Palo Alto Networks, Inc. $PANW is EagleClaw Capital Managment LLC’s 9th Largest Position

EagleClaw Capital Managment LLC decreased its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 1.6% during the second quarter, Holdings Channel reports. The fund owned 71,553 shares of the network technology company’s stock after selling 1,140 shares during the period. Palo Alto Networks makes up about 2.2% of EagleClaw Capital Managment LLC’s holdings, making the stock its 9th biggest holding. EagleClaw Capital Managment LLC’s holdings in Palo Alto Networks were worth $14,643,000 as of its most recent filing with the SEC.

Other institutional investors have also recently made changes to their positions in the company. Whipplewood Advisors LLC grew its stake in Palo Alto Networks by 6,400.0% in the second quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock worth $27,000 after purchasing an additional 128 shares during the period. Briaud Financial Planning Inc bought a new stake in shares of Palo Alto Networks during the 2nd quarter valued at $28,000. Dagco Inc. purchased a new stake in shares of Palo Alto Networks in the 1st quarter worth about $33,000. WPG Advisers LLC bought a new position in shares of Palo Alto Networks in the 1st quarter worth about $37,000. Finally, Strategic Investment Solutions Inc. IL increased its stake in shares of Palo Alto Networks by 58.9% in the 1st quarter. Strategic Investment Solutions Inc. IL now owns 224 shares of the network technology company’s stock worth $38,000 after acquiring an additional 83 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the stock. Needham & Company LLC restated a “buy” rating and issued a $230.00 price objective on shares of Palo Alto Networks in a report on Wednesday, September 3rd. Sanford C. Bernstein set a $207.00 price target on Palo Alto Networks and gave the stock an “outperform” rating in a research note on Tuesday, August 19th. Rosenblatt Securities lowered their price objective on Palo Alto Networks from $235.00 to $215.00 and set a “buy” rating for the company in a research note on Thursday, August 14th. Guggenheim increased their target price on Palo Alto Networks from $130.00 to $135.00 and gave the stock a “sell” rating in a research note on Tuesday, August 19th. Finally, New Street Research raised their price target 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 research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $219.50.

Palo Alto Networks Price Performance

PANW stock opened at $210.04 on Thursday. The stock has a market capitalization of $143.66 billion, a P/E ratio of 130.87, a P/E/G ratio of 5.19 and a beta of 0.95. Palo Alto Networks, Inc. has a 1-year low of $144.15 and a 1-year high of $223.61. The business has a fifty day moving average price of $208.61 and a 200-day moving average price of $196.84.

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 the consensus estimate of $0.89 by $0.06. The company had revenue of $2.54 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period 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. As a group, analysts anticipate that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the business’s stock in a transaction on Tuesday, September 23rd. The shares were sold at an average price of $204.19, for a total transaction of $1,020,950.00. Following the completion of the sale, the executive vice president directly owned 96,135 shares in the company, valued at approximately $19,629,805.65. The trade was a 4.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Lee Klarich sold 120,774 shares of the firm’s stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $191.11, for a total value of $23,081,119.14. Following the completion of the transaction, the executive vice president owned 177,954 shares in the company, valued at approximately $34,008,788.94. This trade represents a 40.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,215,830 shares of company stock valued at $249,160,428 over the last ninety days. Company insiders own 2.50% of the company’s stock.

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.