Sageworth Trust Co Invests $305,000 in Palo Alto Networks, Inc. $PANW

Sageworth Trust Co bought a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 1,903 shares of the network technology company’s stock, valued at approximately $305,000.

Other hedge funds have also added to or reduced their stakes in the company. Norges Bank bought a new position in shares of Palo Alto Networks in the 4th quarter valued at about $1,415,364,000. Vanguard Group Inc. lifted its stake in Palo Alto Networks by 4.1% in the 4th quarter. Vanguard Group Inc. now owns 67,929,063 shares of the network technology company’s stock valued at $12,512,533,000 after purchasing an additional 2,659,100 shares during the last quarter. Bank of America Corp DE lifted its stake in Palo Alto Networks by 11.9% in the 4th quarter. Bank of America Corp DE now owns 19,375,486 shares of the network technology company’s stock valued at $3,568,964,000 after purchasing an additional 2,065,776 shares during the last quarter. Employees Provident Fund Board bought a new position in Palo Alto Networks during the fourth quarter worth about $281,542,000. Finally, Eurizon Capital SGR S.p.A. acquired a new position in Palo Alto Networks during the fourth quarter worth approximately $164,968,000. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Price Performance

Shares of NASDAQ PANW opened at $320.59 on Thursday. The firm has a market cap of $261.28 billion, a P/E ratio of 262.78, a price-to-earnings-growth ratio of 12.51 and a beta of 0.91. The business’s 50 day moving average is $268.04 and its 200-day moving average is $204.73. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $368.17.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $2.94 billion. During the same period in the previous year, the company posted $0.37 EPS. The firm’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. Equities research analysts predict that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

Insider Activity at Palo Alto Networks

In related news, Director Helle Thorning-Schmidt sold 700 shares of the firm’s stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total transaction of $242,795.00. Following the transaction, the director directly owned 5,898 shares of the company’s stock, valued at approximately $2,045,721.30. This trade represents a 10.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director James J. Goetz sold 20,000 shares of Palo Alto Networks stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $279.90, for a total transaction of $5,598,000.00. Following the completion of the sale, the director owned 20,000 shares of the company’s stock, valued at $5,598,000. This trade represents a 50.00% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 101,239 shares of company stock valued at $27,174,360. 1.40% of the stock is currently owned by insiders.

Key Stories Impacting Palo Alto Networks

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

• Positive Sentiment: Needham raised its price target on Palo Alto Networks from $350 to $425 and reiterated a buy rating, signaling confidence in further upside for the cybersecurity leader.
• Positive Sentiment: BTIG also lifted its price target on PANW from $333 to $380 while keeping a buy rating, adding to the bullish analyst momentum.
• Positive Sentiment: Recent commentary highlighted strong business momentum, including roughly 60% growth in next-gen security revenue and a sharp share-price rally over the past six months, which supports the bullish long-term thesis. Palo Alto (PANW) Up More than 96% Over The Past 6 Months, Is it The Best Performing Agentic AI Stock?
• Neutral Sentiment: Several articles focused on the stock’s strong run and its role in the agentic AI and cybersecurity themes, reinforcing investor interest but offering no new fundamental catalyst. Shares Soar on Palo Alto’s 60% Next Gen Security Growth
• Neutral Sentiment: One report noted PANW remains near its all-time high and that analysts still expect more gains, but it also flagged that the stock may be vulnerable if expectations become too stretched. Here’s the key risk facing the Palo Alto Networks stock today
• Negative Sentiment: Director Helle Thorning-Schmidt sold 700 shares at $346.85, reducing her position by 10.61%, which can be read as a small negative signal for sentiment.
• Negative Sentiment: Some commentary warned that PANW’s valuation re-rating may have gone too far and that extreme exuberance is a risk, which may be pressuring the stock despite strong fundamentals.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. Benchmark lifted their target price on Palo Alto Networks from $270.00 to $340.00 and gave the stock a “buy” rating in a research note on Wednesday, June 3rd. Scotiabank restated a “sector outperform” rating and issued a $320.00 price target (up from $180.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Royal Bank Of Canada raised their price target on Palo Alto Networks from $255.00 to $330.00 and gave the company an “outperform” rating in a report on Wednesday, June 3rd. BNP Paribas Exane lifted their price objective on shares of Palo Alto Networks from $330.00 to $380.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 1st. Finally, Wells Fargo & Company upped their price objective on shares of Palo Alto Networks from $325.00 to $420.00 and gave the company an “overweight” rating in a report on Wednesday, July 1st. One analyst has rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $318.65.

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.