. 4,429,693 shares of the company were exchanged, compared to its average volume of 7,988,031. The business's 50 day moving average is $188.03 and its 200 day moving average is $185.94. Palo Alto Networks, Inc. has a 52 week low of $144.15 and a 52 week high of $210.39. The company has a market capitalization of $131.30 billion, a P/E ratio of 122.30, a PEG ratio of 4.73 and a beta of 0.98.

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

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. DA Davidson reaffirmed a "buy" rating and set a $215.00 target price on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Westpark Capital reaffirmed a "hold" rating on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Needham & Company LLC reiterated a "buy" rating and set a $230.00 target price on shares of Palo Alto Networks in a report on Wednesday, September 3rd. Rosenblatt Securities lowered their price objective on Palo Alto Networks from $235.00 to $215.00 and set a "buy" rating on the stock in a research note on Thursday, August 14th. Finally, BMO Capital Markets raised their price objective on Palo Alto Networks from $217.00 to $225.00 and gave the company an "outperform" rating in a research note on Tuesday, August 19th. Twenty-eight 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. Based on data from MarketBeat.com, Palo Alto Networks presently has an average rating of "Moderate Buy" and an average price target of $211.68.

Palo Alto Networks 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.