Sustainable Insight Capital Management LLC Buys 8,700 Shares of Palo Alto Networks, Inc. $PANW

Sustainable Insight Capital Management LLC raised its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 8.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 117,653 shares of the network technology company’s stock after buying an additional 8,700 shares during the period. Palo Alto Networks makes up 7.2% of Sustainable Insight Capital Management LLC’s investment portfolio, making the stock its 3rd biggest position. Sustainable Insight Capital Management LLC’s holdings in Palo Alto Networks were worth $21,672,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC acquired a new stake in Palo Alto Networks in the second quarter valued at approximately $25,000. Knuff & Co LLC acquired a new position in shares of Palo Alto Networks during the fourth quarter worth $26,000. Steph & Co. lifted its holdings in shares of Palo Alto Networks by 88.2% during the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after purchasing an additional 67 shares during the period. Sittner & Nelson LLC lifted its holdings in shares of Palo Alto Networks by 73.8% during the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after purchasing an additional 62 shares during the period. Finally, Winch Advisory Services LLC lifted its holdings 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 worth $30,000 after purchasing an additional 73 shares during the period. Institutional investors and hedge funds own 79.82% of the company’s stock.

Insider Transactions at Palo Alto Networks

In other Palo Alto Networks news, CAO Josh D. Paul sold 1,100 shares of Palo Alto Networks stock in a transaction on Monday, June 1st. The shares were sold at an average price of $285.08, for a total value of $313,588.00. Following the completion of the sale, the chief accounting officer directly owned 81,636 shares of the company’s stock, valued at approximately $23,272,790.88. The trade was a 1.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Lee Klarich sold 62,904 shares of Palo Alto Networks stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $258.65, for a total transaction of $16,270,119.60. Following the completion of the sale, the executive vice president directly owned 235,983 shares of the company’s stock, valued at approximately $61,037,002.95. This trade represents a 21.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 72,076 shares of company stock valued at $17,930,587. 1.40% of the stock is owned by insiders.

Palo Alto Networks Price Performance

Shares of NASDAQ PANW opened at $279.53 on Friday. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $302.95. The firm has a fifty day simple moving average of $214.06 and a 200 day simple moving average of $188.58. The company has a market capitalization of $227.82 billion, a PE ratio of 229.12, a P/E/G ratio of 9.77 and a beta of 0.94. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating 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 firm had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. During the same period in the previous year, the firm posted $0.37 earnings per share. The business’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, sell-side analysts forecast that Palo Alto Networks, Inc. will post 2.03 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on PANW. Robert W. Baird set a $320.00 price target on shares of Palo Alto Networks in a report on Wednesday, June 3rd. BNP Paribas Exane lifted their price target on shares of Palo Alto Networks from $220.00 to $330.00 and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. DA Davidson lifted their price target on shares of Palo Alto Networks from $190.00 to $345.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. TD Cowen reiterated a “buy” rating and set a $330.00 price target (up from $255.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Finally, BMO Capital Markets lifted their price target on shares of Palo Alto Networks from $270.00 to $335.00 and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $306.59.

Trending Headlines about Palo Alto Networks

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

• Positive Sentiment: Scotiabank nudged its FY2027 EPS estimate higher for PANW, signaling modest confidence in longer-term earnings growth.
• Positive Sentiment: Recent commentary on Prisma AIRS suggests AI security is gaining traction and could boost revenue growth and deal size.
• Positive Sentiment: Broader cybersecurity-sector coverage remains constructive, with analysts and institutions still favoring the group amid rising AI-related security demand.
• Neutral Sentiment: Northland Securities kept a $302 price target and Market Perform rating while issuing a range of earnings estimates, indicating a cautious but not bearish stance.
• Negative Sentiment: Northland also trimmed some near- and mid-term EPS forecasts for PANW, reflecting lingering concern about profitability assumptions and valuation.
• Negative Sentiment: PANW still trades at a demanding valuation, so any slowdown in AI-security momentum could increase volatility.

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.