10,871 Shares in Palo Alto Networks, Inc. $PANW Acquired by Osmosis Investment Management UK Ltd

Osmosis Investment Management UK Ltd purchased a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) in the second quarter, Holdings Channel reports. The institutional investor purchased 10,871 shares of the network technology company’s stock, valued at approximately $3,707,000.

Other institutional investors have also added to or reduced their stakes in the company. Sanctuary Advisors LLC bought a new stake in shares of Palo Alto Networks during the second quarter valued at about $80,338,000. Clal Insurance Enterprises Holdings Ltd bought a new position in Palo Alto Networks in the 2nd quarter valued at $79,287,000. Saranac Partners Ltd purchased a new position in shares of Palo Alto Networks during the 2nd quarter valued at $1,315,000. Solstein Capital LLC purchased a new stake in shares of Palo Alto Networks in the second quarter worth $26,000. Finally, Connor Clark & Lunn Investment Management Ltd. purchased a new stake in shares of Palo Alto Networks in the 2nd quarter valued at about $8,959,000. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Insider Buying and Selling

In related news, CAO Josh D. Paul sold 900 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $345.00, for a total value of $310,500.00. Following the transaction, the chief accounting officer owned 79,644 shares of the company’s stock, valued at approximately $27,477,180. This trade represents a 1.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the sale, the executive vice president directly owned 145,250 shares of the company’s stock, valued at approximately $42,058,590. This represents a 3.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 37,935 shares of company stock valued at $10,809,461 over the last ninety days. 1.40% of the stock is owned by insiders.

Palo Alto Networks Price Performance

PANW stock opened at $358.04 on Monday. The firm has a 50 day moving average price of $337.38 and a 200-day moving average price of $242.19. The firm has a market capitalization of $291.80 billion, a price-to-earnings ratio of 293.48, a PEG ratio of 12.00 and a beta of 0.91. Palo Alto Networks, Inc. has a 52-week low of $139.57 and a 52-week high of $398.88. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The business had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. Palo Alto Networks’s revenue was up 31.1% compared to the same quarter last year. During the same period last year, the business earned $0.37 EPS. 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. Equities research analysts forecast that Palo Alto Networks, Inc. will post 2.02 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on PANW shares. Benchmark increased their price objective on Palo Alto Networks from $270.00 to $340.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. Cantor Fitzgerald boosted their price target on Palo Alto Networks from $340.00 to $425.00 and gave the company an “overweight” rating in a report on Wednesday, August 19th. Tigress Financial lifted their price objective on Palo Alto Networks from $245.00 to $430.00 and gave the stock a “buy” rating in a research report on Wednesday, July 15th. BMO Capital Markets restated an “outperform” rating and set a $415.00 target price (up from $335.00) on shares of Palo Alto Networks in a report on Thursday. Finally, Needham & Company LLC lifted their price target on shares of Palo Alto Networks from $350.00 to $425.00 and gave the company a “buy” rating in a report on Tuesday, July 7th. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and an average target price of $362.67.

Palo Alto Networks Company 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.