Compound Planning Inc. Raises Position in Palo Alto Networks, Inc. $PANW

Compound Planning Inc. increased its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 24.0% in the 1st quarter, HoldingsChannel reports. The firm owned 16,639 shares of the network technology company’s stock after purchasing an additional 3,220 shares during the period. Compound Planning Inc.’s holdings in Palo Alto Networks were worth $2,839,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in PANW. Nuveen LLC acquired a new position in Palo Alto Networks during the 1st quarter worth approximately $810,047,000. Northern Trust Corp boosted its stake in shares of Palo Alto Networks by 133.7% in the fourth quarter. Northern Trust Corp now owns 7,842,647 shares of the network technology company’s stock valued at $1,427,048,000 after buying an additional 4,486,654 shares in the last quarter. Nuveen Asset Management LLC grew its holdings in Palo Alto Networks by 98.0% during the fourth quarter. Nuveen Asset Management LLC now owns 6,158,580 shares of the network technology company’s stock worth $1,120,615,000 after acquiring an additional 3,047,625 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in Palo Alto Networks by 92.7% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 5,951,283 shares of the network technology company’s stock worth $1,082,895,000 after acquiring an additional 2,862,718 shares during the period. Finally, GAMMA Investing LLC raised its position in Palo Alto Networks by 18,802.8% in the first quarter. GAMMA Investing LLC now owns 2,410,290 shares of the network technology company’s stock worth $411,292,000 after acquiring an additional 2,397,539 shares in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Insider Activity

In other Palo Alto Networks news, EVP Nir Zuk sold 100,000 shares of the firm’s stock in a transaction dated 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 sale, the executive vice president directly owned 3,143,516 shares of the company’s stock, valued at $543,199,564.80. This trade represents a 3.08% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Josh D. Paul sold 800 shares of Palo Alto Networks stock in a transaction dated Friday, June 20th. The stock was sold at an average price of $201.05, for a total transaction of $160,840.00. Following the sale, the chief accounting officer owned 42,033 shares of the company’s stock, valued at approximately $8,450,734.65. This trade represents a 1.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 669,948 shares of company stock valued at $126,552,277 in the last 90 days. Company insiders own 2.50% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on PANW. Wells Fargo & Company boosted their target price on shares of Palo Alto Networks from $225.00 to $235.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 21st. BMO Capital Markets raised their price objective on shares of Palo Alto Networks from $217.00 to $225.00 and gave the company an “outperform” rating in a research note on Tuesday. Needham & Company LLC restated a “buy” rating and set a $230.00 target price on shares of Palo Alto Networks in a research report on Tuesday. Northland Securities dropped their target price on shares of Palo Alto Networks from $210.00 to $177.00 and set a “market perform” rating for the company in a report on Wednesday, May 21st. Finally, Wedbush reissued an “outperform” rating and set a $225.00 price target on shares of Palo Alto Networks in a research note on Tuesday. Twenty-eight research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $211.52.

Palo Alto Networks Stock Performance

PANW stock opened at $185.88 on Friday. The stock’s 50 day moving average price is $190.61 and its 200 day moving average price is $186.33. The firm has a market cap of $123.94 billion, a P/E ratio of 115.81, a PEG ratio of 4.47 and a beta of 0.94. 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 released its quarterly earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.06. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.The company had revenue of $2.54 billion during the quarter, compared to analysts’ expectations of $2.50 billion. During the same period in the previous year, the firm posted $0.75 earnings per share. The business’s revenue for the quarter 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, research analysts predict that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

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.