Palo Alto Networks, Inc. $PANW Shares Sold by Fulcrum Asset Management LLP

Fulcrum Asset Management LLP cut its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 71.1% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 6,133 shares of the network technology company’s stock after selling 15,063 shares during the period. Fulcrum Asset Management LLP’s holdings in Palo Alto Networks were worth $2,036,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in PANW. Solstein Capital LLC acquired a new position in shares of Palo Alto Networks in the second quarter valued at approximately $26,000. N.E.W. Advisory Services LLC purchased a new position in Palo Alto Networks in the 2nd quarter valued at $27,000. Delos Wealth Advisors LLC acquired a new position in Palo Alto Networks in the 2nd quarter valued at $28,000. Comprehensive Financial Planning Inc. PA purchased a new position in Palo Alto Networks during the 2nd quarter worth $36,000. Finally, Kilter Group LLC purchased a new position in Palo Alto Networks during the 2nd quarter worth $39,000. 79.82% of the stock is owned by institutional investors and hedge funds.

Palo Alto Networks Stock Performance

PANW opened at $371.59 on Friday. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $398.88. The stock has a market cap of $302.85 billion, a P/E ratio of 304.58, a P/E/G ratio of 12.10 and a beta of 0.91. The stock’s 50 day simple moving average is $344.62 and its 200 day simple moving average is $248.45. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.06. The firm had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.Palo Alto Networks’s revenue was up 31.1% on a year-over-year basis. During the same period in the previous year, the firm 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 anticipate that Palo Alto Networks, Inc. will post 2.01 EPS for the current fiscal year.

More Palo Alto Networks News

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

• Positive Sentiment: Benchmark raised its price target to $400 from $340 and maintained a Buy rating, citing potential upside to next-generation security annual recurring revenue, revenue, operating income and margins. The forecast reinforces expectations that Palo Alto Networks’ AI-security strategy is gaining traction. Palo Alto Networks Gets a $400 Target
• Positive Sentiment: Investors are taking confidence from CrowdStrike’s stronger-than-expected results, which highlighted robust AI-related cybersecurity demand and lifted sentiment across the sector. Palo Alto Networks is viewed as a potential beneficiary of the same spending cycle. Palo Alto Networks Stock Trades Up
• Positive Sentiment: Platformization, adoption of AI-security products and recent deal wins are expected to support fourth-quarter growth. BTIG also assigned PANW a Buy rating, adding to broadly favorable analyst coverage. Palo Alto Networks to Report Q4 Earnings
• Neutral Sentiment: Earnings are the next major catalyst. Traders expect potentially significant movement after the report, while analysts are watching recurring revenue, margins, operating income and guidance—not just revenue and EPS. Expected Post-Earnings Stock Move
• Negative Sentiment: Acquisition-related costs could pressure results, and the stock’s triple-digit P/E ratio—above 300 based on the supplied data—means much of the AI-growth outlook may already be reflected in the price. Any shortfall in growth or guidance could trigger profit-taking. Palo Alto’s Rally Has One Big Problem Ahead of Earnings
• Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000, reducing his position by 1.21%. The transaction is small relative to his remaining holdings but may create a modest sentiment headwind. Palo Alto Networks Insider Sale

Insiders Place Their Bets

In other news, Director Helle Thorning-Schmidt sold 700 shares of Palo Alto Networks stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total transaction of $242,795.00. Following the completion of the transaction, the director owned 5,898 shares of the company’s stock, valued at $2,045,721.30. The trade was a 10.61% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available 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 transaction of $313,588.00. Following the completion of the sale, the chief accounting officer owned 81,636 shares in the company, valued at $23,272,790.88. This represents a 1.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 38,835 shares of company stock valued at $11,127,854. Company insiders own 1.40% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the stock. UBS Group reiterated a “neutral” rating and set a $390.00 price target (up from $300.00) on shares of Palo Alto Networks in a research note on Wednesday, August 19th. Truist Financial set a $435.00 target price on Palo Alto Networks and gave the stock a “buy” rating in a research note on Wednesday, August 19th. TD Cowen lifted their price target on Palo Alto Networks from $360.00 to $400.00 and gave the company a “buy” rating in a research note on Monday, August 17th. Sanford C. Bernstein increased their price objective on Palo Alto Networks from $209.00 to $253.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 3rd. Finally, DA Davidson boosted their target price on shares of Palo Alto Networks from $190.00 to $345.00 and gave the stock a “buy” rating in a research report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and an average price target of $368.42.

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.