Capital Analysts LLC Purchases 191 Shares of Palo Alto Networks, Inc. $PANW

Capital Analysts LLC boosted its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 5.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,455 shares of the network technology company’s stock after acquiring an additional 191 shares during the quarter. Capital Analysts LLC’s holdings in Palo Alto Networks were worth $590,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in PANW. Nuveen LLC bought a new stake in Palo Alto Networks during the first quarter worth $810,047,000. Northern Trust Corp raised its position in shares of Palo Alto Networks by 133.7% in the fourth quarter. Northern Trust Corp now owns 7,842,647 shares of the network technology company’s stock valued at $1,427,048,000 after purchasing an additional 4,486,654 shares during the period. Nuveen Asset Management LLC raised its position in shares of Palo Alto Networks by 98.0% in the fourth quarter. Nuveen Asset Management LLC now owns 6,158,580 shares of the network technology company’s stock valued at $1,120,615,000 after purchasing an additional 3,047,625 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of Palo Alto Networks by 92.7% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 5,951,283 shares of the network technology company’s stock valued at $1,082,895,000 after purchasing an additional 2,862,718 shares during the period. Finally, GAMMA Investing LLC raised its position in shares of Palo Alto Networks by 18,802.8% in the first quarter. GAMMA Investing LLC now owns 2,410,290 shares of the network technology company’s stock valued at $411,292,000 after purchasing an additional 2,397,539 shares during the period. 79.82% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on PANW. JPMorgan Chase & Co. dropped their price objective on shares of Palo Alto Networks from $225.00 to $221.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 21st. TD Securities reissued a “buy” rating and issued a $230.00 price objective on shares of Palo Alto Networks in a research report on Wednesday, May 21st. Stephens reissued an “equal weight” rating and issued a $205.00 price objective on shares of Palo Alto Networks in a research report on Tuesday. JMP Securities reissued a “market outperform” rating and issued a $212.00 price objective on shares of Palo Alto Networks in a research report on Tuesday. Finally, Rosenblatt Securities dropped their price objective on shares of Palo Alto Networks from $235.00 to $215.00 and set a “buy” rating on the stock in a research report on Thursday, August 14th. Twenty-eight analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $211.52.

Palo Alto Networks Stock Performance

PANW stock opened at $183.32 on Friday. The company’s 50-day simple moving average is $190.82 and its 200 day simple moving average is $186.31. Palo Alto Networks, Inc. has a 52 week low of $144.15 and a 52 week high of $210.39. The company has a market capitalization of $122.24 billion, a PE ratio of 114.22, a price-to-earnings-growth ratio of 4.50 and a beta of 0.94.

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

Insider Activity

In other Palo Alto Networks news, EVP Nir Zuk sold 100,000 shares of the stock in a transaction dated Friday, August 1st. The shares were sold at an average price of $172.80, for a total transaction of $17,280,000.00. Following the sale, the executive vice president directly owned 3,143,516 shares in the company, valued at $543,199,564.80. This represents a 3.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction dated Monday, June 23rd. The stock was sold at an average price of $201.85, for a total transaction of $1,009,250.00. Following the sale, the executive vice president owned 101,135 shares in the company, valued at $20,414,099.75. The trade was a 4.71% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 669,248 shares of company stock valued at $126,423,337. Company insiders own 2.50% of the company’s stock.

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.