Oslo Pensjonsforsikring AS Invests $371,000 in Palo Alto Networks, Inc. $PANW

Oslo Pensjonsforsikring AS purchased a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 2,313 shares of the network technology company’s stock, valued at approximately $371,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Janney Montgomery Scott LLC increased its position in shares of Palo Alto Networks by 15.0% during the 1st quarter. Janney Montgomery Scott LLC now owns 410,401 shares of the network technology company’s stock valued at $65,796,000 after purchasing an additional 53,485 shares during the period. Aviva PLC lifted its holdings in shares of Palo Alto Networks by 5.4% in the fourth quarter. Aviva PLC now owns 568,804 shares of the network technology company’s stock valued at $104,774,000 after buying an additional 29,230 shares during the period. Granite Islands Private Wealth LLC boosted its stake in Palo Alto Networks by 43.6% during the first quarter. Granite Islands Private Wealth LLC now owns 15,342 shares of the network technology company’s stock valued at $2,453,000 after buying an additional 4,659 shares in the last quarter. Peapack Gladstone Financial Corp boosted its stake in Palo Alto Networks by 8.8% during the fourth quarter. Peapack Gladstone Financial Corp now owns 48,458 shares of the network technology company’s stock valued at $8,926,000 after buying an additional 3,926 shares in the last quarter. Finally, Oak Thistle LLC acquired a new position in Palo Alto Networks during the fourth quarter worth about $1,554,000. 79.82% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Palo Alto Networks

In related news, Director Helle Thorning-Schmidt sold 700 shares of the company’s stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total value of $242,795.00. Following the completion of the sale, the director owned 5,898 shares in the company, valued at approximately $2,045,721.30. This represents a 10.61% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Josh D. Paul sold 900 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $345.00, for a total transaction of $310,500.00. Following the completion of the transaction, the chief accounting officer directly owned 79,644 shares of the company’s stock, valued at $27,477,180. This represents a 1.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 101,239 shares of company stock valued at $27,174,360 over the last three months. 1.40% of the stock is owned by insiders.

Palo Alto Networks Trading Down 2.0%

Shares of PANW opened at $335.28 on Thursday. The business’s 50-day moving average price is $297.43 and its 200 day moving average price is $215.80. The stock has a market capitalization of $273.25 billion, a P/E ratio of 274.82, a P/E/G ratio of 12.70 and a beta of 0.91. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $368.80. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04.

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 (EPS) for the quarter, topping 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 firm had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. During the same quarter in the previous year, the company earned $0.37 EPS. The business’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. Analysts expect that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several brokerages have commented on PANW. Deutsche Bank Aktiengesellschaft boosted their price target on shares of Palo Alto Networks from $220.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, June 3rd. William Blair reaffirmed an “outperform” rating on shares of Palo Alto Networks in a research note on Tuesday, June 16th. BMO Capital Markets boosted their target price 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. Wedbush raised their target price on shares of Palo Alto Networks from $300.00 to $340.00 and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. Finally, Piper Sandler restated an “overweight” rating and issued a $345.00 price target (up from $265.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Palo Alto Networks currently has an average rating of “Moderate Buy” and a consensus price target of $331.48.

Trending Headlines about Palo Alto Networks

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

• Positive Sentiment: Analysts and commentators continue to highlight Palo Alto Networks as a key beneficiary of rising AI-driven cybersecurity spending, with Morgan Stanley saying sentiment on software stocks may be too negative and Barron’s arguing PANW could be a major winner in the new AI era. Article: Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative’ on Software Stocks. These Are Their Picks
• Positive Sentiment: Market watchers are also pointing to broader enterprise demand for cybersecurity as AI agents proliferate, which could support future security product spending and reinforce PANW’s growth narrative. Article: Citi Wealth CIO Warns “Infinite AI Agents” Will Accelerate Cybersecurity’s Share of Enterprise Spending
• Positive Sentiment: Palo Alto Networks announced it will acquire Embrace to extend its observability platform with Real User Monitoring and Synthetics, a move aimed at improving digital experience monitoring and AI-driven operations. Investors may see this as an expansion into a higher-value adjacent market. Article: Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring
• Neutral Sentiment: Another brief note flagged PANW as a cybersecurity stock to follow, but did not add any new catalyst beyond the broader sector interest. Article: Cybersecurity Stocks To Follow Now – July 20th
• Negative Sentiment: Despite the upbeat long-term themes, one article noted PANW had slipped intraday, suggesting some investors are still taking profits or reacting to overall software sector weakness. Article: Palo Alto slips 3%: Why this analyst still sees it as a top cyber pick

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.