Hill Island Financial LLC Increases Stock Position in Palo Alto Networks, Inc. $PANW

Hill Island Financial LLC grew its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 17.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,404 shares of the network technology company’s stock after purchasing an additional 204 shares during the period. Hill Island Financial LLC’s holdings in Palo Alto Networks were worth $287,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in Palo Alto Networks by 147.7% during the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after buying an additional 4,031 shares in the last quarter. Bison Wealth LLC boosted its position in shares of Palo Alto Networks by 169.1% during the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after acquiring an additional 3,275 shares during the last quarter. Beacon Financial Group grew its holdings in shares of Palo Alto Networks by 4.5% in the first quarter. Beacon Financial Group now owns 1,782 shares of the network technology company’s stock valued at $304,000 after purchasing an additional 76 shares in the last quarter. Stablepoint Partners LLC increased its position in Palo Alto Networks by 4.5% in the first quarter. Stablepoint Partners LLC now owns 8,530 shares of the network technology company’s stock worth $1,456,000 after purchasing an additional 370 shares during the last quarter. Finally, Intellectus Partners LLC increased its position in Palo Alto Networks by 4.0% in the first quarter. Intellectus Partners LLC now owns 5,226 shares of the network technology company’s stock worth $892,000 after purchasing an additional 200 shares during the last quarter. 79.82% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have commented on PANW shares. Westpark Capital reiterated a “hold” rating on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Palo Alto Networks in a report on Saturday, September 27th. Guggenheim lifted their price target on Palo Alto Networks from $130.00 to $135.00 and gave the stock a “sell” rating in a research report on Tuesday, August 19th. Morgan Stanley upped their price objective on Palo Alto Networks from $210.00 to $216.00 and gave the company an “overweight” rating in a research report on Tuesday, September 2nd. Finally, JMP Securities reiterated a “market outperform” rating and issued a $212.00 target price on shares of Palo Alto Networks in a report on Tuesday, August 19th. Thirty equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $214.64.

Palo Alto Networks Stock Down 1.0%

Shares of PANW stock opened at $207.19 on Friday. The firm has a market cap of $138.59 billion, a price-to-earnings ratio of 129.09, a PEG ratio of 4.93 and a beta of 0.98. Palo Alto Networks, Inc. has a 52-week low of $144.15 and a 52-week high of $212.10. The company’s 50 day moving average is $190.20 and its 200 day moving average is $188.21.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.06. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.The company had revenue of $2.54 billion during the quarter, compared to analyst estimates of $2.50 billion. During the same quarter in the prior year, the business earned $0.75 earnings per share. Palo Alto Networks’s revenue was up 15.8% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. Analysts anticipate that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, CAO Josh D. Paul sold 700 shares of Palo Alto Networks stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $202.16, for a total value of $141,512.00. Following the transaction, the chief accounting officer owned 32,474 shares in the company, valued at $6,564,943.84. The trade was a 2.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Nikesh Arora sold 846,408 shares of the stock in a transaction dated Tuesday, September 23rd. The shares were sold at an average price of $204.06, for a total transaction of $172,718,016.48. Following the sale, the chief executive officer directly owned 275,013 shares of the company’s stock, valued at approximately $56,119,152.78. The trade was a 75.48% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 1,315,130 shares of company stock valued at $259,351,606 over the last 90 days. Company insiders own 2.50% of the company’s stock.

About Palo Alto Networks

Palo Alto Networks, Inc provides cybersecurity solutions worldwide. The company offers firewall appliances and software; and Panorama, a security management solution for the global control of network security platform as a virtual or a physical appliance. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention.