Insight Inv LLC Has $249,000 Holdings in Palo Alto Networks, Inc. $PANW

Insight Inv LLC reduced its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 93.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,219 shares of the network technology company’s stock after selling 18,162 shares during the quarter. Insight Inv LLC’s holdings in Palo Alto Networks were worth $249,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Connor Clark & Lunn Investment Management Ltd. acquired a new position in Palo Alto Networks during the 1st quarter valued at $261,000. Strive Asset Management LLC lifted its holdings in shares of Palo Alto Networks by 16.6% during the 1st quarter. Strive Asset Management LLC now owns 2,099 shares of the network technology company’s stock worth $358,000 after acquiring an additional 299 shares during the period. GAMMA Investing LLC lifted its holdings in shares of Palo Alto Networks by 10.8% during the 1st quarter. GAMMA Investing LLC now owns 14,125 shares of the network technology company’s stock worth $2,410,000 after acquiring an additional 1,374 shares during the period. Czech National Bank lifted its holdings in shares of Palo Alto Networks by 6.4% during the 2nd quarter. Czech National Bank now owns 161,840 shares of the network technology company’s stock worth $33,119,000 after acquiring an additional 9,766 shares during the period. Finally, Avity Investment Management Inc. lifted its holdings in shares of Palo Alto Networks by 37.9% during the 2nd quarter. Avity Investment Management Inc. now owns 181,691 shares of the network technology company’s stock worth $37,181,000 after acquiring an additional 49,971 shares during the period. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Palo Alto Networks Stock Up 3.2%

Shares of Palo Alto Networks stock opened at $217.79 on Thursday. The stock has a market capitalization of $145.68 billion, a P/E ratio of 135.69, a price-to-earnings-growth ratio of 5.02 and a beta of 0.98. The company has a 50-day simple moving average of $191.40 and a 200 day simple moving average of $188.81. Palo Alto Networks, Inc. has a 12-month low of $144.15 and a 12-month high of $217.94.

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

Wall Street Analysts Forecast Growth

PANW has been the subject of a number of analyst reports. UBS Group set a $245.00 price objective on shares of Palo Alto Networks in a report on Friday, September 26th. Morgan Stanley raised their price objective on shares of Palo Alto Networks from $210.00 to $216.00 and gave the stock an “overweight” rating in a report on Tuesday, September 2nd. Guggenheim raised their price objective on shares of Palo Alto Networks from $130.00 to $135.00 and gave the stock a “sell” rating in a report on Tuesday, August 19th. Scotiabank raised their price objective on shares of Palo Alto Networks from $225.00 to $228.00 and gave the stock a “sector outperform” rating in a report on Tuesday, August 19th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Palo Alto Networks in a report on Wednesday. Twenty-eight equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $214.95.

Insider Transactions at Palo Alto Networks

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

Palo Alto Networks Company Profile

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.