Vanguard Personalized Indexing Management LLC Purchases 12,019 Shares of Palo Alto Networks, Inc. $PANW

Vanguard Personalized Indexing Management LLC boosted its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 13.8% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 98,891 shares of the network technology company’s stock after acquiring an additional 12,019 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in Palo Alto Networks were worth $20,243,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in PANW. Nuveen LLC bought a new stake in Palo Alto Networks in the 1st quarter valued at about $810,047,000. Kingstone Capital Partners Texas LLC bought a new stake in Palo Alto Networks in the 2nd quarter valued at about $633,068,000. Goldman Sachs Group Inc. increased its position in Palo Alto Networks by 41.9% in the 1st 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 buying an additional 2,134,735 shares in the last quarter. Price T Rowe Associates Inc. MD increased its position in Palo Alto Networks by 77.1% in the 1st 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 buying an additional 1,688,432 shares in the last quarter. Finally, Vanguard Group Inc. increased its position in Palo Alto Networks by 2.5% in the 1st quarter. Vanguard Group Inc. now owns 62,775,544 shares of the network technology company’s stock valued at $10,712,019,000 after buying an additional 1,541,637 shares in the last quarter. 79.82% of the stock is owned by institutional investors.

Insider Transactions at Palo Alto Networks

In other news, EVP Nir Zuk sold 100,000 shares of the business’s stock in a transaction that occurred on Friday, August 1st. The stock was sold at an average price of $172.80, for a total value of $17,280,000.00. Following the transaction, the executive vice president owned 3,143,516 shares in the company, valued at $543,199,564.80. The trade was a 3.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Nikesh Arora sold 846,408 shares of the company’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 transaction, the chief executive officer owned 275,013 shares in the company, valued at approximately $56,119,152.78. The trade was a 75.48% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 1,315,130 shares of company stock worth $260,687,367. 2.50% of the stock is owned by insiders.

Palo Alto Networks Stock Down 3.1%

Shares of NASDAQ PANW opened at $208.55 on Friday. Palo Alto Networks, Inc. has a twelve month low of $144.15 and a twelve month high of $217.94. The stock’s 50 day moving average price is $192.94 and its 200-day moving average price is $189.17. The company has a market capitalization of $139.50 billion, a PE ratio of 129.94, a PEG ratio of 4.96 and a beta of 0.98.

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, topping analysts’ consensus estimates of $0.89 by $0.06. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.The firm had revenue of $2.54 billion for the quarter, compared to the consensus estimate of $2.50 billion. During the same quarter in the previous year, the business earned $0.75 EPS. The company’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. As a group, research analysts expect that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on PANW. Stephens reaffirmed an “equal weight” rating and issued a $205.00 target price on shares of Palo Alto Networks in a research report on Tuesday, August 19th. BMO Capital Markets lifted their price target on Palo Alto Networks from $217.00 to $225.00 and gave the company an “outperform” rating in a research note on Tuesday, August 19th. New Street Research lifted their price target on Palo Alto Networks from $235.00 to $240.00 and gave the company a “buy” rating in a research note on Friday, September 12th. Royal Bank Of Canada reiterated an “outperform” rating and set a $232.00 price target on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Finally, UBS Group set a $245.00 price target on Palo Alto Networks in a research note on Friday, September 26th. Twenty-eight research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $214.95.

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.