IFM Investors Pty Ltd Has $26.49 Million Holdings in Palo Alto Networks, Inc. $PANW

IFM Investors Pty Ltd raised its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 21.4% in the first quarter, Holdings Channel.com reports. The firm owned 165,229 shares of the network technology company’s stock after acquiring an additional 29,173 shares during the period. IFM Investors Pty Ltd’s holdings in Palo Alto Networks were worth $26,490,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently bought and sold shares of PANW. South Plains Financial Inc. raised its position in shares of Palo Alto Networks by 1.0% during the third quarter. South Plains Financial Inc. now owns 4,823 shares of the network technology company’s stock valued at $982,000 after buying an additional 50 shares during the last quarter. Fayez Sarofim & Co lifted its stake in shares of Palo Alto Networks by 1.2% in the third quarter. Fayez Sarofim & Co now owns 4,310 shares of the network technology company’s stock valued at $878,000 after buying an additional 50 shares during the period. Certified Advisory Corp grew its position in Palo Alto Networks by 0.3% during the third quarter. Certified Advisory Corp now owns 16,938 shares of the network technology company’s stock worth $3,449,000 after buying an additional 51 shares in the last quarter. Cooper Financial Group grew its position in Palo Alto Networks by 1.3% during the fourth quarter. Cooper Financial Group now owns 4,227 shares of the network technology company’s stock worth $779,000 after buying an additional 53 shares in the last quarter. Finally, Outfitters Financial LLC increased its stake in Palo Alto Networks by 1.7% during the fourth quarter. Outfitters Financial LLC now owns 3,265 shares of the network technology company’s stock valued at $601,000 after acquiring an additional 55 shares during the period. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Palo Alto Networks Stock Up 2.7%

NASDAQ PANW opened at $341.02 on Wednesday. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $342.48. The company has a market capitalization of $277.93 billion, a price-to-earnings ratio of 279.52, a PEG ratio of 12.33 and a beta of 0.94. The stock’s 50 day moving average is $247.98 and its two-hundred day moving average is $198.12. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. The business 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 quarterly revenue was up 31.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $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. Equities analysts forecast that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms have commented on PANW. TD Cowen reaffirmed a “buy” rating and issued a $330.00 price target (up from $255.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Deutsche Bank Aktiengesellschaft boosted their price objective on Palo Alto Networks from $220.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. Needham & Company LLC upped their target price on Palo Alto Networks from $200.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. William Blair reaffirmed an “outperform” rating on shares of Palo Alto Networks in a research report on Tuesday, June 16th. Finally, Morgan Stanley lifted their price target on shares of Palo Alto Networks from $253.00 to $320.00 and gave the stock an “overweight” rating in a research note on Wednesday, June 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Palo Alto Networks has an average rating of “Moderate Buy” and a consensus target price of $313.00.

Insider Activity

In other Palo Alto Networks news, CAO Josh D. Paul sold 1,100 shares of Palo Alto Networks stock in a transaction on 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 transaction, the chief accounting officer directly owned 81,636 shares of the company’s stock, valued at approximately $23,272,790.88. This trade represents a 1.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director James J. Goetz sold 20,000 shares of the business’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $279.90, for a total transaction of $5,598,000.00. Following the completion of the sale, the director owned 20,000 shares in the company, valued at $5,598,000. This represents a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 100,289 shares of company stock valued at $26,590,990. 1.40% of the stock is owned by company insiders.

Palo Alto Networks News Summary

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

• Positive Sentiment: BTIG raised its price target on Palo Alto Networks to $380 from $333 and kept a buy rating, signaling confidence in additional upside for PANW. BTIG Raises Price Target on Palo Alto Networks
• Positive Sentiment: Wells Fargo increased its target to $355 from $165 and reiterated a buy rating, highlighting strong analyst conviction after the company’s recent results. Palo Alto Networks Gets Massive Upward Price Target Revisions
• Positive Sentiment: Arete Research lifted its target to $433 from $185 and maintained a buy rating, adding to the wave of bullish revisions. Arete Adjusts Price Target on Palo Alto Networks
• Positive Sentiment: Commentary around PANW’s AI security and observability business suggests growing demand for its platform as enterprises spend more on cybersecurity tied to AI adoption. Palo Alto Networks Gains Momentum in AI Security and Observability
• Neutral Sentiment: Analysts broadly continue to view Palo Alto Networks as a “moderate buy,” reflecting generally favorable but not unanimous sentiment. Palo Alto Networks Given Consensus Rating of Moderate Buy
• Negative Sentiment: Some coverage notes that the stock’s rapid run-up has pushed valuations higher, which could make PANW more vulnerable if growth or margins fail to keep pace. Cybersecurity Rally Justify Its Valuations

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.