Sustainable Insight Capital Management LLC Sells 3,716 Shares of Palo Alto Networks, Inc. $PANW

Sustainable Insight Capital Management LLC cut its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 5.0% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 70,100 shares of the network technology company’s stock after selling 3,716 shares during the period. Palo Alto Networks accounts for 6.5% of Sustainable Insight Capital Management LLC’s holdings, making the stock its 6th biggest position. Sustainable Insight Capital Management LLC’s holdings in Palo Alto Networks were worth $14,345,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. St. Clair Advisors LLC grew its stake in Palo Alto Networks by 0.3% in the 2nd quarter. St. Clair Advisors LLC now owns 15,800 shares of the network technology company’s stock valued at $3,233,000 after acquiring an additional 50 shares during the last quarter. Astoria Portfolio Advisors LLC. lifted its holdings in shares of Palo Alto Networks by 2.1% in the second quarter. Astoria Portfolio Advisors LLC. now owns 2,467 shares of the network technology company’s stock valued at $496,000 after purchasing an additional 50 shares in the last quarter. Csenge Advisory Group grew its position in shares of Palo Alto Networks by 2.4% in the first quarter. Csenge Advisory Group now owns 2,271 shares of the network technology company’s stock valued at $381,000 after purchasing an additional 53 shares during the last quarter. TFG Advisers LLC increased its stake in shares of Palo Alto Networks by 1.1% during the 2nd quarter. TFG Advisers LLC now owns 4,668 shares of the network technology company’s stock worth $955,000 after purchasing an additional 53 shares in the last quarter. Finally, GSG Advisors LLC raised its position in shares of Palo Alto Networks by 0.4% during the 1st quarter. GSG Advisors LLC now owns 12,450 shares of the network technology company’s stock worth $2,154,000 after purchasing an additional 54 shares during the last quarter. 79.82% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Palo Alto Networks

In other Palo Alto Networks news, CAO Josh D. Paul sold 700 shares of Palo Alto Networks stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $219.97, for a total transaction of $153,979.00. Following the transaction, the chief accounting officer directly owned 47,505 shares of the company’s stock, valued at $10,449,674.85. The trade was a 1.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Lee Klarich sold 120,774 shares of the stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $191.11, for a total transaction of $23,081,119.14. Following the completion of the sale, the executive vice president directly owned 177,954 shares of the company’s stock, valued at $34,008,788.94. The trade was a 40.43% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 1,215,830 shares of company stock valued at $249,160,428. 2.50% of the stock is currently owned by corporate insiders.

Palo Alto Networks Price Performance

PANW opened at $211.37 on Friday. Palo Alto Networks, Inc. has a 12 month low of $144.15 and a 12 month high of $223.61. The business has a 50-day moving average of $206.73 and a two-hundred day moving average of $195.41. The stock has a market capitalization of $141.39 billion, a price-to-earnings ratio of 131.69, a price-to-earnings-growth ratio of 5.07 and a beta of 0.95.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share for the quarter, topping the consensus estimate of $0.89 by $0.06. The business 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 quarterly revenue was up 15.8% on a year-over-year basis. During the same period last year, the company posted $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. Equities research analysts anticipate that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the company. Piper Sandler upgraded Palo Alto Networks from a “neutral” rating to an “overweight” rating and increased their target price for the company from $200.00 to $225.00 in a report on Tuesday, August 12th. Citigroup restated an “outperform” rating on shares of Palo Alto Networks in a research report on Monday, October 27th. BMO Capital Markets increased their price objective on Palo Alto Networks from $217.00 to $225.00 and gave the company an “outperform” rating in a research note on Tuesday, August 19th. Guggenheim boosted their target price on shares of Palo Alto Networks from $130.00 to $135.00 and gave the company a “sell” rating in a research note on Tuesday, August 19th. Finally, Westpark Capital restated a “hold” rating on shares of Palo Alto Networks in a report on Tuesday, August 19th. Thirty analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $218.17.

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.