Palo Alto Networks, Inc. $PANW Position Raised by Lansforsakringar Fondforvaltning AB publ

Lansforsakringar Fondforvaltning AB publ raised its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 22.8% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 507,550 shares of the network technology company’s stock after purchasing an additional 94,117 shares during the quarter. Lansforsakringar Fondforvaltning AB publ’s holdings in Palo Alto Networks were worth $81,370,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of PANW. Darwin Wealth Management LLC bought a new position in Palo Alto Networks during the second quarter valued at about $25,000. Steph & Co. raised its position in Palo Alto Networks by 88.2% in the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after acquiring an additional 67 shares in the last quarter. Knuff & Co LLC acquired a new stake in Palo Alto Networks in the 4th quarter valued at about $26,000. Sittner & Nelson LLC lifted its holdings in Palo Alto Networks by 73.8% in the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after acquiring an additional 62 shares during the last quarter. Finally, Luken Investment Analytics LLC boosted its position in shares of Palo Alto Networks by 196.2% during the 4th quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock valued at $28,000 after purchasing an additional 102 shares in the last quarter. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Palo Alto Networks News Roundup

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

• Positive Sentiment: Arete Research sharply raised its price target on Palo Alto Networks to $433 from $185 and reiterated a buy rating, signaling meaningful upside potential versus recent trading levels. Arete adjusts price target on Palo Alto Networks to $433 from $185, maintains buy rating
• Positive Sentiment: Multiple articles highlighted PANW as a standout AI/cybersecurity stock, reinforcing the market’s view that the company is benefiting from investor demand for AI-security exposure. 5 AI Stocks That Are Surging
• Positive Sentiment: Zacks noted that strategic partnerships could strengthen PANW’s AI security platform, which may support longer-term growth in regulated industries. Can Strategic Partnerships Strengthen PANW’s AI Security Platform?
• Neutral Sentiment: Market coverage also described PANW as part of a “moderate buy” consensus among analysts, which supports the stock but does not add a new catalyst. Palo Alto Networks, Inc. Given Consensus Rating of Moderate Buy by Analysts
• Neutral Sentiment: Broader cybersecurity-sector articles continue to place PANW among the top names to watch, but these items appear to be more sentiment-driven than fundamentally new. Promising Cybersecurity Stocks To Consider – June 28th

Palo Alto Networks Stock Up 9.1%

Shares of NASDAQ:PANW opened at $332.00 on Tuesday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. The company has a market cap of $270.58 billion, a PE ratio of 272.13, a price-to-earnings-growth ratio of 11.30 and a beta of 0.94. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $332.88. The firm has a 50 day simple moving average of $244.52 and a 200 day simple moving average of $197.08.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping 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 for the quarter, compared to analysts’ expectations of $2.94 billion. During the same period in the previous year, the company posted $0.37 EPS. The company’s quarterly 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. As a group, research analysts expect that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research firms recently commented on PANW. UBS Group set a $300.00 target price on shares of Palo Alto Networks and gave the company a “neutral” rating in a research note on Wednesday, June 3rd. Truist Financial upped their price target on Palo Alto Networks from $275.00 to $375.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. BMO Capital Markets increased their price objective on Palo Alto Networks from $270.00 to $335.00 and gave the company an “outperform” rating in a research report on Wednesday, June 3rd. Evercore reissued an “outperform” rating and set a $375.00 price objective on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Finally, Susquehanna restated a “positive” rating and issued a $350.00 target price (up from $200.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Palo Alto Networks has an average rating of “Moderate Buy” and a consensus target price of $311.98.

Insiders Place Their Bets

In other news, Director John P. Key sold 7,500 shares of Palo Alto Networks stock in a transaction on Friday, June 12th. The stock was sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the transaction, the director owned 12,500 shares in the company, valued at approximately $3,490,500. The trade was a 37.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director James J. Goetz sold 20,000 shares of the company’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $279.90, for a total value of $5,598,000.00. Following the transaction, the director directly owned 20,000 shares in the company, valued at $5,598,000. The trade was a 50.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 106,389 shares of company stock valued at $27,570,630 over the last quarter. 1.40% of the stock is owned by insiders.

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.