Palo Alto Networks, Inc. $PANW Shares Acquired by Focus Partners Advisor Solutions LLC

Focus Partners Advisor Solutions LLC grew its stake in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 72.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 18,703 shares of the network technology company's stock after buying an additional 7,880 shares during the period. Focus Partners Advisor Solutions LLC's holdings in Palo Alto Networks were worth $3,192,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the stock. Csenge Advisory Group lifted its position in Palo Alto Networks by 2.4% during the 1st quarter. Csenge Advisory Group now owns 2,271 shares of the network technology company's stock worth $381,000 after acquiring an additional 53 shares during the period. GSG Advisors LLC raised its stake in shares of Palo Alto Networks by 0.4% in the first quarter. GSG Advisors LLC now owns 12,450 shares of the network technology company's stock worth $2,154,000 after purchasing an additional 54 shares during the last quarter. SYM FINANCIAL Corp lifted its holdings in shares of Palo Alto Networks by 1.4% during the first quarter. SYM FINANCIAL Corp now owns 4,047 shares of the network technology company's stock worth $691,000 after purchasing an additional 55 shares during the period. Crew Capital Management Ltd. lifted its holdings in shares of Palo Alto Networks by 2.5% during the first quarter. Crew Capital Management Ltd. now owns 2,310 shares of the network technology company's stock worth $394,000 after purchasing an additional 57 shares during the period. Finally, TFB Advisors LLC boosted its position in Palo Alto Networks by 1.9% in the first quarter. TFB Advisors LLC now owns 3,084 shares of the network technology company's stock valued at $526,000 after buying an additional 58 shares during the last quarter. 79.82% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have issued reports on the stock. Cantor Fitzgerald reissued an "overweight" rating and set a $223.00 price target on shares of Palo Alto Networks in a research report on Friday, August 15th. UBS Group set a $185.00 price objective on shares of Palo Alto Networks and gave the company a "neutral" rating in a report on Tuesday, August 12th. Barclays reaffirmed an "overweight" rating and issued a $215.00 price objective (up from $210.00) on shares of Palo Alto Networks in a report on Tuesday, August 19th. Guggenheim upped their price objective on shares of Palo Alto Networks from $130.00 to $135.00 and gave the company a "sell" rating in a report on Tuesday, August 19th. Finally, Needham & Company LLC reaffirmed a "buy" rating and issued a $230.00 price objective on shares of Palo Alto Networks in a report on Tuesday, August 19th. Twenty-eight investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Palo Alto Networks currently has an average rating of "Moderate Buy" and an average target price of $211.52.

Palo Alto Networks Stock Performance

Shares of NASDAQ PANW opened at $190.52 on Tuesday. The company has a market capitalization of $127.04 billion, a PE ratio of 118.70, a price-to-earnings-growth ratio of 4.55 and a beta of 0.98. The company's fifty day moving average price is $189.14 and its 200 day moving average price is $185.92. Palo Alto Networks, Inc. has a 1 year low of $144.15 and a 1 year high of $210.39.

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

Insider Activity

In related news, EVP Nir Zuk sold 100,000 shares of the firm's stock in a transaction on Friday, August 1st. The shares were sold at an average price of $172.80, for a total transaction of $17,280,000.00. Following the sale, the executive vice president owned 3,143,516 shares in the company, valued at approximately $543,199,564.80. This trade represents a 3.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Lee Klarich sold 120,774 shares of the firm's stock in a transaction on Monday, August 4th. The shares were sold at an average price of $171.58, for a total transaction of $20,722,402.92. Following the sale, the executive vice president owned 206,718 shares in the company, valued at approximately $35,468,674.44. This represents a 36.88% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 569,422 shares of company stock worth $107,116,337 in the last ninety days. Corporate insiders own 2.50% of the company's stock.

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.

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