Dynamic Advisor Solutions LLC Grows Holdings in Palo Alto Networks, Inc. $PANW

Dynamic Advisor Solutions LLC increased its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 4.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 33,076 shares of the network technology company’s stock after buying an additional 1,467 shares during the period. Dynamic Advisor Solutions LLC’s holdings in Palo Alto Networks were worth $6,769,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Connor Clark & Lunn Investment Management Ltd. bought a new stake in shares of Palo Alto Networks in the 1st quarter worth about $261,000. Strive Asset Management LLC boosted its holdings in shares of Palo Alto Networks by 16.6% in the 1st quarter. Strive Asset Management LLC now owns 2,099 shares of the network technology company’s stock valued at $358,000 after buying an additional 299 shares during the period. GAMMA Investing LLC boosted its holdings in shares of Palo Alto Networks by 10.8% in the 1st quarter. GAMMA Investing LLC now owns 14,125 shares of the network technology company’s stock valued at $2,410,000 after buying an additional 1,374 shares during the period. Nisa Investment Advisors LLC boosted its holdings in shares of Palo Alto Networks by 8.0% in the 1st quarter. Nisa Investment Advisors LLC now owns 137,663 shares of the network technology company’s stock valued at $23,491,000 after buying an additional 10,180 shares during the period. Finally, Avity Investment Management Inc. boosted its holdings in shares of Palo Alto Networks by 37.9% in the 2nd quarter. Avity Investment Management Inc. now owns 181,691 shares of the network technology company’s stock valued at $37,181,000 after buying an additional 49,971 shares during the period. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Insider Buying and Selling at Palo Alto Networks

In other Palo Alto Networks news, EVP Nir Zuk sold 100,000 shares of the business’s stock in a transaction dated Friday, August 1st. The shares were sold at an average price of $172.80, for a total value of $17,280,000.00. Following the transaction, the executive vice president directly owned 3,143,516 shares in the company, valued at $543,199,564.80. The trade was a 3.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of the business’s stock in a transaction dated Monday, June 23rd. The shares were sold at an average price of $201.85, for a total transaction of $1,009,250.00. Following the completion of the transaction, the executive vice president owned 101,135 shares in the company, valued at approximately $20,414,099.75. This trade represents a 4.71% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 569,422 shares of company stock worth $106,629,618. Insiders own 2.50% of the company’s stock.

Analyst Upgrades and Downgrades

PANW has been the subject of several research reports. Wells Fargo & Company lifted their price target on shares of Palo Alto Networks from $225.00 to $235.00 and gave the company an “overweight” rating in a report on Wednesday, May 21st. Sanford C. Bernstein set a $207.00 price target on shares of Palo Alto Networks and gave the company an “outperform” rating in a report on Tuesday, August 19th. Scotiabank upped their price target on shares of Palo Alto Networks from $225.00 to $228.00 and gave the stock a “sector outperform” rating in a research note on Tuesday, August 19th. Needham & Company LLC reaffirmed a “buy” rating and issued a $230.00 price target on shares of Palo Alto Networks in a research note on Wednesday, September 3rd. Finally, Guggenheim upped their price target on shares of Palo Alto Networks from $130.00 to $135.00 and gave the stock a “sell” rating in a research note on Tuesday, August 19th. Twenty-eight analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, Palo Alto Networks currently has an average rating of “Moderate Buy” and a consensus target price of $211.68.

Palo Alto Networks Trading Up 0.0%

NASDAQ PANW opened at $201.34 on Wednesday. The company has a fifty day simple moving average of $187.97 and a 200 day simple moving average of $186.09. The company has a market cap of $134.68 billion, a P/E ratio of 125.45, a P/E/G ratio of 4.80 and a beta of 0.98. Palo Alto Networks, Inc. has a 1 year low of $144.15 and a 1 year high of $210.39.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share for the quarter, beating analysts’ consensus estimates of $0.89 by $0.06. Palo Alto Networks had a net margin of 12.30% and a return on equity of 17.66%. The firm had revenue of $2.54 billion during the quarter, compared to the consensus estimate of $2.50 billion. During the same period in the prior year, the firm earned $0.75 EPS. The business’s revenue was up 15.8% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. Equities research analysts forecast that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

About Palo Alto Networks

Palo Alto Networks, Inc provides cybersecurity solutions worldwide. The company offers firewall appliances and software; and Panorama, a security management solution for the global control of network security platform as a virtual or a physical appliance. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention.