USS Investment Management Ltd Acquires 2,819 Shares of Palo Alto Networks, Inc. $PANW

USS Investment Management Ltd grew its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 2.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 110,005 shares of the network technology company’s stock after purchasing an additional 2,819 shares during the period. USS Investment Management Ltd’s holdings in Palo Alto Networks were worth $20,263,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in PANW. Darwin Wealth Management LLC bought a new stake in Palo Alto Networks during the second quarter worth about $25,000. Steph & Co. lifted 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 purchasing an additional 67 shares during the last quarter. Knuff & Co LLC bought a new stake in Palo Alto Networks during the fourth quarter worth about $26,000. Sittner & Nelson LLC lifted 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 purchasing an additional 62 shares during the last quarter. Finally, Luken Investment Analytics LLC lifted 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 purchasing an additional 102 shares during the last quarter. Institutional investors own 79.82% of the company’s stock.

Insider Buying and Selling

In related news, Director Aparna Bawa sold 536 shares of the business’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $280.00, for a total transaction of $150,080.00. Following the transaction, the director owned 7,704 shares in the company, valued at $2,157,120. The trade was a 6.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director John P. Key sold 7,500 shares of the business’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 transaction, the director owned 12,500 shares in the company, valued at approximately $3,490,500. This represents a 37.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 81,044 shares of company stock worth $20,424,722 in the last 90 days. 1.40% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on PANW shares. New Street Research dropped their price target on Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating for the company in a research note on Thursday, February 19th. Sanford C. Bernstein lifted their price target on Palo Alto Networks from $209.00 to $253.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Barclays reaffirmed 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. BNP Paribas Exane lifted their price target on Palo Alto Networks from $220.00 to $330.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Finally, Evercore reaffirmed an “outperform” rating and set a $375.00 price target on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $306.59.

Palo Alto Networks Stock Performance

NASDAQ PANW opened at $279.62 on Monday. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $302.95. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. The stock has a 50-day moving average of $216.44 and a 200-day moving average of $189.26. The firm has a market cap of $227.89 billion, a PE ratio of 229.20, a price-to-earnings-growth ratio of 10.38 and a beta of 0.94.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $2.94 billion. During the same quarter in the previous year, the company posted $0.37 EPS. Palo Alto Networks’s revenue for the quarter was up 31.1% on a year-over-year basis. 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. As a group, sell-side analysts forecast that Palo Alto Networks, Inc. will post 2.03 EPS for the current 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.