Palo Alto Networks, Inc. $PANW is Marco Investment Management LLC’s 8th Largest Position

Marco Investment Management LLC boosted its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 2.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 139,494 shares of the network technology company’s stock after buying an additional 2,944 shares during the period. Palo Alto Networks accounts for approximately 2.4% of Marco Investment Management LLC’s portfolio, making the stock its 8th biggest holding. Marco Investment Management LLC’s holdings in Palo Alto Networks were worth $28,546,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of PANW. Capasso Planning Partners LLC purchased a new stake in shares of Palo Alto Networks in the second quarter valued at about $212,000. Nvwm LLC lifted its position in Palo Alto Networks by 14.2% during the 2nd quarter. Nvwm LLC now owns 19,946 shares of the network technology company’s stock worth $4,082,000 after acquiring an additional 2,485 shares during the period. Bryn Mawr Trust Advisors LLC grew its stake in shares of Palo Alto Networks by 67.9% in the 2nd quarter. Bryn Mawr Trust Advisors LLC now owns 2,723 shares of the network technology company’s stock valued at $557,000 after purchasing an additional 1,101 shares during the last quarter. Savant Capital LLC grew its stake in shares of Palo Alto Networks by 10.3% in the 2nd quarter. Savant Capital LLC now owns 34,581 shares of the network technology company’s stock valued at $7,077,000 after purchasing an additional 3,239 shares during the last quarter. Finally, Texas Yale Capital Corp. acquired a new position in shares of Palo Alto Networks in the second quarter valued at approximately $214,000. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Insider Transactions at Palo Alto Networks

In related news, CEO Nikesh Arora sold 846,408 shares of Palo Alto Networks stock in a transaction on Tuesday, September 23rd. The stock was sold at an average price of $204.06, for a total transaction of $172,718,016.48. Following the completion of the transaction, 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 sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CAO Josh D. Paul sold 700 shares of the business’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $219.97, for a total value of $153,979.00. Following the sale, the chief accounting officer owned 47,505 shares in the company, valued at approximately $10,449,674.85. The trade was a 1.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 1,215,830 shares of company stock valued at $249,160,428. Company insiders own 2.50% of the company’s stock.

Palo Alto Networks Trading Up 0.4%

PANW stock opened at $212.29 on Friday. The company has a market cap of $142.00 billion, a P/E ratio of 132.27, a P/E/G ratio of 5.03 and a beta of 0.95. Palo Alto Networks, Inc. has a 52 week low of $144.15 and a 52 week high of $223.61. The company’s 50-day moving average price is $207.16 and its 200 day moving average price is $195.77.

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 analysts’ consensus estimates 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 company had revenue of $2.54 billion during the quarter, compared to analysts’ expectations of $2.50 billion. During the same period last year, the company posted $0.75 earnings per share. The firm’s quarterly revenue was up 15.8% compared to the same quarter last year. 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 research analysts expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on PANW shares. Sanford C. Bernstein set a $207.00 price target on Palo Alto Networks and gave the stock an “outperform” rating in a report on Tuesday, August 19th. Bank of America upped their price objective on shares of Palo Alto Networks from $215.00 to $240.00 and gave the stock a “buy” rating in a research report on Monday, October 20th. Rosenblatt Securities reduced their target price on shares of Palo Alto Networks from $235.00 to $215.00 and set a “buy” rating for the company in a research note on Thursday, August 14th. Mizuho lifted their target price on shares of Palo Alto Networks from $210.00 to $220.00 and gave the company an “outperform” rating in a report on Friday, October 17th. Finally, DA Davidson reiterated a “buy” rating and set a $215.00 price target on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Thirty investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Palo Alto Networks presently has an average rating of “Moderate Buy” and an average target price of $218.17.

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.