Clough Capital Partners L P Has $8.91 Million Stake in Palo Alto Networks, Inc. $PANW

Clough Capital Partners L P lifted its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 41.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 55,569 shares of the network technology company’s stock after purchasing an additional 16,290 shares during the quarter. Clough Capital Partners L P’s holdings in Palo Alto Networks were worth $8,909,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in PANW. Brighton Jones LLC boosted its position in shares of Palo Alto Networks by 147.7% during the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock worth $1,230,000 after purchasing an additional 4,031 shares in the last quarter. Bison Wealth LLC increased its position in shares of Palo Alto Networks by 169.1% in the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after buying an additional 3,275 shares in the last quarter. Sivia Capital Partners LLC raised its stake in Palo Alto Networks by 66.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock worth $713,000 after buying an additional 1,389 shares during the period. Osterweis Capital Management Inc. raised its stake in Palo Alto Networks by 11,100.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock worth $115,000 after buying an additional 555 shares during the period. Finally, Main Street Financial Solutions LLC lifted its holdings in Palo Alto Networks by 6.0% during the second quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock worth $900,000 after acquiring an additional 249 shares in the last quarter. 79.82% of the stock is owned by institutional investors.

Palo Alto Networks Price Performance

NASDAQ:PANW opened at $323.79 on Monday. The stock’s 50-day simple moving average is $300.79 and its 200 day simple moving average is $217.83. Palo Alto Networks, Inc. has a 52-week low of $139.57 and a 52-week high of $368.80. 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 $263.89 billion, a P/E ratio of 265.40, a P/E/G ratio of 12.02 and a beta of 0.91.

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, topping the consensus estimate of $0.79 by $0.06. The firm had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The business’s quarterly revenue was up 31.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.37 EPS. 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, sell-side analysts forecast that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. Capital One Financial set a $421.00 target price on Palo Alto Networks and gave the company an “overweight” rating in a research note on Thursday, July 16th. JPMorgan Chase & Co. boosted their price objective on Palo Alto Networks from $200.00 to $300.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. Wells Fargo & Company increased their target price on Palo Alto Networks from $325.00 to $420.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 1st. Morgan Stanley restated an “overweight” rating and set a $387.00 target price (up from $320.00) on shares of Palo Alto Networks in a report on Tuesday, July 21st. Finally, TD Cowen reaffirmed a “buy” rating and issued a $330.00 price target (up from $255.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $331.48.

Insider Activity

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total value of $1,447,800.00. Following the completion of the sale, the executive vice president owned 145,250 shares in the company, valued at $42,058,590. This trade represents a 3.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Aparna Bawa sold 290 shares of Palo Alto Networks stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $348.74, for a total transaction of $101,134.60. Following the completion of the transaction, the director directly owned 6,437 shares of the company’s stock, valued at approximately $2,244,839.38. This trade represents a 4.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 101,239 shares of company stock valued at $27,174,360. 1.40% of the stock is owned by corporate insiders.

About Palo Alto Networks

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.