Palo Alto Networks, Inc. $PANW Shares Acquired by M1 Capital Management LLC

M1 Capital Management LLC increased its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 9.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,354 shares of the network technology company’s stock after acquiring an additional 115 shares during the period. M1 Capital Management LLC’s holdings in Palo Alto Networks were worth $277,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of PANW. Brighton Jones LLC raised its stake in shares of Palo Alto Networks by 147.7% in the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after acquiring an additional 4,031 shares in the last quarter. Bison Wealth LLC increased its holdings in Palo Alto Networks by 169.1% in the fourth 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 during the last quarter. GAMMA Investing LLC increased its holdings in Palo Alto Networks by 10.8% in the first quarter. GAMMA Investing LLC now owns 14,125 shares of the network technology company’s stock valued at $2,410,000 after buying an additional 1,374 shares during the last quarter. Simplicity Wealth LLC purchased a new position in Palo Alto Networks in the first quarter valued at $224,000. Finally, Trueblood Wealth Management LLC increased its holdings in Palo Alto Networks by 5.6% in the first quarter. Trueblood Wealth Management LLC now owns 2,560 shares of the network technology company’s stock valued at $437,000 after buying an additional 136 shares during the last quarter. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Palo Alto Networks

In related news, EVP Nir Zuk sold 100,000 shares of the firm’s stock in a transaction dated Friday, August 1st. The shares were sold at an average price of $172.80, for a total value of $17,280,000.00. Following the completion of the sale, the executive vice president owned 3,143,516 shares in the company, valued at $543,199,564.80. This trade represents a 3.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CAO Josh D. Paul sold 700 shares of Palo Alto Networks stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $202.16, for a total transaction of $141,512.00. Following the sale, the chief accounting officer owned 32,474 shares of the company’s stock, valued at approximately $6,564,943.84. The trade was a 2.11% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 1,315,130 shares of company stock valued at $260,687,367 over the last 90 days. Insiders own 2.50% of the company’s stock.

Palo Alto Networks Stock Down 1.2%

NASDAQ PANW opened at $215.17 on Friday. Palo Alto Networks, Inc. has a 52-week low of $144.15 and a 52-week high of $217.94. The business’s 50-day moving average price is $192.23 and its 200 day moving average price is $189.02. The firm has a market cap of $143.93 billion, a P/E ratio of 134.06, a P/E/G ratio of 5.18 and a beta of 0.98.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.89 by $0.06. The firm had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.50 billion. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.The business’s revenue was up 15.8% on a year-over-year basis. During the same quarter last year, the company posted $0.75 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. As a group, analysts anticipate that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the company. Barclays reissued an “overweight” rating and issued a $215.00 target price (up previously from $210.00) on shares of Palo Alto Networks in a report on Tuesday, August 19th. New Street Research increased their target price on Palo Alto Networks from $235.00 to $240.00 and gave the company a “buy” rating in a report on Friday, September 12th. BMO Capital Markets increased their target price on Palo Alto Networks from $217.00 to $225.00 and gave the company an “outperform” rating in a report on Tuesday, August 19th. Bank of America raised Palo Alto Networks from a “neutral” rating to a “buy” rating and set a $215.00 target price on the stock in a report on Tuesday, August 19th. Finally, UBS Group set a $245.00 price objective on Palo Alto Networks in a report on Friday, September 26th. Twenty-eight equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $214.95.

Palo Alto Networks Profile

Palo Alto Networks, Inc provides cybersecurity solutions worldwide. The company offers firewall appliances and software; and Panorama, a security management solution for the global control of network security platform as a virtual or a physical appliance. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention.