Palo Alto Networks, Inc. $PANW Stock Sold by EagleClaw Capital Managment LLC

EagleClaw Capital Managment LLC decreased its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 5.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 75,040 shares of the network technology company’s stock after selling 3,938 shares during the quarter. Palo Alto Networks makes up about 4.0% of EagleClaw Capital Managment LLC’s investment portfolio, making the stock its 4th largest position. EagleClaw Capital Managment LLC’s holdings in Palo Alto Networks were worth $29,814,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Solstein Capital LLC acquired a new stake in shares of Palo Alto Networks in the second quarter valued at $26,000. Putney Financial Group LLC bought a new position in shares of Palo Alto Networks in the third quarter valued at about $31,000. N.E.W. Advisory Services LLC bought a new position in shares of Palo Alto Networks in the second quarter valued at about $27,000. Delos Wealth Advisors LLC acquired a new position in Palo Alto Networks during the 2nd quarter worth about $28,000. Finally, Principia Wealth Advisory LLC lifted its position in Palo Alto Networks by 125.0% during the 2nd quarter. Principia Wealth Advisory LLC now owns 81 shares of the network technology company’s stock worth $28,000 after buying an additional 45 shares in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the stock. Capital One Financial raised their price objective on shares of Palo Alto Networks from $421.00 to $428.00 and gave the company an “overweight” rating in a research report on Wednesday, September 2nd. DA Davidson upped their target price on shares of Palo Alto Networks from $345.00 to $420.00 and gave the stock a “buy” rating in a research report on Wednesday, September 2nd. Benchmark increased their price target on shares of Palo Alto Networks from $340.00 to $400.00 and gave the company a “buy” rating in a research note on Monday, August 24th. Wells Fargo & Company reissued an “overweight” rating and set a $525.00 price target (up from $475.00) on shares of Palo Alto Networks in a research note on Monday, October 12th. Finally, Stifel Nicolaus set a $415.00 price target on shares of Palo Alto Networks and gave the company a “buy” rating in a report on Wednesday, August 19th. Forty equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $397.12.

Palo Alto Networks News Summary

These are some of the PANW news items that stood out recently:

• Positive Sentiment: Palo Alto’s AI-security tool was described as the company’s fastest product ramp, highlighting adoption momentum in a growth area. CIBC also included PANW among its post-election stock picks. Palo Alto Networks AI security tool became the company’s fastest product ramp
• Neutral Sentiment: Jefferies lowered its price target from $450 to $400 but maintained a Buy rating, leaving the analyst positive while signaling a more cautious valuation view. Jefferies analyst recommendations
• Neutral Sentiment: PANW was also noted as a holding in Jim Cramer’s Charitable Trust. This is a visibility signal, but the article provides no new company-specific operating or financial catalyst. A Jim Cramer’s Trust Stock Is Using AI to Breaks the Defenses It Helps Protect

Palo Alto Networks Stock Performance

Shares of Palo Alto Networks stock opened at $322.24 on Friday. The firm has a fifty day moving average of $367.50 and a two-hundred day moving average of $277.20. The company has a debt-to-equity ratio of 0.06, a quick ratio of 0.87 and a current ratio of 0.87. The stock has a market capitalization of $263.84 billion, a price-to-earnings ratio of 631.86, a PEG ratio of 9.25 and a beta of 0.96. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $432.33.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Tuesday, September 1st. The network technology company reported $1.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.98 by $0.04. Palo Alto Networks had a return on equity of 8.50% and a net margin of 2.67%. The business had revenue of $3.41 billion for the quarter, compared to analyst estimates of $3.35 billion. During the same period last year, the company earned $0.95 EPS. The firm’s revenue was up 34.5% on a year-over-year basis. Palo Alto Networks has set its FY 2027 guidance at 4.160-4.190 EPS and its Q1 2027 guidance at 0.960-0.980 EPS. As a group, equities research analysts predict that Palo Alto Networks, Inc. will post 2.32 EPS for the current year.

Insider Transactions at Palo Alto Networks

In other news, Director Aparna Bawa sold 1,000 shares of the business’s stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $373.61, for a total transaction of $373,610.00. Following the completion of the transaction, the director directly owned 5,437 shares in the company, valued at approximately $2,031,317.57. The trade was a 15.54% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Dipak Golechha sold 27,500 shares of the company’s stock in a transaction dated Thursday, September 24th. The shares were sold at an average price of $391.60, for a total value of $10,769,000.00. Following the completion of the sale, the executive vice president directly owned 117,750 shares of the company’s stock, valued at approximately $46,110,900. This trade represents a 18.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 54,210 shares of company stock valued at $20,823,029. Corporate insiders own 0.55% of the company’s stock.

Palo Alto Networks Profile

Palo Alto Networks, Inc. is a cybersecurity company that provides products and services to help organizations protect their networks, cloud environments, devices and applications. Its offerings include next-generation firewalls, cloud security tools, secure access services and platforms for detecting and responding to cyber threats. The company’s product portfolio includes Prisma for cloud and network security and Cortex for security operations, including threat detection and response. It also provides cybersecurity consulting and incident-response services through Unit 42.