Palo Alto Networks, Inc. $PANW Stake Raised by Triodos Investment Management BV

Triodos Investment Management BV raised its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 0.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 221,500 shares of the network technology company’s stock after acquiring an additional 700 shares during the period. Palo Alto Networks makes up 3.4% of Triodos Investment Management BV’s portfolio, making the stock its 9th biggest position. Triodos Investment Management BV’s holdings in Palo Alto Networks were worth $45,308,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently modified their holdings of the stock. St. Clair Advisors LLC raised its stake in shares of Palo Alto Networks by 0.3% in the second quarter. St. Clair Advisors LLC now owns 15,800 shares of the network technology company’s stock worth $3,233,000 after buying an additional 50 shares during the period. Csenge Advisory Group grew its position in shares of Palo Alto Networks by 2.4% during the first quarter. Csenge Advisory Group now owns 2,271 shares of the network technology company’s stock worth $381,000 after purchasing an additional 53 shares in the last quarter. TFG Advisers LLC grew its position in shares of Palo Alto Networks by 1.1% during the second quarter. TFG Advisers LLC now owns 4,668 shares of the network technology company’s stock worth $955,000 after purchasing an additional 53 shares in the last quarter. GSG Advisors LLC grew its position in shares of Palo Alto Networks by 0.4% during the first quarter. GSG Advisors LLC now owns 12,450 shares of the network technology company’s stock worth $2,154,000 after purchasing an additional 54 shares in the last quarter. Finally, SYM FINANCIAL Corp grew its position in shares of Palo Alto Networks by 1.4% during the first quarter. SYM FINANCIAL Corp now owns 4,047 shares of the network technology company’s stock worth $691,000 after purchasing an additional 55 shares in the last quarter. 79.82% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, EVP Lee Klarich sold 120,774 shares of the firm’s stock in a transaction that occurred on Monday, October 6th. The stock was sold at an average price of $211.92, for a total value of $25,594,426.08. Following the completion of the sale, the executive vice president directly owned 149,190 shares of the company’s stock, valued at $31,616,344.80. This trade represents a 44.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Nikesh Arora sold 846,408 shares of the firm’s stock in a transaction that occurred on Tuesday, September 23rd. The shares were sold at an average price of $204.06, for a total value of $172,718,016.48. Following the completion of the sale, the chief executive officer directly owned 275,013 shares of the company’s stock, valued at $56,119,152.78. The trade was a 75.48% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 1,315,130 shares of company stock worth $260,687,367. 2.50% of the stock is currently owned by company insiders.

Palo Alto Networks Price Performance

NASDAQ:PANW opened at $215.17 on Friday. The firm has a market capitalization of $143.93 billion, a price-to-earnings ratio of 134.06, a PEG ratio of 5.18 and a beta of 0.98. Palo Alto Networks, Inc. has a 1 year low of $144.15 and a 1 year high of $217.94. The business has a 50 day simple moving average of $192.23 and a 200-day simple moving average of $189.02.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Monday, August 18th. The network technology company reported $0.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.89 by $0.06. The business had revenue of $2.54 billion during the quarter, compared to analyst estimates of $2.50 billion. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.The company’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same period last year, the company earned $0.75 EPS. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. As a group, analysts expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Piper Sandler upgraded Palo Alto Networks from a “neutral” rating to an “overweight” rating and increased their target price for the stock from $200.00 to $225.00 in a research report on Tuesday, August 12th. Sanford C. Bernstein set a $207.00 target price on Palo Alto Networks and gave the stock an “outperform” rating in a research report on Tuesday, August 19th. UBS Group set a $245.00 target price on Palo Alto Networks in a research report on Friday, September 26th. Rosenblatt Securities cut their target price on Palo Alto Networks from $235.00 to $215.00 and set a “buy” rating for the company in a research report on Thursday, August 14th. Finally, Stephens reiterated an “equal weight” rating and set a $205.00 target price on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Twenty-eight research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $214.95.

Palo Alto Networks 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.