Lombard Odier Asset Management Europe Ltd Sells 14,057 Shares of Palo Alto Networks, Inc. $PANW

Lombard Odier Asset Management Europe Ltd reduced its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 18.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 62,258 shares of the network technology company’s stock after selling 14,057 shares during the quarter. Lombard Odier Asset Management Europe Ltd’s holdings in Palo Alto Networks were worth $21,231,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Trilogy Capital Inc. boosted its position in shares of Palo Alto Networks by 1.8% during the second quarter. Trilogy Capital Inc. now owns 2,127 shares of the network technology company’s stock worth $725,000 after acquiring an additional 37 shares during the last quarter. Wisconsin Wealth Advisors LLC increased its holdings in Palo Alto Networks by 1.2% in the 2nd quarter. Wisconsin Wealth Advisors LLC now owns 3,206 shares of the network technology company’s stock valued at $1,093,000 after acquiring an additional 38 shares during the last quarter. Orrstown Financial Services Inc. increased its holdings in Palo Alto Networks by 1.2% in the 2nd quarter. Orrstown Financial Services Inc. now owns 3,197 shares of the network technology company’s stock valued at $1,090,000 after acquiring an additional 38 shares during the last quarter. WNY Asset Management LLC lifted its stake in Palo Alto Networks by 2.8% in the 2nd quarter. WNY Asset Management LLC now owns 1,751 shares of the network technology company’s stock worth $597,000 after purchasing an additional 47 shares in the last quarter. Finally, GSG Advisors LLC lifted its stake in Palo Alto Networks by 0.4% in the 1st quarter. GSG Advisors LLC now owns 12,536 shares of the network technology company’s stock worth $2,010,000 after purchasing an additional 51 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Stock Performance

NASDAQ:PANW opened at $371.59 on Friday. The firm has a market capitalization of $302.85 billion, a PE ratio of 304.58, a PEG ratio of 12.10 and a beta of 0.91. The stock’s fifty day moving average is $344.62 and its 200 day moving average is $248.45. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $398.88. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, topping the consensus estimate of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The company had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. During the same period in the previous year, the firm earned $0.37 earnings per share. Palo Alto Networks’s quarterly revenue was up 31.1% compared to the same quarter last year. 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. On average, sell-side analysts anticipate that Palo Alto Networks, Inc. will post 2.01 earnings per share for the current year.

Key Headlines Impacting Palo Alto Networks

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

• Positive Sentiment: Benchmark raised its price target to $400 from $340 and maintained a Buy rating, citing potential upside to next-generation security annual recurring revenue, revenue, operating income and margins. The forecast reinforces expectations that Palo Alto Networks’ AI-security strategy is gaining traction. Palo Alto Networks Gets a $400 Target
• Positive Sentiment: Investors are taking confidence from CrowdStrike’s stronger-than-expected results, which highlighted robust AI-related cybersecurity demand and lifted sentiment across the sector. Palo Alto Networks is viewed as a potential beneficiary of the same spending cycle. Palo Alto Networks Stock Trades Up
• Positive Sentiment: Platformization, adoption of AI-security products and recent deal wins are expected to support fourth-quarter growth. BTIG also assigned PANW a Buy rating, adding to broadly favorable analyst coverage. Palo Alto Networks to Report Q4 Earnings
• Neutral Sentiment: Earnings are the next major catalyst. Traders expect potentially significant movement after the report, while analysts are watching recurring revenue, margins, operating income and guidance—not just revenue and EPS. Expected Post-Earnings Stock Move
• Negative Sentiment: Acquisition-related costs could pressure results, and the stock’s triple-digit P/E ratio—above 300 based on the supplied data—means much of the AI-growth outlook may already be reflected in the price. Any shortfall in growth or guidance could trigger profit-taking. Palo Alto’s Rally Has One Big Problem Ahead of Earnings
• Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000, reducing his position by 1.21%. The transaction is small relative to his remaining holdings but may create a modest sentiment headwind. Palo Alto Networks Insider Sale

Insider Transactions at Palo Alto Networks

In related news, Director Aparna Bawa sold 290 shares of Palo Alto Networks stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $348.74, for a total transaction of $101,134.60. Following the completion of the transaction, the director directly owned 6,437 shares of the company’s stock, valued at approximately $2,244,839.38. The trade was a 4.31% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Helle Thorning-Schmidt sold 700 shares of the company’s stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total transaction of $242,795.00. Following the transaction, the director owned 5,898 shares in the company, valued at $2,045,721.30. The trade was a 10.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 38,835 shares of company stock worth $11,127,854. 1.40% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on PANW shares. Barclays restated an “overweight” rating and set a $370.00 price objective (up from $315.00) on shares of Palo Alto Networks in a research report on Wednesday, August 5th. Evercore reiterated an “outperform” rating and issued a $415.00 target price on shares of Palo Alto Networks in a research report on Wednesday, July 8th. Robert W. Baird set a $320.00 price target on Palo Alto Networks in a research note on Wednesday, June 3rd. New Street Research set a $415.00 price target on Palo Alto Networks in a research note on Tuesday, August 18th. Finally, BNP Paribas Exane raised their price target on Palo Alto Networks from $330.00 to $380.00 and gave the company an “outperform” rating in a report on Wednesday, July 1st. One investment analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $368.42.

About Palo Alto Networks

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.