Palo Alto Networks, Inc. $PANW Stake Raised by Sfmg LLC

Sfmg LLC raised its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 1.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,188 shares of the network technology company’s stock after acquiring an additional 556 shares during the quarter. Palo Alto Networks makes up 0.5% of Sfmg LLC’s investment portfolio, making the stock its 29th largest holding. Sfmg LLC’s holdings in Palo Alto Networks were worth $6,996,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the business. Brighton Jones LLC increased its stake in Palo Alto Networks by 147.7% in the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after buying an additional 4,031 shares during the period. Bison Wealth LLC boosted its stake in shares of Palo Alto Networks by 169.1% during the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after buying an additional 3,275 shares during the period. AE Wealth Management LLC grew its holdings in shares of Palo Alto Networks by 16.6% during the 1st quarter. AE Wealth Management LLC now owns 27,165 shares of the network technology company’s stock valued at $4,635,000 after acquiring an additional 3,874 shares in the last quarter. Carnegie Investment Counsel increased its stake in shares of Palo Alto Networks by 12.8% in the first quarter. Carnegie Investment Counsel now owns 2,675 shares of the network technology company’s stock worth $456,000 after acquiring an additional 303 shares during the last quarter. Finally, Avantax Advisory Services Inc. raised its holdings in shares of Palo Alto Networks by 8.7% during the first quarter. Avantax Advisory Services Inc. now owns 47,438 shares of the network technology company’s stock worth $8,095,000 after acquiring an additional 3,798 shares in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Palo Alto Networks Trading Down 1.2%

NASDAQ:PANW opened at $182.90 on Friday. The firm has a market capitalization of $125.10 billion, a PE ratio of 115.76, a PEG ratio of 4.39 and a beta of 0.95. Palo Alto Networks, Inc. has a 1 year low of $144.15 and a 1 year high of $223.61. The firm’s fifty day simple moving average is $208.77 and its 200 day simple moving average is $197.31.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Wednesday, November 19th. The network technology company reported $0.93 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.04. The firm had revenue of $2.47 billion during the quarter, compared to analyst estimates of $2.46 billion. Palo Alto Networks had a net margin of 11.69% and a return on equity of 17.05%. The business’s revenue was up 15.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.56 EPS. Palo Alto Networks has set its FY 2026 guidance at 3.800-3.900 EPS. Q2 2026 guidance at 0.930-0.950 EPS. As a group, analysts anticipate that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Analyst Ratings Changes

PANW has been the topic of a number of recent research reports. DA Davidson boosted their target price on Palo Alto Networks from $215.00 to $240.00 and gave the company a “buy” rating in a research note on Monday, November 17th. Bank of America boosted their price target on Palo Alto Networks from $215.00 to $240.00 and gave the company a “buy” rating in a research note on Monday, October 20th. Wedbush restated an “outperform” rating and issued a $225.00 price objective on shares of Palo Alto Networks in a report on Thursday. Needham & Company LLC reiterated a “buy” rating and issued a $230.00 target price on shares of Palo Alto Networks in a research note on Thursday. Finally, HSBC downgraded shares of Palo Alto Networks from a “hold” rating to a “reduce” rating and set a $157.00 target price for the company. in a research report on Thursday. Thirty equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and a consensus price target of $225.09.

Insiders Place Their Bets

In other news, EVP Lee Klarich sold 120,774 shares of the stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $217.94, for a total value of $26,321,485.56. Following the completion of the sale, the executive vice president directly owned 356,409 shares of the company’s stock, valued at approximately $77,675,777.46. This represents a 25.31% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of the firm’s stock in a transaction on Tuesday, September 23rd. The stock was sold at an average price of $204.19, for a total transaction of $1,020,950.00. Following the completion of the sale, the executive vice president owned 96,135 shares in the company, valued at approximately $19,629,805.65. The trade was a 4.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,215,130 shares of company stock worth $249,031,488 in the last 90 days. 1.40% of the stock is owned by company insiders.

Palo Alto Networks Profile

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.