Palo Alto Networks, Inc. $PANW Shares Bought by Integrated Advisors Network LLC

Integrated Advisors Network LLC lifted its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 52.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 95,215 shares of the network technology company’s stock after buying an additional 32,686 shares during the quarter. Palo Alto Networks makes up approximately 0.8% of Integrated Advisors Network LLC’s portfolio, making the stock its 20th biggest position. Integrated Advisors Network LLC’s holdings in Palo Alto Networks were worth $19,388,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC acquired a new position in Palo Alto Networks during the 2nd quarter worth approximately $25,000. Howard Hughes Medical Institute purchased a new stake in shares of Palo Alto Networks during the 2nd quarter worth $29,000. MTM Investment Management LLC acquired a new position in shares of Palo Alto Networks during the second quarter worth $31,000. CBIZ Investment Advisory Services LLC increased its holdings in Palo Alto Networks by 39.7% in the third quarter. CBIZ Investment Advisory Services LLC now owns 176 shares of the network technology company’s stock valued at $36,000 after buying an additional 50 shares during the last quarter. Finally, Spurstone Advisory Services LLC acquired a new stake in Palo Alto Networks in the second quarter valued at $41,000. Institutional investors and hedge funds own 79.82% of the company’s stock.

Insider Buying and Selling

In other Palo Alto Networks news, EVP Lee Klarich sold 120,768 shares of Palo Alto Networks stock in a transaction that occurred on Thursday, January 8th. The stock was sold at an average price of $191.03, for a total value of $23,070,311.04. Following the transaction, the executive vice president directly owned 298,887 shares in the company, valued at approximately $57,096,383.61. This trade represents a 28.78% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total value of $940,900.00. Following the completion of the transaction, the executive vice president directly owned 155,119 shares in the company, valued at approximately $29,190,293.42. The trade was a 3.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 260,542 shares of company stock valued at $49,910,995 over the last 90 days. Insiders own 1.40% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on PANW. Citigroup reaffirmed a “buy” rating and set a $210.00 price objective (down from $235.00) on shares of Palo Alto Networks in a research report on Thursday, February 19th. Northland Securities upped their price target on Palo Alto Networks from $177.00 to $190.00 and gave the company a “market perform” rating in a report on Thursday, November 20th. Daiwa Securities Group cut their price objective on shares of Palo Alto Networks from $212.00 to $175.00 and set an “outperform” rating on the stock in a report on Tuesday. Morgan Stanley restated an “overweight” rating and set a $223.00 price objective (down from $245.00) on shares of Palo Alto Networks in a research report on Wednesday, February 18th. Finally, Westpark Capital restated a “hold” rating on shares of Palo Alto Networks in a report on Thursday, November 20th. One research analyst has rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $211.62.

Palo Alto Networks Stock Performance

NASDAQ PANW opened at $149.40 on Friday. The firm has a market cap of $121.91 billion, a PE ratio of 82.54, a P/E/G ratio of 5.23 and a beta of 0.75. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $223.61. The firm’s fifty day moving average is $175.36 and its two-hundred day moving average is $190.82.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Tuesday, February 17th. The network technology company reported $1.03 earnings per share for the quarter, topping the consensus estimate of $0.94 by $0.09. Palo Alto Networks had a net margin of 12.96% and a return on equity of 17.60%. The business had revenue of $2.59 billion during the quarter, compared to the consensus estimate of $2.58 billion. During the same quarter in the prior year, the firm earned $0.81 earnings per share. The business’s quarterly revenue was up 14.9% compared to the same quarter last year. Palo Alto Networks has set its FY 2026 guidance at 3.650-3.700 EPS and its Q3 2026 guidance at 0.780-0.800 EPS. Research analysts predict that Palo Alto Networks, Inc. will post 1.76 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.