Capital Research Global Investors Has $420.07 Million Holdings in Palo Alto Networks, Inc. $PANW

Capital Research Global Investors decreased its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 38.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,062,988 shares of the network technology company’s stock after selling 1,295,420 shares during the quarter. Capital Research Global Investors’ holdings in Palo Alto Networks were worth $420,068,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC bought a new position in Palo Alto Networks during the 2nd quarter worth approximately $25,000. Howard Hughes Medical Institute bought a new stake in Palo Alto Networks in the second quarter valued at approximately $29,000. Winch Advisory Services LLC raised its holdings in Palo Alto Networks by 96.1% in the third quarter. Winch Advisory Services LLC now owns 149 shares of the network technology company’s stock worth $30,000 after purchasing an additional 73 shares during the period. MTM Investment Management LLC acquired a new stake in Palo Alto Networks in the second quarter worth $31,000. Finally, Caitlin John LLC bought a new position in shares of Palo Alto Networks during the third quarter worth $31,000. Institutional investors own 79.82% of the company’s stock.

Insider Activity

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $188.18, for a total value of $940,900.00. Following the transaction, the executive vice president directly owned 155,119 shares of the company’s stock, valued at approximately $29,190,293.42. The trade was a 3.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Lee Klarich sold 120,768 shares of the stock in a transaction dated Thursday, January 8th. The stock was sold at an average price of $191.03, for a total transaction of $23,070,311.04. Following the transaction, the executive vice president directly owned 298,887 shares in the company, valued at $57,096,383.61. This trade represents a 28.78% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 149,252 shares of company stock worth $27,888,535. 1.40% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of analysts recently commented on PANW shares. Citigroup restated a “buy” rating and issued a $210.00 price objective (down from $235.00) on shares of Palo Alto Networks in a research report on Thursday, February 19th. Truist Financial set a $200.00 target price on Palo Alto Networks and gave the company a “buy” rating in a research note on Tuesday, February 17th. Loop Capital reduced their price target on shares of Palo Alto Networks from $190.00 to $160.00 and set a “hold” rating for the company in a report on Wednesday, February 18th. The Goldman Sachs Group cut their price objective on shares of Palo Alto Networks from $240.00 to $224.00 and set a “buy” rating on the stock in a research report on Wednesday, February 18th. Finally, Barclays set a $200.00 target price on Palo Alto Networks and gave the stock an “overweight” rating in a report on Monday, February 9th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $210.19.

Palo Alto Networks Stock Up 0.3%

Shares of Palo Alto Networks stock opened at $165.58 on Wednesday. The stock has a market capitalization of $135.11 billion, a price-to-earnings ratio of 91.48, a price-to-earnings-growth ratio of 5.96 and a beta of 0.78. The company has a 50-day simple moving average of $170.80 and a two-hundred day simple moving average of $189.91. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last issued 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 firm had revenue of $2.59 billion for the quarter, compared to the consensus estimate 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 revenue was up 14.9% compared to the same quarter last year. During the same quarter last year, the business posted $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. On average, sell-side analysts anticipate that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

About Palo Alto Networks

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.