Advyzon Investment Management LLC Increases Stock Position in Palo Alto Networks, Inc. $PANW

Advyzon Investment Management LLC raised its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 82.0% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,009 shares of the network technology company’s stock after buying an additional 905 shares during the period. Advyzon Investment Management LLC’s holdings in Palo Alto Networks were worth $411,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the company. Nuveen LLC acquired a new position in Palo Alto Networks in the 1st quarter worth about $810,047,000. Kingstone Capital Partners Texas LLC purchased a new position in shares of Palo Alto Networks during the 2nd quarter valued at approximately $633,068,000. Goldman Sachs Group Inc. grew its stake in Palo Alto Networks by 41.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 7,235,406 shares of the network technology company’s stock valued at $1,234,650,000 after acquiring an additional 2,134,735 shares during the period. Price T Rowe Associates Inc. MD lifted its holdings in Palo Alto Networks by 77.1% during the first quarter. Price T Rowe Associates Inc. MD now owns 3,879,506 shares of the network technology company’s stock valued at $662,000,000 after purchasing an additional 1,688,432 shares in the last quarter. Finally, Vanguard Group Inc. grew its position in shares of Palo Alto Networks by 2.5% in the first quarter. Vanguard Group Inc. now owns 62,775,544 shares of the network technology company’s stock valued at $10,712,019,000 after purchasing an additional 1,541,637 shares during the period. Institutional investors and hedge funds own 79.82% of the company’s stock.

Palo Alto Networks Trading Up 0.8%

NASDAQ PANW opened at $218.27 on Wednesday. The stock has a fifty day simple moving average of $208.24 and a 200-day simple moving average of $196.75. The stock has a market cap of $149.29 billion, a PE ratio of 135.99, a P/E/G ratio of 5.15 and a beta of 0.95. Palo Alto Networks, Inc. has a twelve month low of $144.15 and a twelve month high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Monday, August 18th. The network technology company reported $0.95 EPS for the quarter, beating analysts’ consensus estimates of $0.89 by $0.06. The company had revenue of $2.54 billion for 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%. Palo Alto Networks’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.75 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. Research analysts predict that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

Insider Transactions at Palo Alto Networks

In other Palo Alto Networks news, CEO Nikesh Arora sold 846,408 shares of the company’s 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 transaction, the chief executive officer directly owned 275,013 shares in the company, valued at $56,119,152.78. This represents a 75.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Josh D. Paul sold 700 shares of the stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $219.97, for a total value of $153,979.00. Following the transaction, the chief accounting officer directly owned 47,505 shares in the company, valued at approximately $10,449,674.85. The trade was a 1.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,215,830 shares of company stock worth $249,160,428 in the last ninety days. 2.50% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on PANW shares. Morgan Stanley boosted their target price on shares of Palo Alto Networks from $210.00 to $216.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 2nd. Stephens reaffirmed an “equal weight” rating and issued a $205.00 price target on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Barclays increased their price objective on Palo Alto Networks from $215.00 to $230.00 and gave the company an “overweight” rating in a research note on Monday. New Street Research lifted their target price on shares of Palo Alto Networks from $235.00 to $240.00 and gave the stock a “buy” rating in a research note on Friday, September 12th. Finally, Guggenheim upped their target price 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. Thirty investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Palo Alto Networks currently has an average rating of “Moderate Buy” and a consensus price target of $218.67.

Palo Alto Networks 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.