IAM Advisory LLC Sells 56 Shares of Palo Alto Networks, Inc. $PANW

IAM Advisory LLC trimmed its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 0.6% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,559 shares of the network technology company’s stock after selling 56 shares during the period. IAM Advisory LLC’s holdings in Palo Alto Networks were worth $1,956,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in PANW. Nuveen LLC bought a new stake in Palo Alto Networks in the first quarter worth approximately $810,047,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of Palo Alto Networks by 92.7% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 5,951,283 shares of the network technology company’s stock worth $1,082,895,000 after buying an additional 2,862,718 shares during the period. GAMMA Investing LLC boosted its holdings in shares of Palo Alto Networks by 18,802.8% during the 1st quarter. GAMMA Investing LLC now owns 2,410,290 shares of the network technology company’s stock worth $411,292,000 after buying an additional 2,397,539 shares during the period. Goldman Sachs Group Inc. boosted its holdings in shares of Palo Alto Networks by 41.9% during the 1st quarter. Goldman Sachs Group Inc. now owns 7,235,406 shares of the network technology company’s stock worth $1,234,650,000 after buying an additional 2,134,735 shares during the period. Finally, Price T Rowe Associates Inc. MD boosted its holdings in shares of Palo Alto Networks by 77.1% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 3,879,506 shares of the network technology company’s stock worth $662,000,000 after buying an additional 1,688,432 shares during the period. 79.82% of the stock is owned by institutional investors.

Palo Alto Networks Stock Performance

Shares of PANW stock opened at $201.28 on Tuesday. Palo Alto Networks, Inc. has a 52-week low of $144.15 and a 52-week high of $210.39. The stock has a market cap of $134.64 billion, a price-to-earnings ratio of 125.41, a P/E/G ratio of 4.68 and a beta of 0.98. The firm has a fifty day moving average of $188.03 and a 200-day moving average of $185.98.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Monday, August 18th. The network technology company reported $0.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.89 by $0.06. Palo Alto Networks had a net margin of 12.30% and a return on equity of 17.66%. 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 prior year, the company posted $0.75 EPS. 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. On average, sell-side analysts predict that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Insider Buying and Selling at Palo Alto Networks

In other news, EVP Lee Klarich sold 120,774 shares of the stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $191.11, for a total value of $23,081,119.14. Following the completion of the transaction, the executive vice president owned 177,954 shares in the company, valued at approximately $34,008,788.94. This represents a 40.43% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CAO Josh D. Paul sold 800 shares of the company’s stock in a transaction dated Friday, June 20th. The stock was sold at an average price of $201.05, for a total transaction of $160,840.00. Following the completion of the sale, the chief accounting officer directly owned 42,033 shares in the company, valued at approximately $8,450,734.65. The trade was a 1.87% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 569,422 shares of company stock worth $106,629,618. Corporate insiders own 2.50% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the stock. Stephens reaffirmed an “equal weight” rating and set a $205.00 price objective on shares of Palo Alto Networks in a report on Tuesday, August 19th. Wells Fargo & Company upped their price objective on shares of Palo Alto Networks from $225.00 to $235.00 and gave the stock an “overweight” rating in a report on Wednesday, May 21st. Northland Securities decreased their price objective on shares of Palo Alto Networks from $210.00 to $177.00 and set a “market perform” rating for the company in a report on Wednesday, May 21st. Westpark Capital reaffirmed a “hold” rating on shares of Palo Alto Networks in a report on Tuesday, August 19th. Finally, Rosenblatt Securities decreased their price objective on shares of Palo Alto Networks from $235.00 to $215.00 and set a “buy” rating for the company in a report on Thursday, August 14th. Twenty-eight analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and a consensus target price of $211.68.

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.