LVM Capital Management Ltd. MI Has $10.90 Million Stock Position in Palo Alto Networks, Inc. $PANW

LVM Capital Management Ltd. MI raised its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 12.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 53,543 shares of the network technology company’s stock after buying an additional 6,017 shares during the quarter. Palo Alto Networks comprises approximately 1.0% of LVM Capital Management Ltd. MI’s investment portfolio, making the stock its 29th biggest holding. LVM Capital Management Ltd. MI’s holdings in Palo Alto Networks were worth $10,902,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in PANW. Contravisory Investment Management Inc. boosted its stake in Palo Alto Networks by 1.8% in the 3rd quarter. Contravisory Investment Management Inc. now owns 2,742 shares of the network technology company’s stock worth $558,000 after purchasing an additional 48 shares during the period. St. Clair Advisors LLC raised its stake in shares of Palo Alto Networks by 0.3% in the 2nd quarter. St. Clair Advisors LLC now owns 15,800 shares of the network technology company’s stock valued at $3,233,000 after purchasing an additional 50 shares during the period. Astoria Portfolio Advisors LLC. lifted its holdings in shares of Palo Alto Networks by 2.1% in the second quarter. Astoria Portfolio Advisors LLC. now owns 2,467 shares of the network technology company’s stock valued at $496,000 after purchasing an additional 50 shares in the last quarter. TFG Advisers LLC boosted its position in shares of Palo Alto Networks by 1.1% during the second quarter. TFG Advisers LLC now owns 4,668 shares of the network technology company’s stock worth $955,000 after buying an additional 53 shares during the period. Finally, Investment Advisory Services Inc. TX ADV grew its holdings in shares of Palo Alto Networks by 4.6% during the second quarter. Investment Advisory Services Inc. TX ADV now owns 1,257 shares of the network technology company’s stock worth $257,000 after buying an additional 55 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Key Stores Impacting Palo Alto Networks

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

• Positive Sentiment: Major strategic deal — Palo Alto expanded its partnership with Google Cloud in a multibillion‑dollar agreement (reported as approaching $10B) that includes migrating key internal workloads and deepening cloud/AI security integration; this is being viewed as a material revenue and go‑to‑market catalyst. Google Cloud lands deal with Palo Alto Networks
• Positive Sentiment: Company release and partner messaging reinforce the Reuters report, highlighting expanded cloud + AI security offerings and joint go‑to‑market programs that could accelerate enterprise adoption. Palo Alto Networks and Google Cloud Forge Landmark Agreement
• Positive Sentiment: Analyst support increased — JPMorgan reinstated coverage with an Overweight rating and $235 PT, and other outlets noted a $250 price target lift, signaling renewed analyst conviction that could attract buyers. JPMorgan Reinstates Palo Alto Networks With Overweight Rating
• Positive Sentiment: Product momentum — Zacks highlights Cortex XSIAM landing larger deals and higher‑spend customers, implying a potential new growth engine that could lift ARR and margins over time. Can Cortex XSIAM Become Palo Alto Networks’ Next Major Growth Engine?
• Neutral Sentiment: Investor attention and monitoring — Zacks notes elevated user interest and recent earnings was modestly followed by a small stock move; this keeps PANW on watch lists but doesn’t by itself change fundamentals. Palo Alto Networks, Inc. is Attracting Investor Attention
• Neutral Sentiment: Short‑term earnings context — a Zacks note observed the stock is only slightly up since the last earnings release, suggesting the market is parsing guidance and execution details rather than reacting strongly yet. Palo Alto (PANW) Up 0.4% Since Last Earnings Report
• Negative Sentiment: Insider selling — recent reports show insiders sold roughly $5M in PANW stock, which some investors interpret as a cautionary signal about near‑term insider confidence. Insiders At Palo Alto Networks Sold US$5.0m In Stock

Analyst Upgrades and Downgrades

Several research firms have commented on PANW. The Goldman Sachs Group restated a “buy” rating and issued a $240.00 target price (up previously from $236.00) on shares of Palo Alto Networks in a research note on Thursday, November 20th. Needham & Company LLC reissued a “buy” rating and issued a $230.00 price objective on shares of Palo Alto Networks in a research report on Thursday, November 20th. Wedbush restated an “outperform” rating and set a $225.00 target price on shares of Palo Alto Networks in a report on Thursday, November 20th. UBS Group reaffirmed a “neutral” rating and issued a $220.00 target price (down previously from $230.00) on shares of Palo Alto Networks in a research report on Thursday, November 20th. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of Palo Alto Networks in a research report on Monday, November 24th. Thirty-one equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Palo Alto Networks has an average rating of “Moderate Buy” and an average target price of $226.20.

Insider Buying and Selling

In other Palo Alto Networks news, CEO Nikesh Arora sold 846,408 shares of the stock in a transaction dated Tuesday, September 23rd. The shares were sold at an average price of $204.06, for a total value of $172,718,016.48. Following the transaction, the chief executive officer directly owned 275,013 shares of the company’s stock, valued at $56,119,152.78. This represents a 75.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director James J. Goetz sold 12,500 shares of the business’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $195.33, for a total value of $2,441,625.00. Following the sale, the director owned 75,184 shares of the company’s stock, valued at approximately $14,685,690.72. This represents a 14.26% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,228,330 shares of company stock valued at $251,702,305. 1.40% of the stock is currently owned by insiders.

Palo Alto Networks Stock Up 0.5%

NASDAQ:PANW opened at $186.88 on Friday. Palo Alto Networks, Inc. has a 12-month low of $144.15 and a 12-month high of $223.61. The firm has a market capitalization of $130.26 billion, a price-to-earnings ratio of 118.28, a P/E/G ratio of 4.40 and a beta of 0.79. The stock’s 50 day moving average price is $201.95 and its two-hundred day moving average price is $197.32.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Thursday, November 20th. The network technology company reported $0.93 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.04. Palo Alto Networks had a return on equity of 17.05% and a net margin of 11.69%.The business had revenue of $2.47 billion for the quarter, compared to analyst estimates of $2.46 billion. During the same period in the previous year, the firm earned $1.56 EPS. The firm’s revenue was up 15.7% compared to the same quarter last year. Equities research analysts expect that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

About Palo Alto Networks

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.