Palo Alto Networks, Inc. $PANW Stock Sold by Eurizon Capital SGR S.p.A.

Eurizon Capital SGR S.p.A. reduced its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 42.8% in the 3rd quarter, HoldingsChannel reports. The firm owned 466,314 shares of the network technology company’s stock after selling 348,698 shares during the period. Eurizon Capital SGR S.p.A.’s holdings in Palo Alto Networks were worth $184,830,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of PANW. Werba Rubin Papier Wealth Management raised its stake in Palo Alto Networks by 17.9% in the 3rd quarter. Werba Rubin Papier Wealth Management now owns 831 shares of the network technology company’s stock valued at $330,000 after acquiring an additional 126 shares during the period. Welch Financial Planning LLC acquired a new stake in Palo Alto Networks during the 3rd quarter valued at $220,000. Van Strum & Towne Inc. lifted its holdings in Palo Alto Networks by 2.7% during the 3rd quarter. Van Strum & Towne Inc. now owns 25,526 shares of the network technology company’s stock valued at $10,142,000 after purchasing an additional 679 shares during the last quarter. CENTRAL TRUST Co lifted its holdings in Palo Alto Networks by 0.5% during the 3rd quarter. CENTRAL TRUST Co now owns 14,330 shares of the network technology company’s stock valued at $5,693,000 after purchasing an additional 66 shares during the last quarter. Finally, Artemis Wealth Advisors LLC bought a new position in Palo Alto Networks during the third quarter worth $993,000. Institutional investors own 79.82% of the company’s stock.

Insider Activity

In other news, Director James Goetz sold 20,000 shares of Palo Alto Networks stock in a transaction on Thursday, September 17th. The stock was sold at an average price of $376.68, for a total transaction of $7,533,600.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Josh Paul sold 900 shares of the business’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $373.68, for a total transaction of $336,312.00. Following the completion of the sale, the chief accounting officer directly owned 72,484 shares of the company’s stock, valued at approximately $27,085,821.12. The trade was a 1.23% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 54,210 shares of company stock worth $20,823,029. Corporate insiders own 0.55% of the company’s stock.

Palo Alto Networks Price Performance

Shares of NASDAQ PANW opened at $322.66 on Friday. The firm has a market cap of $264.18 billion, a P/E ratio of 632.68, a price-to-earnings-growth ratio of 9.59 and a beta of 0.96. The business’s 50 day moving average is $367.70 and its 200-day moving average is $276.51. The company has a current ratio of 0.87, a quick ratio of 0.87 and a debt-to-equity ratio of 0.06. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $432.33.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings results on Tuesday, September 1st. The network technology company reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.98 by $0.04. The business had revenue of $3.41 billion during the quarter, compared to the consensus estimate of $3.35 billion. Palo Alto Networks had a return on equity of 8.50% and a net margin of 2.67%. The firm’s quarterly revenue was up 34.5% on a year-over-year basis. During the same period in the previous year, the company posted $0.95 EPS. Palo Alto Networks has set its FY 2027 guidance at 4.160-4.190 EPS and its Q1 2027 guidance at 0.960-0.980 EPS. Equities research analysts predict that Palo Alto Networks, Inc. will post 2.32 earnings per share for the current year.

Palo Alto Networks News Summary

Investors following PANW have been watching these news items:

• Positive Sentiment: Jefferies lowered its price target to $400 from $450 but maintained a Buy rating, while Bank of America reiterated Buy with a $420 target. Jefferies analyst action Bank of America’s outlook
• Neutral Sentiment: Citi was reported to see “powerful upside” for PANW, though the provided report did not include further details. Citi Sees Powerful Upside for Palo Alto Network Stock
• Negative Sentiment: A Zacks comparison favored Cloudflare over Palo Alto, citing Cloudflare’s stronger revenue-growth outlook and rising AI-security demand—potentially adding competitive pressure on PANW. PANW vs. NET: Which Cybersecurity Stock Should You Buy Right Now?

Analysts Set New Price Targets

PANW has been the topic of several research reports. Rosenblatt Securities upped their price objective on shares of Palo Alto Networks from $355.00 to $415.00 and gave the company a “buy” rating in a report on Wednesday, September 2nd. Oppenheimer reissued an “outperform” rating and issued a $450.00 price objective (up from $400.00) on shares of Palo Alto Networks in a research report on Wednesday, September 2nd. TD Cowen restated a “buy” rating and set a $440.00 target price (up from $400.00) on shares of Palo Alto Networks in a research note on Friday, October 2nd. Weiss Ratings cut shares of Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday. Finally, BNP Paribas Exane lifted their target price on shares of Palo Alto Networks from $380.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday, September 2nd. Thirty-nine analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $397.49.

Palo Alto Networks Profile

Palo Alto Networks, Inc. is a cybersecurity company that provides products and services to help organizations protect their networks, cloud environments, devices and applications. Its offerings include next-generation firewalls, cloud security tools, secure access services and platforms for detecting and responding to cyber threats. The company’s product portfolio includes Prisma for cloud and network security and Cortex for security operations, including threat detection and response. It also provides cybersecurity consulting and incident-response services through Unit 42.