Compass Capital Management Inc. Makes New Investment in Palo Alto Networks, Inc. $PANW

Compass Capital Management Inc. bought a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) in the second quarter, Holdings Channel.com reports. The firm bought 73,515 shares of the network technology company’s stock, valued at approximately $25,070,000. Palo Alto Networks accounts for 1.5% of Compass Capital Management Inc.’s holdings, making the stock its 26th largest holding.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Darwin Wealth Management LLC bought a new position in Palo Alto Networks in the 2nd quarter worth approximately $25,000. Knuff & Co LLC bought a new stake in Palo Alto Networks during the 4th quarter valued at $26,000. Sittner & Nelson LLC lifted its position in shares of Palo Alto Networks by 73.8% during the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after acquiring an additional 62 shares in the last quarter. N.E.W. Advisory Services LLC purchased a new stake in shares of Palo Alto Networks during the second quarter worth $27,000. Finally, Luken Investment Analytics LLC boosted its holdings in shares of Palo Alto Networks by 196.2% in the fourth quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock worth $28,000 after acquiring an additional 102 shares during the period. Institutional investors own 79.82% of the company’s stock.

Insider Transactions at Palo Alto Networks

In other news, Director James J. Goetz sold 20,000 shares of Palo Alto Networks stock in a transaction dated Friday, June 12th. The stock was 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 approximately $5,598,000. This trade represents a 50.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO Josh D. Paul sold 900 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $345.00, for a total value of $310,500.00. Following the transaction, the chief accounting officer directly owned 79,644 shares of the company’s stock, valued at $27,477,180. The trade was a 1.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 101,239 shares of company stock worth $27,174,360. 1.40% of the stock is owned by insiders.

Analyst Ratings Changes

PANW has been the subject of several recent research reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $330.00 price target on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Morgan Stanley restated an “overweight” rating and issued a $387.00 target price (up from $320.00) on shares of Palo Alto Networks in a research note on Tuesday, July 21st. DA Davidson lifted their target price on Palo Alto Networks from $190.00 to $345.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Truist Financial lifted their target price on Palo Alto Networks from $275.00 to $375.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Finally, Scotiabank reiterated a “sector outperform” rating and set a $320.00 price target (up from $180.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $339.61.

Palo Alto Networks Stock Performance

Palo Alto Networks stock opened at $384.27 on Monday. 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 fifty-two week low of $139.57 and a fifty-two week high of $398.88. The stock has a market cap of $313.18 billion, a P/E ratio of 314.98, a PEG ratio of 12.89 and a beta of 0.91. The firm’s fifty day moving average price is $328.02 and its 200-day moving average price is $235.70.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.79 by $0.06. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The company had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. During the same quarter last year, the company earned $0.37 earnings per share. The firm’s quarterly 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 forecast that Palo Alto Networks, Inc. will post 2.02 earnings per share for the current fiscal 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.