Y.D. More Investments Ltd Has $90.31 Million Holdings in Palo Alto Networks, Inc. $PANW

Y.D. More Investments Ltd lifted its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 623.3% during the 1st quarter, HoldingsChannel.com reports. The firm owned 563,353 shares of the network technology company’s stock after buying an additional 485,464 shares during the period. Palo Alto Networks makes up approximately 3.5% of Y.D. More Investments Ltd’s portfolio, making the stock its 8th largest position. Y.D. More Investments Ltd’s holdings in Palo Alto Networks were worth $90,306,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Darwin Wealth Management LLC acquired a new stake in shares of Palo Alto Networks in the 2nd quarter valued at $25,000. Knuff & Co LLC acquired a new position in Palo Alto Networks during the fourth quarter worth $26,000. Steph & Co. raised its holdings in Palo Alto Networks by 88.2% during the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock valued at $26,000 after buying an additional 67 shares in the last quarter. Sittner & Nelson LLC raised its holdings in Palo Alto Networks by 73.8% during 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 in the last quarter. Finally, WHI TRUST Co LLC acquired a new stake in shares of Palo Alto Networks in the fourth quarter worth about $28,000. Institutional investors own 79.82% of the company’s stock.

Insider Transactions at Palo Alto Networks

In other news, Director John P. Key sold 7,500 shares of Palo Alto Networks stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the sale, the director owned 12,500 shares of the company’s stock, valued at approximately $3,490,500. This trade represents a 37.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director James J. Goetz sold 20,000 shares of the business’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $279.90, for a total value of $5,598,000.00. Following the sale, the director owned 20,000 shares in the company, valued at approximately $5,598,000. This represents a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 101,239 shares of company stock worth $27,174,360. 1.40% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the company. UBS Group set a $300.00 price target on Palo Alto Networks and gave the stock a “neutral” rating in a research note on Wednesday, June 3rd. Barclays restated an “overweight” rating and issued a $315.00 target price (up from $220.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Stephens upped their target price on Palo Alto Networks from $180.00 to $300.00 and gave the stock an “equal weight” rating in a research report on Wednesday, June 3rd. Benchmark increased their price target on Palo Alto Networks from $270.00 to $340.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Finally, Morgan Stanley lifted their price target on shares of Palo Alto Networks from $253.00 to $320.00 and gave the company an “overweight” rating in a research report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $318.65.

Palo Alto Networks Stock Performance

NASDAQ:PANW opened at $325.91 on Monday. The firm’s 50-day moving average is $274.08 and its 200-day moving average is $206.76. Palo Alto Networks, Inc. has a 52-week low of $139.57 and a 52-week high of $368.17. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. The company has a market cap of $265.62 billion, a price-to-earnings ratio of 267.14, a PEG ratio of 12.10 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The business had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. During the same quarter last year, the company earned $0.37 earnings per share. The firm’s revenue was up 31.1% on a year-over-year basis. 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 research analysts anticipate that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

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.