Palogic Value Management L.P. Cuts Stock Position in Palo Alto Networks, Inc. $PANW

Posted by Brian Himes on Sep 10th, 2026

Palogic Value Management L.P. cut its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 54.6% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 6,549 shares of the network technology company’s stock after selling 7,861 shares during the period. Palogic Value Management L.P.’s holdings in Palo Alto Networks were worth $2,233,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Solstein Capital LLC purchased a new stake in shares of Palo Alto Networks during the second quarter worth about $26,000. N.E.W. Advisory Services LLC purchased a new position in Palo Alto Networks in the 2nd quarter valued at about $27,000. Delos Wealth Advisors LLC acquired a new stake in Palo Alto Networks in the 2nd quarter worth about $28,000. Principia Wealth Advisory LLC boosted its holdings in Palo Alto Networks by 125.0% in the 2nd quarter. Principia Wealth Advisory LLC now owns 81 shares of the network technology company’s stock worth $28,000 after buying an additional 45 shares during the last quarter. Finally, EMC Capital Management purchased a new stake in Palo Alto Networks during the 2nd quarter worth approximately $34,000. 79.82% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. Capital One Financial raised their target price on Palo Alto Networks from $421.00 to $428.00 and gave the company an “overweight” rating in a research report on Wednesday, September 2nd. Evercore restated an “outperform” rating on shares of Palo Alto Networks in a research report on Monday, August 31st. BNP Paribas Exane upped their price objective on shares of Palo Alto Networks from $380.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, September 2nd. Northland Securities set a $360.00 target price on shares of Palo Alto Networks and gave the stock a “market perform” rating in a research note on Wednesday, September 2nd. Finally, BMO Capital Markets restated an “outperform” rating and set a $415.00 target price (up from $335.00) on shares of Palo Alto Networks in a report on Thursday, August 20th. Thirty-nine research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat.com, Palo Alto Networks currently has an average rating of “Moderate Buy” and an average price target of $386.32.

View Our Latest Stock Analysis on PANW

Insider Activity

In related news, Director James Goetz sold 20,000 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The stock was 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 in the company, valued at approximately $5,598,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Helle Thorning-Schmidt sold 700 shares of the stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total value of $242,795.00. Following the completion of the transaction, the director owned 5,898 shares of the company’s stock, valued at $2,045,721.30. The trade was a 10.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 37,703 shares of company stock worth $10,900,823. 1.40% of the stock is owned by company insiders.

Palo Alto Networks Trading Down 0.6%

Shares of PANW opened at $335.10 on Thursday. Palo Alto Networks, Inc. has a 12-month low of $139.57 and a 12-month high of $398.88. The firm has a market capitalization of $273.11 billion, a P/E ratio of 657.07, a P/E/G ratio of 9.73 and a beta of 0.91. The firm has a 50-day moving average price of $349.79 and a 200 day moving average price of $259.23. The company has a current ratio of 0.87, a quick ratio of 0.86 and a debt-to-equity ratio of 0.06.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last posted its earnings results on Tuesday, September 1st. The network technology company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.98 by $0.04. Palo Alto Networks had a net margin of 2.67% and a return on equity of 8.50%. The company had revenue of $3.41 billion for the quarter, compared to analyst estimates of $3.35 billion. During the same period in the previous year, the business posted $0.95 EPS. Palo Alto Networks’s revenue was up 34.5% on a year-over-year basis. Palo Alto Networks has set its FY 2027 guidance at 4.160-4.190 EPS and its Q1 2027 guidance at 0.960-0.980 EPS. Sell-side analysts forecast that Palo Alto Networks, Inc. will post 2.3 EPS for the current year.

Palo Alto Networks Company Profile

(Free Report)

Palo Alto Networks, Inc is a cybersecurity company that provides security products and services to businesses, governments and other organizations worldwide. The company helps customers protect networks, cloud environments, endpoints, applications and connected devices from cyber threats.

Its portfolio includes next-generation firewalls and network security technologies, as well as cloud-delivered security solutions such as Prisma Access and Prisma Cloud. Palo Alto Networks also offers Cortex products for endpoint protection, security operations, threat detection and response, and automation.