Palo Alto Networks, Inc. $PANW Shares Purchased by Los Angeles Capital Management LLC

Los Angeles Capital Management LLC boosted its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 35.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 36,412 shares of the network technology company’s stock after purchasing an additional 9,589 shares during the quarter. Los Angeles Capital Management LLC’s holdings in Palo Alto Networks were worth $6,707,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in PANW. Darwin Wealth Management LLC acquired a new position in Palo Alto Networks in the second quarter valued at $25,000. Steph & Co. increased its stake in Palo Alto Networks by 88.2% during the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after acquiring an additional 67 shares during the last quarter. Knuff & Co LLC acquired a new stake in Palo Alto Networks during the fourth quarter worth about $26,000. Sittner & Nelson LLC increased its stake in Palo Alto Networks by 73.8% during the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after acquiring an additional 62 shares during the last quarter. Finally, Luken Investment Analytics LLC increased its stake in Palo Alto Networks by 196.2% during the fourth quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock worth $28,000 after acquiring an additional 102 shares during the last quarter. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CAO Josh D. Paul sold 1,100 shares of the company’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $285.08, for a total value of $313,588.00. Following the completion of the sale, the chief accounting officer owned 81,636 shares of the company’s stock, valued at $23,272,790.88. This represents a 1.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $160.42, for a total value of $802,100.00. Following the completion of the sale, the executive vice president directly owned 150,250 shares of the company’s stock, valued at $24,103,105. The trade was a 3.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 72,076 shares of company stock valued at $17,930,587. 1.40% of the stock is owned by insiders.

Palo Alto Networks Price Performance

Shares of NASDAQ PANW opened at $266.33 on Tuesday. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $302.95. The business has a 50-day moving average of $207.23 and a 200-day moving average of $186.93. 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 company has a market capitalization of $217.06 billion, a price-to-earnings ratio of 218.30, a PEG ratio of 9.55 and a beta of 0.94.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.06. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The company had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. During the same quarter in the prior year, the business earned $0.37 earnings per share. The company’s revenue was up 31.1% compared to the same quarter last year. 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. On average, equities analysts anticipate that Palo Alto Networks, Inc. will post 2.15 EPS for the current fiscal year.

Analysts Set New Price Targets

Several brokerages have commented on PANW. Wedbush upped their price target on Palo Alto Networks from $300.00 to $340.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Barclays restated an “overweight” rating and set a $315.00 price target (up from $220.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Susquehanna restated a “positive” rating and set a $350.00 price target (up from $200.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Royal Bank Of Canada upped their price target on Palo Alto Networks from $255.00 to $330.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Finally, Northland Securities upped their price target on Palo Alto Networks from $190.00 to $302.00 and gave the stock a “market perform” rating in a research note on Wednesday, June 3rd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $306.59.

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.