Palo Alto Networks, Inc. $PANW Shares Acquired by Focus Partners Advisor Solutions LLC

Focus Partners Advisor Solutions LLC grew its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 25.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 26,501 shares of the network technology company’s stock after buying an additional 5,452 shares during the period. Focus Partners Advisor Solutions LLC’s holdings in Palo Alto Networks were worth $5,609,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in PANW. Cascade Wealth Advisors Inc purchased a new position in Palo Alto Networks in the 3rd quarter worth $243,000. Kingsview Wealth Management LLC increased its holdings in shares of Palo Alto Networks by 3.1% in the third quarter. Kingsview Wealth Management LLC now owns 22,234 shares of the network technology company’s stock valued at $4,527,000 after purchasing an additional 669 shares during the period. Elo Mutual Pension Insurance Co increased its holdings in shares of Palo Alto Networks by 3.6% in the third quarter. Elo Mutual Pension Insurance Co now owns 87,045 shares of the network technology company’s stock valued at $17,723,000 after purchasing an additional 3,052 shares during the period. Fisher Asset Management LLC raised its stake in shares of Palo Alto Networks by 19.8% in the third quarter. Fisher Asset Management LLC now owns 7,254 shares of the network technology company’s stock worth $1,477,000 after purchasing an additional 1,200 shares during the last quarter. Finally, Finemark National Bank & Trust lifted its holdings in shares of Palo Alto Networks by 34.2% during the third quarter. Finemark National Bank & Trust now owns 88,354 shares of the network technology company’s stock worth $17,991,000 after purchasing an additional 22,500 shares during the period. 79.82% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages recently commented on PANW. Deutsche Bank Aktiengesellschaft dropped their target price on Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating on the stock in a research report on Wednesday, February 18th. Oppenheimer restated an “outperform” rating and set a $245.00 price objective on shares of Palo Alto Networks in a research note on Thursday, November 20th. New Street Research cut their price objective on shares of Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating on the stock in a research note on Thursday, February 19th. Robert W. Baird set a $220.00 target price on shares of Palo Alto Networks and gave the stock an “outperform” rating in a report on Wednesday, February 18th. Finally, Barclays set a $200.00 price target on shares of Palo Alto Networks and gave the company an “overweight” rating in a report on Monday, February 9th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $210.19.

Insider Transactions at Palo Alto Networks

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the firm’s stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $188.18, for a total value of $940,900.00. Following the transaction, the executive vice president owned 155,119 shares in the company, valued at approximately $29,190,293.42. This trade represents a 3.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CAO Josh D. Paul sold 800 shares of Palo Alto Networks stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $184.81, for a total transaction of $147,848.00. Following the sale, the chief accounting officer directly owned 46,005 shares in the company, valued at approximately $8,502,184.05. This trade represents a 1.71% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 139,068 shares of company stock valued at $26,600,684. Insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Up 4.0%

PANW stock opened at $156.09 on Wednesday. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $223.61. The firm has a 50-day simple moving average of $173.17 and a 200-day simple moving average of $190.58. The stock has a market capitalization of $127.37 billion, a P/E ratio of 86.24, a P/E/G ratio of 5.42 and a beta of 0.78.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Tuesday, February 17th. The network technology company reported $1.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.94 by $0.09. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.The company had revenue of $2.59 billion for the quarter, compared to analysts’ expectations of $2.58 billion. During the same period in the previous year, the firm posted $0.81 EPS. Palo Alto Networks’s revenue was up 14.9% compared to the same quarter last year. Palo Alto Networks has set its FY 2026 guidance at 3.650-3.700 EPS and its Q3 2026 guidance at 0.780-0.800 EPS. On average, analysts expect that Palo Alto Networks, Inc. will post 1.76 earnings per share 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.