Towarzystwo Funduszy Inwestycyjnych PZU SA Increases Position in Palo Alto Networks, Inc. $PANW

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 91.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,092 shares of the network technology company’s stock after buying an additional 2,917 shares during the quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA’s holdings in Palo Alto Networks were worth $1,122,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Darwin Wealth Management LLC purchased a new stake in shares of Palo Alto Networks during the second quarter valued at $25,000. Steph & Co. grew its holdings in shares of Palo Alto Networks by 88.2% during the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock valued at $26,000 after buying an additional 67 shares during the last quarter. Knuff & Co LLC purchased a new stake in shares of Palo Alto Networks during the fourth quarter valued at $26,000. Sittner & Nelson LLC grew its holdings in shares of Palo Alto Networks by 73.8% during the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after buying an additional 62 shares during the last quarter. Finally, Luken Investment Analytics LLC grew its holdings in shares of 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 valued at $28,000 after buying an additional 102 shares during the last quarter. 79.82% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

PANW has been the topic of a number of research analyst reports. Oppenheimer boosted their price objective on shares of Palo Alto Networks from $275.00 to $350.00 and gave the company an “outperform” rating in a report on Wednesday, June 3rd. Berenberg Bank boosted their price objective on shares of Palo Alto Networks from $290.00 to $360.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Truist Financial boosted their price objective on shares of Palo Alto Networks from $275.00 to $375.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Royal Bank Of Canada boosted their target price on shares of Palo Alto Networks from $255.00 to $330.00 and gave the company an “outperform” rating in a research report on Wednesday, June 3rd. Finally, Weiss Ratings downgraded Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, June 4th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $306.59.

Insiders Place Their Bets

In other Palo Alto Networks news, Director John P. Key sold 7,500 shares of the company’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $279.24, for a total value of $2,094,300.00. Following the completion of the transaction, the director owned 12,500 shares in the company, valued at approximately $3,490,500. This represents a 37.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, 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 transaction of $313,588.00. Following the completion of the transaction, the chief accounting officer owned 81,636 shares of the company’s stock, valued at approximately $23,272,790.88. This trade represents a 1.33% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 81,044 shares of company stock valued at $20,424,722. Insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Performance

NASDAQ PANW opened at $279.62 on Monday. The stock has a 50-day simple moving average of $216.44 and a two-hundred day simple moving average of $189.26. The firm has a market capitalization of $227.89 billion, a P/E ratio of 229.20, a PEG ratio of 10.38 and a beta of 0.94. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $302.95. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. The business had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The company’s revenue was up 31.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.37 earnings per share. 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 forecast that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

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.