Alpine Woods Capital Investors LLC Has $1.69 Million Stake in Palo Alto Networks, Inc. $PANW

Alpine Woods Capital Investors LLC reduced its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 40.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,567 shares of the network technology company’s stock after selling 7,052 shares during the quarter. Alpine Woods Capital Investors LLC’s holdings in Palo Alto Networks were worth $1,694,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. GSG Advisors LLC raised its stake in Palo Alto Networks by 0.4% in the first quarter. GSG Advisors LLC now owns 12,536 shares of the network technology company’s stock valued at $2,010,000 after buying an additional 51 shares during the period. PGIM Custom Harvest LLC increased its holdings in shares of Palo Alto Networks by 1.4% during the 3rd quarter. PGIM Custom Harvest LLC now owns 3,859 shares of the network technology company’s stock worth $786,000 after acquiring an additional 55 shares during the last quarter. Ancora Advisors LLC raised its stake in Palo Alto Networks by 2.4% in the 3rd quarter. Ancora Advisors LLC now owns 2,312 shares of the network technology company’s stock valued at $471,000 after acquiring an additional 55 shares during the period. Outfitters Financial LLC lifted its holdings in Palo Alto Networks by 1.7% during the 4th quarter. Outfitters Financial LLC now owns 3,265 shares of the network technology company’s stock valued at $601,000 after purchasing an additional 55 shares during the last quarter. Finally, CYBER HORNET ETFs LLC boosted its position in Palo Alto Networks by 3.4% during the third quarter. CYBER HORNET ETFs LLC now owns 1,739 shares of the network technology company’s stock worth $354,000 after purchasing an additional 57 shares during the period. Institutional investors and hedge funds own 79.82% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on PANW shares. Tigress Financial upped their price objective on shares of Palo Alto Networks from $245.00 to $430.00 and gave the company a “buy” rating in a report on Wednesday, July 15th. Piper Sandler restated an “overweight” rating and set a $345.00 target price (up from $265.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Evercore reaffirmed an “outperform” rating and set a $415.00 target price on shares of Palo Alto Networks in a report on Wednesday, July 8th. UBS Group set a $300.00 price target on shares of Palo Alto Networks and gave the company a “neutral” rating in a research note on Wednesday, June 3rd. Finally, Benchmark increased their price target on shares of Palo Alto Networks from $270.00 to $340.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $331.48.

Insiders Place Their Bets

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the business’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total value of $1,447,800.00. Following the completion of the sale, the executive vice president owned 145,250 shares of the company’s stock, valued at $42,058,590. The trade was a 3.33% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Helle Thorning-Schmidt sold 700 shares of the stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total transaction of $242,795.00. Following the transaction, the director owned 5,898 shares in the company, valued at approximately $2,045,721.30. The trade was a 10.61% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 101,239 shares of company stock worth $27,174,360. 1.40% of the stock is currently owned by insiders.

Palo Alto Networks Stock Up 1.9%

PANW stock opened at $331.83 on Friday. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $368.80. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. The stock has a market capitalization of $270.44 billion, a price-to-earnings ratio of 271.99, a PEG ratio of 12.09 and a beta of 0.91. The business’s fifty day moving average price is $308.00 and its two-hundred day moving average price is $222.24.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The company had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. During the same quarter in the previous year, the business posted $0.37 earnings per share. Palo Alto Networks’s quarterly revenue was up 31.1% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. On average, equities analysts anticipate that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

About Palo Alto Networks

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.