Requisite Capital Management LLC Takes $383,000 Position in Palo Alto Networks, Inc. $PANW

Requisite Capital Management LLC bought a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) during the 4th quarter, Holdings Channel reports. The fund bought 2,080 shares of the network technology company’s stock, valued at approximately $383,000.

Other large investors have also recently made changes to their positions in the company. Darwin Wealth Management LLC bought a new stake in shares of Palo Alto Networks in the second quarter worth about $25,000. Knuff & Co LLC bought a new stake in shares of Palo Alto Networks in the fourth quarter worth about $26,000. Steph & Co. increased its holdings in shares of Palo Alto Networks by 88.2% in the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after purchasing an additional 67 shares during the last quarter. Winch Advisory Services LLC increased its holdings in shares of Palo Alto Networks by 96.1% in the third quarter. Winch Advisory Services LLC now owns 149 shares of the network technology company’s stock worth $30,000 after purchasing an additional 73 shares during the last quarter. Finally, WHI TRUST Co LLC bought a new stake in shares of Palo Alto Networks in the fourth quarter worth about $28,000. 79.82% of the stock is owned by institutional investors.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, CAO Josh D. Paul sold 1,100 shares of the business’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $161.40, for a total transaction of $177,540.00. Following the sale, the chief accounting officer directly owned 83,136 shares of the company’s stock, valued at $13,418,150.40. The trade was a 1.31% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Nikesh Arora bought 68,085 shares of the company’s stock in a transaction on Friday, March 27th. The shares were acquired at an average price of $146.87 per share, with a total value of $9,999,643.95. Following the transaction, the chief executive officer directly owned 343,394 shares of the company’s stock, valued at approximately $50,434,276.78. This trade represents a 24.73% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders sold a total of 30,356 shares of company stock valued at $4,981,575 over the last ninety days. 1.40% of the stock is currently owned by company insiders.

Key Palo Alto Networks News

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

• Positive Sentiment: Oppenheimer raised its price target on Palo Alto Networks to $275 from $245 and reiterated an Outperform rating, signaling confidence that the stock can keep moving higher. Oppenheimer Hikes Palo Alto Networks Price Target to $275: CyberArk Becomes Idira, Identity Security Just Got Real
• Positive Sentiment: Royal Bank of Canada lifted its target to $255 from $220 and kept an Outperform rating, while Robert W. Baird also boosted its target to $265, reinforcing the bullish analyst tone around PANW. RBC raises price target on Palo Alto Networks to 255 from 220, keeps outperform rating
• Positive Sentiment: Jefferies raised its price target to $265 from $215 and highlighted Palo Alto’s identity-security push after CyberArk’s IMPACT26 conference, arguing that AI-driven threats are forcing more enterprise spending on automated security tools. Jefferies Hikes Palo Alto Networks Price Target to 265: AI Is Compressing Attack Timelines
• Positive Sentiment: Jefferies and other commentary point to Palo Alto’s new “Idira” platform, which could broaden the company’s identity-security offering and create a new growth engine beyond its core cybersecurity business. Palo Alto advances AI-driven identity strategy with Idira launch, shares gain
• Neutral Sentiment: Zacks noted that PANW is drawing unusual investor attention, but the piece was mainly a watchlist-style overview rather than a fresh catalyst. Is Most-Watched Stock Palo Alto Networks, Inc. (PANW) Worth Betting on Now?

Analysts Set New Price Targets

Several brokerages have recently issued reports on PANW. Deutsche Bank Aktiengesellschaft reduced their target price on Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating on the stock in a report on Wednesday, February 18th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $225.00 target price on shares of Palo Alto Networks in a report on Wednesday, February 18th. Berenberg Bank set a $215.00 target price on Palo Alto Networks and gave the stock a “buy” rating in a report on Tuesday, April 21st. Scotiabank reaffirmed an “outperform” rating on shares of Palo Alto Networks in a report on Wednesday, February 18th. Finally, Citigroup reaffirmed a “buy” rating and issued a $210.00 target price (down from $235.00) on shares of Palo Alto Networks in a report on Thursday, February 19th. Two analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $214.98.

Palo Alto Networks Price Performance

Shares of NASDAQ PANW opened at $242.83 on Monday. The business’s 50 day moving average is $174.81 and its two-hundred day moving average is $180.99. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $245.80. The stock has a market capitalization of $198.15 billion, a P/E ratio of 134.16, a PEG ratio of 8.75 and a beta of 0.77.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Wednesday, February 18th. The network technology company reported $1.03 earnings per share for the quarter, topping the consensus estimate of $0.94 by $0.09. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.The company had revenue of $2.59 billion for the quarter, compared to analysts’ expectations of $2.58 billion. During the same period in the previous year, the firm posted $0.81 earnings per share. The firm’s revenue for the quarter was up 14.9% on a year-over-year basis. As a group, equities research analysts anticipate that Palo Alto Networks, Inc. will post 2.14 earnings per share for the current fiscal year.

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.