Palo Alto Networks, Inc. $PANW Shares Sold by Palogic Value Management L.P.

Palogic Value Management L.P. cut its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 54.6% in the 2nd quarter, HoldingsChannel reports. The fund owned 6,549 shares of the network technology company’s stock after selling 7,861 shares during the period. Palo Alto Networks accounts for approximately 0.7% of Palogic Value Management L.P.’s holdings, making the stock its 27th largest holding. Palogic Value Management L.P.’s holdings in Palo Alto Networks were worth $2,233,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the stock. Darwin Wealth Management LLC acquired a new stake in Palo Alto Networks in the second quarter worth approximately $25,000. Knuff & Co LLC bought a new stake in shares of Palo Alto Networks in the 4th quarter worth $26,000. Solstein Capital LLC bought a new stake in shares of Palo Alto Networks in the 2nd quarter worth $26,000. Sittner & Nelson LLC lifted its holdings in shares of Palo Alto Networks by 73.8% in the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after buying an additional 62 shares during the period. Finally, N.E.W. Advisory Services LLC acquired a new stake in shares of Palo Alto Networks in the second quarter valued at $27,000. Institutional investors and hedge funds own 79.82% of the company’s stock.

Wall Street Analyst Weigh In

PANW has been the topic of a number of research analyst reports. Loop Capital lifted their target price on Palo Alto Networks from $160.00 to $290.00 and gave the stock a “hold” rating in a report on Wednesday, June 3rd. Rosenblatt Securities upped their price target on shares of Palo Alto Networks from $275.00 to $355.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Susquehanna restated a “positive” rating and set a $350.00 price objective (up from $200.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $330.00 price objective on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Finally, Capital One Financial set a $421.00 target price on shares of Palo Alto Networks and gave the stock an “overweight” rating in a report on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $365.87.

Insider Buying and Selling

In other news, Director Aparna Bawa sold 290 shares of Palo Alto Networks stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $348.74, for a total transaction of $101,134.60. Following the transaction, the director owned 6,437 shares in the company, valued at approximately $2,244,839.38. The trade was a 4.31% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total value of $1,447,800.00. Following the transaction, the executive vice president directly owned 145,250 shares in the company, valued at $42,058,590. The trade was a 3.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 37,935 shares of company stock valued at $10,809,461. 1.40% of the stock is currently owned by company insiders.

Palo Alto Networks Stock Performance

Palo Alto Networks stock opened at $339.31 on Thursday. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $398.88. The firm’s 50 day simple moving average is $341.05 and its 200-day simple moving average is $246.01. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. The company has a market cap of $276.54 billion, a P/E ratio of 278.12, a price-to-earnings-growth ratio of 11.39 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, beating the consensus estimate 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 business had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. During the same quarter in the prior year, the firm earned $0.37 EPS. The firm’s quarterly 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, equities research analysts predict that Palo Alto Networks, Inc. will post 2.02 EPS for the current year.

Key Headlines Impacting Palo Alto Networks

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

• Positive Sentiment: Analysts remain bullish: BTIG Research reaffirmed its “Buy” rating and set a $380 price target, implying roughly 12% upside from the referenced price. BTIG Reiterates Buy Rating on Palo Alto Networks
• Positive Sentiment: JPMorgan raised its price target from $326 to $384 and maintained an “Overweight” rating, signaling improved confidence in PANW’s earnings and growth outlook. JPMorgan Raises Palo Alto Networks Price Target
• Positive Sentiment: Wall Street’s overall analyst view remains favorable, and Benchmark also expects the stock to rise. Strong firewall bookings, software growth and AI-related traffic are cited as potential drivers of longer-term network-security demand. Wall Street Analysts See Palo Alto as a Buy Can Rising Network Security Demand Boost PANW’s Long-Term Growth?
• Neutral Sentiment: PANW was scheduled to report earnings, giving investors a near-term catalyst. Its latest reported quarter exceeded consensus revenue and EPS estimates, but the stock’s high valuation leaves results and guidance important for sustaining momentum. Palo Alto Networks Expected to Post Earnings
• Neutral Sentiment: The reported short-interest data shows zero shares short, so it provides no meaningful evidence of short-seller pressure or potential short-covering support.
• Negative Sentiment: Palo Alto Networks recently fell even as the broader market gained, indicating near-term profit-taking, valuation concerns or company-specific selling. The decline followed a session in which PANW lost more than 3%. Palo Alto Networks Stock Sinks as Market Gains

About Palo Alto Networks

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.