DJE Kapital AG Lowers Stock Position in Palo Alto Networks, Inc. $PANW

DJE Kapital AG reduced its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 56.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 203,781 shares of the network technology company’s stock after selling 261,094 shares during the period. DJE Kapital AG’s holdings in Palo Alto Networks were worth $31,886,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in PANW. Janney Montgomery Scott LLC boosted its position in Palo Alto Networks by 15.0% in the first quarter. Janney Montgomery Scott LLC now owns 410,401 shares of the network technology company’s stock worth $65,796,000 after purchasing an additional 53,485 shares during the last quarter. Aviva PLC grew its stake in Palo Alto Networks by 5.4% in the 4th quarter. Aviva PLC now owns 568,804 shares of the network technology company’s stock valued at $104,774,000 after purchasing an additional 29,230 shares during the period. Granite Islands Private Wealth LLC increased its position in shares of Palo Alto Networks by 43.6% during the 1st quarter. Granite Islands Private Wealth LLC now owns 15,342 shares of the network technology company’s stock valued at $2,453,000 after purchasing an additional 4,659 shares during the last quarter. Peapack Gladstone Financial Corp increased its position in shares of Palo Alto Networks by 8.8% during the 4th quarter. Peapack Gladstone Financial Corp now owns 48,458 shares of the network technology company’s stock valued at $8,926,000 after purchasing an additional 3,926 shares during the last quarter. Finally, Oak Thistle LLC bought a new stake in shares of Palo Alto Networks during the 4th quarter worth $1,554,000. 79.82% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, CAO Josh D. Paul sold 1,100 shares of Palo Alto Networks stock in a transaction on 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 transaction, the chief accounting officer directly owned 81,636 shares in the company, valued at approximately $23,272,790.88. The trade was a 1.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Lee Klarich sold 62,904 shares of the business’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $258.65, for a total value of $16,270,119.60. Following the sale, the executive vice president owned 235,983 shares in the company, valued at approximately $61,037,002.95. The trade was a 21.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 101,239 shares of company stock worth $27,174,360 in the last three months. Insiders own 1.40% of the company’s stock.

Analyst Ratings Changes

PANW has been the topic of a number of research analyst reports. Mizuho boosted their price target on shares of Palo Alto Networks from $265.00 to $305.00 and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. BTIG Research raised their price objective on shares of Palo Alto Networks from $333.00 to $380.00 and gave the stock a “buy” rating in a report on Tuesday, June 30th. Oppenheimer lifted their price objective on shares of Palo Alto Networks from $275.00 to $350.00 and gave the stock an “outperform” rating in a research 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 note on Wednesday, June 3rd. Finally, HSBC increased their target price on shares of Palo Alto Networks from $114.00 to $207.00 in a research report on Thursday, June 4th. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $327.74.

Palo Alto Networks Trading Down 2.8%

Shares of PANW opened at $348.66 on Tuesday. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $368.80. The business has a 50-day moving average of $292.74 and a 200 day moving average of $213.62. The firm has a market cap of $284.16 billion, a P/E ratio of 285.79, a price-to-earnings-growth ratio of 13.32 and a beta of 0.91. 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 released its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, beating the consensus estimate of $0.79 by $0.06. The business had revenue of $3 billion for 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 period in the prior year, the firm earned $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. As a group, research analysts forecast that Palo Alto Networks, Inc. will post 2.03 EPS for the current year.

Palo Alto Networks Company 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.