Stony Point Capital LLC Has $55.93 Million Stock Holdings in Palo Alto Networks, Inc. $PANW

Stony Point Capital LLC increased its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 152.2% in the 1st quarter, HoldingsChannel.com reports. The fund owned 327,785 shares of the network technology company’s stock after purchasing an additional 197,791 shares during the quarter. Palo Alto Networks comprises 5.8% of Stony Point Capital LLC’s investment portfolio, making the stock its largest holding. Stony Point Capital LLC’s holdings in Palo Alto Networks were worth $55,933,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of PANW. Capital A Wealth Management LLC bought a new stake in shares of Palo Alto Networks in the 4th quarter valued at $29,000. HWG Holdings LP bought a new stake in shares of Palo Alto Networks in the 1st quarter valued at $31,000. Dagco Inc. bought a new stake in shares of Palo Alto Networks in the 1st quarter valued at $33,000. SWAN Capital LLC increased its stake in shares of Palo Alto Networks by 100.0% in the 4th quarter. SWAN Capital LLC now owns 200 shares of the network technology company’s stock valued at $36,000 after acquiring an additional 100 shares in the last quarter. Finally, WPG Advisers LLC bought a new stake in shares of Palo Alto Networks in the 1st quarter valued at $37,000. Institutional investors own 79.82% of the company’s stock.

Analyst Ratings Changes

PANW has been the subject of a number of recent research reports. Roth Capital initiated coverage on shares of Palo Alto Networks in a research note on Thursday, May 15th. They set a “neutral” rating and a $210.00 price target for the company. Stephens restated an “equal weight” rating and set a $205.00 price target on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Morgan Stanley boosted their price target on shares of Palo Alto Networks from $205.00 to $210.00 and gave the company an “overweight” rating in a research note on Wednesday, August 20th. Guggenheim boosted their price target 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. Finally, JMP Securities restated a “market outperform” rating and set a $212.00 price target on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Twenty-eight investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $211.52.

Palo Alto Networks Price Performance

NASDAQ PANW opened at $191.02 on Friday. Palo Alto Networks, Inc. has a 1 year low of $144.15 and a 1 year high of $210.39. The firm has a market cap of $127.37 billion, a price-to-earnings ratio of 119.02, a PEG ratio of 4.59 and a beta of 0.94. The company has a fifty day moving average price of $189.57 and a 200-day moving average price of $186.21.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $2.54 billion during the quarter, compared to analyst estimates of $2.50 billion. During the same quarter in the prior year, the business posted $0.75 EPS. The business’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, research analysts anticipate that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Insider Activity

In related news, CAO Josh D. Paul sold 700 shares of the stock in a transaction dated Thursday, August 21st. The shares were sold at an average price of $184.20, for a total transaction of $128,940.00. Following the completion of the transaction, the chief accounting officer owned 37,723 shares in the company, valued at approximately $6,948,576.60. This represents a 1.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction dated Monday, June 23rd. The shares were sold at an average price of $201.85, for a total transaction of $1,009,250.00. Following the transaction, the executive vice president owned 101,135 shares of the company’s stock, valued at approximately $20,414,099.75. The trade was a 4.71% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 669,422 shares of company stock worth $126,452,337. 2.50% of the stock is owned by insiders.

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.