Palo Alto Networks, Inc. $PANW Position Raised by Bfsg LLC

Bfsg LLC raised its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 5.2% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 19,711 shares of the network technology company’s stock after buying an additional 975 shares during the period. Bfsg LLC’s holdings in Palo Alto Networks were worth $4,034,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of PANW. Capital A Wealth Management LLC bought a new position in shares of Palo Alto Networks in the fourth quarter valued at $29,000. HWG Holdings LP bought a new position in shares of Palo Alto Networks in the first quarter valued at $31,000. Dagco Inc. bought a new position in shares of Palo Alto Networks in the first quarter valued at $33,000. SWAN Capital LLC increased its holdings in shares of Palo Alto Networks by 100.0% in the fourth quarter. SWAN Capital LLC now owns 200 shares of the network technology company’s stock valued at $36,000 after buying an additional 100 shares in the last quarter. Finally, WPG Advisers LLC bought a new position in shares of Palo Alto Networks in the first quarter valued at $37,000. Institutional investors own 79.82% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have issued reports on PANW shares. Westpark Capital reaffirmed a “hold” rating on shares of Palo Alto Networks in a report on Tuesday, August 19th. Jefferies Financial Group set a $235.00 price target on Palo Alto Networks in a report on Tuesday, July 29th. Royal Bank Of Canada reissued an “outperform” rating and set a $232.00 target price on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Sanford C. Bernstein set a $207.00 target price on shares of Palo Alto Networks and gave the company an “outperform” rating in a research note on Tuesday, August 19th. Finally, Stephens reissued an “equal weight” rating and set a $205.00 target price on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Twenty-nine investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $212.39.

Palo Alto Networks Stock Down 0.0%

NASDAQ:PANW opened at $208.18 on Tuesday. Palo Alto Networks, Inc. has a 12-month low of $144.15 and a 12-month high of $210.39. The firm has a market capitalization of $139.25 billion, a PE ratio of 129.71, a price-to-earnings-growth ratio of 4.96 and a beta of 0.98. The firm has a 50-day moving average price of $188.95 and a 200 day moving average price of $186.78.

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

Insider Transactions at Palo Alto Networks

In other news, EVP Nir Zuk sold 100,000 shares of the firm’s stock in a transaction that occurred on Friday, August 1st. The shares were sold at an average price of $172.80, for a total transaction of $17,280,000.00. Following the completion of the sale, the executive vice president owned 3,143,516 shares of the company’s stock, valued at approximately $543,199,564.80. This trade represents a 3.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CAO Josh D. Paul sold 700 shares of the firm’s stock in a transaction that occurred on Thursday, August 21st. The stock was sold at an average price of $184.20, for a total transaction of $128,940.00. Following the sale, the chief accounting officer directly owned 37,723 shares of the company’s stock, valued at approximately $6,948,576.60. The trade was a 1.82% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 563,622 shares of company stock valued at $105,459,528. Corporate insiders own 2.50% of the company’s stock.

Palo Alto Networks Profile

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.