Generali Investments Management Co LLC Has $11.08 Million Stake in Palo Alto Networks, Inc. $PANW

Generali Investments Management Co LLC raised its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 38.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 54,401 shares of the network technology company’s stock after acquiring an additional 15,091 shares during the quarter. Palo Alto Networks makes up 2.3% of Generali Investments Management Co LLC’s portfolio, making the stock its 10th biggest position. Generali Investments Management Co LLC’s holdings in Palo Alto Networks were worth $11,077,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently modified their holdings of the company. Forge First Asset Management Inc. grew its stake in Palo Alto Networks by 47.3% in the third quarter. Forge First Asset Management Inc. now owns 16,500 shares of the network technology company’s stock worth $3,360,000 after purchasing an additional 5,300 shares in the last quarter. Whalerock Point Partners LLC grew its position in shares of Palo Alto Networks by 10.6% in the 3rd quarter. Whalerock Point Partners LLC now owns 36,093 shares of the network technology company’s stock worth $7,349,000 after acquiring an additional 3,450 shares in the last quarter. IAG Wealth Partners LLC bought a new stake in shares of Palo Alto Networks in the 3rd quarter valued at approximately $41,000. Banco Santander S.A. increased its holdings in shares of Palo Alto Networks by 26.8% in the 3rd quarter. Banco Santander S.A. now owns 43,346 shares of the network technology company’s stock valued at $8,826,000 after acquiring an additional 9,160 shares during the last quarter. Finally, Diversify Wealth Management LLC raised its position in shares of Palo Alto Networks by 4.0% during the 3rd quarter. Diversify Wealth Management LLC now owns 51,635 shares of the network technology company’s stock valued at $11,320,000 after acquiring an additional 2,000 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Analysts Set New Price Targets

PANW has been the subject of a number of research reports. Morgan Stanley reaffirmed an “overweight” rating and issued a $223.00 price objective (down from $245.00) on shares of Palo Alto Networks in a report on Wednesday, February 18th. Citizens Jmp restated a “market outperform” rating and issued a $250.00 price target on shares of Palo Alto Networks in a research report on Wednesday, February 18th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Palo Alto Networks in a report on Wednesday, February 18th. Stephens increased their price objective on shares of Palo Alto Networks from $205.00 to $215.00 and gave the stock an “equal weight” rating in a research note on Thursday, November 20th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Palo Alto Networks in a report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $211.62.

Palo Alto Networks Stock Up 3.1%

Shares of NASDAQ:PANW opened at $149.40 on Friday. The company’s 50-day moving average price is $175.36 and its 200 day moving average price is $190.82. The company has a market cap of $121.91 billion, a PE ratio of 82.54, a P/E/G ratio of 5.23 and a beta of 0.75. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, topping the consensus estimate of $0.94 by $0.09. The firm had revenue of $2.59 billion during the quarter, compared to analysts’ expectations of $2.58 billion. Palo Alto Networks had a net margin of 12.96% and a return on equity of 17.60%. Palo Alto Networks’s quarterly revenue was up 14.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.81 EPS. 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. As a group, equities analysts anticipate that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

Insiders Place Their Bets

In other Palo Alto Networks news, EVP Lee Klarich sold 120,768 shares of Palo Alto Networks stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $191.03, for a total transaction of $23,070,311.04. Following the sale, the executive vice president owned 298,887 shares of the company’s stock, valued at $57,096,383.61. The trade was a 28.78% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Josh D. Paul sold 800 shares of the business’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $184.81, for a total value of $147,848.00. Following the transaction, the chief accounting officer owned 46,005 shares of the company’s stock, valued at $8,502,184.05. This trade represents a 1.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 260,542 shares of company stock valued at $49,910,995 in the last quarter. 1.40% of the stock is owned by 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.