Lombard Odier Asset Management Europe Ltd Raises Stock Holdings in Palo Alto Networks, Inc. $PANW

Lombard Odier Asset Management Europe Ltd increased its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 5.6% in the first quarter, according to its most recent filing with the SEC. The fund owned 76,315 shares of the network technology company’s stock after acquiring an additional 4,024 shares during the period. Lombard Odier Asset Management Europe Ltd’s holdings in Palo Alto Networks were worth $12,235,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Darwin Wealth Management LLC purchased a new stake in Palo Alto Networks in the second quarter worth $25,000. Steph & Co. lifted its position in shares of Palo Alto Networks by 88.2% during the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after purchasing an additional 67 shares during the last quarter. Knuff & Co LLC purchased a new stake in shares of Palo Alto Networks during the fourth quarter valued at $26,000. Sittner & Nelson LLC boosted its stake in shares of Palo Alto Networks by 73.8% during the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after purchasing an additional 62 shares during the period. Finally, Luken Investment Analytics LLC grew its holdings in shares of Palo Alto Networks by 196.2% in the fourth quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock worth $28,000 after purchasing an additional 102 shares during the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Analysts Set New Price Targets

PANW has been the topic of several recent analyst reports. Weiss Ratings downgraded shares of Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a research note on Thursday, June 4th. The Goldman Sachs Group reissued a “buy” rating and issued a $330.00 price objective on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Royal Bank Of Canada upped their target price on shares of Palo Alto Networks from $255.00 to $330.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Robert W. Baird set a $320.00 price target on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Finally, Oppenheimer boosted their price target on Palo Alto Networks from $275.00 to $350.00 and gave the company an “outperform” rating in a report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $331.48.

Palo Alto Networks Price Performance

Palo Alto Networks stock opened at $331.83 on Monday. The business has a fifty day moving average of $308.00 and a two-hundred day moving average of $222.47. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. The firm has a market cap of $270.44 billion, a P/E ratio of 271.99, a P/E/G ratio of 12.32 and a beta of 0.91. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $368.80.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The business had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The business’s revenue was up 31.1% compared to the same quarter last year. During the same period last year, the business 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. On average, analysts forecast that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, Director Helle Thorning-Schmidt sold 700 shares of Palo Alto Networks stock in a transaction dated Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total value 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Josh D. Paul sold 900 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $345.00, for a total transaction of $310,500.00. Following the completion of the transaction, the chief accounting officer owned 79,644 shares of the company’s stock, valued at $27,477,180. This represents a 1.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 101,239 shares of company stock valued at $27,174,360 over the last 90 days. Company insiders own 1.40% of the company’s stock.

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.