Nissay Asset Management Corp Japan Purchases 15,079 Shares of Palo Alto Networks, Inc. $PANW

Nissay Asset Management Corp Japan raised its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 6.7% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 240,842 shares of the network technology company’s stock after buying an additional 15,079 shares during the quarter. Nissay Asset Management Corp Japan’s holdings in Palo Alto Networks were worth $82,132,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC bought a new position in Palo Alto Networks during the second quarter worth about $25,000. Knuff & Co LLC acquired a new position in shares of Palo Alto Networks during the 4th quarter worth $26,000. Solstein Capital LLC bought a new position in Palo Alto Networks in the 2nd quarter valued at approximately $26,000. Sittner & Nelson LLC increased its holdings in Palo Alto Networks by 73.8% in the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after purchasing an additional 62 shares in the last quarter. Finally, N.E.W. Advisory Services LLC bought a new position in shares of Palo Alto Networks during the second quarter valued at $27,000. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks News Roundup

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

• Positive Sentiment: Benchmark raised its price target to $400 from $340 and maintained a Buy rating, citing potential upside to next-generation security annual recurring revenue, revenue, operating income and margins. The forecast reinforces expectations that Palo Alto Networks’ AI-security strategy is gaining traction. Palo Alto Networks Gets a $400 Target
• Positive Sentiment: Investors are taking confidence from CrowdStrike’s stronger-than-expected results, which highlighted robust AI-related cybersecurity demand and lifted sentiment across the sector. Palo Alto Networks is viewed as a potential beneficiary of the same spending cycle. Palo Alto Networks Stock Trades Up
• Positive Sentiment: Platformization, adoption of AI-security products and recent deal wins are expected to support fourth-quarter growth. BTIG also assigned PANW a Buy rating, adding to broadly favorable analyst coverage. Palo Alto Networks to Report Q4 Earnings
• Neutral Sentiment: Earnings are the next major catalyst. Traders expect potentially significant movement after the report, while analysts are watching recurring revenue, margins, operating income and guidance—not just revenue and EPS. Expected Post-Earnings Stock Move
• Negative Sentiment: Acquisition-related costs could pressure results, and the stock’s triple-digit P/E ratio—above 300 based on the supplied data—means much of the AI-growth outlook may already be reflected in the price. Any shortfall in growth or guidance could trigger profit-taking. Palo Alto’s Rally Has One Big Problem Ahead of Earnings
• Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000, reducing his position by 1.21%. The transaction is small relative to his remaining holdings but may create a modest sentiment headwind. Palo Alto Networks Insider Sale

Palo Alto Networks Trading Down 2.9%

PANW opened at $371.59 on Friday. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick 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 firm has a market capitalization of $302.85 billion, a PE ratio of 304.58, a P/E/G ratio of 12.10 and a beta of 0.91. The company’s 50-day moving average is $344.62 and its 200 day moving average is $248.45.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings results 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 business had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The company’s quarterly revenue was up 31.1% on a year-over-year basis. During the same quarter in the previous year, the business 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, research analysts predict that Palo Alto Networks, Inc. will post 2.01 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have weighed in on the stock. Loop Capital increased their target price on shares of Palo Alto Networks from $160.00 to $290.00 and gave the company a “hold” rating in a research report on Wednesday, June 3rd. Robert W. Baird set a $320.00 price target on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. UBS Group reiterated a “neutral” rating and set a $390.00 price objective (up from $300.00) on shares of Palo Alto Networks in a report on Wednesday, August 19th. Scotiabank reissued a “sector outperform” rating and set a $320.00 price objective (up from $180.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Finally, DA Davidson boosted their target price on Palo Alto Networks from $190.00 to $345.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Palo Alto Networks currently has a consensus rating of “Moderate Buy” and an average price target of $368.42.

Insiders Place Their Bets

In other news, Director Aparna Bawa sold 290 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $348.74, for a total value of $101,134.60. Following the transaction, the director owned 6,437 shares in the company, valued at $2,244,839.38. The trade was a 4.31% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director James J. Goetz sold 20,000 shares of the company’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 completion of the transaction, the director directly owned 20,000 shares of the company’s stock, 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. Insiders sold a total of 38,835 shares of company stock worth $11,127,854 in the last three months. 1.40% of the stock is owned by corporate insiders.

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.