WINTON GROUP Ltd Takes Position in Palo Alto Networks, Inc. $PANW

WINTON GROUP Ltd bought a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) in the fourth quarter, Holdings Channel.com reports. The fund bought 76,681 shares of the network technology company’s stock, valued at approximately $14,125,000.

A number of other large investors have also recently made changes to their positions in PANW. Brighton Jones LLC boosted its stake in shares of Palo Alto Networks by 147.7% during the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after purchasing an additional 4,031 shares during the period. Bison Wealth LLC boosted its stake in shares of Palo Alto Networks by 169.1% during the fourth quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after purchasing an additional 3,275 shares during the period. Sivia Capital Partners LLC boosted its stake in shares of Palo Alto Networks by 66.3% during the second quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock valued at $713,000 after purchasing an additional 1,389 shares during the period. Osterweis Capital Management Inc. boosted its stake in shares of Palo Alto Networks by 11,100.0% during the second quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock valued at $115,000 after purchasing an additional 555 shares during the period. Finally, Main Street Financial Solutions LLC boosted its stake in shares of Palo Alto Networks by 6.0% during the second quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock valued at $900,000 after purchasing an additional 249 shares during the period. 79.82% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Palo Alto Networks news, EVP Lee Klarich sold 62,904 shares of the business’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $258.65, for a total value of $16,270,119.60. Following the completion of the transaction, the executive vice president directly owned 235,983 shares in the company, valued at approximately $61,037,002.95. The trade was a 21.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director John P. Key sold 1,572 shares of the business’s stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $173.32, for a total transaction of $272,459.04. Following the completion of the transaction, the director owned 20,000 shares of the company’s stock, valued at $3,466,400. This represents a 7.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 72,076 shares of company stock valued at $17,930,587 in the last three months. 1.40% of the stock is currently owned by insiders.

Palo Alto Networks Stock Performance

Shares of Palo Alto Networks stock opened at $272.05 on Friday. The company has a market capitalization of $221.72 billion, a PE ratio of 222.99, a P/E/G ratio of 10.28 and a beta of 0.94. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.04 and a current ratio of 0.86. The company has a 50-day simple moving average of $205.03 and a two-hundred day simple moving average of $186.58. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $302.95.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. The business had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The firm’s revenue was up 31.1% on a year-over-year basis. During the same period in the previous year, the company posted $0.37 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. Research analysts expect that Palo Alto Networks, Inc. will post 2.15 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on PANW. Scotiabank reaffirmed a “sector outperform” rating and issued a $320.00 price objective (up from $180.00) on shares of Palo Alto Networks in a research note on Wednesday. Wedbush upped their price objective on shares of Palo Alto Networks from $300.00 to $340.00 and gave the stock an “outperform” rating in a research note on Wednesday. Rosenblatt Securities upped their price objective on shares of Palo Alto Networks from $275.00 to $355.00 and gave the stock a “buy” rating in a research note on Wednesday. UBS Group set a $300.00 price objective on shares of Palo Alto Networks and gave the stock a “neutral” rating in a research note on Wednesday. Finally, Stifel Nicolaus set a $340.00 price objective on shares of Palo Alto Networks in a research note on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Palo Alto Networks presently has an average rating of “Moderate Buy” and a consensus price target of $306.29.

Palo Alto Networks News Roundup

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Analyst sentiment remains broadly constructive, with multiple firms raising price targets after earnings, including targets of $207 to $360 and several firms reiterating positive forecasts for PANW. HSBC adjusts price target on Palo Alto Networks
• Positive Sentiment: FBN Securities upgraded Palo Alto Networks from “outperform” to “strong-buy,” adding to the bullish analyst backdrop. FBN Securities upgrade
• Neutral Sentiment: Several articles note that PANW’s strong AI security narrative and recent earnings beat have kept the long-term story intact, even as the stock has cooled after its sharp rally. Barron’s on Palo Alto Networks rally
• Negative Sentiment: Cybersecurity peers, especially CrowdStrike, sold off after earnings, and that weakness spilled over to PANW as investors demanded clearer proof of AI monetization and more room for upside after the rally. CrowdStrike sinks, weighing on Palo Alto Networks
• Negative Sentiment: Some commentary argues PANW’s stock has run too far too fast, suggesting valuation concerns and profit-taking are pressuring shares despite solid fundamentals. Seeking Alpha on Palo Alto Networks valuation

Palo Alto Networks Company Profile

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next?generation firewalls as a core on?premises capability, alongside cloud?delivered security services and software for securing public and private clouds.