Palogic Value Management L.P. Reduces Position in Palo Alto Networks, Inc. $PANW

Palogic Value Management L.P. trimmed its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 54.6% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,549 shares of the network technology company’s stock after selling 7,861 shares during the quarter. Palo Alto Networks makes up 0.7% of Palogic Value Management L.P.’s portfolio, making the stock its 27th biggest holding. Palogic Value Management L.P.’s holdings in Palo Alto Networks were worth $2,233,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Janney Montgomery Scott LLC lifted its stake in Palo Alto Networks by 15.0% during the first quarter. Janney Montgomery Scott LLC now owns 410,401 shares of the network technology company’s stock worth $65,796,000 after purchasing an additional 53,485 shares during the last quarter. Aviva PLC increased its stake in Palo Alto Networks by 5.4% during the fourth quarter. Aviva PLC now owns 568,804 shares of the network technology company’s stock valued at $104,774,000 after purchasing an additional 29,230 shares during the last quarter. B&D White Capital Company LLC bought a new stake in Palo Alto Networks during the first quarter valued at $353,000. Bridgewater Advisors Inc. acquired a new stake in shares of Palo Alto Networks during the second quarter worth $2,159,000. Finally, Granite Islands Private Wealth LLC lifted its position in shares of Palo Alto Networks by 43.6% in the 1st quarter. Granite Islands Private Wealth LLC now owns 15,342 shares of the network technology company’s stock worth $2,453,000 after buying an additional 4,659 shares during the last quarter. 79.82% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

PANW has been the subject of several research reports. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Palo Alto Networks from $220.00 to $350.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Robert W. Baird set a $320.00 target price on Palo Alto Networks in a research note on Wednesday, June 3rd. UBS Group restated a “neutral” rating and issued a $390.00 target price (up from $300.00) on shares of Palo Alto Networks in a research note on Wednesday, August 19th. Barclays reaffirmed an “overweight” rating and set a $370.00 target price (up from $315.00) on shares of Palo Alto Networks in a report on Wednesday, August 5th. Finally, Arete Research raised their price target on Palo Alto Networks from $185.00 to $433.00 and gave the stock a “buy” rating in a report on Monday, June 29th. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $365.87.

Palo Alto Networks News Roundup

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

• Positive Sentiment: Analysts remain bullish: BTIG Research reaffirmed its “Buy” rating and set a $380 price target, implying roughly 12% upside from the referenced price. BTIG Reiterates Buy Rating on Palo Alto Networks
• Positive Sentiment: JPMorgan raised its price target from $326 to $384 and maintained an “Overweight” rating, signaling improved confidence in PANW’s earnings and growth outlook. JPMorgan Raises Palo Alto Networks Price Target
• Positive Sentiment: Wall Street’s overall analyst view remains favorable, and Benchmark also expects the stock to rise. Strong firewall bookings, software growth and AI-related traffic are cited as potential drivers of longer-term network-security demand. Wall Street Analysts See Palo Alto as a Buy Can Rising Network Security Demand Boost PANW’s Long-Term Growth?
• Neutral Sentiment: PANW was scheduled to report earnings, giving investors a near-term catalyst. Its latest reported quarter exceeded consensus revenue and EPS estimates, but the stock’s high valuation leaves results and guidance important for sustaining momentum. Palo Alto Networks Expected to Post Earnings
• Neutral Sentiment: The reported short-interest data shows zero shares short, so it provides no meaningful evidence of short-seller pressure or potential short-covering support.
• Negative Sentiment: Palo Alto Networks recently fell even as the broader market gained, indicating near-term profit-taking, valuation concerns or company-specific selling. The decline followed a session in which PANW lost more than 3%. Palo Alto Networks Stock Sinks as Market Gains

Insiders Place Their Bets

In other Palo Alto Networks news, CAO Josh D. Paul sold 1,100 shares of the business’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $285.08, for a total transaction of $313,588.00. Following the completion of the transaction, the chief accounting officer owned 81,636 shares in the company, valued at approximately $23,272,790.88. The trade was a 1.33% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director James J. Goetz sold 20,000 shares of the stock in a transaction on Friday, June 12th. The stock was sold at an average price of $279.90, for a total value of $5,598,000.00. Following the completion of the transaction, the director directly owned 20,000 shares of the company’s stock, valued at approximately $5,598,000. The trade was a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 37,935 shares of company stock worth $10,809,461. 1.40% of the stock is owned by company insiders.

Palo Alto Networks Trading Down 0.2%

Palo Alto Networks stock opened at $339.31 on Thursday. Palo Alto Networks, Inc. has a 52-week low of $139.57 and a 52-week high of $398.88. 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 firm has a market capitalization of $276.54 billion, a price-to-earnings ratio of 278.12, a PEG ratio of 11.39 and a beta of 0.91. The firm has a 50-day moving average price of $341.05 and a two-hundred day moving average price of $246.01.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 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%. Palo Alto Networks’s revenue was up 31.1% compared to the same quarter last year. During the same quarter last year, the business earned $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. Sell-side analysts expect that Palo Alto Networks, Inc. will post 2.02 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.