Motley Fool Asset Management LLC Has $13.18 Million Holdings in Palo Alto Networks, Inc. $PANW

Key Points

• Motley Fool Asset Management increased its Palo Alto Networks stake by 34.6% in the fourth quarter, ending with 71,543 shares valued at about $13.18 million.
• Palo Alto Networks reported strong quarterly results, with $0.85 EPS on $3.0 billion in revenue, both ahead of estimates, and revenue rose 31.1% year over year.
• Despite the strong growth, the stock was down 2.2% and has faced some pressure from concerns about rising costs and margins, even as analysts largely maintain a Moderate Buy outlook.

Motley Fool Asset Management LLC boosted its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 34.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 71,543 shares of the network technology company's stock after buying an additional 18,391 shares during the quarter. Motley Fool Asset Management LLC's holdings in Palo Alto Networks were worth $13,178,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Westfield Capital Management Co. LP bought a new position in shares of Palo Alto Networks during the third quarter worth approximately $75,412,000. Peapack Gladstone Financial Corp increased its stake in shares of Palo Alto Networks by 8.8% during the fourth quarter. Peapack Gladstone Financial Corp now owns 48,458 shares of the network technology company's stock worth $8,926,000 after purchasing an additional 3,926 shares during the period. American Century Companies Inc. increased its stake in shares of Palo Alto Networks by 134.1% during the third quarter. American Century Companies Inc. now owns 672,129 shares of the network technology company's stock worth $136,859,000 after purchasing an additional 384,985 shares during the period. US Bancorp DE increased its stake in shares of Palo Alto Networks by 0.6% during the third quarter. US Bancorp DE now owns 1,364,442 shares of the network technology company's stock worth $277,828,000 after purchasing an additional 8,344 shares during the period. Finally, Generali Investments Management Co LLC increased its stake in shares of Palo Alto Networks by 38.4% during the third quarter. Generali Investments Management Co LLC now owns 54,401 shares of the network technology company's stock worth $11,077,000 after purchasing an additional 15,091 shares during the period. Institutional investors and hedge funds own 79.82% of the company's stock.

Key Palo Alto Networks News

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Palo Alto Networks recently hit a $10 billion annual revenue run rate, reinforcing that the company has grown far beyond its legacy firewall roots and continues to scale as a cybersecurity platform. Palo Alto Networks Hits $10B Revenue Run Rate Beats S&P 500 Across All Timeframes
• Positive Sentiment: Cybersecurity remains a favored theme as AI adoption grows, with industry commentary suggesting autonomous AI agents will need security protection, which could expand the long-term market for PANW’s products. Zscaler CEO: AI Will Create ‘Billions of Agents' That Need Cybersecurity Protection
• Neutral Sentiment: Northland Securities reiterated a Market Perform view and maintained a $302 price target, while modeling earnings of $0.45 per share for Q1 2027 and $0.48 for Q2 2027, suggesting steady expectations but no major near-term catalyst from the research note. Palo Alto Networks, Inc. market data
• Neutral Sentiment: Short interest data showed no meaningful change, so it does not appear to be a driver of the stock’s move today.
• Negative Sentiment: Recent post-earnings trading has been pressured by concerns that rising costs are weighing on margins, which is likely a key reason investors have been trimming the stock. PANW Stock Declines 9% Post Q3 Results: Should You Buy, Sell or Hold?

Palo Alto Networks Trading Down 2.2%

Shares of NASDAQ:PANW opened at $260.52 on Wednesday. The company has a market capitalization of $212.32 billion, a P/E ratio of 213.54, a P/E/G ratio of 9.45 and a beta of 0.94. Palo Alto Networks, Inc. has a 1 year low of $139.57 and a 1 year high of $302.95. 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 business's 50 day simple moving average is $209.50 and its 200 day simple moving average is $187.35.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last issued its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.79 by $0.06. The business had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The firm's quarterly revenue was up 31.1% compared to the same quarter last year. During the same quarter in the prior 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, research analysts anticipate that Palo Alto Networks, Inc. will post 2.12 EPS for the current fiscal year.

Insider Buying and Selling at Palo Alto Networks

In related news, CAO Josh D. Paul sold 1,100 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $285.08, for a total transaction of $313,588.00. Following the sale, the chief accounting officer owned 81,636 shares of the company's stock, valued at $23,272,790.88. This represents a 1.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Lee Klarich sold 62,904 shares of the stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $258.65, for a total value of $16,270,119.60. Following the sale, the executive vice president directly owned 235,983 shares in the company, valued at $61,037,002.95. This represents a 21.05% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,076 shares of company stock valued at $17,930,587 over the last ninety days. 1.40% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the company. UBS Group set a $300.00 target price on Palo Alto Networks and gave the stock a "neutral" rating in a research note on Wednesday, June 3rd. The Goldman Sachs Group reiterated a "buy" rating and set a $330.00 target price on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Northland Securities increased their target price on Palo Alto Networks from $190.00 to $302.00 and gave the stock a "market perform" rating in a research note on Wednesday, June 3rd. Mizuho increased their target price on Palo Alto Networks from $265.00 to $305.00 and gave the stock an "outperform" rating in a research note on Wednesday, June 3rd. Finally, Evercore reiterated an "outperform" rating and set a $375.00 target price on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $306.59.

Palo Alto Networks Company 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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