Achmea Investment Management B.V. Has $60.34 Million Stake in Palo Alto Networks, Inc. $PANW

Achmea Investment Management B.V. increased its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 1.0% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 294,832 shares of the network technology company’s stock after buying an additional 2,982 shares during the quarter. Palo Alto Networks accounts for approximately 0.8% of Achmea Investment Management B.V.’s investment portfolio, making the stock its 23rd largest position. Achmea Investment Management B.V.’s holdings in Palo Alto Networks were worth $60,335,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Whipplewood Advisors LLC raised its stake in shares of Palo Alto Networks by 6,400.0% during the second quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock valued at $27,000 after acquiring an additional 128 shares during the last quarter. Briaud Financial Planning Inc bought a new position in Palo Alto Networks during the 2nd quarter worth $28,000. Dagco Inc. bought a new position in Palo Alto Networks during the 1st quarter worth $33,000. WPG Advisers LLC acquired a new position in Palo Alto Networks during the 1st quarter worth about $37,000. Finally, Strategic Investment Solutions Inc. IL grew its position in shares of Palo Alto Networks by 58.9% in the 1st quarter. Strategic Investment Solutions Inc. IL now owns 224 shares of the network technology company’s stock valued at $38,000 after buying an additional 83 shares during the last quarter. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the business’s stock in a transaction on Tuesday, September 23rd. The stock was sold at an average price of $204.19, for a total value of $1,020,950.00. Following the transaction, the executive vice president owned 96,135 shares of the company’s stock, valued at approximately $19,629,805.65. The trade was a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Nikesh Arora sold 846,408 shares of the business’s stock in a transaction dated Tuesday, September 23rd. The stock was sold at an average price of $204.06, for a total transaction of $172,718,016.48. Following the completion of the transaction, the chief executive officer directly owned 275,013 shares in the company, valued at $56,119,152.78. This trade represents a 75.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,215,830 shares of company stock worth $249,160,428 in the last quarter. 2.50% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several analysts recently commented on PANW shares. Sanford C. Bernstein set a $207.00 target price on Palo Alto Networks and gave the company an “outperform” rating in a report on Tuesday, August 19th. Morgan Stanley lifted their target price on Palo Alto Networks from $210.00 to $216.00 and gave the stock an “overweight” rating in a report on Tuesday, September 2nd. Stephens restated an “equal weight” rating and set a $205.00 price target on shares of Palo Alto Networks in a report on Tuesday, August 19th. UBS Group set a $245.00 target price on shares of Palo Alto Networks in a research report on Friday, September 26th. Finally, Bank of America raised their price target on shares of Palo Alto Networks from $215.00 to $240.00 and gave the stock a “buy” rating in a report on Monday, October 20th. Thirty analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $218.17.

Palo Alto Networks Trading Down 0.6%

Shares of Palo Alto Networks stock opened at $213.18 on Thursday. The stock has a fifty day simple moving average of $206.32 and a 200 day simple moving average of $195.29. Palo Alto Networks, Inc. has a 12-month low of $144.15 and a 12-month high of $223.61. The company has a market capitalization of $142.60 billion, a P/E ratio of 132.82, a price-to-earnings-growth ratio of 5.10 and a beta of 0.95.

Palo Alto Networks (NASDAQ:PANW) last posted its 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 firm had revenue of $2.54 billion during the quarter, compared to analyst estimates of $2.50 billion. During the same quarter in the prior year, the business posted $0.75 EPS. The business’s revenue was up 15.8% compared to the same quarter last year. 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, analysts predict that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

Palo Alto Networks Company 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.