Amica Mutual Insurance Co. Makes New $1.82 Million Investment in Palo Alto Networks, Inc. $PANW

Amica Mutual Insurance Co. bought a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 8,950 shares of the network technology company’s stock, valued at approximately $1,822,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Smithfield Trust Co boosted its holdings in shares of Palo Alto Networks by 11.3% in the 3rd quarter. Smithfield Trust Co now owns 6,150 shares of the network technology company’s stock worth $1,253,000 after purchasing an additional 626 shares during the period. WealthBridge Capital Management LLC raised its stake in shares of Palo Alto Networks by 5.9% during the third quarter. WealthBridge Capital Management LLC now owns 3,384 shares of the network technology company’s stock valued at $689,000 after acquiring an additional 188 shares in the last quarter. State of New Jersey Common Pension Fund D lifted its holdings in shares of Palo Alto Networks by 5.1% in the 3rd quarter. State of New Jersey Common Pension Fund D now owns 232,727 shares of the network technology company’s stock worth $47,388,000 after buying an additional 11,247 shares during the period. Pursue Wealth Partners LLC lifted its stake in Palo Alto Networks by 83.5% in the third quarter. Pursue Wealth Partners LLC now owns 10,764 shares of the network technology company’s stock worth $2,192,000 after acquiring an additional 4,898 shares during the period. Finally, Calton & Associates Inc. boosted its stake in shares of Palo Alto Networks by 15.0% during the third quarter. Calton & Associates Inc. now owns 2,511 shares of the network technology company’s stock valued at $511,000 after purchasing an additional 328 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Stock Up 2.5%

PANW stock opened at $166.95 on Monday. The business has a 50 day moving average price of $182.26 and a 200 day moving average price of $192.32. The stock has a market cap of $116.36 billion, a price-to-earnings ratio of 105.66, a PEG ratio of 3.99 and a beta of 0.75. Palo Alto Networks, Inc. has a fifty-two week low of $144.15 and a fifty-two week high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Thursday, November 20th. The network technology company reported $0.93 earnings per share for the quarter, topping the consensus estimate of $0.89 by $0.04. The business had revenue of $2.47 billion during the quarter, compared to the consensus estimate of $2.46 billion. Palo Alto Networks had a net margin of 11.69% and a return on equity of 17.05%. The business’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.56 earnings per share. As a group, sell-side analysts anticipate that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

More Palo Alto Networks News

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Long-term bull case highlighted — several analyst/commentary pieces argue PANW remains a structural growth name in cybersecurity and a smart buy for long-term investors. Read More.
• Positive Sentiment: Company growth deals and product momentum are cited as offsets to recent analyst cuts, reinforcing the view that near-term analyst noise may not derail multi-year growth. Read More.
• Neutral Sentiment: Q2 preview: Zacks notes PANW is entering Q2 with mid‑teen revenue growth expectations but flags decelerating ARR momentum and a premium valuation — a key focus for the upcoming print. Read More.
• Neutral Sentiment: Market commentary: PANW recently dropped more than the broader market in intraday moves, reflecting short-term volatility ahead of earnings. Read More.
• Negative Sentiment: Analyst price-target cuts: JPMorgan lowered its PANW target to $225, and other firms (Rosenblatt, BTIG) trimmed targets (Rosenblatt to $225; BTIG to $200), which reduces near-term upside expectations despite some firms maintaining “buy” ratings. Read More. Read More. Read More.
• Negative Sentiment: Deal and listing risk: reports say PANW plans a dual listing on the Tel‑Aviv Stock Exchange after closing the ~$25B CyberArk acquisition — there’s short‑term investor concern about integration complexity and political/geographic exposure. Read More.
• Negative Sentiment: Geopolitical/reputational risk: Reuters reports PANW opted not to publicly tie China to a recent global hacking campaign it exposed, citing fears of retaliation — this raises potential client, regulatory and reputation considerations. Read More.

Insider Buying and Selling

In related news, CAO Josh D. Paul sold 800 shares of the stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $184.81, for a total transaction of $147,848.00. Following the transaction, the chief accounting officer directly owned 46,005 shares in the company, valued at approximately $8,502,184.05. This represents a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Lee Klarich sold 120,768 shares of the firm’s stock in a transaction that occurred on Thursday, January 8th. The stock was sold at an average price of $191.03, for a total transaction of $23,070,311.04. Following the completion of the sale, the executive vice president directly owned 298,887 shares in the company, valued at $57,096,383.61. This represents a 28.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 260,542 shares of company stock worth $49,910,995 in the last quarter. Corporate insiders own 1.40% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have issued reports on the stock. Needham & Company LLC reaffirmed a “buy” rating and issued a $230.00 price target on shares of Palo Alto Networks in a report on Wednesday, January 28th. HSBC lowered Palo Alto Networks from a “hold” rating to a “reduce” rating and set a $157.00 price objective for the company. in a research note on Thursday, November 20th. Piper Sandler reaffirmed an “overweight” rating and issued a $265.00 price target (up previously from $230.00) on shares of Palo Alto Networks in a report on Monday, January 5th. Robert W. Baird raised their price objective on Palo Alto Networks from $230.00 to $240.00 and gave the company an “outperform” rating in a report on Friday, November 14th. Finally, JMP Securities lifted their price objective on Palo Alto Networks from $212.00 to $250.00 and gave the stock a “market outperform” rating in a research report on Monday, October 27th. Thirty-one research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $223.97.

Palo Alto Networks Profile

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.