Osmosis Investment Management UK Ltd Takes $3.71 Million Position in Palo Alto Networks, Inc. $PANW

Osmosis Investment Management UK Ltd acquired a new stake in Palo Alto Networks, Inc. (NASDAQ:PANWFree Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 10,871 shares of the network technology company’s stock, valued at approximately $3,707,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC increased its position in Palo Alto Networks by 147.7% during the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after purchasing an additional 4,031 shares during the period. Bison Wealth LLC increased its position in shares of Palo Alto Networks by 169.1% during the fourth quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock worth $948,000 after buying an additional 3,275 shares during the period. Sivia Capital Partners LLC raised its stake in Palo Alto Networks by 66.3% during the second quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock worth $713,000 after buying an additional 1,389 shares during the last quarter. Osterweis Capital Management Inc. raised its position in shares of Palo Alto Networks by 11,100.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock worth $115,000 after acquiring an additional 555 shares in the last quarter. Finally, Main Street Financial Solutions LLC increased its holdings in Palo Alto Networks by 6.0% in the second quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock worth $900,000 after purchasing an additional 249 shares in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Insider Buying and Selling

In other news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the sale, the executive vice president directly owned 145,250 shares in the company, valued at $42,058,590. The trade was a 3.33% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director John P. Key sold 7,500 shares of the firm’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the sale, the director owned 12,500 shares of the company’s stock, valued at $3,490,500. This trade represents a 37.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 37,935 shares of company stock valued at $10,809,461 over the last quarter. Corporate insiders own 1.40% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the stock. Cantor Fitzgerald lifted their price target on shares of Palo Alto Networks from $340.00 to $425.00 and gave the company an “overweight” rating in a research note on Wednesday, August 19th. JPMorgan Chase & Co. upped their price target on Palo Alto Networks from $200.00 to $300.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. Berenberg Bank increased their price target on Palo Alto Networks from $290.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Northland Securities boosted their price objective on Palo Alto Networks from $190.00 to $302.00 and gave the company a “market perform” rating in a report on Wednesday, June 3rd. Finally, Stephens upped their target price on Palo Alto Networks from $180.00 to $300.00 and gave the stock an “equal weight” rating in a research report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Palo Alto Networks currently has a consensus rating of “Moderate Buy” and an average price target of $362.67.

Read Our Latest Stock Report on PANW

Palo Alto Networks Stock Performance

NASDAQ PANW opened at $358.04 on Monday. The company has a fifty day moving average price of $337.38 and a 200-day moving average price of $242.19. The firm has a market cap of $291.80 billion, a price-to-earnings ratio of 293.48, a PEG ratio of 12.00 and a beta of 0.91. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. Palo Alto Networks, Inc. has a 1 year low of $139.57 and a 1 year high of $398.88.

Palo Alto Networks (NASDAQ:PANWGet Free Report) last released its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The company had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. During the same period last year, the firm earned $0.37 earnings per share. The firm’s revenue was up 31.1% on a year-over-year basis. 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, equities research analysts predict that Palo Alto Networks, Inc. will post 2.02 EPS for the current fiscal year.

Palo Alto Networks Profile

(Free Report)

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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Institutional Ownership by Quarter for Palo Alto Networks (NASDAQ:PANW)

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