FFG Partners LLC Has $1.10 Million Stake in Palo Alto Networks, Inc. $PANW

FFG Partners LLC lowered its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 34.7% during the first quarter, HoldingsChannel.com reports. The fund owned 6,850 shares of the network technology company’s stock after selling 3,638 shares during the quarter. Palo Alto Networks accounts for about 0.4% of FFG Partners LLC’s holdings, making the stock its 26th biggest position. FFG Partners LLC’s holdings in Palo Alto Networks were worth $1,098,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently bought and sold shares of the business. Darwin Wealth Management LLC acquired a new position in shares of Palo Alto Networks in the 2nd quarter valued at about $25,000. Steph & Co. grew its stake in Palo Alto Networks by 88.2% during the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after purchasing an additional 67 shares during the period. Knuff & Co LLC acquired a new stake in Palo Alto Networks during the fourth quarter worth approximately $26,000. Sittner & Nelson LLC increased its holdings in Palo Alto Networks by 73.8% in the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after purchasing an additional 62 shares in the last quarter. Finally, Luken Investment Analytics LLC increased its holdings in Palo Alto Networks by 196.2% in the fourth quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock worth $28,000 after purchasing an additional 102 shares in the last quarter. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Palo Alto Networks Price Performance

Shares of NASDAQ PANW opened at $286.40 on Tuesday. The stock has a market cap of $233.42 billion, a price-to-earnings ratio of 234.75, a PEG ratio of 10.69 and a beta of 0.94. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $302.95. The firm’s 50-day simple moving average is $230.63 and its 200 day simple moving average is $193.37.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 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 analyst estimates 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 revenue for the quarter was up 31.1% on a year-over-year basis. During the same period in the previous year, the company posted $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. As a group, research analysts anticipate that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, EVP Lee Klarich sold 62,904 shares of the firm’s stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $258.65, for a total transaction of $16,270,119.60. Following the transaction, the executive vice president directly owned 235,983 shares in the company, valued at approximately $61,037,002.95. This trade represents a 21.05% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director John P. Key sold 7,500 shares of Palo Alto Networks stock in a transaction on Friday, June 12th. The stock was sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the transaction, the director directly owned 12,500 shares in the company, valued at $3,490,500. This represents a 37.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 101,389 shares of company stock valued at $26,122,830 over the last 90 days. Corporate insiders own 1.40% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have issued reports on PANW shares. Piper Sandler reissued an “overweight” rating and issued a $345.00 price target (up from $265.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Mizuho raised their price objective on shares of Palo Alto Networks from $265.00 to $305.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 3rd. Capital One Financial lifted their price objective on shares of Palo Alto Networks from $168.00 to $248.00 and gave the company an “equal weight” rating in a research note on Tuesday, May 19th. Barclays reissued an “overweight” rating and set a $315.00 target price (up from $220.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Finally, Robert W. Baird set a $320.00 price target on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $306.59.

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.