Clal Insurance Enterprises Holdings Ltd Has $37.27 Million Holdings in Palo Alto Networks, Inc. $PANW

Clal Insurance Enterprises Holdings Ltd raised its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 564.3% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 232,499 shares of the network technology company’s stock after buying an additional 197,499 shares during the period. Clal Insurance Enterprises Holdings Ltd’s holdings in Palo Alto Networks were worth $37,274,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in PANW. Janney Montgomery Scott LLC raised its stake in Palo Alto Networks by 15.0% in the 1st quarter. Janney Montgomery Scott LLC now owns 410,401 shares of the network technology company’s stock worth $65,796,000 after purchasing an additional 53,485 shares in the last quarter. Aviva PLC grew its position in shares of Palo Alto Networks by 5.4% during the 4th quarter. Aviva PLC now owns 568,804 shares of the network technology company’s stock worth $104,774,000 after purchasing an additional 29,230 shares in the last quarter. Granite Islands Private Wealth LLC increased its stake in Palo Alto Networks by 43.6% during the 1st quarter. Granite Islands Private Wealth LLC now owns 15,342 shares of the network technology company’s stock worth $2,453,000 after acquiring an additional 4,659 shares during the period. Peapack Gladstone Financial Corp increased its holdings in Palo Alto Networks by 8.8% in the 4th quarter. Peapack Gladstone Financial Corp now owns 48,458 shares of the network technology company’s stock valued at $8,926,000 after buying an additional 3,926 shares during the period. Finally, Oak Thistle LLC bought a new position in shares of Palo Alto Networks in the 4th quarter valued at $1,554,000. 79.82% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Barclays reaffirmed an “overweight” rating and issued a $315.00 target price (up from $220.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. William Blair reiterated an “outperform” rating on shares of Palo Alto Networks in a report on Tuesday, June 16th. Deutsche Bank Aktiengesellschaft boosted their price objective on Palo Alto Networks from $220.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. Northland Securities raised their target price on Palo Alto Networks from $190.00 to $302.00 and gave the stock a “market perform” rating in a research note on Wednesday, June 3rd. Finally, DA Davidson lifted their price objective on shares of Palo Alto Networks from $190.00 to $345.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $331.48.

Insider Activity

In related news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total value of $1,447,800.00. Following the sale, the executive vice president owned 145,250 shares in the company, valued at $42,058,590. This represents a 3.33% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director John P. Key sold 7,500 shares of the firm’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the completion of the transaction, the director directly owned 12,500 shares in the company, valued at approximately $3,490,500. The trade was a 37.50% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 101,239 shares of company stock valued at $27,174,360. 1.40% of the stock is currently owned by insiders.

More Palo Alto Networks News

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

• Positive Sentiment: J.P. Morgan-style rotation into cybersecurity is showing up in the news flow, with multiple commentators arguing that AI-driven security demand should benefit PANW as enterprises spend more to protect themselves from increasingly powerful AI tools. Why Palo Alto Stock Can Be a Big Winner in Cybersecurity’s New AI Era
• Positive Sentiment: Morgan Stanley said sentiment on software stocks has become “too negative,” and named high-profile names like PANW as potential rebound candidates if investors rotate back into quality software leaders. Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative’ on Software Stocks. These Are Their Picks
• Positive Sentiment: Citi Wealth’s CIO highlighted cybersecurity as a favored theme, saying “infinite AI agents” could drive more enterprise spending on security, which reinforces the bull case for PANW. Citi Wealth CIO Warns “Infinite AI Agents” Will Accelerate Cybersecurity’s Share of Enterprise Spending
• Positive Sentiment: Palo Alto Networks announced it intends to acquire Embrace to expand its observability platform with digital experience monitoring, adding real-user monitoring and synthetics tools that could broaden its product offering and deepen customer value. Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring
• Neutral Sentiment: One market note said PANW had slipped recently alongside broader software weakness, suggesting investor caution may still be weighing on the shares. Palo Alto Networks (PANW) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Palo Alto Networks Trading Down 1.9%

Shares of Palo Alto Networks stock opened at $342.15 on Wednesday. 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, Inc. has a 52 week low of $139.57 and a 52 week high of $368.80. The stock has a 50 day moving average price of $295.28 and a two-hundred day moving average price of $214.74. The stock has a market capitalization of $278.85 billion, a PE ratio of 280.45, a price-to-earnings-growth ratio of 12.95 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating the consensus estimate 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%. Palo Alto Networks’s revenue was up 31.1% compared to the same quarter last year. During the same quarter last year, the firm posted $0.37 EPS. 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. As a group, equities analysts anticipate that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

Palo Alto Networks 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.