Palo Alto Networks, Inc. $PANW Shares Bought by Campbell & CO Investment Adviser LLC

Campbell & CO Investment Adviser LLC boosted its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 1,019.0% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 22,269 shares of the network technology company’s stock after buying an additional 20,279 shares during the period. Campbell & CO Investment Adviser LLC’s holdings in Palo Alto Networks were worth $4,557,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its holdings in Palo Alto Networks by 2.5% during the first quarter. Vanguard Group Inc. now owns 62,775,544 shares of the network technology company’s stock worth $10,712,019,000 after acquiring an additional 1,541,637 shares during the period. Goldman Sachs Group Inc. lifted its position in shares of Palo Alto Networks by 41.9% during the 1st quarter. Goldman Sachs Group Inc. now owns 7,235,406 shares of the network technology company’s stock valued at $1,234,650,000 after buying an additional 2,134,735 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Palo Alto Networks by 16.0% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 6,902,048 shares of the network technology company’s stock valued at $1,177,765,000 after acquiring an additional 950,765 shares during the period. Nuveen LLC purchased a new stake in Palo Alto Networks in the 1st quarter worth $810,047,000. Finally, Charles Schwab Investment Management Inc. increased its holdings in Palo Alto Networks by 5.2% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 4,422,037 shares of the network technology company’s stock worth $754,576,000 after acquiring an additional 219,111 shares in the last quarter. 79.82% of the stock is owned by institutional investors and hedge funds.

Palo Alto Networks Trading Up 0.4%

Palo Alto Networks stock opened at $212.29 on Friday. The company has a fifty day simple moving average of $207.16 and a 200-day simple moving average of $195.99. The stock has a market cap of $142.00 billion, a P/E ratio of 132.27, a price-to-earnings-growth ratio of 5.05 and a beta of 0.95. Palo Alto Networks, Inc. has a 12-month low of $144.15 and a 12-month high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share 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 return on equity of 17.66% and a net margin of 12.30%.The business’s quarterly revenue was up 15.8% on a year-over-year basis. During the same quarter last year, the company earned $0.75 EPS. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. As a group, sell-side analysts forecast that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

Insider Transactions at Palo Alto Networks

In other news, CEO Nikesh Arora sold 846,408 shares of Palo Alto Networks stock in a transaction on Tuesday, September 23rd. The shares were sold at an average price of $204.06, for a total value of $172,718,016.48. Following the transaction, the chief executive officer directly owned 275,013 shares of the company’s stock, valued at $56,119,152.78. The trade was a 75.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction on Tuesday, September 23rd. The shares were sold at an average price of $204.19, for a total transaction of $1,020,950.00. Following the completion of the transaction, the executive vice president owned 96,135 shares in the company, valued at approximately $19,629,805.65. This represents a 4.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 1,215,830 shares of company stock worth $249,160,428. 2.50% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

PANW has been the subject of several research analyst reports. Barclays restated an “overweight” rating and set a $215.00 price target (up previously from $210.00) on shares of Palo Alto Networks in a research report on Tuesday, August 19th. KeyCorp downgraded shares of Palo Alto Networks from an “overweight” rating to a “sector weight” rating in a research note on Thursday, July 31st. Westpark Capital reaffirmed a “hold” rating on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Guggenheim increased their price objective on shares of Palo Alto Networks from $130.00 to $135.00 and gave the stock a “sell” rating in a research report on Tuesday, August 19th. Finally, Mizuho lifted their price objective on Palo Alto Networks from $210.00 to $220.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. Thirty equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $218.17.

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.