DDD Partners LLC Invests $12.29 Million in Palo Alto Networks, Inc. $PANW

DDD Partners LLC acquired a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 60,369 shares of the network technology company’s stock, valued at approximately $12,292,000.

A number of other large investors have also bought and sold shares of PANW. Klingman & Associates LLC increased its position in shares of Palo Alto Networks by 2.2% during the third quarter. Klingman & Associates LLC now owns 2,131 shares of the network technology company’s stock worth $434,000 after acquiring an additional 46 shares in the last quarter. Contravisory Investment Management Inc. lifted its position in Palo Alto Networks by 1.8% in the 3rd quarter. Contravisory Investment Management Inc. now owns 2,742 shares of the network technology company’s stock valued at $558,000 after acquiring an additional 48 shares in the last quarter. Mattern Wealth Management LLC boosted its stake in Palo Alto Networks by 2.9% in the 3rd quarter. Mattern Wealth Management LLC now owns 1,692 shares of the network technology company’s stock worth $345,000 after purchasing an additional 48 shares during the period. PTM Wealth Management LLC increased its holdings in Palo Alto Networks by 4.0% during the 3rd quarter. PTM Wealth Management LLC now owns 1,300 shares of the network technology company’s stock worth $276,000 after purchasing an additional 50 shares in the last quarter. Finally, Arlington Trust Co LLC raised its stake in shares of Palo Alto Networks by 4.8% in the 3rd quarter. Arlington Trust Co LLC now owns 1,088 shares of the network technology company’s stock valued at $222,000 after purchasing an additional 50 shares during the period. 79.82% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on PANW shares. Stifel Nicolaus set a $200.00 price objective on Palo Alto Networks in a research report on Tuesday. Evercore upped their price target on Palo Alto Networks from $220.00 to $250.00 and gave the stock an “outperform” rating in a research report on Thursday, November 13th. Robert W. Baird lifted their price objective on shares of Palo Alto Networks from $230.00 to $240.00 and gave the company an “outperform” rating in a report on Friday, November 14th. Mizuho set a $220.00 price objective on shares of Palo Alto Networks in a research report on Tuesday, December 16th. Finally, Rosenblatt Securities decreased their target price on shares of Palo Alto Networks from $250.00 to $225.00 and set a “buy” rating for the company in a research report on Thursday. Thirty-one equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $223.97.

Palo Alto Networks Trading Up 2.5%

NASDAQ PANW opened at $166.95 on Friday. The firm has a market capitalization of $116.36 billion, a P/E ratio of 105.66, a price-to-earnings-growth ratio of 3.89 and a beta of 0.75. The firm’s fifty day moving average price is $182.26 and its two-hundred day moving average price is $192.27. 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 released its quarterly earnings data 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. Palo Alto Networks had a net margin of 11.69% and a return on equity of 17.05%. The company had revenue of $2.47 billion for the quarter, compared to analyst estimates of $2.46 billion. During the same period in the previous year, the business earned $1.56 EPS. Palo Alto Networks’s revenue for the quarter was up 15.7% compared to the same quarter last year. On average, research analysts anticipate that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total transaction of $940,900.00. Following the completion of the sale, the executive vice president owned 155,119 shares of the company’s stock, valued at approximately $29,190,293.42. The trade was a 3.12% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Lee Klarich sold 120,768 shares of the company’s stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $191.03, for a total transaction of $23,070,311.04. Following the completion of the transaction, the executive vice president owned 298,887 shares in the company, valued at approximately $57,096,383.61. This trade represents a 28.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 260,542 shares of company stock worth $49,910,995 in the last quarter. Insiders own 1.40% of the company’s stock.

Palo Alto Networks News Roundup

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.

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.