Natixis Advisors LLC Raises Holdings in Palo Alto Networks, Inc. $PANW

Natixis Advisors LLC boosted its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 33.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 712,539 shares of the network technology company’s stock after acquiring an additional 178,986 shares during the quarter. Natixis Advisors LLC owned 0.10% of Palo Alto Networks worth $131,250,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently bought and sold shares of PANW. Westfield Capital Management Co. LP purchased a new stake in Palo Alto Networks in the 3rd quarter worth approximately $75,412,000. American Century Companies Inc. lifted its holdings in Palo Alto Networks by 134.1% in the 3rd quarter. American Century Companies Inc. now owns 672,129 shares of the network technology company’s stock worth $136,859,000 after buying an additional 384,985 shares during the period. US Bancorp DE lifted its holdings in Palo Alto Networks by 0.6% in the 3rd quarter. US Bancorp DE now owns 1,364,442 shares of the network technology company’s stock worth $277,828,000 after buying an additional 8,344 shares during the period. Peapack Gladstone Financial Corp lifted its holdings in Palo Alto Networks by 8.8% in the 4th quarter. Peapack Gladstone Financial Corp now owns 48,458 shares of the network technology company’s stock worth $8,926,000 after buying an additional 3,926 shares during the period. Finally, Generali Investments Management Co LLC lifted its holdings in Palo Alto Networks by 38.4% in the 3rd quarter. Generali Investments Management Co LLC now owns 54,401 shares of the network technology company’s stock worth $11,077,000 after buying an additional 15,091 shares during the period. 79.82% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Palo Alto Networks

In other news, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $160.42, for a total value of $802,100.00. Following the completion of the transaction, the executive vice president owned 150,250 shares of the company’s stock, valued at approximately $24,103,105. This represents a 3.22% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Nikesh Arora bought 68,085 shares of the firm’s stock in a transaction dated Friday, March 27th. The stock was purchased at an average cost of $146.87 per share, with a total value of $9,999,643.95. Following the transaction, the chief executive officer directly owned 343,394 shares in the company, valued at approximately $50,434,276.78. This represents a 24.73% increase in their position. The SEC filing for this purchase provides additional information. In the last three months, insiders have sold 94,760 shares of company stock worth $21,660,063. 1.40% of the stock is owned by insiders.

Palo Alto Networks Stock Performance

Shares of NASDAQ:PANW opened at $297.18 on Wednesday. Palo Alto Networks, Inc. has a 52-week low of $139.57 and a 52-week high of $302.95. The firm has a market capitalization of $242.50 billion, a P/E ratio of 164.19, a P/E/G ratio of 10.83 and a beta of 0.94. The stock has a 50 day moving average price of $195.20 and a 200-day moving average price of $184.31.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.06. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.The firm had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. During the same quarter in the prior year, the company earned $0.37 EPS. The business’s revenue was up 31.1% compared to the same quarter last year. 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, equities analysts forecast that Palo Alto Networks, Inc. will post 2.14 EPS for the current fiscal year.

Wall Street Analyst Weigh In

PANW has been the subject of several research analyst reports. BMO Capital Markets increased their price objective on Palo Alto Networks from $200.00 to $270.00 and gave the stock an “outperform” rating in a report on Wednesday, May 20th. Weiss Ratings reiterated a “hold (c)” rating on shares of Palo Alto Networks in a report on Friday, May 22nd. New Street Research dropped their price objective on Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating for the company in a report on Thursday, February 19th. Barclays reiterated an “overweight” rating and issued a $220.00 price objective (up from $200.00) on shares of Palo Alto Networks in a report on Monday, May 11th. Finally, Scotiabank reiterated an “outperform” rating on shares of Palo Alto Networks in a report on Wednesday, February 18th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $238.23.

Trending Headlines about Palo Alto Networks

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Palo Alto Networks beat fiscal Q3 earnings and revenue expectations, reporting EPS of $0.85 versus $0.81 expected and revenue of $3.0 billion versus $2.94 billion estimated, with sales up 31.1% year over year. Article Title
• Positive Sentiment: The company raised full-year and fourth-quarter guidance well above Wall Street forecasts, signaling stronger demand and better profitability ahead. Article Title
• Positive Sentiment: Management said AI-driven security needs are boosting customer engagement, with CEO Nikesh Arora citing a surge in meeting requests as enterprises prepare for AI-related risks. Article Title
• Positive Sentiment: Several analyst notes were bullish ahead of and after the report, including price-target increases from JPMorgan and Baird, reinforcing confidence in the company’s growth outlook. Article Title
• Neutral Sentiment: The company also completed its acquisition of Portkey, an AI gateway provider, which may support its Prisma AIRS platform and future AI-security offerings, but the immediate financial impact is still unclear. Article Title
• Negative Sentiment: One insider sale by the company’s chief accounting officer may create a small headline overhang, though it was limited relative to the stock’s recent rally. Article Title

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.