Marathon Trading Investment Management LLC Raises Holdings in Palo Alto Networks, Inc. $PANW

Marathon Trading Investment Management LLC boosted its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 177.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,000 shares of the network technology company’s stock after purchasing an additional 3,200 shares during the quarter. Marathon Trading Investment Management LLC’s holdings in Palo Alto Networks were worth $921,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in PANW. Harold Davidson & Associates Inc. raised its position in shares of Palo Alto Networks by 5.0% in the third quarter. Harold Davidson & Associates Inc. now owns 1,056 shares of the network technology company’s stock valued at $215,000 after buying an additional 50 shares during the last quarter. Princeton Capital Management LLC lifted its stake in shares of Palo Alto Networks by 3.4% in the third quarter. Princeton Capital Management LLC now owns 1,520 shares of the network technology company’s stock worth $310,000 after buying an additional 50 shares in the last quarter. South Plains Financial Inc. boosted its position in Palo Alto Networks by 1.0% during the third quarter. South Plains Financial Inc. now owns 4,823 shares of the network technology company’s stock worth $982,000 after acquiring an additional 50 shares during the last quarter. Fayez Sarofim & Co grew its stake in Palo Alto Networks by 1.2% during the 3rd quarter. Fayez Sarofim & Co now owns 4,310 shares of the network technology company’s stock valued at $878,000 after acquiring an additional 50 shares in the last quarter. Finally, Certified Advisory Corp grew its stake in Palo Alto Networks by 0.3% during the 3rd quarter. Certified Advisory Corp now owns 16,938 shares of the network technology company’s stock valued at $3,449,000 after acquiring an additional 51 shares in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Insider Buying and Selling at Palo Alto Networks

In other news, Director John P. Key sold 7,500 shares of the business’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $279.24, for a total value of $2,094,300.00. Following the sale, the director directly owned 12,500 shares of the company’s stock, valued at approximately $3,490,500. The trade was a 37.50% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $160.42, for a total transaction of $802,100.00. Following the completion of the transaction, the executive vice president owned 150,250 shares in the company, valued at approximately $24,103,105. This represents a 3.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 81,044 shares of company stock valued at $20,424,722. 1.40% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research analysts have weighed in on PANW shares. Stephens raised their target price on shares of Palo Alto Networks from $180.00 to $300.00 and gave the stock an “equal weight” rating in a research note on Wednesday, June 3rd. Wolfe Research reaffirmed an “outperform” rating and issued a $320.00 price target on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Weiss Ratings downgraded Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, June 4th. Truist Financial boosted their price objective on Palo Alto Networks from $275.00 to $375.00 and gave the stock a “buy” rating in a research note on Wednesday, June 3rd. Finally, Sanford C. Bernstein upped their target price on Palo Alto Networks from $209.00 to $253.00 and gave the company an “outperform” rating in a report on Wednesday, June 3rd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $306.59.

Palo Alto Networks Stock Performance

Shares of Palo Alto Networks stock opened at $279.62 on Monday. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $302.95. The business’s fifty day simple moving average is $216.44 and its 200-day simple moving average is $189.26. The firm has a market cap of $227.89 billion, a PE ratio of 229.20, a price-to-earnings-growth ratio of 10.38 and a beta of 0.94. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. The firm had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The company’s quarterly revenue was up 31.1% on a year-over-year basis. During the same period last year, the company earned $0.37 EPS. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. Equities analysts forecast that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

Palo Alto Networks Profile

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.