Palo Alto Networks, Inc. $PANW Shares Purchased by Sava Infond d.o.o.

Key Points

• Sava Infond d.o.o. increased its stake in Palo Alto Networks by 11.4% during Q2, now owning 74,430 shares valued at approximately $15.2 million, making it the fund's 12th largest position.
• Several institutional investors have acquired new stakes in Palo Alto Networks, contributing to institutional ownership of 79.82% of the company's stock.
• Palo Alto Networks reported better-than-expected Q1 earnings of $0.95 EPS on revenue of $2.54 billion, surpassing analyst estimates, and has set its FY 2026 EPS guidance at 3.750-3.850.

Sava Infond d.o.o. raised its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 11.4% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 74,430 shares of the network technology company's stock after buying an additional 7,600 shares during the quarter. Palo Alto Networks comprises about 2.4% of Sava Infond d.o.o.'s investment portfolio, making the stock its 12th biggest position. Sava Infond d.o.o.'s holdings in Palo Alto Networks were worth $15,231,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. HWG Holdings LP acquired a new stake in Palo Alto Networks during the 1st quarter valued at $31,000. Dagco Inc. acquired a new stake in shares of Palo Alto Networks during the first quarter worth $33,000. Marshall & Sullivan Inc. WA acquired a new stake in shares of Palo Alto Networks during the second quarter worth $41,000. WPG Advisers LLC acquired a new stake in shares of Palo Alto Networks during the first quarter worth $37,000. Finally, Strategic Investment Solutions Inc. IL boosted its holdings in shares of Palo Alto Networks by 58.9% during the first 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 during the last quarter. Institutional investors and hedge funds own 79.82% of the company's stock.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, EVP Nir Zuk sold 100,000 shares of the business's stock in a transaction dated Friday, August 1st. The stock was sold at an average price of $172.80, for a total transaction of $17,280,000.00. Following the transaction, the executive vice president owned 3,143,516 shares in the company, valued at $543,199,564.80. The trade was a 3.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Josh D. Paul sold 700 shares of the business's stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $202.16, for a total value of $141,512.00. Following the transaction, the chief accounting officer owned 32,474 shares in the company, valued at approximately $6,564,943.84. This represents a 2.11% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 1,315,130 shares of company stock valued at $259,351,606 over the last 90 days. Corporate insiders own 2.50% of the company's stock.

Analysts Set New Price Targets

Several research firms have recently issued reports on PANW. Jefferies Financial Group set a $235.00 price objective on Palo Alto Networks in a report on Tuesday, July 29th. Barclays restated an "overweight" rating and set a $215.00 price objective (up previously from $210.00) on shares of Palo Alto Networks in a report on Tuesday, August 19th. Sanford C. Bernstein set a $207.00 price objective on Palo Alto Networks and gave the stock an "outperform" rating in a report on Tuesday, August 19th. JMP Securities restated a "market outperform" rating and set a $212.00 price objective on shares of Palo Alto Networks in a report on Tuesday, August 19th. Finally, Bank of America upgraded Palo Alto Networks from a "neutral" rating to a "buy" rating and set a $215.00 price objective on the stock in a report on Tuesday, August 19th. Thirty analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $214.64.

Palo Alto Networks Price Performance

Shares of PANW opened at $207.19 on Friday. The stock's 50-day moving average is $190.20 and its two-hundred day moving average is $188.20. The stock has a market cap of $138.59 billion, a PE ratio of 129.09, a P/E/G ratio of 4.98 and a beta of 0.98. Palo Alto Networks, Inc. has a 12 month low of $144.15 and a 12 month high of $212.10.

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

About Palo Alto Networks

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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