Themes Management Co LLC Takes Position in Palo Alto Networks, Inc. $PANW

Themes Management Co LLC acquired a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,789 shares of the network technology company’s stock, valued at approximately $287,000.

A number of other institutional investors also recently bought and sold shares of the stock. Darwin Wealth Management LLC purchased a new stake in Palo Alto Networks in the second quarter worth about $25,000. Steph & Co. raised its stake in shares of Palo Alto Networks by 88.2% in the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after buying an additional 67 shares during the period. Knuff & Co LLC purchased a new position in shares of Palo Alto Networks during the 4th quarter valued at about $26,000. Sittner & Nelson LLC lifted its position in shares of Palo Alto Networks by 73.8% during the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after buying an additional 62 shares in the last quarter. Finally, Luken Investment Analytics LLC grew its stake in shares of Palo Alto Networks by 196.2% during the 4th quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock valued at $28,000 after acquiring an additional 102 shares during the period. 79.82% of the stock is owned by institutional investors.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, CAO Josh D. Paul sold 1,100 shares of Palo Alto Networks stock in a transaction on Monday, June 1st. The shares were sold at an average price of $285.08, for a total value of $313,588.00. Following the sale, the chief accounting officer directly owned 81,636 shares in the company, valued at approximately $23,272,790.88. The trade was a 1.33% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director John P. Key sold 7,500 shares of the business’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the completion of the sale, the director owned 12,500 shares in the company, valued at approximately $3,490,500. The trade was a 37.50% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 101,239 shares of company stock valued at $27,174,360 in the last ninety days. Corporate insiders own 1.40% of the company’s stock.

Analyst Ratings Changes

Several research firms recently issued reports on PANW. Citigroup reissued a “buy” rating and issued a $400.00 target price (up from $340.00) on shares of Palo Alto Networks in a report on Monday, July 13th. Morgan Stanley reaffirmed an “overweight” rating and set a $387.00 price target (up from $320.00) on shares of Palo Alto Networks in a report on Tuesday, July 21st. Argus set a $425.00 price target on shares of Palo Alto Networks in a research report on Tuesday, July 21st. Stifel Nicolaus set a $340.00 price objective on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Finally, Wells Fargo & Company lifted their target price on shares of Palo Alto Networks from $325.00 to $420.00 and gave the company an “overweight” rating in a research note on Wednesday, July 1st. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Palo Alto Networks has a consensus rating of “Moderate Buy” and a consensus target price of $331.48.

Palo Alto Networks Stock Performance

PANW stock opened at $323.79 on Monday. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year 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 company has a market capitalization of $263.89 billion, a price-to-earnings ratio of 265.40, a PEG ratio of 12.02 and a beta of 0.91. The business has a 50 day simple moving average of $300.79 and a two-hundred day simple moving average of $217.83.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data 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. 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%. The company’s revenue was up 31.1% on a year-over-year basis. During the same period last year, the firm posted $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. Research analysts anticipate that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

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.