Andra AP fonden Has $20.95 Million Stock Holdings in Palo Alto Networks, Inc. $PANW

Andra AP fonden reduced its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 33.2% in the 2nd quarter, HoldingsChannel reports. The fund owned 61,440 shares of the network technology company’s stock after selling 30,600 shares during the period. Andra AP fonden’s holdings in Palo Alto Networks were worth $20,952,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Trilogy Capital Inc. grew its stake in shares of Palo Alto Networks by 1.8% in the second quarter. Trilogy Capital Inc. now owns 2,127 shares of the network technology company’s stock worth $725,000 after purchasing an additional 37 shares during the last quarter. Wisconsin Wealth Advisors LLC raised its position in Palo Alto Networks by 1.2% during the 2nd quarter. Wisconsin Wealth Advisors LLC now owns 3,206 shares of the network technology company’s stock worth $1,093,000 after purchasing an additional 38 shares during the last quarter. Orrstown Financial Services Inc. raised its position in Palo Alto Networks by 1.2% during the 2nd quarter. Orrstown Financial Services Inc. now owns 3,197 shares of the network technology company’s stock worth $1,090,000 after purchasing an additional 38 shares during the last quarter. Principia Wealth Advisory LLC lifted its holdings 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 worth $28,000 after buying an additional 45 shares during the period. Finally, WNY Asset Management LLC lifted its holdings in Palo Alto Networks by 2.8% during the 2nd quarter. WNY Asset Management LLC now owns 1,751 shares of the network technology company’s stock worth $597,000 after buying an additional 47 shares during the period. Institutional investors own 79.82% of the company’s stock.

Key Stories Impacting Palo Alto Networks

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

• Positive Sentiment: Palo Alto Networks launched Unit 42 Continuous Frontier AI Defense, an agentic security service that uses gated models from Anthropic, including Claude Mythos, and OpenAI’s GPT-5.6. The service is designed to continuously identify, validate and remediate vulnerabilities before attackers can exploit them, potentially expanding the company’s AI-related revenue opportunity. Palo Alto Networks AI defense service announcement
• Positive Sentiment: The announcement reinforces Palo Alto Networks’ positioning as businesses increase cybersecurity spending to address AI-driven threats and vulnerabilities. Morgan Stanley raised its price target to $410 from $394, maintained an Overweight rating and named PANW its preferred stock in the sector, citing AI-driven demand and market-share opportunities. Cybersecurity stocks and Morgan Stanley price target report
• Neutral Sentiment: Recent technical analysis identifies support near $353.70-$356 and resistance around $383, with a breakout potentially testing the 12-month high near $398.88. The stock remains well above its 50-day and 200-day moving averages, but this setup leaves sentiment sensitive to momentum and broader technology-sector trading. PANW technical price forecast
• Negative Sentiment: Director James Goetz sold 20,000 PANW shares for approximately $7.5 million. While a single insider sale does not establish a broader trend, it can create a modest overhang, particularly while the stock trades at a very high price-to-earnings ratio and near its yearly peak. SEC insider transaction filing

Palo Alto Networks Stock Down 0.1%

Palo Alto Networks stock traded down $0.50 during midday trading on Tuesday, reaching $371.26. The stock had a trading volume of 2,359,869 shares, compared to its average volume of 8,448,706. The company has a current ratio of 0.87, a quick ratio of 0.87 and a debt-to-equity ratio of 0.06. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 month high of $398.88. The company has a fifty day moving average price of $353.76 and a two-hundred day moving average price of $271.35. The company has a market capitalization of $303.69 billion, a P/E ratio of 728.42, a PEG ratio of 10.46 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Tuesday, September 1st. The network technology company reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate 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 business had revenue of $3.41 billion during the quarter, compared to the consensus estimate of $3.35 billion. During the same quarter last year, the firm posted $0.95 EPS. Palo Alto Networks’s revenue was up 34.5% compared to the same quarter last year. 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. As a group, equities analysts expect that Palo Alto Networks, Inc. will post 2.31 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director James Goetz sold 20,000 shares of Palo Alto Networks stock in a transaction that occurred on Thursday, September 17th. The stock was sold at an average price of $376.68, for a total transaction of $7,533,600.00. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director John P. Key sold 2,500 shares of Palo Alto Networks stock in a transaction on Monday, September 14th. The stock was sold at an average price of $376.03, for a total transaction of $940,075.00. Following the transaction, the director directly owned 10,000 shares in the company, valued at $3,760,300. This represents a 20.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 28,322 shares of company stock valued at $10,546,409. 1.40% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on PANW shares. Piper Sandler reissued an “overweight” rating and issued a $410.00 price target (up from $345.00) on shares of Palo Alto Networks in a research note on Wednesday, September 2nd. Roth Capital reaffirmed a “neutral” rating and issued a $300.00 price objective (up from $210.00) on shares of Palo Alto Networks in a research note on Wednesday, September 2nd. DA Davidson upped their target price on Palo Alto Networks from $345.00 to $420.00 and gave the company a “buy” rating in a report on Wednesday, September 2nd. Barclays reissued an “overweight” rating and set a $375.00 target price (up from $370.00) on shares of Palo Alto Networks in a research report on Wednesday, September 2nd. Finally, TD Cowen restated a “buy” rating on shares of Palo Alto Networks in a research report on Wednesday, September 2nd. Thirty-eight equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $390.02.

Palo Alto Networks Company Profile

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.