DJE Kapital AG decreased its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 20.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 464,875 shares of the network technology company’s stock after selling 120,877 shares during the quarter. Palo Alto Networks comprises approximately 2.4% of DJE Kapital AG’s portfolio, making the stock its 17th biggest holding. DJE Kapital AG’s holdings in Palo Alto Networks were worth $86,321,000 as of its most recent SEC filing.
Other large investors have also recently bought and sold shares of the company. CBIZ Investment Advisory Services LLC boosted its position in Palo Alto Networks by 39.7% during the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 176 shares of the network technology company’s stock valued at $36,000 after purchasing an additional 50 shares during the period. Harold Davidson & Associates Inc. boosted its position in Palo Alto Networks by 5.0% during the 3rd quarter. Harold Davidson & Associates Inc. now owns 1,056 shares of the network technology company’s stock valued at $215,000 after purchasing an additional 50 shares during the period. Princeton Capital Management LLC boosted its position in Palo Alto Networks by 3.4% during the 3rd quarter. Princeton Capital Management LLC now owns 1,520 shares of the network technology company’s stock valued at $310,000 after purchasing an additional 50 shares during the period. South Plains Financial Inc. boosted its position in Palo Alto Networks by 1.0% during the 3rd quarter. South Plains Financial Inc. now owns 4,823 shares of the network technology company’s stock valued at $982,000 after purchasing an additional 50 shares during the period. Finally, Fayez Sarofim & Co boosted its position in Palo Alto Networks by 1.2% during the 3rd quarter. Fayez Sarofim & Co now owns 4,310 shares of the network technology company’s stock valued at $878,000 after purchasing an additional 50 shares during the period. Hedge funds and other institutional investors own 79.82% of the company’s stock.
Insider Activity
In other Palo Alto Networks news, Director John P. Key sold 1,572 shares of Palo Alto Networks stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $173.32, for a total transaction of $272,459.04. Following the sale, the director owned 20,000 shares of the company’s stock, valued at $3,466,400. The trade was a 7.29% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $160.42, for a total value of $802,100.00. Following the sale, the executive vice president directly owned 150,250 shares in the company, valued at $24,103,105. The trade was a 3.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 72,076 shares of company stock worth $17,930,587 over the last ninety days. 1.40% of the stock is currently owned by company insiders.
Palo Alto Networks Stock Up 6.2%
Palo Alto Networks (NASDAQ:PANW – Get Free Report) last announced its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.79 by $0.06. The firm had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The firm’s revenue for the quarter was up 31.1% on a year-over-year basis. During the same quarter in the previous year, the business 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, research analysts forecast that Palo Alto Networks, Inc. will post 2.03 EPS for the current year.
Palo Alto Networks News Summary
Here are the key news stories impacting Palo Alto Networks this week:
- Positive Sentiment: Scotiabank nudged its FY2027 EPS estimate higher for PANW, signaling modest confidence in longer-term earnings growth.
- Positive Sentiment: Recent commentary on Prisma AIRS suggests AI security is gaining traction and could boost revenue growth and deal size.
- Positive Sentiment: Broader cybersecurity-sector coverage remains constructive, with analysts and institutions still favoring the group amid rising AI-related security demand.
- Neutral Sentiment: Northland Securities kept a $302 price target and Market Perform rating while issuing a range of earnings estimates, indicating a cautious but not bearish stance.
- Negative Sentiment: Northland also trimmed some near- and mid-term EPS forecasts for PANW, reflecting lingering concern about profitability assumptions and valuation.
- Negative Sentiment: PANW still trades at a demanding valuation, so any slowdown in AI-security momentum could increase volatility.
Wall Street Analysts Forecast Growth
A number of research analysts recently issued reports on PANW shares. Berenberg Bank boosted their price objective on Palo Alto Networks from $290.00 to $360.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. New Street Research reduced their price objective on Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating for the company in a research report on Thursday, February 19th. Loop Capital boosted their price objective on Palo Alto Networks from $160.00 to $290.00 and gave the company a “hold” rating in a research report on Wednesday, June 3rd. Evercore restated an “outperform” rating and set a $375.00 price objective on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Finally, Piper Sandler restated an “overweight” rating and set a $345.00 price objective (up from $265.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and an average target price of $306.59.
Read Our Latest Stock Analysis on Palo Alto Networks
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.
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