TFR Capital LLC. Makes New Investment in Palo Alto Networks, Inc. $PANW

TFR Capital LLC. purchased a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 11,706 shares of the network technology company’s stock, valued at approximately $3,992,000. Palo Alto Networks makes up about 1.1% of TFR Capital LLC.’s holdings, making the stock its 23rd biggest position.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Allied Private Wealth LLC bought a new stake in Palo Alto Networks in the 2nd quarter valued at $38,000. Darwin Wealth Management LLC bought a new position in Palo Alto Networks during the 2nd quarter worth about $25,000. Knuff & Co LLC bought a new position in Palo Alto Networks during the 4th quarter worth about $26,000. Sittner & Nelson LLC raised its stake in shares of Palo Alto Networks by 73.8% in the 4th 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 during the period. Finally, WHI TRUST Co LLC acquired a new stake in shares of Palo Alto Networks in the 4th quarter valued at about $28,000. Institutional investors and hedge funds own 79.82% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on PANW. Stephens upped their price objective on Palo Alto Networks from $180.00 to $300.00 and gave the stock an “equal weight” rating in a research report on Wednesday, June 3rd. Tigress Financial lifted their target price on Palo Alto Networks from $245.00 to $430.00 and gave the company a “buy” rating in a research report on Wednesday, July 15th. Sanford C. Bernstein boosted their target price on Palo Alto Networks from $209.00 to $253.00 and gave the company an “outperform” rating in a research note on Wednesday, June 3rd. Needham & Company LLC boosted their target price on Palo Alto Networks from $350.00 to $425.00 and gave the company a “buy” rating in a research note on Tuesday, July 7th. Finally, Susquehanna reaffirmed a “positive” rating and set a $350.00 price target (up from $200.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Palo Alto Networks has a consensus rating of “Moderate Buy” and an average target price of $339.61.

Palo Alto Networks Price Performance

Shares of NASDAQ PANW opened at $384.27 on Friday. The stock has a market capitalization of $313.18 billion, a price-to-earnings ratio of 314.98, a PEG ratio of 12.89 and a beta of 0.91. The business has a 50-day moving average of $328.02 and a 200-day moving average of $235.34. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $398.88.

Palo Alto Networks (NASDAQ:PANW) last released 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 return on equity of 10.53% and a net margin of 7.95%.The business had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. During the same quarter in the previous year, the business earned $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. As a group, sell-side analysts predict that Palo Alto Networks, Inc. will post 2.02 earnings per share for the current fiscal year.

Insider Transactions at Palo Alto Networks

In other news, Director John P. Key sold 7,500 shares of the stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $279.24, for a total value of $2,094,300.00. Following the completion of the sale, the director owned 12,500 shares of the company’s stock, valued at approximately $3,490,500. This represents a 37.50% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director James J. Goetz sold 20,000 shares of the firm’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $279.90, for a total transaction of $5,598,000.00. Following the completion of the transaction, the director directly owned 20,000 shares of the company’s stock, valued at $5,598,000. This represents a 50.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 101,239 shares of company stock valued at $27,174,360. 1.40% of the stock is owned by insiders.

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.