Palo Alto Networks, Inc. $PANW Stock Holdings Lowered by Swiss National Bank

Swiss National Bank lowered its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 3.5% in the 4th quarter, Holdings Channel reports. The fund owned 1,854,900 shares of the network technology company’s stock after selling 67,200 shares during the period. Swiss National Bank’s holdings in Palo Alto Networks were worth $341,673,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Westfield Capital Management Co. LP acquired a new stake in Palo Alto Networks in the third quarter worth about $75,412,000. Peapack Gladstone Financial Corp lifted its holdings in Palo Alto Networks by 8.8% in the fourth quarter. Peapack Gladstone Financial Corp now owns 48,458 shares of the network technology company’s stock worth $8,926,000 after purchasing an additional 3,926 shares during the period. American Century Companies Inc. lifted its holdings in Palo Alto Networks by 134.1% in the third quarter. American Century Companies Inc. now owns 672,129 shares of the network technology company’s stock worth $136,859,000 after purchasing an additional 384,985 shares during the period. US Bancorp DE lifted its holdings in Palo Alto Networks by 0.6% in the third quarter. US Bancorp DE now owns 1,364,442 shares of the network technology company’s stock worth $277,828,000 after purchasing an additional 8,344 shares during the period. Finally, Generali Investments Management Co LLC lifted its holdings in Palo Alto Networks by 38.4% in the third quarter. Generali Investments Management Co LLC now owns 54,401 shares of the network technology company’s stock worth $11,077,000 after purchasing an additional 15,091 shares during the period. Institutional investors own 79.82% of the company’s stock.

Key Palo Alto Networks News

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Scotiabank nudged its FY2027 EPS estimate higher for PANW, signaling modest confidence in longer-term earnings growth.
• Positive Sentiment: Recent commentary on Prisma AIRS suggests AI security is gaining traction and could boost revenue growth and deal size.
• Positive Sentiment: Broader cybersecurity-sector coverage remains constructive, with analysts and institutions still favoring the group amid rising AI-related security demand.
• Neutral Sentiment: Northland Securities kept a $302 price target and Market Perform rating while issuing a range of earnings estimates, indicating a cautious but not bearish stance.
• Negative Sentiment: Northland also trimmed some near- and mid-term EPS forecasts for PANW, reflecting lingering concern about profitability assumptions and valuation.
• Negative Sentiment: PANW still trades at a demanding valuation, so any slowdown in AI-security momentum could increase volatility.

Palo Alto Networks Price Performance

Shares of NASDAQ PANW opened at $279.53 on Friday. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $302.95. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. The company has a market capitalization of $227.82 billion, a price-to-earnings ratio of 229.12, a PEG ratio of 9.77 and a beta of 0.94. The firm has a 50-day moving average of $214.06 and a two-hundred day moving average of $188.58.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The company had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. During the same period in the prior year, the company earned $0.37 EPS. Palo Alto Networks’s revenue was up 31.1% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. As a group, analysts expect that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

PANW has been the subject of several research analyst reports. BNP Paribas Exane upped their price objective on shares of Palo Alto Networks from $220.00 to $330.00 and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. Stifel Nicolaus set a $340.00 price objective on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Arete Research raised shares of Palo Alto Networks from a “sell” rating to a “buy” rating and set a $185.00 price objective for the company in a report on Tuesday, March 3rd. Benchmark upped their price objective on shares of Palo Alto Networks from $270.00 to $340.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Finally, FBN Securities reaffirmed an “outperform” rating and issued a $330.00 price objective on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $306.59.

Insider Buying and Selling

In other Palo Alto Networks news, EVP Lee Klarich sold 62,904 shares of the business’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $258.65, for a total transaction of $16,270,119.60. Following the sale, the executive vice president owned 235,983 shares in the company, valued at approximately $61,037,002.95. The trade was a 21.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Josh D. Paul sold 1,100 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $285.08, for a total value of $313,588.00. Following the sale, the chief accounting officer owned 81,636 shares in the company, valued at approximately $23,272,790.88. The trade was a 1.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 72,076 shares of company stock worth $17,930,587 in the last ninety days. Insiders own 1.40% of the company’s stock.

Palo Alto Networks Profile

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.