Telos Capital Management Inc. Has $15.37 Million Stock Position in Palo Alto Networks, Inc. $PANW

Telos Capital Management Inc. grew its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 25.5% during the second quarter, HoldingsChannel.com reports. The firm owned 75,086 shares of the network technology company’s stock after buying an additional 15,273 shares during the period. Palo Alto Networks makes up about 1.6% of Telos Capital Management Inc.’s holdings, making the stock its 15th biggest holding. Telos Capital Management Inc.’s holdings in Palo Alto Networks were worth $15,366,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in the stock. Vanguard Group Inc. lifted its stake in shares of Palo Alto Networks by 2.5% in the 1st quarter. Vanguard Group Inc. now owns 62,775,544 shares of the network technology company’s stock valued at $10,712,019,000 after purchasing an additional 1,541,637 shares during the period. Goldman Sachs Group Inc. increased its position in shares of Palo Alto Networks by 41.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 7,235,406 shares of the network technology company’s stock valued at $1,234,650,000 after buying an additional 2,134,735 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Palo Alto Networks by 16.0% in 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 valued at $1,177,765,000 after buying an additional 950,765 shares in the last quarter. Nuveen LLC bought a new position in Palo Alto Networks during the 1st quarter worth about $810,047,000. Finally, Charles Schwab Investment Management Inc. increased its holdings in Palo Alto Networks by 5.2% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 4,422,037 shares of the network technology company’s stock worth $754,576,000 after purchasing an additional 219,111 shares in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Insider Activity

In related news, CEO Nikesh Arora sold 846,408 shares of the firm’s stock in a transaction dated Tuesday, September 23rd. The shares were 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 approximately $56,119,152.78. This trade represents a 75.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Lee Klarich sold 120,774 shares of the firm’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 owned 149,190 shares of the company’s stock, valued at $31,616,344.80. This trade represents a 44.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,094,356 shares of company stock valued at $222,684,964. Company insiders own 2.50% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on PANW shares. Piper Sandler upgraded Palo Alto Networks from a “neutral” rating to an “overweight” rating and increased their target price for the stock from $200.00 to $225.00 in a report on Tuesday, August 12th. BMO Capital Markets increased their target price on Palo Alto Networks from $217.00 to $225.00 and gave the stock an “outperform” rating in a report on Tuesday, August 19th. Wedbush reiterated an “outperform” rating and set a $225.00 target price on shares of Palo Alto Networks in a report on Monday, September 15th. Westpark Capital reiterated a “hold” rating on shares of Palo Alto Networks in a report on Tuesday, August 19th. Finally, New Street Research raised their price objective on Palo Alto Networks from $235.00 to $240.00 and gave the company a “buy” rating in a report on Friday, September 12th. Thirty analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $218.17.

Palo Alto Networks Price Performance

Shares of NASDAQ PANW opened at $220.24 on Monday. The stock has a market capitalization of $147.32 billion, a price-to-earnings ratio of 137.22, a PEG ratio of 5.24 and a beta of 0.95. The business has a 50-day moving average of $204.51 and a 200-day moving average of $194.47. Palo Alto Networks, Inc. has a fifty-two week low of $144.15 and a fifty-two week high of $223.61.

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 the consensus estimate of $0.89 by $0.06. The company had revenue of $2.54 billion during the quarter, compared to analysts’ expectations of $2.50 billion. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.Palo Alto Networks’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same quarter last year, the company earned $0.75 EPS. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. On average, sell-side analysts expect that Palo Alto Networks, Inc. will post 1.76 EPS for the current 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.