O Shaughnessy Asset Management LLC Has $21.63 Million Position in Palo Alto Networks, Inc. $PANW

O Shaughnessy Asset Management LLC boosted its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 1.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 117,416 shares of the network technology company’s stock after purchasing an additional 1,995 shares during the quarter. O Shaughnessy Asset Management LLC’s holdings in Palo Alto Networks were worth $21,628,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of PANW. Hilton Head Capital Partners LLC purchased a new position in Palo Alto Networks during the 4th quarter worth $41,000. Fiera Capital Corp boosted its holdings in Palo Alto Networks by 32.0% during the 4th quarter. Fiera Capital Corp now owns 86,444 shares of the network technology company’s stock worth $15,923,000 after acquiring an additional 20,980 shares during the last quarter. Krane Funds Advisors LLC boosted its holdings in Palo Alto Networks by 148.8% during the 4th quarter. Krane Funds Advisors LLC now owns 12,039 shares of the network technology company’s stock worth $2,218,000 after acquiring an additional 7,200 shares during the last quarter. Palladiem LLC purchased a new position in Palo Alto Networks during the 4th quarter worth $76,000. Finally, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna boosted its holdings in Palo Alto Networks by 3.4% during the 4th quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 5,929 shares of the network technology company’s stock worth $1,092,000 after acquiring an additional 193 shares during the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Insider Buying and Selling at Palo Alto Networks

In other news, Director John P. Key sold 1,572 shares of Palo Alto Networks stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $173.32, for a total value of $272,459.04. Following the completion of the transaction, the director directly owned 20,000 shares in the company, valued at approximately $3,466,400. The trade was a 7.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Nikesh Arora acquired 68,085 shares of the firm’s stock in a transaction that occurred on Friday, March 27th. The shares were bought at an average price of $146.87 per share, for a total transaction of $9,999,643.95. Following the completion of the purchase, the chief executive officer owned 343,394 shares in the company, valued at $50,434,276.78. This trade represents a 24.73% increase in their position. The SEC filing for this purchase provides additional information. Over the last three months, insiders have sold 72,076 shares of company stock worth $17,930,587. Company insiders own 1.40% of the company’s stock.

Analyst Ratings Changes

PANW has been the subject of several recent analyst reports. Truist Financial upped their target price on Palo Alto Networks from $275.00 to $375.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Royal Bank Of Canada boosted their price objective on Palo Alto Networks from $255.00 to $330.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 3rd. Loop Capital upped their price objective on Palo Alto Networks from $160.00 to $290.00 and gave the company a “hold” rating in a research note on Wednesday, June 3rd. Berenberg Bank lifted their target price on Palo Alto Networks from $290.00 to $360.00 and gave the stock a “buy” rating in a research note on Wednesday, June 3rd. Finally, DA Davidson boosted their price target on shares of Palo Alto Networks from $190.00 to $345.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $306.59.

Palo Alto Networks Price Performance

NASDAQ PANW opened at $266.33 on Tuesday. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. The company has a market cap of $217.06 billion, a PE ratio of 218.30, a price-to-earnings-growth ratio of 9.55 and a beta of 0.94. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $302.95. The firm’s 50-day simple moving average is $207.23 and its two-hundred day simple moving average is $186.93.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.79 by $0.06. The company 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%. The company’s quarterly revenue was up 31.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.37 earnings per share. 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. Research analysts predict that Palo Alto Networks, Inc. will post 2.15 earnings per share for the current year.

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.