Palo Alto Networks, Inc. $PANW Shares Purchased by Lombard Odier Asset Management Europe Ltd

Lombard Odier Asset Management Europe Ltd lifted its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 5.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 76,315 shares of the network technology company’s stock after acquiring an additional 4,024 shares during the quarter. Lombard Odier Asset Management Europe Ltd’s holdings in Palo Alto Networks were worth $12,235,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in PANW. Rathbones Group PLC lifted its holdings in Palo Alto Networks by 9.9% during the first quarter. Rathbones Group PLC now owns 942,520 shares of the network technology company’s stock valued at $151,105,000 after purchasing an additional 84,915 shares in the last quarter. First Nebraska Trust Co purchased a new stake in Palo Alto Networks during the 1st quarter worth approximately $534,000. Foguth Wealth Management LLC. purchased a new stake in Palo Alto Networks during the 1st quarter worth approximately $168,000. Financial Solutions Advisory Group Inc. acquired a new position in shares of Palo Alto Networks during the first quarter valued at approximately $296,000. Finally, Integrated Investment Consultants LLC lifted its position in shares of Palo Alto Networks by 4.8% in the first quarter. Integrated Investment Consultants LLC now owns 2,188 shares of the network technology company’s stock valued at $351,000 after acquiring an additional 100 shares in the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on PANW. Wolfe Research reaffirmed an “outperform” rating and issued a $320.00 price target on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Rosenblatt Securities increased their price objective on Palo Alto Networks from $275.00 to $355.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. Guggenheim lowered Palo Alto Networks from a “neutral” rating to a “reduce” rating in a report on Wednesday, May 27th. Mizuho lifted their target price on shares of Palo Alto Networks from $265.00 to $305.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Finally, Stephens upped 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 report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $331.48.

Palo Alto Networks Price Performance

PANW stock opened at $331.83 on Monday. Palo Alto Networks, Inc. has a 1 year low of $139.57 and a 1 year high of $368.80. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. The firm has a market capitalization of $270.44 billion, a PE ratio of 271.99, a price-to-earnings-growth ratio of 12.32 and a beta of 0.91. The business has a 50 day simple moving average of $308.00 and a 200-day simple moving average of $222.47.

Palo Alto Networks (NASDAQ:PANW) last announced 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 for 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 firm’s revenue was up 31.1% compared to the same quarter last year. During the same quarter last year, the business posted $0.37 earnings per share. 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 research analysts anticipate that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Director Helle Thorning-Schmidt sold 700 shares of the company’s stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total value of $242,795.00. Following the completion of the sale, the director owned 5,898 shares of the company’s stock, valued at approximately $2,045,721.30. This represents a 10.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director James J. Goetz sold 20,000 shares of the firm’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $279.90, for a total transaction of $5,598,000.00. Following the sale, the director owned 20,000 shares of the company’s stock, valued at approximately $5,598,000. The trade was a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 101,239 shares of company stock worth $27,174,360. 1.40% of the stock is currently owned by company insiders.

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.