Opinicus Capital Inc. Boosts Holdings in Palo Alto Networks, Inc. $PANW

Opinicus Capital Inc. lifted its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 10.2% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,662 shares of the network technology company’s stock after buying an additional 432 shares during the quarter. Opinicus Capital Inc.’s holdings in Palo Alto Networks were worth $954,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Commonwealth of Pennsylvania Public School Empls Retrmt SYS grew its stake in Palo Alto Networks by 7.2% in the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 162,384 shares of the network technology company’s stock worth $33,230,000 after purchasing an additional 10,970 shares in the last quarter. Foundations Investment Advisors LLC increased its stake in Palo Alto Networks by 7.7% during the 2nd quarter. Foundations Investment Advisors LLC now owns 74,453 shares of the network technology company’s stock valued at $15,236,000 after purchasing an additional 5,335 shares in the last quarter. Arcadia Investment Management Corp MI lifted its holdings in shares of Palo Alto Networks by 0.3% during the second quarter. Arcadia Investment Management Corp MI now owns 138,968 shares of the network technology company’s stock worth $28,438,000 after purchasing an additional 419 shares during the period. King Wealth Management Group acquired a new stake in shares of Palo Alto Networks in the second quarter worth $226,000. Finally, Oak Harvest Investment Services purchased a new stake in shares of Palo Alto Networks in the second quarter worth about $2,597,000. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on PANW. TD Cowen increased their target price on Palo Alto Networks from $230.00 to $255.00 and gave the company a “buy” rating in a research report on Thursday. Robert W. Baird boosted their price objective on shares of Palo Alto Networks from $230.00 to $240.00 and gave the company an “outperform” rating in a report on Friday. Evercore ISI boosted their price objective on Palo Alto Networks from $220.00 to $250.00 and gave the company an “outperform” rating in a report on Thursday. DA Davidson reiterated a “buy” rating and issued a $215.00 target price on shares of Palo Alto Networks in a report on Tuesday, August 19th. Finally, New Street Research boosted their target price on shares of Palo Alto Networks from $235.00 to $240.00 and gave the stock a “buy” rating in a research note on Friday, September 12th. Twenty-nine research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $221.52.

Insider Activity at Palo Alto Networks

In related news, EVP Dipak Golechha sold 5,000 shares of the firm’s stock in a transaction that occurred on Tuesday, September 23rd. The shares were sold at an average price of $204.19, for a total transaction 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. This trade represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Josh D. Paul sold 700 shares of the company’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $219.97, for a total transaction of $153,979.00. Following the sale, the chief accounting officer directly owned 47,505 shares of the company’s stock, valued at approximately $10,449,674.85. This represents a 1.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,215,830 shares of company stock valued at $249,160,428 over the last ninety days. 2.50% of the stock is owned by company insiders.

Palo Alto Networks Price Performance

Shares of PANW stock opened at $205.25 on Friday. The firm has a market cap of $140.39 billion, a P/E ratio of 127.88, a PEG ratio of 4.87 and a beta of 0.95. The firm’s 50-day simple moving average is $209.07 and its 200-day simple moving average is $197.06. Palo Alto Networks, Inc. has a 1-year low of $144.15 and a 1-year high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last released 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 firm had revenue of $2.54 billion for the quarter, compared to the consensus estimate of $2.50 billion. During the same quarter in the previous year, the firm posted $0.75 EPS. The firm’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. Analysts expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal 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.