Chilton Capital Management LLC Has $486,000 Stock Holdings in Palo Alto Networks, Inc. $PANW

Chilton Capital Management LLC trimmed its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 10.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,374 shares of the network technology company’s stock after selling 288 shares during the quarter. Chilton Capital Management LLC’s holdings in Palo Alto Networks were worth $486,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Nuveen LLC acquired a new position in Palo Alto Networks during the 1st quarter worth approximately $810,047,000. Kingstone Capital Partners Texas LLC acquired a new position in Palo Alto Networks during the 2nd quarter worth approximately $633,068,000. Goldman Sachs Group Inc. raised its stake in Palo Alto Networks by 41.9% during the 1st 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. Price T Rowe Associates Inc. MD raised its stake in Palo Alto Networks by 77.1% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 3,879,506 shares of the network technology company’s stock worth $662,000,000 after buying an additional 1,688,432 shares during the period. Finally, Vanguard Group Inc. raised its stake in Palo Alto Networks by 2.5% during the 1st 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. 79.82% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

PANW has been the topic of a number of research reports. Mizuho upped their price target on Palo Alto Networks from $210.00 to $220.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. JMP Securities reaffirmed a “market outperform” rating and set a $212.00 price target on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Bank of America upped their price target on Palo Alto Networks from $215.00 to $240.00 and gave the stock a “buy” rating in a research note on Monday, October 20th. Morgan Stanley upped their price target on Palo Alto Networks from $210.00 to $216.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 2nd. Finally, Needham & Company LLC reissued a “buy” rating and set a $230.00 price objective on shares of Palo Alto Networks in a report on Wednesday, September 3rd. Thirty analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $217.22.

Palo Alto Networks Stock Performance

Shares of PANW opened at $217.11 on Monday. The stock has a 50 day moving average price of $200.79 and a two-hundred day moving average price of $192.59. The firm has a market capitalization of $145.22 billion, a P/E ratio of 135.27, a P/E/G ratio of 5.16 and a beta of 0.98. Palo Alto Networks, Inc. has a 52 week low of $144.15 and a 52 week high of $218.23.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.89 by $0.06. The company 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%.Palo Alto Networks’s quarterly revenue was up 15.8% on a year-over-year basis. During the same period in the prior year, the company posted $0.75 earnings per share. 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 analysts forecast that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Insider Buying and Selling

In other news, EVP Nir Zuk sold 100,000 shares of the company’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 completion of the transaction, the executive vice president directly owned 3,143,516 shares of the company’s stock, valued at $543,199,564.80. This represents a 3.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Lee Klarich sold 120,774 shares of the company’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 of the company’s stock, valued at approximately $31,616,344.80. This represents a 44.74% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 1,315,130 shares of company stock valued at $260,687,367 over the last quarter. Corporate insiders own 2.50% of the company’s stock.

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.