Hamilton Wealth LLC Has $6.07 Million Stake in Palo Alto Networks, Inc. $PANW

Hamilton Wealth LLC increased its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 57.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 37,869 shares of the network technology company’s stock after purchasing an additional 13,863 shares during the quarter. Palo Alto Networks comprises about 1.2% of Hamilton Wealth LLC’s portfolio, making the stock its 24th biggest position. Hamilton Wealth LLC’s holdings in Palo Alto Networks were worth $6,071,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently bought and sold shares of the company. Janney Montgomery Scott LLC increased its stake in shares of Palo Alto Networks by 15.0% in the 1st quarter. Janney Montgomery Scott LLC now owns 410,401 shares of the network technology company’s stock valued at $65,796,000 after acquiring an additional 53,485 shares during the last quarter. Aviva PLC boosted its stake in Palo Alto Networks by 5.4% during the 4th quarter. Aviva PLC now owns 568,804 shares of the network technology company’s stock worth $104,774,000 after acquiring an additional 29,230 shares during the last quarter. B&D White Capital Company LLC acquired a new position in Palo Alto Networks during the first quarter valued at approximately $353,000. Granite Islands Private Wealth LLC grew its holdings in Palo Alto Networks by 43.6% during the first quarter. Granite Islands Private Wealth LLC now owns 15,342 shares of the network technology company’s stock valued at $2,453,000 after purchasing an additional 4,659 shares during the period. Finally, Peapack Gladstone Financial Corp increased its stake in Palo Alto Networks by 8.8% in the fourth quarter. Peapack Gladstone Financial Corp now owns 48,458 shares of the network technology company’s stock valued at $8,926,000 after purchasing an additional 3,926 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the stock. Weiss Ratings lowered shares of Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, June 4th. William Blair reissued an “outperform” rating on shares of Palo Alto Networks in a report on Tuesday, June 16th. Oppenheimer raised their price objective on Palo Alto Networks from $275.00 to $350.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Tigress Financial lifted their target price on Palo Alto Networks from $245.00 to $430.00 and gave the stock a “buy” rating in a report on Wednesday, July 15th. Finally, Northland Securities boosted their target price on Palo Alto Networks from $190.00 to $302.00 and gave the company a “market perform” rating in a research note on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Palo Alto Networks has a consensus rating of “Moderate Buy” and a consensus price target of $331.48.

Insider Transactions at Palo Alto Networks

In other news, CAO Josh D. Paul sold 900 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $345.00, for a total value of $310,500.00. Following the sale, the chief accounting officer directly owned 79,644 shares in the company, valued at $27,477,180. The trade was a 1.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Helle Thorning-Schmidt sold 700 shares of the company’s stock in a transaction dated Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total value of $242,795.00. Following the transaction, the director directly owned 5,898 shares of the company’s stock, valued at $2,045,721.30. This represents a 10.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 101,239 shares of company stock worth $27,174,360. 1.40% of the stock is currently owned by company insiders.

Palo Alto Networks Price Performance

Shares of PANW stock opened at $331.83 on Monday. The firm has a fifty day moving average of $308.00 and a 200-day moving average of $222.47. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. Palo Alto Networks, Inc. has a 12-month low of $139.57 and a 12-month high of $368.80. The company has a market capitalization of $270.44 billion, a price-to-earnings ratio of 271.99, a P/E/G ratio of 12.32 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data 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. The business had revenue of $3 billion for the quarter, compared to analysts’ expectations of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The firm’s revenue was up 31.1% compared to the same quarter last year. During the same period in the previous 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. As a group, equities research analysts predict that Palo Alto Networks, Inc. will post 2.03 earnings per share 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.