Palo Alto Networks, Inc. $PANW Stake Boosted by PeakShares LLC

PeakShares LLC boosted its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 47.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 7,502 shares of the network technology company’s stock after buying an additional 2,402 shares during the period. Palo Alto Networks comprises 1.1% of PeakShares LLC’s investment portfolio, making the stock its 28th largest holding. PeakShares LLC’s holdings in Palo Alto Networks were worth $1,203,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Darwin Wealth Management LLC acquired a new position in shares of Palo Alto Networks in the second quarter worth about $25,000. Steph & Co. raised its holdings in shares of 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 acquiring an additional 67 shares during the period. Knuff & Co LLC acquired a new stake in shares of Palo Alto Networks during the fourth quarter valued at approximately $26,000. Sittner & Nelson LLC lifted its position 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 acquiring an additional 62 shares in the last quarter. Finally, Luken Investment Analytics LLC lifted its position in shares of Palo Alto Networks by 196.2% in 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 in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Insider Buying and Selling

In other Palo Alto Networks news, Director Aparna Bawa sold 290 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $348.74, for a total value of $101,134.60. Following the completion of the sale, the director directly owned 6,437 shares of the company’s stock, valued at $2,244,839.38. The trade was a 4.31% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Helle Thorning-Schmidt sold 700 shares of the stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total transaction of $242,795.00. Following the transaction, the director owned 5,898 shares in the company, valued at approximately $2,045,721.30. This trade represents a 10.61% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 101,239 shares of company stock valued at $27,174,360. 1.40% of the stock is owned by company insiders.

Palo Alto Networks Stock Down 0.0%

Shares of Palo Alto Networks stock opened at $353.99 on Friday. The firm has a market cap of $288.50 billion, a price-to-earnings ratio of 290.16, a P/E/G ratio of 13.15 and a beta of 0.91. 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 52-week low of $139.57 and a 52-week high of $368.17. The stock has a 50-day simple moving average of $287.03 and a 200-day simple moving average of $211.27.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 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 analysts’ expectations of $2.94 billion. During the same quarter in the previous year, the business posted $0.37 EPS. The firm’s quarterly revenue was up 31.1% compared to the same quarter last year. 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. On average, equities research analysts expect that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

PANW has been the topic of several research analyst reports. Benchmark lifted their price objective on shares of Palo Alto Networks from $270.00 to $340.00 and gave the stock a “buy” rating in a research report on Wednesday, June 3rd. Tigress Financial boosted their target price on shares of Palo Alto Networks from $245.00 to $430.00 and gave the company a “buy” rating in a research note on Wednesday. FBN Securities restated an “outperform” rating on shares of Palo Alto Networks in a report on Wednesday, July 1st. Needham & Company LLC raised their target price on Palo Alto Networks from $350.00 to $425.00 and gave the stock a “buy” rating in a research report on Tuesday, July 7th. Finally, Argus lifted their price target on Palo Alto Networks from $222.00 to $320.00 in a report on Friday, June 5th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Palo Alto Networks currently has an average rating of “Moderate Buy” and an average price target of $327.74.

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.