Oliver Lagore Vanvalin Investment Group Invests $2.06 Million in Palo Alto Networks, Inc. $PANW

Oliver Lagore Vanvalin Investment Group purchased a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 10,059 shares of the network technology company’s stock, valued at approximately $2,058,000.

Several other institutional investors have also recently made changes to their positions in PANW. Nuveen LLC purchased a new position in shares of Palo Alto Networks during the first quarter valued at $810,047,000. GAMMA Investing LLC boosted its stake in shares of Palo Alto Networks by 18,802.8% during the first quarter. GAMMA Investing LLC now owns 2,410,290 shares of the network technology company’s stock valued at $411,292,000 after purchasing an additional 2,397,539 shares in the last quarter. Goldman Sachs Group Inc. boosted its stake in shares of Palo Alto Networks by 41.9% during the first quarter. Goldman Sachs Group Inc. now owns 7,235,406 shares of the network technology company’s stock valued at $1,234,650,000 after purchasing an additional 2,134,735 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its stake in shares of Palo Alto Networks by 77.1% during the first quarter. Price T Rowe Associates Inc. MD now owns 3,879,506 shares of the network technology company’s stock valued at $662,000,000 after purchasing an additional 1,688,432 shares in the last quarter. Finally, Vanguard Group Inc. boosted its stake in shares of Palo Alto Networks by 2.5% during the first quarter. Vanguard Group Inc. now owns 62,775,544 shares of the network technology company’s stock valued at $10,712,019,000 after purchasing an additional 1,541,637 shares in the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Insider Activity at Palo Alto Networks

In other news, EVP Lee Klarich sold 120,774 shares of Palo Alto Networks stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $191.11, for a total transaction of $23,081,119.14. Following the completion of the sale, the executive vice president directly owned 177,954 shares in the company, valued at approximately $34,008,788.94. The trade was a 40.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Nir Zuk sold 100,000 shares of Palo Alto Networks stock in a transaction on Friday, August 1st. The stock was sold at an average price of $172.80, for a total transaction of $17,280,000.00. Following the sale, the executive vice president owned 3,143,516 shares of the company’s stock, valued at $543,199,564.80. The trade was a 3.08% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 568,622 shares of company stock valued at $106,468,778. 2.50% of the stock is currently owned by corporate insiders.

Palo Alto Networks Stock Up 1.3%

Shares of PANW opened at $205.68 on Friday. The company has a market cap of $137.58 billion, a price-to-earnings ratio of 128.15, a price-to-earnings-growth ratio of 4.85 and a beta of 0.98. Palo Alto Networks, Inc. has a twelve month low of $144.15 and a twelve month high of $210.39. The company has a 50 day moving average of $188.19 and a two-hundred day moving average of $186.35.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share for the quarter, beating the consensus estimate 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 the consensus estimate of $2.50 billion. During the same period last year, the firm earned $0.75 earnings per share. Palo Alto Networks’s revenue was up 15.8% compared to the same quarter last year. 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 expect that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

Analyst Ratings Changes

PANW has been the topic of a number of recent research reports. Morgan Stanley increased their price objective on shares of Palo Alto Networks from $210.00 to $216.00 and gave the company an “overweight” rating in a research note on Tuesday, September 2nd. Piper Sandler upgraded shares of Palo Alto Networks from a “neutral” rating to an “overweight” rating and increased their price objective for the company from $200.00 to $225.00 in a research note on Tuesday, August 12th. Cantor Fitzgerald reiterated an “overweight” rating and set a $223.00 price objective on shares of Palo Alto Networks in a research note on Friday, August 15th. Scotiabank increased their price objective on shares of Palo Alto Networks from $225.00 to $228.00 and gave the company a “sector outperform” rating in a research note on Tuesday, August 19th. Finally, Guggenheim increased their price objective on shares of Palo Alto Networks from $130.00 to $135.00 and gave the company a “sell” rating in a research note on Tuesday, August 19th. Twenty-nine analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Palo Alto Networks currently has an average rating of “Moderate Buy” and a consensus target price of $212.39.

Palo Alto Networks Company Profile

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.