PKO Investment Management Joint Stock Co Sells 4,000 Shares of Palo Alto Networks, Inc. $PANW

Key Points

• PKO Investment Management Joint Stock Co has decreased its holdings in Palo Alto Networks by 16.7%, selling 4,000 shares and now owns a total of 20,000 shares valued at approximately $4.09 million.
• Various institutional investors have markedly increased their stakes in Palo Alto Networks, with Brighton Jones LLC and Bison Wealth LLC boosting their investments by 147.7% and 169.1%, respectively, in the last quarter.
• Palo Alto Networks reported a quarterly earnings per share (EPS) of $0.95, exceeding analysts' expectations, and its revenue for the quarter was $2.54 billion, reflecting a 15.8% year-over-year increase.

PKO Investment Management Joint Stock Co reduced its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 16.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 20,000 shares of the network technology company's stock after selling 4,000 shares during the period. PKO Investment Management Joint Stock Co's holdings in Palo Alto Networks were worth $4,093,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in PANW. Brighton Jones LLC boosted its stake in Palo Alto Networks by 147.7% in the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company's stock valued at $1,230,000 after buying an additional 4,031 shares in the last quarter. Bison Wealth LLC boosted its stake in Palo Alto Networks by 169.1% in the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company's stock valued at $948,000 after buying an additional 3,275 shares in the last quarter. GAMMA Investing LLC boosted its stake in Palo Alto Networks by 10.8% in the first quarter. GAMMA Investing LLC now owns 14,125 shares of the network technology company's stock worth $2,410,000 after purchasing an additional 1,374 shares in the last quarter. Moran Wealth Management LLC acquired a new position in Palo Alto Networks in the first quarter worth $277,000. Finally, Daymark Wealth Partners LLC boosted its stake in Palo Alto Networks by 6.3% in the first quarter. Daymark Wealth Partners LLC now owns 2,676 shares of the network technology company's stock worth $457,000 after purchasing an additional 158 shares in the last quarter. 79.82% of the stock is owned by institutional investors.

Palo Alto Networks Stock Performance

Shares of NASDAQ:PANW opened at $217.11 on Friday. The company has a 50 day moving average price of $200.79 and a two-hundred day moving average price of $192.18. The company has a market capitalization of $145.22 billion, a PE ratio of 135.27, a PEG ratio of 5.11 and a beta of 0.98. Palo Alto Networks, Inc. has a 52 week low of $144.15 and a 52 week high of $218.23.

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, beating the consensus estimate of $0.89 by $0.06. The company had revenue of $2.54 billion during 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 in the previous year, the business earned $0.75 EPS. 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 forecast that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Analyst Ratings Changes

A number of research firms have commented on PANW. Sanford C. Bernstein set a $207.00 price objective on Palo Alto Networks and gave the stock an "outperform" rating in a research note on Tuesday, August 19th. Cantor Fitzgerald reissued an "overweight" rating and issued a $223.00 price target on shares of Palo Alto Networks in a report on Friday, August 15th. KeyCorp downgraded Palo Alto Networks from an "overweight" rating to a "sector weight" rating in a report on Thursday, July 31st. Bank of America lifted their target price on Palo Alto Networks from $215.00 to $240.00 and gave the company a "buy" rating in a research note on Monday, October 20th. Finally, BTIG Research upgraded shares of Palo Alto Networks from a "neutral" rating to a "buy" rating in a research report on Monday, October 13th. Thirty research analysts have rated the stock with a Buy rating, eleven have assigned 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 target price of $217.22.

Insider Activity

In other Palo Alto Networks news, EVP Nir Zuk sold 100,000 shares of Palo Alto Networks 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 directly owned 3,143,516 shares in the company, valued at approximately $543,199,564.80. The trade was a 3.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction dated Tuesday, September 23rd. The stock was sold at an average price of $204.19, for a total value of $1,020,950.00. Following the transaction, the executive vice president owned 96,135 shares in the company, valued at approximately $19,629,805.65. This represents a 4.94% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 1,315,130 shares of company stock valued at $260,687,367. Company 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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