Palo Alto Networks, Inc. $PANW Stock Holdings Lowered by LVM Capital Management Ltd. MI

LVM Capital Management Ltd. MI lessened its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 2.8% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 56,112 shares of the network technology company’s stock after selling 1,630 shares during the period. Palo Alto Networks makes up 1.6% of LVM Capital Management Ltd. MI’s portfolio, making the stock its 21st biggest position. LVM Capital Management Ltd. MI’s holdings in Palo Alto Networks were worth $19,135,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in shares of Palo Alto Networks by 4.1% during the fourth quarter. Vanguard Group Inc. now owns 67,929,063 shares of the network technology company’s stock valued at $12,512,533,000 after buying an additional 2,659,100 shares during the last quarter. State Street Corp grew its holdings in Palo Alto Networks by 2.0% in the 4th quarter. State Street Corp now owns 30,331,705 shares of the network technology company’s stock worth $5,587,100,000 after buying an additional 594,789 shares in the last quarter. Bank of America Corp DE increased its position in Palo Alto Networks by 16.0% in the 1st quarter. Bank of America Corp DE now owns 22,476,753 shares of the network technology company’s stock valued at $3,603,473,000 after acquiring an additional 3,101,267 shares during the period. Geode Capital Management LLC raised its stake in Palo Alto Networks by 3.5% during the 4th quarter. Geode Capital Management LLC now owns 15,989,257 shares of the network technology company’s stock valued at $2,934,935,000 after acquiring an additional 540,756 shares in the last quarter. Finally, Norges Bank bought a new stake in Palo Alto Networks during the 4th quarter valued at $1,415,364,000. 79.82% of the stock is owned by institutional investors and hedge funds.

Palo Alto Networks Stock Up 5.8%

PANW stock opened at $385.04 on Tuesday. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. The firm has a market capitalization of $313.81 billion, a P/E ratio of 315.61, a P/E/G ratio of 12.21 and a beta of 0.91. Palo Alto Networks, Inc. has a 52-week low of $139.57 and a 52-week high of $385.17. The company’s 50 day simple moving average is $319.57 and its 200-day simple moving average is $229.90.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The firm had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. During the same quarter last year, the business posted $0.37 EPS. The company’s revenue was up 31.1% on a year-over-year basis. 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 research analysts anticipate that Palo Alto Networks, Inc. will post 2.02 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on PANW shares. Morgan Stanley reissued an “overweight” rating and set a $387.00 price target (up from $320.00) on shares of Palo Alto Networks in a report on Tuesday, July 21st. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $330.00 price objective on shares of Palo Alto Networks in a report on Wednesday, June 3rd. FBN Securities reissued an “outperform” rating on shares of Palo Alto Networks in a research note on Wednesday, July 1st. Citigroup restated a “buy” rating and set a $400.00 price target (up from $340.00) on shares of Palo Alto Networks in a research report on Monday, July 13th. Finally, Barclays reaffirmed an “overweight” rating and issued a $370.00 price target (up from $315.00) on shares of Palo Alto Networks in a research note on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $333.76.

Insiders Place Their Bets

In other news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the transaction, the executive vice president owned 145,250 shares in the company, valued at approximately $42,058,590. The trade was a 3.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CAO Josh D. Paul sold 900 shares of the company’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $345.00, for a total value of $310,500.00. Following the transaction, the chief accounting officer directly owned 79,644 shares in the company, valued at $27,477,180. The trade was a 1.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 101,239 shares of company stock valued at $27,174,360 over the last quarter. 1.40% of the stock is owned by insiders.

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.