Syon Capital LLC Has $3.72 Million Stock Holdings in Palo Alto Networks, Inc. $PANW

Syon Capital LLC decreased its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 57.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,908 shares of the network technology company’s stock after selling 14,835 shares during the period. Syon Capital LLC’s holdings in Palo Alto Networks were worth $3,720,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC acquired a new position in Palo Alto Networks during the 2nd quarter valued at about $25,000. Knuff & Co LLC acquired a new stake in shares of Palo Alto Networks during the 4th quarter worth approximately $26,000. Solstein Capital LLC bought a new stake in shares of Palo Alto Networks during the second quarter worth approximately $26,000. Sittner & Nelson LLC lifted its holdings in 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 bought a new position in Palo Alto Networks in the second quarter valued at approximately $27,000. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Palo Alto Networks Trading Up 1.1%

PANW opened at $331.94 on Friday. The firm’s fifty day moving average is $349.60 and its two-hundred day moving average is $254.27. The firm has a market cap of $270.53 billion, a PE ratio of 650.88, a price-to-earnings-growth ratio of 10.04 and a beta of 0.91. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $398.88. The company has a debt-to-equity ratio of 0.06, a quick ratio of 0.86 and a current ratio of 0.87.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings results on Tuesday, September 1st. The network technology company reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.98 by $0.04. Palo Alto Networks had a net margin of 2.67% and a return on equity of 8.50%. The company had revenue of $3.41 billion during the quarter, compared to analyst estimates of $3.35 billion. During the same quarter in the previous year, the business earned $0.95 EPS. The firm’s revenue was up 34.5% on a year-over-year basis. Palo Alto Networks has set its FY 2027 guidance at 4.160-4.190 EPS and its Q1 2027 guidance at 0.960-0.980 EPS. Equities research analysts anticipate that Palo Alto Networks, Inc. will post 2.25 EPS for the current year.

Analyst Ratings Changes

A number of analysts have commented on the stock. Roth Capital reaffirmed a “neutral” rating and set a $300.00 target price (up from $210.00) on shares of Palo Alto Networks in a report on Wednesday. Wells Fargo & Company reissued an “overweight” rating and issued a $475.00 price target (up from $420.00) on shares of Palo Alto Networks in a research note on Monday, August 17th. Berenberg Bank raised their price target 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. BTIG Research lifted their price objective on Palo Alto Networks from $380.00 to $404.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $390.00 price objective on shares of Palo Alto Networks in a report on Wednesday. Forty equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $385.67.

More Palo Alto Networks News

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

• Positive Sentiment: Strong fiscal fourth-quarter results: Revenue rose 34% year over year to $3.41 billion, exceeding the $3.35 billion consensus estimate, while adjusted earnings of $1.02 per share topped expectations by $0.04. Next-generation security annual recurring revenue increased 63% to $9.1 billion, including nearly $1 billion of net new ARR. Palo Alto crushes earnings expectations: stock is down 8%- here’s why
• Positive Sentiment: Optimistic outlook and AI demand: Management issued fiscal 2027 guidance above Wall Street expectations and highlighted rising demand for platform-based cybersecurity solutions as AI-related threats expand. Analysts also cited strong cash flow, platform adoption and the company’s AI-led growth strategy. PANW Q4 Earnings Call Focuses on AI-Led Platformization
• Positive Sentiment: Analyst support remains strong: Citigroup raised its price target to $410, while RBC lifted its target to $475. DA Davidson, Susquehanna, Rosenblatt, BTIG, Needham and Cantor Fitzgerald also maintained or reiterated bullish ratings with targets generally above the current trading level.
• Positive Sentiment: External bullish commentary: Jim Cramer described Palo Alto Networks favorably following the earnings report, potentially supporting investor sentiment toward the cybersecurity leader. Jim Cramer is Bullish on Palo Alto After Earnings Report
• Neutral Sentiment: Console acquisition: Palo Alto Networks reportedly paid approximately $500 million in cash and stock for AI help-desk startup Console. The deal could expand its AI capabilities, but the price and integration risks may temper the immediate benefit. Palo Alto Networks paid $500M for Thrive-backed Console
• Negative Sentiment: Valuation and profit-taking pressured the stock: Despite the earnings beat, shares fell sharply after investors viewed the results as insufficient relative to PANW’s premium valuation and lofty growth expectations. Barclays reportedly warned that the stock may have limited upside after a substantial prior rally. Palo Alto Networks Topped Estimates. The Stock Is Sinking Anyway
• Negative Sentiment: Insider selling: Chief Accounting Officer Josh Paul sold 900 shares for approximately $336,000. The sale represented only 1.23% of his holdings, limiting its significance, but it may add modestly to investor caution.

Insider Activity

In other news, CAO Josh D. Paul sold 900 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $345.00, for a total transaction of $310,500.00. Following the sale, the chief accounting officer owned 79,644 shares of the company’s stock, valued at $27,477,180. This trade represents a 1.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction dated 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 owned 145,250 shares in the company, valued at $42,058,590. This trade represents a 3.33% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 38,635 shares of company stock valued at $11,150,578. Company 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.