Caisse de depot et placement du Quebec Takes $12.45 Million Position in Palo Alto Networks, Inc. $PANW

Caisse de depot et placement du Quebec acquired a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 36,521 shares of the network technology company’s stock, valued at approximately $12,454,000.

A number of other institutional investors and hedge funds have also bought and sold shares of PANW. Sonoma Private Wealth LLC acquired a new position in Palo Alto Networks during the 2nd quarter valued at $1,078,000. Western Wealth Management LLC acquired a new stake in Palo Alto Networks in the 2nd quarter worth $921,000. Invst LLC acquired a new stake in Palo Alto Networks in the 2nd quarter worth $2,111,000. First Bancorp Inc ME bought a new position in shares of Palo Alto Networks during the 2nd quarter worth about $626,000. Finally, Roberts Glore & Co. Inc. IL bought a new position in shares of Palo Alto Networks during the 2nd quarter worth about $962,000. Institutional investors own 79.82% of the company’s stock.

Insider Activity at Palo Alto Networks

In related news, Director Aparna Bawa sold 290 shares of the stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $348.74, for a total transaction of $101,134.60. Following the sale, the director directly owned 6,437 shares in the company, valued at $2,244,839.38. This represents a 4.31% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of the firm’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total value of $1,447,800.00. Following the sale, the executive vice president directly owned 145,250 shares of the company’s stock, valued at $42,058,590. This represents a 3.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 38,835 shares of company stock valued at $11,127,854. Insiders own 1.40% of the company’s stock.

Analyst Ratings Changes

PANW has been the subject of several research reports. Evercore reiterated an “outperform” rating and issued a $415.00 target price on shares of Palo Alto Networks in a research note on Wednesday, July 8th. Barclays restated an “overweight” rating and set a $370.00 price target (up from $315.00) on shares of Palo Alto Networks in a research note on Wednesday, August 5th. Robert W. Baird set a $320.00 price objective on Palo Alto Networks in a research report on Wednesday, June 3rd. Citigroup restated a “market outperform” rating on shares of Palo Alto Networks in a research report on Wednesday, August 12th. Finally, Northland Securities upped their target price on Palo Alto Networks from $190.00 to $302.00 and gave the company a “market perform” rating in a research note on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $368.42.

Palo Alto Networks Trading Down 2.9%

PANW stock opened at $371.59 on Friday. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $398.88. The firm has a market cap of $302.85 billion, a P/E ratio of 304.58, a P/E/G ratio of 12.10 and a beta of 0.91. The business’s 50 day moving average is $344.62 and its 200-day moving average is $248.45. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.06. The business had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The firm’s quarterly revenue was up 31.1% compared to the same quarter last year. During the same quarter in the prior year, the firm 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 anticipate that Palo Alto Networks, Inc. will post 2.01 earnings per share for the current fiscal year.

More Palo Alto Networks News

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Benchmark raised its price target to $400 from $340 and maintained a Buy rating, citing potential upside to next-generation security annual recurring revenue, revenue, operating income and margins. The forecast reinforces expectations that Palo Alto Networks’ AI-security strategy is gaining traction. Palo Alto Networks Gets a $400 Target
• Positive Sentiment: Investors are taking confidence from CrowdStrike’s stronger-than-expected results, which highlighted robust AI-related cybersecurity demand and lifted sentiment across the sector. Palo Alto Networks is viewed as a potential beneficiary of the same spending cycle. Palo Alto Networks Stock Trades Up
• Positive Sentiment: Platformization, adoption of AI-security products and recent deal wins are expected to support fourth-quarter growth. BTIG also assigned PANW a Buy rating, adding to broadly favorable analyst coverage. Palo Alto Networks to Report Q4 Earnings
• Neutral Sentiment: Earnings are the next major catalyst. Traders expect potentially significant movement after the report, while analysts are watching recurring revenue, margins, operating income and guidance—not just revenue and EPS. Expected Post-Earnings Stock Move
• Negative Sentiment: Acquisition-related costs could pressure results, and the stock’s triple-digit P/E ratio—above 300 based on the supplied data—means much of the AI-growth outlook may already be reflected in the price. Any shortfall in growth or guidance could trigger profit-taking. Palo Alto’s Rally Has One Big Problem Ahead of Earnings
• Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000, reducing his position by 1.21%. The transaction is small relative to his remaining holdings but may create a modest sentiment headwind. Palo Alto Networks Insider Sale

Palo Alto Networks Company 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.