EFG International AG Takes $21.89 Million Position in Palo Alto Networks, Inc. $PANW

EFG International AG acquired a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 64,220 shares of the network technology company’s stock, valued at approximately $21,889,000.

A number of other hedge funds have also recently bought and sold shares of PANW. Darwin Wealth Management LLC bought a new stake in shares of Palo Alto Networks during the second quarter worth $25,000. Knuff & Co LLC acquired a new stake in Palo Alto Networks in the fourth quarter worth about $26,000. Solstein Capital LLC bought a new stake in Palo Alto Networks during the 2nd quarter worth about $26,000. Sittner & Nelson LLC lifted its position in Palo Alto Networks by 73.8% during the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after purchasing an additional 62 shares during the period. Finally, N.E.W. Advisory Services LLC acquired a new stake in shares of Palo Alto Networks during the 2nd quarter worth approximately $27,000. 79.82% of the stock is currently owned by institutional investors.

Insider Transactions at Palo Alto Networks

In other Palo Alto Networks news, Director Helle Thorning-Schmidt sold 700 shares of the stock in a transaction dated Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total transaction of $242,795.00. Following the completion of the transaction, the director owned 5,898 shares in the company, valued at approximately $2,045,721.30. This represents a 10.61% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director John P. Key sold 7,500 shares of Palo Alto Networks 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 sale, the director directly owned 12,500 shares in the company, valued at $3,490,500. This represents a 37.50% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 37,935 shares of company stock worth $10,809,461. Company insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Performance

Shares of PANW opened at $339.90 on Wednesday. The firm has a market cap of $277.02 billion, a P/E ratio of 278.61, a PEG ratio of 11.76 and a beta of 0.91. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $398.88. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. The firm’s 50 day moving average price is $339.90 and its two-hundred day moving average price is $244.71.

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 (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. 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 firm earned $0.37 earnings per share. The firm’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, analysts forecast that Palo Alto Networks, Inc. will post 2.02 EPS for the current fiscal year.

Key Headlines Impacting Palo Alto Networks

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Analysts raised price targets. JPMorgan increased its target from $326 to $384 and maintained an “overweight” rating, while Benchmark raised its target from $340 to $400 and reiterated a “buy” rating. These revisions reflect continued confidence in Palo Alto Networks’ growth prospects. JPMorgan price target article Benchmark price target article
• Positive Sentiment: Cybersecurity demand remains a long-term growth driver. Strong firewall bookings, expanding software revenue and increasing AI-related network traffic are supporting the company’s Network Security outlook. Can Rising Network Security Demand Boost PANW’s Long-Term Growth?
• Neutral Sentiment: Earnings are the next major catalyst. Palo Alto Networks was expected to report quarterly results on Tuesday. Investors will focus on billings, recurring software and platform growth, profitability and forward guidance to determine whether the company’s elevated valuation is justified. Palo Alto Networks Expected to Post Earnings on Tuesday
• Negative Sentiment: Valuation and profit-taking may be weighing on the stock. Despite favorable analyst commentary, PANW trades at a very high reported P/E ratio of about 279 and has risen sharply over the past year. The decline while the market gained indicates investors may be locking in profits or demanding stronger near-term results before bidding shares higher. Palo Alto Networks Stock Sinks As Market Gains

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $434.00 price objective (up from $330.00) on shares of Palo Alto Networks in a research note on Friday, August 14th. FBN Securities restated an “outperform” rating on shares of Palo Alto Networks in a research report on Wednesday, July 1st. William Blair reaffirmed an “outperform” rating on shares of Palo Alto Networks in a research note on Tuesday, June 16th. Rosenblatt Securities increased their target price on Palo Alto Networks from $275.00 to $355.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. Finally, Truist Financial set a $435.00 target price on Palo Alto Networks and gave the stock a “buy” rating in a research report on Wednesday, August 19th. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $365.87.

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.