Krane Funds Advisors LLC Has $2.22 Million Stock Holdings in Palo Alto Networks, Inc. $PANW

Krane Funds Advisors LLC grew its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 148.8% in the 4th quarter, Holdings Channel reports. The institutional investor owned 12,039 shares of the network technology company’s stock after purchasing an additional 7,200 shares during the period. Krane Funds Advisors LLC’s holdings in Palo Alto Networks were worth $2,218,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in PANW. CBIZ Investment Advisory Services LLC raised its position in shares of Palo Alto Networks by 39.7% during the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 176 shares of the network technology company’s stock valued at $36,000 after acquiring an additional 50 shares during the last quarter. Harold Davidson & Associates Inc. increased its position in shares of Palo Alto Networks by 5.0% during the third quarter. Harold Davidson & Associates Inc. now owns 1,056 shares of the network technology company’s stock worth $215,000 after acquiring an additional 50 shares in the last quarter. Princeton Capital Management LLC boosted its position in shares of Palo Alto Networks by 3.4% during the third quarter. Princeton Capital Management LLC now owns 1,520 shares of the network technology company’s stock worth $310,000 after buying an additional 50 shares during the period. South Plains Financial Inc. grew its stake in shares of Palo Alto Networks by 1.0% during the 3rd quarter. South Plains Financial Inc. now owns 4,823 shares of the network technology company’s stock worth $982,000 after acquiring an additional 50 shares in the last quarter. Finally, Fayez Sarofim & Co lifted its position in Palo Alto Networks by 1.2% during the 3rd quarter. Fayez Sarofim & Co now owns 4,310 shares of the network technology company’s stock worth $878,000 after buying an additional 50 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks News Summary

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

• Positive Sentiment: Analyst sentiment remains broadly constructive, with multiple firms raising price targets after earnings, including targets of $207 to $360 and several firms reiterating positive forecasts for PANW. HSBC adjusts price target on Palo Alto Networks
• Positive Sentiment: FBN Securities upgraded Palo Alto Networks from “outperform” to “strong-buy,” adding to the bullish analyst backdrop. FBN Securities upgrade
• Neutral Sentiment: Several articles note that PANW’s strong AI security narrative and recent earnings beat have kept the long-term story intact, even as the stock has cooled after its sharp rally. Barron’s on Palo Alto Networks rally
• Negative Sentiment: Cybersecurity peers, especially CrowdStrike, sold off after earnings, and that weakness spilled over to PANW as investors demanded clearer proof of AI monetization and more room for upside after the rally. CrowdStrike sinks, weighing on Palo Alto Networks
• Negative Sentiment: Some commentary argues PANW’s stock has run too far too fast, suggesting valuation concerns and profit-taking are pressuring shares despite solid fundamentals. Seeking Alpha on Palo Alto Networks valuation

Insider Activity

In other news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $160.42, for a total transaction of $802,100.00. Following the transaction, the executive vice president directly owned 150,250 shares of the company’s stock, valued at $24,103,105. This represents a 3.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Nikesh Arora bought 68,085 shares of the business’s stock in a transaction that occurred on Friday, March 27th. The stock was purchased at an average price of $146.87 per share, for a total transaction of $9,999,643.95. Following the completion of the acquisition, the chief executive officer owned 343,394 shares in the company, valued at $50,434,276.78. This represents a 24.73% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders have sold 72,076 shares of company stock valued at $17,930,587. Corporate insiders own 1.40% of the company’s stock.

Analyst Upgrades and Downgrades

PANW has been the subject of a number of recent analyst reports. Arete Research raised Palo Alto Networks from a “sell” rating to a “buy” rating and set a $185.00 price objective for the company in a research report on Tuesday, March 3rd. Stephens upped their price objective on Palo Alto Networks from $180.00 to $300.00 and gave the stock an “equal weight” rating in a research report on Wednesday, June 3rd. Jefferies Financial Group set a $335.00 price target on Palo Alto Networks and gave the company a “buy” rating in a research note on Wednesday. Robert W. Baird set a $320.00 price objective on Palo Alto Networks in a research report on Wednesday. Finally, Stifel Nicolaus set a $340.00 price target on Palo Alto Networks in a research note on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Palo Alto Networks currently has an average rating of “Moderate Buy” and an average target price of $306.59.

Palo Alto Networks Price Performance

Shares of Palo Alto Networks stock opened at $272.05 on Monday. The stock’s 50-day moving average is $205.03 and its 200 day moving average is $186.47. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $302.95. The firm has a market cap of $221.72 billion, a price-to-earnings ratio of 222.99, a PEG ratio of 9.55 and a beta of 0.94. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results 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. 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 the consensus estimate of $2.94 billion. During the same period last year, the business posted $0.37 EPS. The firm’s revenue for the quarter 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. Equities research analysts anticipate that Palo Alto Networks, Inc. will post 2.15 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.