Yousif Capital Management LLC Decreases Position in Palo Alto Networks, Inc. $PANW

Yousif Capital Management LLC lessened its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 1.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 78,198 shares of the network technology company’s stock after selling 762 shares during the period. Yousif Capital Management LLC’s holdings in Palo Alto Networks were worth $16,002,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Connor Clark & Lunn Investment Management Ltd. purchased a new stake in shares of Palo Alto Networks during the 1st quarter valued at $261,000. Strive Asset Management LLC lifted its holdings in shares of Palo Alto Networks by 16.6% during the 1st quarter. Strive Asset Management LLC now owns 2,099 shares of the network technology company’s stock valued at $358,000 after purchasing an additional 299 shares during the last quarter. GAMMA Investing LLC raised its stake in Palo Alto Networks by 10.8% in the 1st quarter. GAMMA Investing LLC now owns 14,125 shares of the network technology company’s stock worth $2,410,000 after acquiring an additional 1,374 shares during the last quarter. Czech National Bank raised its stake in Palo Alto Networks by 6.4% in the 2nd quarter. Czech National Bank now owns 161,840 shares of the network technology company’s stock worth $33,119,000 after acquiring an additional 9,766 shares during the last quarter. Finally, Avity Investment Management Inc. raised its stake in Palo Alto Networks by 37.9% in the 2nd quarter. Avity Investment Management Inc. now owns 181,691 shares of the network technology company’s stock worth $37,181,000 after acquiring an additional 49,971 shares during the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Insider Buying and Selling at Palo Alto Networks

In other Palo Alto Networks news, EVP Nir Zuk sold 100,000 shares of Palo Alto Networks stock in a transaction dated Friday, August 1st. The stock was sold at an average price of $172.80, for a total transaction of $17,280,000.00. Following the completion of the transaction, the executive vice president owned 3,143,516 shares in the company, valued at approximately $543,199,564.80. This trade represents a 3.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Nikesh Arora sold 846,408 shares of the firm’s stock in a transaction dated 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 sale, the chief executive officer owned 275,013 shares in the company, valued at $56,119,152.78. This trade represents a 75.48% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 1,315,130 shares of company stock worth $260,687,367. Insiders own 2.50% of the company’s stock.

Palo Alto Networks Stock Performance

NASDAQ PANW opened at $208.55 on Monday. The stock has a 50-day simple moving average of $192.94 and a two-hundred day simple moving average of $189.28. The firm has a market capitalization of $139.50 billion, a P/E ratio of 129.94, a PEG ratio of 4.96 and a beta of 0.98. Palo Alto Networks, Inc. has a fifty-two week low of $144.15 and a fifty-two week high of $217.94.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings data on Monday, August 18th. The network technology company reported $0.95 earnings per share for the quarter, beating analysts’ consensus estimates of $0.89 by $0.06. The business had revenue of $2.54 billion during 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 company’s revenue was up 15.8% on a year-over-year basis. During the same quarter last year, the business posted $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, analysts forecast that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Analyst Ratings Changes

A number of brokerages recently issued reports on PANW. Barclays restated an “overweight” rating and issued a $215.00 target price (up previously from $210.00) on shares of Palo Alto Networks in a research note on Tuesday, August 19th. DA Davidson restated a “buy” rating and issued a $215.00 target price on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Bank of America upgraded Palo Alto Networks from a “neutral” rating to a “buy” rating and set a $215.00 target price for the company in a research note on Tuesday, August 19th. UBS Group set a $245.00 target price on Palo Alto Networks in a research note on Friday, September 26th. Finally, JMP Securities restated a “market outperform” rating and issued a $212.00 target price on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Twenty-eight equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $214.95.

Palo Alto Networks Company 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.