Tilia Fiduciary Partners Inc. Boosts Holdings in Palo Alto Networks, Inc. $PANW

Tilia Fiduciary Partners Inc. increased its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 1.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 13,104 shares of the network technology company’s stock after buying an additional 225 shares during the quarter. Palo Alto Networks accounts for approximately 1.6% of Tilia Fiduciary Partners Inc.’s holdings, making the stock its 20th biggest holding. Tilia Fiduciary Partners Inc.’s holdings in Palo Alto Networks were worth $2,682,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in shares of Palo Alto Networks by 2.5% in the first quarter. Vanguard Group Inc. now owns 62,775,544 shares of the network technology company’s stock worth $10,712,019,000 after buying an additional 1,541,637 shares during the period. Goldman Sachs Group Inc. increased its stake in shares of Palo Alto Networks by 41.9% in the first quarter. Goldman Sachs Group Inc. now owns 7,235,406 shares of the network technology company’s stock worth $1,234,650,000 after buying an additional 2,134,735 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Palo Alto Networks by 16.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 6,902,048 shares of the network technology company’s stock worth $1,177,765,000 after buying an additional 950,765 shares during the period. Nuveen LLC purchased a new position in shares of Palo Alto Networks in the first quarter worth $810,047,000. Finally, Charles Schwab Investment Management Inc. increased its stake in shares of Palo Alto Networks by 5.2% in the first quarter. Charles Schwab Investment Management Inc. now owns 4,422,037 shares of the network technology company’s stock worth $754,576,000 after buying an additional 219,111 shares during the period. 79.82% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research analysts recently commented on PANW shares. Morgan Stanley lifted their target price on shares of Palo Alto Networks from $210.00 to $216.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 2nd. Bank of America raised shares of Palo Alto Networks from a “neutral” rating to a “buy” rating and set a $215.00 price objective on the stock in a research report on Tuesday, August 19th. Jefferies Financial Group set a $235.00 price objective on shares of Palo Alto Networks in a research report on Tuesday, July 29th. Truist Financial set a $220.00 price objective on shares of Palo Alto Networks and gave the company a “buy” rating in a research report on Tuesday, August 19th. Finally, Wedbush reissued an “outperform” rating and set a $225.00 price objective on shares of Palo Alto Networks in a research report on Monday, September 15th. Thirty analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $214.64.

Insider Buying and Selling

In related news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction dated Tuesday, September 23rd. The shares were sold at an average price of $204.19, for a total value of $1,020,950.00. Following the transaction, the executive vice president owned 96,135 shares in the company, valued at $19,629,805.65. The trade was a 4.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Nir Zuk sold 100,000 shares of the company’s 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. The trade was a 3.08% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 1,315,130 shares of company stock worth $259,351,606 over the last quarter. 2.50% of the stock is owned by insiders.

Palo Alto Networks Trading Down 1.0%

Shares of PANW stock opened at $207.19 on Friday. Palo Alto Networks, Inc. has a 12 month low of $144.15 and a 12 month high of $212.10. The stock has a market cap of $138.59 billion, a PE ratio of 129.09, a price-to-earnings-growth ratio of 4.98 and a beta of 0.98. The company’s fifty day moving average price is $190.20 and its 200-day moving average price is $188.20.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.89 by $0.06. The company had revenue of $2.54 billion for the quarter, compared to analysts’ expectations of $2.50 billion. Palo Alto Networks had a net margin of 12.30% and a return on equity of 17.66%. Palo Alto Networks’s revenue was up 15.8% compared to the same quarter last year. During the same quarter in the previous 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. On average, sell-side analysts forecast that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

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.