Schroder Investment Management Group Has $463.67 Million Stake in Palo Alto Networks, Inc. $PANW

Schroder Investment Management Group grew its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 1.9% during the third quarter, HoldingsChannel reports. The firm owned 2,277,112 shares of the network technology company’s stock after buying an additional 42,561 shares during the quarter. Schroder Investment Management Group’s holdings in Palo Alto Networks were worth $463,666,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Vanguard Group Inc. lifted its stake in Palo Alto Networks by 2.0% in the 3rd quarter. Vanguard Group Inc. now owns 65,269,963 shares of the network technology company’s stock valued at $13,290,270,000 after purchasing an additional 1,253,589 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Palo Alto Networks by 1.1% during the second quarter. Geode Capital Management LLC now owns 15,174,029 shares of the network technology company’s stock worth $3,093,262,000 after buying an additional 169,055 shares in the last quarter. First Trust Advisors LP increased its holdings in shares of Palo Alto Networks by 11.5% during the third quarter. First Trust Advisors LP now owns 5,906,963 shares of the network technology company’s stock worth $1,202,776,000 after buying an additional 611,375 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its stake in shares of Palo Alto Networks by 1.2% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 4,476,638 shares of the network technology company’s stock valued at $916,099,000 after acquiring an additional 54,601 shares during the last quarter. Finally, Norges Bank bought a new stake in Palo Alto Networks during the 2nd quarter worth $675,865,000. 79.82% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total transaction of $940,900.00. Following the completion of the sale, the executive vice president directly owned 155,119 shares in the company, valued at approximately $29,190,293.42. This represents a 3.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Josh D. Paul sold 800 shares of the business’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $184.81, for a total value of $147,848.00. Following the transaction, the chief accounting officer owned 46,005 shares in the company, valued at approximately $8,502,184.05. This represents a 1.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 126,568 shares of company stock valued at $24,159,059 over the last three months. Insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Performance

Shares of PANW opened at $165.05 on Monday. The firm has a market cap of $134.68 billion, a P/E ratio of 91.19, a price-to-earnings-growth ratio of 5.96 and a beta of 0.78. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $223.61. The business has a 50-day moving average of $171.66 and a 200 day moving average of $190.19.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Tuesday, February 17th. The network technology company reported $1.03 earnings per share for the quarter, beating analysts’ consensus estimates of $0.94 by $0.09. The business had revenue of $2.59 billion during the quarter, compared to analyst estimates of $2.58 billion. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.The company’s quarterly revenue was up 14.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.81 EPS. Palo Alto Networks has set its FY 2026 guidance at 3.650-3.700 EPS and its Q3 2026 guidance at 0.780-0.800 EPS. As a group, research analysts predict that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on PANW shares. Wedbush reiterated an “outperform” rating and set a $225.00 price target on shares of Palo Alto Networks in a report on Wednesday, February 18th. Wolfe Research raised their price target on shares of Palo Alto Networks from $225.00 to $250.00 and gave the stock an “outperform” rating in a report on Monday, December 15th. JPMorgan Chase & Co. dropped their target price on shares of Palo Alto Networks from $225.00 to $200.00 and set an “overweight” rating on the stock in a report on Thursday, February 19th. Arete Research upgraded Palo Alto Networks from a “sell” rating to a “buy” rating and set a $185.00 target price for the company in a report on Tuesday, March 3rd. Finally, Northland Securities increased their price target on Palo Alto Networks from $177.00 to $190.00 and gave the stock a “market perform” rating in a report on Thursday, November 20th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, Palo Alto Networks has a consensus rating of “Moderate Buy” and a consensus target price of $210.19.

Palo Alto Networks 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.