Palo Alto Networks, Inc. $PANW Shares Purchased by Focus Partners Advisor Solutions LLC

Focus Partners Advisor Solutions LLC boosted its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 12.5% in the second quarter, HoldingsChannel.com reports. The fund owned 21,049 shares of the network technology company’s stock after acquiring an additional 2,346 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in Palo Alto Networks were worth $4,307,000 as of its most recent filing with the SEC.

Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in 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 purchasing an additional 4,031 shares during the last quarter. Bison Wealth LLC raised its position in Palo Alto Networks by 169.1% during the fourth quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after acquiring an additional 3,275 shares in the last quarter. GAMMA Investing LLC boosted its position in Palo Alto Networks by 10.8% in the 1st quarter. GAMMA Investing LLC now owns 14,125 shares of the network technology company’s stock worth $2,410,000 after purchasing an additional 1,374 shares in the last quarter. Moran Wealth Management LLC acquired a new stake in shares of Palo Alto Networks during the 1st quarter worth approximately $277,000. Finally, Bessemer Group Inc. boosted its holdings in Palo Alto Networks by 4.3% during the first quarter. Bessemer Group Inc. now owns 25,767 shares of the network technology company’s stock worth $4,397,000 after buying an additional 1,062 shares in the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Insider Buying and Selling

In related news, CEO Nikesh Arora sold 846,408 shares of Palo Alto Networks stock in a transaction that occurred on Tuesday, September 23rd. The stock was sold at an average price of $204.06, for a total transaction of $172,718,016.48. Following the transaction, the chief executive officer owned 275,013 shares in the company, valued at approximately $56,119,152.78. This trade represents a 75.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Nir Zuk sold 100,000 shares of Palo Alto Networks stock in a transaction that occurred on Friday, August 1st. The shares were sold at an average price of $172.80, for a total transaction of $17,280,000.00. Following the sale, the executive vice president directly owned 3,143,516 shares in the company, valued at approximately $543,199,564.80. The trade was a 3.08% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 1,315,130 shares of company stock worth $260,687,367 in the last 90 days. Corporate insiders own 2.50% of the company’s stock.

Analyst Ratings Changes

PANW has been the subject of a number of recent analyst reports. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $223.00 price objective on shares of Palo Alto Networks in a report on Friday, August 15th. Bank of America lifted their price target on Palo Alto Networks from $215.00 to $240.00 and gave the company a “buy” rating in a research note on Monday, October 20th. KeyCorp downgraded Palo Alto Networks from an “overweight” rating to a “sector weight” rating in a research report on Thursday, July 31st. Piper Sandler upgraded Palo Alto Networks from a “neutral” rating to an “overweight” rating and boosted their price objective for the company from $200.00 to $225.00 in a research report on Tuesday, August 12th. Finally, BTIG Research upgraded Palo Alto Networks from a “neutral” rating to a “buy” rating in a research report on Monday, October 13th. Thirty analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Palo Alto Networks presently has an average rating of “Moderate Buy” and a consensus price target of $217.22.

Palo Alto Networks Price Performance

Shares of NASDAQ:PANW opened at $217.11 on Friday. Palo Alto Networks, Inc. has a 1 year low of $144.15 and a 1 year high of $218.23. The firm has a market capitalization of $145.22 billion, a PE ratio of 135.27, a P/E/G ratio of 5.16 and a beta of 0.98. The business’s 50 day moving average price is $200.79 and its 200-day moving average price is $192.46.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Monday, August 18th. The network technology company reported $0.95 earnings per share for the quarter, beating analysts’ consensus estimates of $0.89 by $0.06. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.The company had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.50 billion. During the same quarter last year, the firm posted $0.75 EPS. The firm’s revenue for the quarter was up 15.8% on a year-over-year basis. 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 expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Palo Alto Networks Company 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.