Pinion Investment Advisors LLC Buys New Position in Palo Alto Networks, Inc. $PANW

Pinion Investment Advisors LLC bought a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 1,026 shares of the network technology company’s stock, valued at approximately $210,000.

Several other large investors have also bought and sold shares of the company. Triodos Investment Management BV boosted its stake in Palo Alto Networks by 0.3% during the second quarter. Triodos Investment Management BV now owns 221,500 shares of the network technology company’s stock valued at $45,308,000 after buying an additional 700 shares in the last quarter. KRS Capital Management LLC boosted its stake in Palo Alto Networks by 0.5% during the second quarter. KRS Capital Management LLC now owns 16,910 shares of the network technology company’s stock valued at $3,460,000 after buying an additional 90 shares in the last quarter. Callan Family Office LLC boosted its stake in Palo Alto Networks by 677.8% during the second quarter. Callan Family Office LLC now owns 31,036 shares of the network technology company’s stock valued at $6,351,000 after buying an additional 27,046 shares in the last quarter. TFR Capital LLC. boosted its stake in Palo Alto Networks by 5.9% during the second quarter. TFR Capital LLC. now owns 11,676 shares of the network technology company’s stock valued at $2,389,000 after buying an additional 648 shares in the last quarter. Finally, Boomfish Wealth Group LLC boosted its stake in Palo Alto Networks by 1.6% during the second quarter. Boomfish Wealth Group LLC now owns 16,028 shares of the network technology company’s stock valued at $3,280,000 after buying an additional 255 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Nir Zuk sold 100,000 shares of the firm’s stock in a transaction that occurred on Friday, August 1st. The stock was sold at an average price of $172.80, for a total value of $17,280,000.00. Following the transaction, the executive vice president directly owned 3,143,516 shares of the company’s stock, valued at approximately $543,199,564.80. This trade represents a 3.08% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Lee Klarich sold 120,774 shares of the firm’s stock in a transaction that occurred on Monday, October 6th. The shares were sold at an average price of $211.92, for a total value of $25,594,426.08. Following the completion of the transaction, the executive vice president directly owned 149,190 shares in the company, valued at $31,616,344.80. The trade was a 44.74% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 1,315,130 shares of company stock worth $260,687,367 in the last three months. 2.50% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on PANW shares. Wedbush reiterated an “outperform” rating and issued a $225.00 price target on shares of Palo Alto Networks in a research report on Monday, September 15th. Tigress Financial started coverage on Palo Alto Networks in a research report on Friday, September 26th. They issued a “buy” rating and a $245.00 price target for the company. BMO Capital Markets increased their price target on Palo Alto Networks from $217.00 to $225.00 and gave the company an “outperform” rating in a research report on Tuesday, August 19th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $223.00 price target on shares of Palo Alto Networks in a research report on Friday, August 15th. Finally, Stephens reiterated an “equal weight” rating and issued a $205.00 price target on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Twenty-eight equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Palo Alto Networks has a consensus rating of “Moderate Buy” and an average target price of $214.95.

Palo Alto Networks Trading Down 1.2%

Shares of NASDAQ PANW opened at $215.17 on Friday. Palo Alto Networks, Inc. has a one year low of $144.15 and a one year high of $217.94. The business has a 50-day moving average price of $192.23 and a two-hundred day moving average price of $189.02. The firm has a market capitalization of $143.93 billion, a PE ratio of 134.06, a PEG ratio of 5.18 and a beta of 0.98.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.06. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.The company had revenue of $2.54 billion during the quarter, compared to the consensus estimate of $2.50 billion. During the same period last year, the business earned $0.75 EPS. The business’s quarterly revenue was up 15.8% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. Research analysts anticipate that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

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.