76,681 Shares in Palo Alto Networks, Inc. $PANW Acquired by WINTON GROUP Ltd

WINTON GROUP Ltd purchased a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 76,681 shares of the network technology company’s stock, valued at approximately $14,125,000.

Other large investors have also added to or reduced their stakes in the company. Darwin Wealth Management LLC purchased a new position in Palo Alto Networks during the second quarter valued at approximately $25,000. Steph & Co. lifted its holdings in Palo Alto Networks by 88.2% during the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock valued at $26,000 after purchasing an additional 67 shares in the last quarter. Knuff & Co LLC purchased a new position in Palo Alto Networks during the fourth quarter valued at approximately $26,000. Sittner & Nelson LLC lifted its holdings in Palo Alto Networks by 73.8% during the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after purchasing an additional 62 shares in the last quarter. Finally, Luken Investment Analytics LLC lifted its holdings in Palo Alto Networks by 196.2% during the fourth quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock valued at $28,000 after purchasing an additional 102 shares in the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Trading Down 2.6%

Shares of PANW opened at $272.05 on Friday. The company’s fifty day moving average is $205.03 and its 200 day moving average is $186.58. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $302.95. The stock has a market capitalization of $221.72 billion, a PE ratio of 222.99, a P/E/G ratio of 10.28 and a beta of 0.94. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.04 and a current ratio of 0.86.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping the consensus estimate 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 for 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. Sell-side analysts expect that Palo Alto Networks, Inc. will post 2.15 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Palo Alto Networks news, CAO Josh D. Paul sold 1,100 shares of the business’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $285.08, for a total transaction of $313,588.00. Following the transaction, the chief accounting officer owned 81,636 shares in the company, valued at $23,272,790.88. The trade was a 1.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director John P. Key sold 1,572 shares of the business’s stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $173.32, for a total transaction of $272,459.04. Following the transaction, the director owned 20,000 shares in the company, valued at $3,466,400. This trade represents a 7.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 72,076 shares of company stock valued at $17,930,587 in the last three months. Corporate insiders own 1.40% of the company’s stock.

Analyst Ratings Changes

Several brokerages have weighed in on PANW. HSBC lifted their price target on shares of Palo Alto Networks from $114.00 to $207.00 in a report on Thursday. Royal Bank Of Canada lifted their price objective on shares of Palo Alto Networks from $255.00 to $330.00 and gave the company an “outperform” rating in a research report on Wednesday. Oppenheimer lifted their price objective on shares of Palo Alto Networks from $275.00 to $350.00 and gave the company an “outperform” rating in a research report on Wednesday. Scotiabank reiterated a “sector outperform” rating and set a $320.00 price objective (up from $180.00) on shares of Palo Alto Networks in a research report on Wednesday. Finally, Wolfe Research reiterated an “outperform” rating and set a $320.00 price objective on shares of Palo Alto Networks in a research report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $306.29.

Key Stories Impacting Palo Alto Networks

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

• Positive Sentiment: Analyst sentiment remains broadly constructive, with multiple firms raising price targets after earnings, including targets of $207 to $360 and several firms reiterating positive forecasts for PANW. HSBC adjusts price target on Palo Alto Networks
• Positive Sentiment: FBN Securities upgraded Palo Alto Networks from “outperform” to “strong-buy,” adding to the bullish analyst backdrop. FBN Securities upgrade
• Neutral Sentiment: Several articles note that PANW’s strong AI security narrative and recent earnings beat have kept the long-term story intact, even as the stock has cooled after its sharp rally. Barron’s on Palo Alto Networks rally
• Negative Sentiment: Cybersecurity peers, especially CrowdStrike, sold off after earnings, and that weakness spilled over to PANW as investors demanded clearer proof of AI monetization and more room for upside after the rally. CrowdStrike sinks, weighing on Palo Alto Networks
• Negative Sentiment: Some commentary argues PANW’s stock has run too far too fast, suggesting valuation concerns and profit-taking are pressuring shares despite solid fundamentals. Seeking Alpha on Palo Alto Networks valuation

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.