Allianz SE Has $1.82 Million Stock Holdings in Palo Alto Networks, Inc. $PANW

Allianz SE decreased its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 89.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,883 shares of the network technology company’s stock after selling 75,643 shares during the quarter. Allianz SE’s holdings in Palo Alto Networks were worth $1,818,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of PANW. Whipplewood Advisors LLC grew its holdings in shares of Palo Alto Networks by 6,400.0% in the 2nd quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock valued at $27,000 after buying an additional 128 shares during the period. Briaud Financial Planning Inc bought a new position in Palo Alto Networks during the second quarter worth about $28,000. Dagco Inc. bought a new position in Palo Alto Networks during the first quarter worth about $33,000. WPG Advisers LLC acquired a new position in Palo Alto Networks in the first quarter valued at about $37,000. Finally, Strategic Investment Solutions Inc. IL increased its holdings in shares of Palo Alto Networks by 58.9% in the first quarter. Strategic Investment Solutions Inc. IL now owns 224 shares of the network technology company’s stock worth $38,000 after acquiring an additional 83 shares in the last quarter. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Palo Alto Networks Trading Down 2.5%

NASDAQ:PANW opened at $204.77 on Friday. The stock has a 50 day simple moving average of $208.86 and a 200 day simple moving average of $196.90. The stock has a market cap of $140.06 billion, a P/E ratio of 127.58, a PEG ratio of 4.99 and a beta of 0.95. Palo Alto Networks, Inc. has a 1-year low of $144.15 and a 1-year high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Monday, August 18th. The network technology company reported $0.95 EPS for the quarter, topping the consensus estimate 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%. The business’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same period last year, the firm earned $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. As a group, sell-side analysts forecast that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

Insiders Place Their Bets

In other news, CEO Nikesh Arora sold 846,408 shares of the business’s stock in a transaction dated 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 sale, the chief executive officer directly owned 275,013 shares in the company, valued at approximately $56,119,152.78. The trade was a 75.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Lee Klarich sold 120,774 shares of the firm’s stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $191.11, for a total transaction of $23,081,119.14. Following the transaction, the executive vice president directly owned 177,954 shares of the company’s stock, valued at $34,008,788.94. The trade was a 40.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,215,830 shares of company stock worth $249,160,428 in the last ninety days. Insiders own 2.50% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on PANW shares. Royal Bank Of Canada increased their price objective on shares of Palo Alto Networks from $232.00 to $250.00 and gave the stock an “outperform” rating in a research report on Wednesday. Westpark Capital reissued a “hold” rating on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Stephens reaffirmed an “equal weight” rating and set a $205.00 price objective on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Citigroup reissued an “outperform” rating on shares of Palo Alto Networks in a research report on Monday, October 27th. Finally, Piper Sandler raised Palo Alto Networks from a “neutral” rating to an “overweight” rating and upped their price target for the stock from $200.00 to $225.00 in a research report on Tuesday, August 12th. Twenty-nine equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $220.95.

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.