USS Investment Management Ltd Buys 25,443 Shares of Palo Alto Networks, Inc. $PANW

USS Investment Management Ltd grew its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 23.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 135,448 shares of the network technology company’s stock after buying an additional 25,443 shares during the period. USS Investment Management Ltd’s holdings in Palo Alto Networks were worth $21,715,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the stock. South Plains Financial Inc. lifted its holdings in shares of Palo Alto Networks by 1.0% during the 3rd quarter. South Plains Financial Inc. now owns 4,823 shares of the network technology company’s stock worth $982,000 after acquiring an additional 50 shares during the last quarter. Fayez Sarofim & Co increased its stake in Palo Alto Networks by 1.2% in the third quarter. Fayez Sarofim & Co now owns 4,310 shares of the network technology company’s stock valued at $878,000 after acquiring an additional 50 shares during the last quarter. Certified Advisory Corp increased its stake in Palo Alto Networks by 0.3% in the third quarter. Certified Advisory Corp now owns 16,938 shares of the network technology company’s stock valued at $3,449,000 after acquiring an additional 51 shares during the last quarter. Cooper Financial Group raised its position in Palo Alto Networks by 1.3% during the fourth quarter. Cooper Financial Group now owns 4,227 shares of the network technology company’s stock valued at $779,000 after purchasing an additional 53 shares in the last quarter. Finally, Outfitters Financial LLC lifted its stake in Palo Alto Networks by 1.7% during the fourth quarter. Outfitters Financial LLC now owns 3,265 shares of the network technology company’s stock worth $601,000 after purchasing an additional 55 shares during the last quarter. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Price Performance

PANW stock opened at $341.02 on Wednesday. The firm’s 50-day moving average price is $247.98 and its two-hundred day moving average price is $198.12. Palo Alto Networks, Inc. has a 12-month low of $139.57 and a 12-month high of $342.48. The stock has a market capitalization of $277.93 billion, a price-to-earnings ratio of 279.52, a PEG ratio of 12.33 and a beta of 0.94. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. The company had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. Palo Alto Networks’s revenue for the quarter was up 31.1% on a year-over-year basis. During the same period in the prior year, the business posted $0.37 earnings per share. 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, equities analysts predict that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

Key Headlines Impacting Palo Alto Networks

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

• Positive Sentiment: BTIG raised its price target on Palo Alto Networks to $380 from $333 and kept a buy rating, signaling confidence in additional upside for PANW. BTIG Raises Price Target on Palo Alto Networks
• Positive Sentiment: Wells Fargo increased its target to $355 from $165 and reiterated a buy rating, highlighting strong analyst conviction after the company’s recent results. Palo Alto Networks Gets Massive Upward Price Target Revisions
• Positive Sentiment: Arete Research lifted its target to $433 from $185 and maintained a buy rating, adding to the wave of bullish revisions. Arete Adjusts Price Target on Palo Alto Networks
• Positive Sentiment: Commentary around PANW’s AI security and observability business suggests growing demand for its platform as enterprises spend more on cybersecurity tied to AI adoption. Palo Alto Networks Gains Momentum in AI Security and Observability
• Neutral Sentiment: Analysts broadly continue to view Palo Alto Networks as a “moderate buy,” reflecting generally favorable but not unanimous sentiment. Palo Alto Networks Given Consensus Rating of Moderate Buy
• Negative Sentiment: Some coverage notes that the stock’s rapid run-up has pushed valuations higher, which could make PANW more vulnerable if growth or margins fail to keep pace. Cybersecurity Rally Justify Its Valuations

Wall Street Analysts Forecast Growth

PANW has been the subject of a number of research reports. Royal Bank Of Canada upped their price objective on Palo Alto Networks from $255.00 to $330.00 and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. Berenberg Bank boosted their target price on Palo Alto Networks from $290.00 to $360.00 and gave the stock a “buy” rating in a research report on Wednesday, June 3rd. BNP Paribas Exane upped their target price on Palo Alto Networks from $220.00 to $330.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. TD Cowen reiterated a “buy” rating and set a $330.00 price target (up from $255.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Finally, Stifel Nicolaus set a $340.00 price target on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Palo Alto Networks presently has an average rating of “Moderate Buy” and a consensus price target of $313.00.

Insider Buying and Selling at Palo Alto Networks

In other news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction that occurred on Tuesday, June 23rd. The stock was sold at an average price of $289.56, for a total value of $1,447,800.00. Following the sale, the executive vice president directly owned 145,250 shares in the company, valued at approximately $42,058,590. This trade represents a 3.33% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John P. Key sold 7,500 shares of the business’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $279.24, for a total value of $2,094,300.00. Following the transaction, the director directly owned 12,500 shares in the company, valued at $3,490,500. This trade represents a 37.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 100,289 shares of company stock worth $26,590,990 over the last three months. 1.40% of the stock is owned by corporate insiders.

Palo Alto Networks Company 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.