PensionDanmark Pensionsforsikringsaktieselskab Grows Stock Position in Palo Alto Networks, Inc. $PANW

PensionDanmark Pensionsforsikringsaktieselskab increased its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 27.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 123,850 shares of the network technology company’s stock after acquiring an additional 26,644 shares during the period. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in Palo Alto Networks were worth $42,235,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. Darwin Wealth Management LLC bought a new stake in Palo Alto Networks during the 2nd quarter valued at $25,000. Steph & Co. boosted its position in Palo Alto Networks by 88.2% during the 4th quarter. Steph & Co. now owns 143 shares of the network technology company’s stock valued at $26,000 after buying an additional 67 shares during the period. Knuff & Co LLC bought a new stake in Palo Alto Networks in the 4th quarter worth $26,000. Sittner & Nelson LLC grew its holdings in Palo Alto Networks by 73.8% in the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after acquiring an additional 62 shares during the last quarter. Finally, Luken Investment Analytics LLC increased its position in shares of 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 valued at $28,000 after acquiring an additional 102 shares during the period. 79.82% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Palo Alto Networks

In related news, Director Aparna Bawa sold 290 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $348.74, for a total value of $101,134.60. Following the sale, the director directly owned 6,437 shares of the company’s stock, valued at $2,244,839.38. This represents a 4.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Helle Thorning-Schmidt sold 700 shares of the stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total value of $242,795.00. Following the completion of the transaction, the director owned 5,898 shares of the company’s stock, valued at approximately $2,045,721.30. This trade represents a 10.61% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 101,239 shares of company stock valued at $27,174,360 over the last ninety days. Insiders own 1.40% of the company’s stock.

Analysts Set New Price Targets

PANW has been the subject of several recent analyst reports. Benchmark upped their price objective on shares of Palo Alto Networks from $270.00 to $340.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. DA Davidson raised their target price on Palo Alto Networks from $190.00 to $345.00 and gave the stock a “buy” rating in a research note on Wednesday, June 3rd. TD Cowen restated a “buy” rating on shares of Palo Alto Networks in a report on Thursday. Wolfe Research reaffirmed an “outperform” rating and set a $320.00 price target on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Finally, JPMorgan Chase & Co. increased their price objective on Palo Alto Networks from $200.00 to $300.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $333.76.

Palo Alto Networks Stock Performance

Shares of PANW opened at $359.49 on Friday. The company has a 50-day simple moving average of $316.24 and a two-hundred day simple moving average of $227.25. 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 $292.98 billion, a PE ratio of 294.66, a price-to-earnings-growth ratio of 12.19 and a beta of 0.91. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $376.98.

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 analysts’ consensus estimates of $0.79 by $0.06. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The firm had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. During the same quarter in the prior year, the business earned $0.37 EPS. The business’s revenue for the quarter was up 31.1% on a year-over-year basis. 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. On average, analysts anticipate that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

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.