Generali Investments Management Co LLC Has $8.03 Million Holdings in Palo Alto Networks, Inc. $PANW

Generali Investments Management Co LLC increased its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 70.1% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 39,310 shares of the network technology company’s stock after buying an additional 16,204 shares during the quarter. Palo Alto Networks accounts for about 1.8% of Generali Investments Management Co LLC’s portfolio, making the stock its 11th biggest holding. Generali Investments Management Co LLC’s holdings in Palo Alto Networks were worth $8,033,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of PANW. Y.D. More Investments Ltd raised its holdings in shares of Palo Alto Networks by 4.3% in the second quarter. Y.D. More Investments Ltd now owns 62,583 shares of the network technology company’s stock valued at $12,805,000 after purchasing an additional 2,585 shares during the last quarter. Plotkin Financial Advisors LLC boosted its holdings in Palo Alto Networks by 5.5% during the second quarter. Plotkin Financial Advisors LLC now owns 3,335 shares of the network technology company’s stock worth $682,000 after purchasing an additional 174 shares during the last quarter. Bell Investment Advisors Inc grew its position in Palo Alto Networks by 29.7% in the second quarter. Bell Investment Advisors Inc now owns 721 shares of the network technology company’s stock valued at $148,000 after purchasing an additional 165 shares in the last quarter. MTM Investment Management LLC acquired a new stake in Palo Alto Networks in the 2nd quarter valued at $31,000. Finally, Rockefeller Capital Management L.P. lifted its position in Palo Alto Networks by 6.3% during the 2nd quarter. Rockefeller Capital Management L.P. now owns 849,329 shares of the network technology company’s stock worth $175,966,000 after buying an additional 50,040 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Stock Performance

Shares of PANW opened at $205.25 on Friday. The firm has a market cap of $140.39 billion, a P/E ratio of 127.88, a price-to-earnings-growth ratio of 4.88 and a beta of 0.95. Palo Alto Networks, Inc. has a 52 week low of $144.15 and a 52 week high of $223.61. The firm’s 50-day simple moving average is $209.07 and its 200 day simple moving average is $197.13.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data 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. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.The company had revenue of $2.54 billion during the quarter, compared to analysts’ expectations of $2.50 billion. During the same quarter in the previous year, the company posted $0.75 earnings per share. The business’s revenue was up 15.8% on a year-over-year basis. 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, equities analysts forecast that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the company. Truist Financial set a $220.00 target price on Palo Alto Networks and gave the stock a “buy” rating in a report on Tuesday, August 19th. New Street Research upped their price objective on Palo Alto Networks from $235.00 to $240.00 and gave the stock a “buy” rating in a research note on Friday, September 12th. KeyCorp cut shares of Palo Alto Networks from an “overweight” rating to a “sector weight” rating in a research note on Thursday, July 31st. Rosenblatt Securities lowered their target price on shares of Palo Alto Networks from $235.00 to $215.00 and set a “buy” rating on the stock in a report on Thursday, August 14th. Finally, Evercore ISI increased their price target on shares of Palo Alto Networks from $220.00 to $250.00 and gave the company an “outperform” rating in a research note on Thursday. Twenty-nine research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $221.52.

Insider Transactions at Palo Alto Networks

In other Palo Alto Networks news, CAO Josh D. Paul sold 700 shares of the company’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $219.97, for a total value of $153,979.00. Following the transaction, the chief accounting officer directly owned 47,505 shares of the company’s stock, valued at $10,449,674.85. This represents a 1.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Lee Klarich sold 120,774 shares of Palo Alto Networks stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $191.11, for a total value of $23,081,119.14. Following the sale, the executive vice president directly owned 177,954 shares of the company’s stock, valued at $34,008,788.94. This represents a 40.43% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 1,215,830 shares of company stock valued at $249,160,428. Corporate 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.