Palo Alto Networks, Inc. $PANW Stock Holdings Lessened by Alamar Capital Management LLC

Alamar Capital Management LLC cut its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 16.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 20,107 shares of the network technology company’s stock after selling 3,931 shares during the period. Palo Alto Networks comprises approximately 2.2% of Alamar Capital Management LLC’s holdings, making the stock its 15th biggest position. Alamar Capital Management LLC’s holdings in Palo Alto Networks were worth $4,094,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of PANW. Darwin Wealth Management LLC acquired a new position in Palo Alto Networks in the second quarter valued at approximately $25,000. Howard Hughes Medical Institute bought a new position in shares of Palo Alto Networks during the second quarter valued at approximately $29,000. Winch Advisory Services LLC raised its position in shares of Palo Alto Networks by 96.1% during the 3rd quarter. Winch Advisory Services LLC now owns 149 shares of the network technology company’s stock worth $30,000 after purchasing an additional 73 shares during the period. MTM Investment Management LLC bought a new stake in shares of Palo Alto Networks in the 2nd quarter worth approximately $31,000. Finally, Caitlin John LLC bought a new stake in shares of Palo Alto Networks in the 3rd quarter worth approximately $31,000. Institutional investors own 79.82% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have weighed in on PANW shares. Argus raised Palo Alto Networks to a “strong-buy” rating in a research report on Friday, February 20th. Citizens Jmp reiterated a “market outperform” rating and issued a $250.00 target price on shares of Palo Alto Networks in a research note on Wednesday, February 18th. HSBC reduced their price target on shares of Palo Alto Networks from $157.00 to $114.00 in a report on Thursday, February 19th. Northland Securities increased their price objective on shares of Palo Alto Networks from $177.00 to $190.00 and gave the stock a “market perform” rating in a report on Thursday, November 20th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $223.00 price objective (down from $245.00) on shares of Palo Alto Networks in a research report on Wednesday, February 18th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $210.19.

Palo Alto Networks Stock Performance

Shares of PANW stock opened at $165.05 on Monday. Palo Alto Networks, Inc. has a 1 year low of $139.57 and a 1 year high of $223.61. The firm has a market capitalization of $134.68 billion, a PE ratio of 91.19, a price-to-earnings-growth ratio of 5.96 and a beta of 0.78. The stock has a fifty day moving average of $171.66 and a two-hundred day moving average of $190.19.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, beating analysts’ consensus estimates of $0.94 by $0.09. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.The company had revenue of $2.59 billion for the quarter, compared to analyst estimates of $2.58 billion. During the same period last year, the company earned $0.81 earnings per share. The company’s quarterly revenue was up 14.9% compared to the same quarter last year. Palo Alto Networks has set its FY 2026 guidance at 3.650-3.700 EPS and its Q3 2026 guidance at 0.780-0.800 EPS. Equities research analysts predict that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

Insider Buying and Selling at Palo Alto Networks

In other news, CAO Josh D. Paul sold 800 shares of the stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $184.81, for a total value of $147,848.00. Following the completion of the transaction, the chief accounting officer directly owned 46,005 shares in the company, valued at $8,502,184.05. This trade represents a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Dipak Golechha sold 5,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total transaction of $940,900.00. Following the transaction, the executive vice president owned 155,119 shares in the company, valued at $29,190,293.42. This represents a 3.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 126,568 shares of company stock valued at $24,159,059. Company insiders own 1.40% of the company’s stock.

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.