Tealwood Asset Management Inc. Has $2 Million Position in Palo Alto Networks, Inc. $PANW

Tealwood Asset Management Inc. lowered its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 2.9% during the second quarter, HoldingsChannel reports. The institutional investor owned 9,786 shares of the network technology company’s stock after selling 289 shares during the period. Tealwood Asset Management Inc.’s holdings in Palo Alto Networks were worth $2,003,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of PANW. Brighton Jones LLC increased its stake in shares of Palo Alto Networks by 147.7% during the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock worth $1,230,000 after purchasing an additional 4,031 shares during the last quarter. Bison Wealth LLC increased its position in Palo Alto Networks by 169.1% during the fourth quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock worth $948,000 after buying an additional 3,275 shares during the last quarter. Versant Capital Management Inc increased its position in Palo Alto Networks by 109.1% during the first quarter. Versant Capital Management Inc now owns 1,355 shares of the network technology company’s stock worth $231,000 after buying an additional 707 shares during the last quarter. AdvisorNet Financial Inc increased its holdings in shares of Palo Alto Networks by 45.5% during the 1st quarter. AdvisorNet Financial Inc now owns 1,353 shares of the network technology company’s stock valued at $231,000 after acquiring an additional 423 shares during the last quarter. Finally, JGP Wealth Management LLC increased its holdings in shares of Palo Alto Networks by 11.0% during the 1st quarter. JGP Wealth Management LLC now owns 1,481 shares of the network technology company’s stock valued at $253,000 after acquiring an additional 147 shares during the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Palo Alto Networks Price Performance

NASDAQ PANW opened at $203.96 on Tuesday. The firm has a market capitalization of $136.43 billion, a price-to-earnings ratio of 127.08, a P/E/G ratio of 4.82 and a beta of 0.98. The company’s fifty day moving average is $189.67 and its two-hundred day moving average is $187.63. Palo Alto Networks, Inc. has a 52-week low of $144.15 and a 52-week high of $210.39.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share (EPS) for the quarter, topping the consensus estimate 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 company had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.50 billion. During the same period last year, the business posted $0.75 EPS. The business’s quarterly 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. As a group, sell-side analysts expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

Insider Activity at Palo Alto Networks

In other news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction that occurred on Tuesday, September 23rd. The stock was sold at an average price of $204.19, for a total transaction of $1,020,950.00. Following the sale, the executive vice president owned 96,135 shares of the company’s stock, valued at approximately $19,629,805.65. This trade represents a 4.94% 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, CAO Josh D. Paul sold 700 shares of Palo Alto Networks stock in a transaction that occurred on Thursday, August 21st. The stock was sold at an average price of $184.20, for a total value of $128,940.00. Following the sale, the chief accounting officer directly owned 37,723 shares in the company, valued at $6,948,576.60. The trade was a 1.82% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 1,314,430 shares of company stock worth $259,210,094 in the last three months. Company insiders own 2.50% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on PANW shares. Westpark Capital reissued a “hold” rating on shares of Palo Alto Networks in a report on Tuesday, August 19th. Piper Sandler upgraded Palo Alto Networks from a “neutral” rating to an “overweight” rating and increased their price target for the company from $200.00 to $225.00 in a report on Tuesday, August 12th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $223.00 target price on shares of Palo Alto Networks in a research note on Friday, August 15th. Wedbush reiterated an “outperform” rating and issued a $225.00 target price on shares of Palo Alto Networks in a research note on Monday, September 15th. Finally, DA Davidson reiterated a “buy” rating and issued a $215.00 target price on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Thirty investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $214.64.

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.