O Shaughnessy Asset Management LLC Purchases 1,995 Shares of Palo Alto Networks, Inc. $PANW

O Shaughnessy Asset Management LLC grew its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 1.7% in the fourth quarter, Holdings Channel reports. The firm owned 117,416 shares of the network technology company’s stock after purchasing an additional 1,995 shares during the period. O Shaughnessy Asset Management LLC’s holdings in Palo Alto Networks were worth $21,628,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Darwin Wealth Management LLC bought a new stake in Palo Alto Networks during the second quarter valued at $25,000. Steph & Co. raised its holdings in shares of Palo Alto Networks by 88.2% in the 4th quarter. Steph & Co. now owns 143 shares of the network technology company’s stock valued at $26,000 after acquiring an additional 67 shares in the last quarter. Knuff & Co LLC purchased a new stake in shares of Palo Alto Networks in the 4th quarter valued at about $26,000. Sittner & Nelson LLC boosted its position in shares of Palo Alto Networks by 73.8% during the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after acquiring an additional 62 shares during the last quarter. Finally, Luken Investment Analytics LLC boosted its position in shares of Palo Alto Networks by 196.2% during the 4th quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock valued at $28,000 after acquiring an additional 102 shares during the last quarter. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Trading Down 2.1%

PANW stock opened at $266.33 on Tuesday. The company has a market capitalization of $217.06 billion, a PE ratio of 218.30, a price-to-earnings-growth ratio of 9.55 and a beta of 0.94. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $302.95. The company’s 50 day moving average price is $207.23 and its two-hundred day moving average price is $186.93.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The company had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The firm’s revenue was up 31.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.37 EPS. 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, analysts predict that Palo Alto Networks, Inc. will post 2.15 earnings per share for the current fiscal year.

Insider Activity

In other news, Director John P. Key sold 1,572 shares of the firm’s stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $173.32, for a total transaction of $272,459.04. Following the transaction, the director directly owned 20,000 shares of the company’s stock, valued at approximately $3,466,400. This trade represents a 7.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $160.42, for a total value of $802,100.00. Following the completion of the transaction, the executive vice president owned 150,250 shares in the company, valued at approximately $24,103,105. This represents a 3.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 72,076 shares of company stock valued at $17,930,587. Company insiders own 1.40% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently weighed in on the stock. Citizens Jmp restated a “market outperform” rating and issued a $250.00 price objective on shares of Palo Alto Networks in a research report on Wednesday, February 18th. Guggenheim cut shares of Palo Alto Networks from a “neutral” rating to a “reduce” rating in a research note on Wednesday, May 27th. Oppenheimer increased their price target on shares of Palo Alto Networks from $275.00 to $350.00 and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. Arete Research upgraded shares of Palo Alto Networks from a “sell” rating to a “buy” rating and set a $185.00 price objective on the stock in a research report on Tuesday, March 3rd. Finally, Northland Securities lifted their price objective on shares of Palo Alto Networks from $190.00 to $302.00 and gave the stock a “market perform” rating in a report on Wednesday, June 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $306.59.

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.