Palo Alto Networks, Inc. $PANW Stock Holdings Reduced by Sandhill Capital Partners LLC

Sandhill Capital Partners LLC lowered its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 0.9% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 414,545 shares of the network technology company’s stock after selling 3,857 shares during the quarter. Palo Alto Networks makes up 5.9% of Sandhill Capital Partners LLC’s portfolio, making the stock its 2nd biggest position. Sandhill Capital Partners LLC owned 0.06% of Palo Alto Networks worth $84,410,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the business. Darwin Wealth Management LLC purchased a new position in Palo Alto Networks during the second quarter valued at approximately $25,000. Howard Hughes Medical Institute purchased a new stake in Palo Alto Networks during the second quarter worth $29,000. Winch Advisory Services LLC boosted its position in Palo Alto Networks by 96.1% during the 3rd quarter. Winch Advisory Services LLC now owns 149 shares of the network technology company’s stock valued at $30,000 after acquiring an additional 73 shares in the last quarter. MTM Investment Management LLC bought a new stake in Palo Alto Networks during the 2nd quarter valued at $31,000. Finally, Caitlin John LLC purchased a new position in shares of Palo Alto Networks in the 3rd quarter valued at $31,000. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Price Performance

Shares of PANW stock opened at $165.05 on Monday. The stock’s fifty day moving average price is $171.66 and its 200 day moving average price is $190.19. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $223.61. The company has a market cap of $134.68 billion, a price-to-earnings ratio of 91.19, a price-to-earnings-growth ratio of 5.96 and a beta of 0.78.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings results on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, beating analysts’ consensus estimates of $0.94 by $0.09. The company had revenue of $2.59 billion during the quarter, compared to analysts’ expectations of $2.58 billion. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.The firm’s revenue was up 14.9% compared to the same quarter last year. During the same period last year, the business posted $0.81 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.650-3.700 EPS and its Q3 2026 guidance at 0.780-0.800 EPS. As a group, equities research analysts anticipate that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Analyst Ratings Changes

Several research firms have recently commented on PANW. Guggenheim reissued a “neutral” rating on shares of Palo Alto Networks in a research report on Wednesday, February 18th. Loop Capital cut their target price on Palo Alto Networks from $190.00 to $160.00 and set a “hold” rating on the stock in a research note on Wednesday, February 18th. Truist Financial set a $200.00 target price on shares of Palo Alto Networks and gave the stock a “buy” rating in a report on Tuesday, February 17th. TD Cowen reissued a “buy” rating on shares of Palo Alto Networks in a research report on Wednesday, February 18th. Finally, Wolfe Research raised their price target on shares of Palo Alto Networks from $225.00 to $250.00 and gave the company an “outperform” rating in a report on Monday, December 15th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $210.19.

Insider Activity at Palo Alto Networks

In related news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total value of $940,900.00. Following the completion of the sale, the executive vice president directly owned 155,119 shares in the company, valued at $29,190,293.42. This trade represents a 3.12% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CAO Josh D. Paul sold 800 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $184.81, for a total transaction of $147,848.00. Following the sale, the chief accounting officer directly owned 46,005 shares in the company, valued at approximately $8,502,184.05. This represents a 1.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 126,568 shares of company stock valued at $24,159,059 in the last three months. 1.40% of the stock is owned by insiders.

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.