Invst LLC Makes New $911,000 Investment in Palo Alto Networks, Inc. $PANW

Invst LLC purchased a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 5,339 shares of the network technology company’s stock, valued at approximately $911,000.

A number of other large investors have also bought and sold shares of PANW. Capital A Wealth Management LLC acquired a new position in shares of Palo Alto Networks during the fourth quarter valued at about $29,000. HWG Holdings LP acquired a new position in shares of Palo Alto Networks during the first quarter valued at about $31,000. Dagco Inc. acquired a new position in shares of Palo Alto Networks during the first quarter valued at about $33,000. SWAN Capital LLC grew its holdings in shares of Palo Alto Networks by 100.0% during the fourth quarter. SWAN Capital LLC now owns 200 shares of the network technology company’s stock valued at $36,000 after buying an additional 100 shares during the last quarter. Finally, WPG Advisers LLC acquired a new position in shares of Palo Alto Networks during the first quarter valued at about $37,000. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, CAO Josh D. Paul sold 700 shares of Palo Alto Networks stock in a transaction dated Thursday, August 21st. The shares were sold at an average price of $184.20, for a total value of $128,940.00. Following the sale, the chief accounting officer owned 37,723 shares of the company’s stock, valued at approximately $6,948,576.60. The trade was a 1.82% decrease in their ownership of the stock. The sale 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 Monday, June 23rd. The stock was sold at an average price of $201.85, for a total transaction of $1,009,250.00. Following the completion of the sale, the executive vice president directly owned 101,135 shares in the company, valued at approximately $20,414,099.75. This represents a 4.71% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 569,422 shares of company stock worth $106,629,618. Insiders own 2.50% of the company’s stock.

Palo Alto Networks Price Performance

PANW opened at $196.29 on Friday. The firm has a market capitalization of $131.30 billion, a P/E ratio of 122.30, a PEG ratio of 4.73 and a beta of 0.98. Palo Alto Networks, Inc. has a fifty-two week low of $144.15 and a fifty-two week high of $210.39. The company’s 50-day moving average is $188.03 and its 200 day moving average is $185.94.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Monday, August 18th. The network technology company reported $0.95 EPS for the quarter, topping the consensus estimate of $0.89 by $0.06. The business had revenue of $2.54 billion for 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 company’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.75 earnings per share. 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, equities research analysts expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on PANW. Westpark Capital reiterated a “hold” rating on shares of Palo Alto Networks in a report on Tuesday, August 19th. JPMorgan Chase & Co. reduced their price objective on shares of Palo Alto Networks from $225.00 to $221.00 and set an “overweight” rating for the company in a report on Wednesday, May 21st. Rosenblatt Securities reduced their price objective on shares of Palo Alto Networks from $235.00 to $215.00 and set a “buy” rating for the company in a report on Thursday, August 14th. Wedbush reissued an “outperform” rating and set a $225.00 price target on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Finally, KeyCorp lowered shares of Palo Alto Networks from an “overweight” rating to a “sector weight” rating in a research report on Thursday, July 31st. Twenty-eight analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $211.68.

About Palo Alto Networks

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.