Palo Alto Networks, Inc. $PANW Shares Sold by Natixis Advisors LLC

Natixis Advisors LLC decreased its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 2.8% in the 3rd quarter, HoldingsChannel reports. The firm owned 533,553 shares of the network technology company’s stock after selling 15,123 shares during the period. Natixis Advisors LLC’s holdings in Palo Alto Networks were worth $108,642,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in PANW. Darwin Wealth Management LLC purchased a new stake in shares of Palo Alto Networks during the second quarter worth about $25,000. Howard Hughes Medical Institute purchased a new position in shares of Palo Alto Networks during the second quarter valued at approximately $29,000. Winch Advisory Services LLC lifted its stake in shares of Palo Alto Networks by 96.1% during the third quarter. Winch Advisory Services LLC now owns 149 shares of the network technology company’s stock valued at $30,000 after buying an additional 73 shares during the period. MTM Investment Management LLC acquired a new stake in Palo Alto Networks during the second quarter worth approximately $31,000. Finally, Caitlin John LLC acquired a new stake in Palo Alto Networks during the third quarter worth approximately $31,000. 79.82% of the stock is currently owned by hedge funds and other institutional investors.

Palo Alto Networks Stock Performance

NASDAQ PANW opened at $165.05 on Monday. The firm has a market capitalization of $134.68 billion, a price-to-earnings ratio of 91.19, a PEG ratio of 5.96 and a beta of 0.78. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $223.61. The company’s 50 day moving average price is $171.66 and its 200 day moving average price is $190.19.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings data on Tuesday, February 17th. The network technology company reported $1.03 earnings per share (EPS) 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 company had revenue of $2.59 billion during the quarter, compared to the consensus estimate of $2.58 billion. During the same period in the previous year, the firm earned $0.81 earnings per share. Palo Alto Networks’s revenue for the quarter was up 14.9% on a year-over-year basis. 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. Sell-side analysts forecast that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Insider Activity at Palo Alto Networks

In related news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total transaction of $940,900.00. Following the transaction, the executive vice president 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO Josh D. Paul sold 800 shares of the stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $184.81, for a total value of $147,848.00. Following the completion of the sale, the chief accounting officer owned 46,005 shares of the company’s stock, valued at approximately $8,502,184.05. This represents a 1.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 126,568 shares of company stock worth $24,159,059. 1.40% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have weighed in on PANW shares. New Street Research cut their price target on Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating for the company in a report on Thursday, February 19th. HSBC decreased their price objective on Palo Alto Networks from $157.00 to $114.00 in a report on Thursday, February 19th. Stifel Nicolaus dropped their target price on Palo Alto Networks from $200.00 to $185.00 and set a “buy” rating for the company in a research note on Wednesday, February 18th. Robert W. Baird set a $220.00 target price on Palo Alto Networks and gave the stock an “outperform” rating in a research report on Wednesday, February 18th. Finally, JPMorgan Chase & Co. decreased their price target on Palo Alto Networks from $225.00 to $200.00 and set an “overweight” rating on the stock in a research note on Thursday, February 19th. Two analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $210.19.

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.