LVM Capital Management Ltd. MI Has $19.14 Million Position in Palo Alto Networks, Inc. $PANW

LVM Capital Management Ltd. MI reduced its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 2.8% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 56,112 shares of the network technology company’s stock after selling 1,630 shares during the period. Palo Alto Networks accounts for 1.6% of LVM Capital Management Ltd. MI’s investment portfolio, making the stock its 21st biggest holding. LVM Capital Management Ltd. MI’s holdings in Palo Alto Networks were worth $19,135,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. Vanguard Group Inc. boosted its position in Palo Alto Networks by 4.1% during the fourth quarter. Vanguard Group Inc. now owns 67,929,063 shares of the network technology company’s stock valued at $12,512,533,000 after purchasing an additional 2,659,100 shares during the last quarter. State Street Corp increased its position in Palo Alto Networks by 2.0% in the 4th quarter. State Street Corp now owns 30,331,705 shares of the network technology company’s stock worth $5,587,100,000 after purchasing an additional 594,789 shares during the last quarter. Bank of America Corp DE raised its stake in shares of Palo Alto Networks by 16.0% during the 1st quarter. Bank of America Corp DE now owns 22,476,753 shares of the network technology company’s stock worth $3,603,473,000 after purchasing an additional 3,101,267 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Palo Alto Networks by 3.5% during the 4th quarter. Geode Capital Management LLC now owns 15,989,257 shares of the network technology company’s stock worth $2,934,935,000 after purchasing an additional 540,756 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of Palo Alto Networks during the 4th quarter valued at about $1,415,364,000. 79.82% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages recently commented on PANW. Stephens boosted their price target on Palo Alto Networks from $180.00 to $300.00 and gave the company an “equal weight” rating in a research note on Wednesday, June 3rd. JPMorgan Chase & Co. lifted their target price on shares of Palo Alto Networks from $200.00 to $300.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. The Goldman Sachs Group reissued a “buy” rating and issued a $330.00 target price on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Barclays restated an “overweight” rating and set a $370.00 price target (up from $315.00) on shares of Palo Alto Networks in a research note on Wednesday, August 5th. Finally, BMO Capital Markets raised their price target on shares of Palo Alto Networks from $270.00 to $335.00 and gave the company an “outperform” rating in a report on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $333.76.

Insiders Place Their Bets

In related news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the sale, the executive vice president directly owned 145,250 shares of the company’s stock, valued at $42,058,590. This trade represents a 3.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director James J. Goetz sold 20,000 shares of the business’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $279.90, for a total value of $5,598,000.00. Following the transaction, the director owned 20,000 shares in the company, valued at $5,598,000. This represents a 50.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 101,239 shares of company stock valued at $27,174,360 in the last quarter. 1.40% of the stock is currently owned by insiders.

Palo Alto Networks Trading Up 5.8%

Shares of PANW stock opened at $385.04 on Tuesday. The firm has a market capitalization of $313.81 billion, a P/E ratio of 315.61, a price-to-earnings-growth ratio of 12.21 and a beta of 0.91. Palo Alto Networks, Inc. has a 1 year low of $139.57 and a 1 year high of $385.17. The firm’s fifty day simple moving average is $319.57 and its 200 day simple moving average is $229.90. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The firm had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The business’s revenue was up 31.1% on a year-over-year basis. During the same period in the prior year, the firm earned $0.37 EPS. 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. As a group, sell-side analysts predict that Palo Alto Networks, Inc. will post 2.02 EPS for the current year.

About Palo Alto Networks

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.