Stableford Capital II LLC Has $716,000 Stake in Palo Alto Networks, Inc. $PANW

Key Points

• Stableford Capital II LLC cut its Palo Alto Networks stake by 72.5% in the second quarter, selling 5,520 shares and retaining 2,099 shares valued at approximately $716,000. Institutional investors collectively own 79.82% of PANW.
• Palo Alto Networks reported quarterly earnings of $1.02 per share, beating estimates of $0.98, while revenue rose 34.5% year over year to $3.41 billion. The company issued fiscal 2027 EPS guidance of $4.16–$4.19.
• Analysts remain broadly bullish, with 39 Buy ratings and 10 Holds; PANW has a “Moderate Buy” consensus rating and an average price target of $385.67. The stock opened at $336.98, while insiders sold $11.1 million of shares during the last quarter.

Stableford Capital II LLC reduced its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 72.5% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 2,099 shares of the network technology company's stock after selling 5,520 shares during the period. Stableford Capital II LLC's holdings in Palo Alto Networks were worth $716,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently modified their holdings of PANW. Solstein Capital LLC bought a new stake in Palo Alto Networks during the second quarter worth $26,000. N.E.W. Advisory Services LLC purchased a new stake in Palo Alto Networks in the 2nd quarter valued at $27,000. Delos Wealth Advisors LLC bought a new position in Palo Alto Networks during the 2nd quarter valued at $28,000. Principia Wealth Advisory LLC lifted its stake in Palo Alto Networks by 125.0% during the 2nd quarter. Principia Wealth Advisory LLC now owns 81 shares of the network technology company's stock valued at $28,000 after acquiring an additional 45 shares in the last quarter. Finally, EMC Capital Management purchased a new position in Palo Alto Networks during the 2nd quarter worth $34,000. 79.82% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Palo Alto Networks news, CAO Josh D. Paul sold 900 shares of the business's stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $345.00, for a total value of $310,500.00. Following the sale, the chief accounting officer directly owned 79,644 shares in the company, valued at $27,477,180. The trade was a 1.12% 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, Director James J. Goetz sold 20,000 shares of the company's stock in a transaction on Friday, June 12th. The shares were sold at an average price of $279.90, for a total value of $5,598,000.00. Following the transaction, the director directly owned 20,000 shares in the company, valued at $5,598,000. This represents a 50.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 38,258 shares of company stock valued at $11,050,673 in the last quarter. 1.40% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several brokerages have recently commented on PANW. Cantor Fitzgerald reiterated an "overweight" rating and issued a $425.00 target price on shares of Palo Alto Networks in a report on Tuesday. Citizens Jmp boosted their price target on shares of Palo Alto Networks from $320.00 to $415.00 and gave the stock a "market outperform" rating in a report on Wednesday, August 12th. Benchmark upped their price objective on shares of Palo Alto Networks from $340.00 to $400.00 and gave the stock a "buy" rating in a research report on Monday, August 24th. Barclays reiterated an "overweight" rating and issued a $375.00 price objective (up from $370.00) on shares of Palo Alto Networks in a research note on Wednesday, September 2nd. Finally, Evercore restated an "outperform" rating on shares of Palo Alto Networks in a research note on Monday, August 31st. Thirty-nine equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $385.67.

Palo Alto Networks Price Performance

PANW opened at $336.98 on Wednesday. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $398.88. The firm has a 50-day moving average of $350.13 and a 200 day moving average of $257.94. The company has a debt-to-equity ratio of 0.06, a quick ratio of 0.86 and a current ratio of 0.87. The firm has a market cap of $274.64 billion, a P/E ratio of 660.76, a PEG ratio of 9.62 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last released its earnings results on Tuesday, September 1st. The network technology company reported $1.02 earnings per share for the quarter, beating analysts' consensus estimates of $0.98 by $0.04. Palo Alto Networks had a net margin of 2.67% and a return on equity of 8.50%. The firm had revenue of $3.41 billion for the quarter, compared to analysts' expectations of $3.35 billion. During the same period in the previous year, the company earned $0.95 earnings per share. The company's quarterly revenue was up 34.5% on a year-over-year basis. Palo Alto Networks has set its FY 2027 guidance at 4.160-4.190 EPS and its Q1 2027 guidance at 0.960-0.980 EPS. On average, research analysts expect that Palo Alto Networks, Inc. will post 2.3 EPS for the current year.

About Palo Alto Networks

Palo Alto Networks, Inc is a cybersecurity company that provides security products and services to businesses, governments and other organizations worldwide. The company helps customers protect networks, cloud environments, endpoints, applications and connected devices from cyber threats.

Its portfolio includes next-generation firewalls and network security technologies, as well as cloud-delivered security solutions such as Prisma Access and Prisma Cloud. Palo Alto Networks also offers Cortex products for endpoint protection, security operations, threat detection and response, and automation.

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