LM Advisors LLC Has $166,000 Position in Palo Alto Networks, Inc. $PANW

LM Advisors LLC reduced its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 80.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 902 shares of the network technology company’s stock after selling 3,719 shares during the quarter. LM Advisors LLC’s holdings in Palo Alto Networks were worth $166,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Darwin Wealth Management LLC acquired a new position in shares of Palo Alto Networks during the 2nd quarter worth about $25,000. Knuff & Co LLC acquired a new position in shares of Palo Alto Networks during the 4th quarter worth about $26,000. Steph & Co. grew its position in shares of Palo Alto Networks by 88.2% during the 4th quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after buying an additional 67 shares during the period. Sittner & Nelson LLC grew its position in shares of Palo Alto Networks by 73.8% during the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after buying an additional 62 shares during the period. Finally, Winch Advisory Services LLC grew its position in shares of Palo Alto Networks by 96.1% during the 3rd quarter. Winch Advisory Services LLC now owns 149 shares of the network technology company’s stock worth $30,000 after buying an additional 73 shares during the period. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Nikesh Arora purchased 68,085 shares of Palo Alto Networks stock in a transaction on Friday, March 27th. The stock was purchased at an average price of $146.87 per share, with a total value of $9,999,643.95. Following the transaction, the chief executive officer directly owned 343,394 shares in the company, valued at $50,434,276.78. The trade was a 24.73% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CAO Josh D. Paul sold 1,100 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $285.08, for a total value of $313,588.00. Following the transaction, the chief accounting officer directly owned 81,636 shares of the company’s stock, valued at approximately $23,272,790.88. This trade represents a 1.33% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 81,044 shares of company stock worth $20,424,722. 1.40% of the stock is currently owned by insiders.

Palo Alto Networks Trading Up 0.0%

NASDAQ:PANW opened at $279.62 on Friday. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $302.95. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. The business has a 50 day moving average price of $216.44 and a two-hundred day moving average price of $189.22. The company has a market cap of $227.89 billion, a P/E ratio of 229.20, a price-to-earnings-growth ratio of 10.38 and a beta of 0.94.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping analysts’ consensus estimates 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 firm 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 posted $0.37 EPS. The business’s revenue was up 31.1% on a year-over-year basis. 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. As a group, analysts expect that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

Trending Headlines about Palo Alto Networks

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

• Positive Sentiment: Jim Cramer singled out Palo Alto Networks as one of his favorite stocks, reinforcing a bullish narrative around the company and its role in cybersecurity. Jim Cramer Reveals Big Trend For Palo Alto’s (PANW) Shares
• Positive Sentiment: Analyst sentiment remains constructive after the company beat fiscal Q3 expectations, topped revenue estimates, and raised guidance, which continues to support the stock’s valuation.
• Positive Sentiment: Several firms recently lifted their price targets on PANW, including Mizuho, Berenberg, JPMorgan, and Susquehanna, signaling continued confidence in growth and demand for cybersecurity products.
• Neutral Sentiment: A cybersecurity industry roundup highlighted PANW as a stock to watch, but it did not provide a major new catalyst. Cybersecurity Stocks To Keep An Eye On – June 10th
• Negative Sentiment: Director John P. Key sold 7,500 shares, and Director Aparna Bawa sold multiple blocks of stock over June 10-12, which can be read as a cautious insider signal even if the sales were relatively small versus the company’s size. Insider Selling: Palo Alto Networks (NASDAQ:PANW) Director Sells 377 Shares of Stock

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. Deutsche Bank Aktiengesellschaft boosted their price objective on Palo Alto Networks from $220.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. Sanford C. Bernstein boosted their price objective on Palo Alto Networks from $209.00 to $253.00 and gave the company an “outperform” rating in a research report on Wednesday, June 3rd. Daiwa Securities Group decreased their price objective on Palo Alto Networks from $212.00 to $175.00 and set an “outperform” rating for the company in a research report on Tuesday, February 24th. Benchmark boosted their price objective on Palo Alto Networks from $270.00 to $340.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. Finally, Cantor Fitzgerald set a $340.00 price objective on Palo Alto Networks and gave the company an “overweight” rating in a research report on Wednesday, June 3rd. Two 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. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $306.59.

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.