Curated Wealth Partners LLC Makes New Investment in Palo Alto Networks, Inc. $PANW

Curated Wealth Partners LLC bought a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) in the second quarter, HoldingsChannel.com reports. The institutional investor bought 1,138 shares of the network technology company’s stock, valued at approximately $233,000.

Other large investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in shares of Palo Alto Networks by 2.5% during the 1st quarter. Vanguard Group Inc. now owns 62,775,544 shares of the network technology company’s stock worth $10,712,019,000 after acquiring an additional 1,541,637 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in shares of Palo Alto Networks by 41.9% during the 1st quarter. Goldman Sachs Group Inc. now owns 7,235,406 shares of the network technology company’s stock worth $1,234,650,000 after acquiring an additional 2,134,735 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of Palo Alto Networks by 16.0% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 6,902,048 shares of the network technology company’s stock worth $1,177,765,000 after acquiring an additional 950,765 shares in the last quarter. Nuveen LLC bought a new position in Palo Alto Networks in the first quarter valued at $810,047,000. Finally, Charles Schwab Investment Management Inc. grew its position in Palo Alto Networks by 5.2% in the first quarter. Charles Schwab Investment Management Inc. now owns 4,422,037 shares of the network technology company’s stock valued at $754,576,000 after purchasing an additional 219,111 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on PANW shares. KeyCorp cut Palo Alto Networks from an “overweight” rating to a “sector weight” rating in a report on Thursday, July 31st. Needham & Company LLC restated a “buy” rating and issued a $230.00 price target on shares of Palo Alto Networks in a research note on Wednesday, September 3rd. Sanford C. Bernstein set a $207.00 price target on Palo Alto Networks and gave the company an “outperform” rating in a research note on Tuesday, August 19th. Westpark Capital reissued a “hold” rating on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Finally, New Street Research raised their target price on shares of Palo Alto Networks from $235.00 to $240.00 and gave the company a “buy” rating in a research note on Friday, September 12th. Twenty-nine research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $216.00.

Insider Activity at Palo Alto Networks

In related news, CEO Nikesh Arora sold 846,408 shares of the business’s stock in a transaction on Tuesday, September 23rd. The stock was sold at an average price of $204.06, for a total value of $172,718,016.48. Following the completion of the sale, the chief executive officer directly owned 275,013 shares in the company, valued at $56,119,152.78. The trade was a 75.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Lee Klarich sold 120,774 shares of the business’s stock in a transaction dated Monday, October 6th. The shares were sold at an average price of $211.92, for a total transaction of $25,594,426.08. Following the completion of the sale, the executive vice president directly owned 149,190 shares of the company’s stock, valued at approximately $31,616,344.80. The trade was a 44.74% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 1,315,130 shares of company stock valued at $260,687,367. Insiders own 2.50% of the company’s stock.

Palo Alto Networks Price Performance

PANW stock opened at $207.56 on Wednesday. The company has a fifty day moving average price of $194.56 and a two-hundred day moving average price of $189.68. Palo Alto Networks, Inc. has a one year low of $144.15 and a one year high of $217.94. The stock has a market cap of $138.84 billion, a price-to-earnings ratio of 129.32, a price-to-earnings-growth ratio of 5.07 and a beta of 0.98.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings data on Monday, August 18th. The network technology company reported $0.95 EPS for the quarter, topping analysts’ consensus estimates of $0.89 by $0.06. The firm had revenue of $2.54 billion during the quarter, compared to analysts’ expectations of $2.50 billion. Palo Alto Networks had a net margin of 12.30% and a return on equity of 17.66%. The company’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same period in the previous year, the business 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. Research analysts anticipate that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

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.