Impact Capital Partners LLC Boosts Position in Palo Alto Networks, Inc. $PANW

Impact Capital Partners LLC raised its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 4.2% during the second quarter, according to its most recent filing with the SEC. The firm owned 1,501 shares of the network technology company’s stock after purchasing an additional 60 shares during the period. Impact Capital Partners LLC’s holdings in Palo Alto Networks were worth $307,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in PANW. HWG Holdings LP purchased a new position in Palo Alto Networks during the 1st quarter valued at about $31,000. Dagco Inc. purchased a new position in Palo Alto Networks during the 1st quarter valued at about $33,000. WPG Advisers LLC purchased a new position in Palo Alto Networks during the 1st quarter valued at about $37,000. Strategic Investment Solutions Inc. IL increased its position in Palo Alto Networks by 58.9% during the 1st quarter. Strategic Investment Solutions Inc. IL now owns 224 shares of the network technology company’s stock valued at $38,000 after purchasing an additional 83 shares during the period. Finally, Stonebridge Financial Group LLC increased its position in Palo Alto Networks by 46.8% during the 1st quarter. Stonebridge Financial Group LLC now owns 232 shares of the network technology company’s stock valued at $40,000 after purchasing an additional 74 shares during the period. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Stock Up 1.6%

PANW stock opened at $206.80 on Thursday. The firm has a 50 day moving average of $189.95 and a 200 day moving average of $187.87. The stock has a market capitalization of $138.33 billion, a PE ratio of 128.85, a price-to-earnings-growth ratio of 4.85 and a beta of 0.98. Palo Alto Networks, Inc. has a 52 week low of $144.15 and a 52 week high of $210.39.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $2.50 billion. During the same period in the previous year, the business posted $0.75 EPS. The business’s quarterly 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, equities research analysts expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Insider Buying and Selling at Palo Alto Networks

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction that occurred on Tuesday, September 23rd. The shares were 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 directly owned 96,135 shares in the company, valued at approximately $19,629,805.65. The trade was a 4.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CEO Nikesh Arora sold 846,408 shares of Palo Alto Networks stock in a transaction that occurred on Tuesday, September 23rd. The shares were sold at an average price of $204.06, for a total transaction of $172,718,016.48. Following the sale, the chief executive officer owned 275,013 shares of the company’s stock, valued at approximately $56,119,152.78. The trade was a 75.48% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 1,314,430 shares of company stock worth $259,210,094. Corporate insiders own 2.50% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. Barclays reissued an “overweight” rating and set a $215.00 target price (up previously from $210.00) on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $223.00 price objective on shares of Palo Alto Networks in a research report on Friday, August 15th. Needham & Company LLC reaffirmed a “buy” rating and issued a $230.00 price objective on shares of Palo Alto Networks in a research report on Wednesday, September 3rd. Westpark Capital reaffirmed a “hold” rating on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Finally, Rosenblatt Securities cut 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. Thirty research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $214.64.

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.