Palo Alto Networks, Inc. $PANW Stock Holdings Lifted by IFM Investors Pty Ltd

Posted by Hanz Christensen on Jul 1st, 2026

IFM Investors Pty Ltd grew its position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 21.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 165,229 shares of the network technology company’s stock after purchasing an additional 29,173 shares during the period. IFM Investors Pty Ltd’s holdings in Palo Alto Networks were worth $26,490,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Norges Bank bought a new stake in shares of Palo Alto Networks in the 4th quarter valued at approximately $1,415,364,000. Vanguard Group Inc. raised its position in Palo Alto Networks by 4.1% during the fourth quarter. Vanguard Group Inc. now owns 67,929,063 shares of the network technology company’s stock valued at $12,512,533,000 after acquiring an additional 2,659,100 shares in the last quarter. Bank of America Corp DE lifted its stake in Palo Alto Networks by 11.9% in the fourth quarter. Bank of America Corp DE now owns 19,375,486 shares of the network technology company’s stock valued at $3,568,964,000 after acquiring an additional 2,065,776 shares during the last quarter. Employees Provident Fund Board acquired a new stake in Palo Alto Networks in the fourth quarter valued at approximately $281,542,000. Finally, Victory Capital Management Inc. grew its position in Palo Alto Networks by 108.3% in the third quarter. Victory Capital Management Inc. now owns 2,467,692 shares of the network technology company’s stock worth $502,263,000 after acquiring an additional 1,282,738 shares in the last quarter. 79.82% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Palo Alto Networks

In other news, Director Aparna Bawa sold 345 shares of the firm’s stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $290.17, for a total value of $100,108.65. Following the sale, the director directly owned 7,359 shares of the company’s stock, valued at approximately $2,135,361.03. This trade represents a 4.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Josh D. Paul sold 1,100 shares of Palo Alto Networks stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $285.08, for a total value of $313,588.00. Following the completion of the transaction, the chief accounting officer owned 81,636 shares in the company, valued at $23,272,790.88. The trade was a 1.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 100,289 shares of company stock valued at $26,590,990. 1.40% of the stock is owned by corporate insiders.

Palo Alto Networks Price Performance

Shares of Palo Alto Networks stock opened at $341.02 on Wednesday. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. The firm has a fifty day simple moving average of $247.98 and a 200-day simple moving average of $198.12. The stock has a market capitalization of $277.93 billion, a price-to-earnings ratio of 279.52, a PEG ratio of 12.33 and a beta of 0.94. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $342.48.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last posted its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The business had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. Palo Alto Networks’s revenue was up 31.1% compared to the same quarter last year. During the same period last year, the business posted $0.37 EPS. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. On average, sell-side analysts expect that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on PANW shares. DA Davidson increased their price target on shares of Palo Alto Networks from $190.00 to $345.00 and gave the stock a “buy” rating in a research note on Wednesday, June 3rd. Royal Bank Of Canada upped their price objective on shares of Palo Alto Networks from $255.00 to $330.00 and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. Cantor Fitzgerald set a $340.00 target price on shares of Palo Alto Networks and gave the stock an “overweight” rating in a research report on Wednesday, June 3rd. Sanford C. Bernstein increased their target price on shares of Palo Alto Networks from $209.00 to $253.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 3rd. Finally, TD Cowen restated a “buy” rating and set a $330.00 target price (up from $255.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $313.00.

Read Our Latest Report on PANW

Key Headlines Impacting Palo Alto Networks

Here are the key news stories impacting Palo Alto Networks this week:

Positive Sentiment: BTIG raised its price target on Palo Alto Networks to $380 from $333 and kept a buy rating, signaling confidence in additional upside for PANW. BTIG Raises Price Target on Palo Alto Networks
Positive Sentiment: Wells Fargo increased its target to $355 from $165 and reiterated a buy rating, highlighting strong analyst conviction after the company’s recent results. Palo Alto Networks Gets Massive Upward Price Target Revisions
Positive Sentiment: Arete Research lifted its target to $433 from $185 and maintained a buy rating, adding to the wave of bullish revisions. Arete Adjusts Price Target on Palo Alto Networks
Positive Sentiment: Commentary around PANW’s AI security and observability business suggests growing demand for its platform as enterprises spend more on cybersecurity tied to AI adoption. Palo Alto Networks Gains Momentum in AI Security and Observability
Neutral Sentiment: Analysts broadly continue to view Palo Alto Networks as a “moderate buy,” reflecting generally favorable but not unanimous sentiment. Palo Alto Networks Given Consensus Rating of Moderate Buy
Negative Sentiment: Some coverage notes that the stock’s rapid run-up has pushed valuations higher, which could make PANW more vulnerable if growth or margins fail to keep pace. Cybersecurity Rally Justify Its Valuations

Palo Alto Networks Profile

(Free Report)

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.