Lombard Odier Asset Management Europe Ltd Trims Holdings in Palo Alto Networks, Inc. $PANW

Lombard Odier Asset Management Europe Ltd trimmed its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 18.4% in the 2nd quarter, Holdings Channel reports. The firm owned 62,258 shares of the network technology company’s stock after selling 14,057 shares during the quarter. Lombard Odier Asset Management Europe Ltd’s holdings in Palo Alto Networks were worth $21,231,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in PANW. Trilogy Capital Inc. increased its stake in Palo Alto Networks by 1.8% in the 2nd quarter. Trilogy Capital Inc. now owns 2,127 shares of the network technology company’s stock worth $725,000 after buying an additional 37 shares during the period. Wisconsin Wealth Advisors LLC lifted its holdings in Palo Alto Networks by 1.2% during the 2nd quarter. Wisconsin Wealth Advisors LLC now owns 3,206 shares of the network technology company’s stock valued at $1,093,000 after buying an additional 38 shares in the last quarter. Orrstown Financial Services Inc. boosted its position in Palo Alto Networks by 1.2% in the 2nd quarter. Orrstown Financial Services Inc. now owns 3,197 shares of the network technology company’s stock valued at $1,090,000 after buying an additional 38 shares during the period. WNY Asset Management LLC boosted its position in Palo Alto Networks by 2.8% in the 2nd quarter. WNY Asset Management LLC now owns 1,751 shares of the network technology company’s stock valued at $597,000 after buying an additional 47 shares during the period. Finally, GSG Advisors LLC increased its position in shares of Palo Alto Networks by 0.4% during the first quarter. GSG Advisors LLC now owns 12,536 shares of the network technology company’s stock worth $2,010,000 after acquiring an additional 51 shares during the period. 79.82% of the stock is owned by hedge funds and other institutional investors.

Key Palo Alto Networks News

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

• Positive Sentiment: Benchmark raised its price target to $400 from $340 and maintained a Buy rating, citing potential upside to next-generation security annual recurring revenue, revenue, operating income and margins. The forecast reinforces expectations that Palo Alto Networks’ AI-security strategy is gaining traction. Palo Alto Networks Gets a $400 Target
• Positive Sentiment: Investors are taking confidence from CrowdStrike’s stronger-than-expected results, which highlighted robust AI-related cybersecurity demand and lifted sentiment across the sector. Palo Alto Networks is viewed as a potential beneficiary of the same spending cycle. Palo Alto Networks Stock Trades Up
• Positive Sentiment: Platformization, adoption of AI-security products and recent deal wins are expected to support fourth-quarter growth. BTIG also assigned PANW a Buy rating, adding to broadly favorable analyst coverage. Palo Alto Networks to Report Q4 Earnings
• Neutral Sentiment: Earnings are the next major catalyst. Traders expect potentially significant movement after the report, while analysts are watching recurring revenue, margins, operating income and guidance—not just revenue and EPS. Expected Post-Earnings Stock Move
• Negative Sentiment: Acquisition-related costs could pressure results, and the stock’s triple-digit P/E ratio—above 300 based on the supplied data—means much of the AI-growth outlook may already be reflected in the price. Any shortfall in growth or guidance could trigger profit-taking. Palo Alto’s Rally Has One Big Problem Ahead of Earnings
• Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000, reducing his position by 1.21%. The transaction is small relative to his remaining holdings but may create a modest sentiment headwind. Palo Alto Networks Insider Sale

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, Director James J. Goetz sold 20,000 shares of Palo Alto Networks stock in a transaction on 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 directly owned 20,000 shares of the company’s stock, valued at approximately $5,598,000. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Josh D. Paul sold 900 shares of the company’s stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $353.77, for a total value of $318,393.00. Following the transaction, the chief accounting officer directly owned 73,354 shares in the company, valued at approximately $25,950,444.58. The trade was a 1.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 38,835 shares of company stock valued at $11,127,854 over the last three months. Company insiders own 1.40% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the stock. Sanford C. Bernstein lifted their price target on shares of Palo Alto Networks from $209.00 to $253.00 and gave the company an “outperform” rating in a research note on Wednesday, June 3rd. Wells Fargo & Company reissued an “overweight” rating and issued a $475.00 price objective (up from $420.00) on shares of Palo Alto Networks in a research note on Monday, August 17th. William Blair restated an “outperform” rating on shares of Palo Alto Networks in a report on Tuesday, June 16th. Weiss Ratings lowered Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, June 4th. Finally, Scotiabank reiterated a “sector outperform” rating and issued a $320.00 target price (up from $180.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. One equities research 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 issued a Sell rating to the stock. According to MarketBeat.com, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and a consensus price target of $368.42.

Palo Alto Networks Price Performance

PANW opened at $371.59 on Friday. The firm has a market capitalization of $302.85 billion, a PE ratio of 304.58, a price-to-earnings-growth ratio of 12.10 and a beta of 0.91. 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 business’s 50-day moving average is $344.62 and its two-hundred day moving average is $248.45. Palo Alto Networks, Inc. has a 1 year low of $139.57 and a 1 year high of $398.88.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, beating the consensus estimate of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The business had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. During the same period in the prior year, the firm posted $0.37 earnings per share. The company’s quarterly revenue 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. Research analysts anticipate that Palo Alto Networks, Inc. will post 2.01 earnings per share for the current fiscal 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.