Generali Asset Management SPA SGR Has $10.87 Million Stock Holdings in Palo Alto Networks, Inc. $PANW

Generali Asset Management SPA SGR increased its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 48.4% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 53,098 shares of the network technology company’s stock after purchasing an additional 17,325 shares during the quarter. Generali Asset Management SPA SGR’s holdings in Palo Alto Networks were worth $10,866,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. HWG Holdings LP acquired a new stake in shares of Palo Alto Networks during the first quarter worth $31,000. Dagco Inc. bought a new position in Palo Alto Networks during the 1st quarter worth about $33,000. WPG Advisers LLC acquired a new stake in shares of Palo Alto Networks in the 1st quarter valued at about $37,000. Strategic Investment Solutions Inc. IL lifted its holdings in shares of Palo Alto Networks by 58.9% in the first quarter. Strategic Investment Solutions Inc. IL now owns 224 shares of the network technology company’s stock valued at $38,000 after purchasing an additional 83 shares in the last quarter. Finally, Stonebridge Financial Group LLC boosted its position in shares of Palo Alto Networks by 46.8% during the first quarter. Stonebridge Financial Group LLC now owns 232 shares of the network technology company’s stock worth $40,000 after buying an additional 74 shares during the period. Institutional investors own 79.82% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the company. UBS Group set a $245.00 target price on Palo Alto Networks in a research report on Friday, September 26th. BTIG Research upgraded shares of Palo Alto Networks from a “neutral” rating to a “buy” rating in a report on Monday. Needham & Company LLC reaffirmed a “buy” rating and issued a $230.00 target price on shares of Palo Alto Networks in a research report on Wednesday, September 3rd. Scotiabank lifted their price target on shares of Palo Alto Networks from $225.00 to $228.00 and gave the company a “sector outperform” rating in a research note on Tuesday, August 19th. Finally, JMP Securities restated a “market outperform” rating and set a $212.00 price objective on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Twenty-nine research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $216.00.

Palo Alto Networks Price Performance

Shares of PANW opened at $207.56 on Wednesday. The company has a market cap of $138.84 billion, a PE ratio of 129.32, a price-to-earnings-growth ratio of 5.07 and a beta of 0.98. The firm has a 50-day moving average of $194.56 and a 200-day moving average of $189.68. Palo Alto Networks, Inc. has a one year low of $144.15 and a one year high of $217.94.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.89 by $0.06. Palo Alto Networks had a net margin of 12.30% and a return on equity of 17.66%. The business had revenue of $2.54 billion during the quarter, compared to the consensus estimate of $2.50 billion. During the same period last year, the business posted $0.75 EPS. 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 expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, EVP Lee Klarich sold 120,774 shares of Palo Alto Networks stock in a transaction on Monday, October 6th. The shares were sold at an average price of $211.92, for a total transaction of $25,594,426.08. Following the completion of the transaction, the executive vice president directly owned 149,190 shares of the company’s stock, valued at $31,616,344.80. The trade was a 44.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Josh D. Paul sold 700 shares of the firm’s stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $202.16, for a total transaction of $141,512.00. Following the sale, the chief accounting officer owned 32,474 shares of the company’s stock, valued at approximately $6,564,943.84. This represents a 2.11% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 1,315,130 shares of company stock worth $260,687,367 in the last three months. 2.50% of the stock is owned by company insiders.

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.