Palo Alto Networks, Inc. $PANW Shares Sold by Focus Partners Advisor Solutions LLC

Focus Partners Advisor Solutions LLC lessened its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 15.7% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 22,341 shares of the network technology company’s stock after selling 4,160 shares during the period. Focus Partners Advisor Solutions LLC’s holdings in Palo Alto Networks were worth $4,115,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC acquired a new stake in Palo Alto Networks during the 2nd quarter valued at $25,000. Steph & Co. raised its stake in Palo Alto Networks by 88.2% during the 4th quarter. Steph & Co. now owns 143 shares of the network technology company’s stock valued at $26,000 after purchasing an additional 67 shares during the period. Knuff & Co LLC acquired a new stake in Palo Alto Networks during the 4th quarter valued at $26,000. Sittner & Nelson LLC raised its stake in 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 purchasing an additional 62 shares during the period. Finally, Luken Investment Analytics LLC raised its stake in 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 purchasing an additional 102 shares during the period. 79.82% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

PANW has been the topic of several recent analyst reports. Rosenblatt Securities boosted their target price on shares of Palo Alto Networks from $275.00 to $355.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. Benchmark boosted their target price on shares of Palo Alto Networks from $270.00 to $340.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. Needham & Company LLC boosted their target price on shares of Palo Alto Networks from $200.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. Daiwa Securities Group cut their target price on shares of Palo Alto Networks from $212.00 to $175.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 24th. Finally, Stifel Nicolaus set a $340.00 target price on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $306.59.

Insider Buying and Selling at Palo Alto Networks

In other news, EVP Dipak Golechha sold 5,000 shares of the business’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $160.42, for a total transaction of $802,100.00. Following the transaction, the executive vice president directly owned 150,250 shares in the company, valued at $24,103,105. The trade was a 3.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Josh D. Paul sold 1,100 shares of the business’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $161.40, for a total transaction of $177,540.00. Following the transaction, the chief accounting officer owned 83,136 shares in the company, valued at approximately $13,418,150.40. This represents a 1.31% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 72,076 shares of company stock worth $17,930,587 over the last 90 days. 1.40% of the stock is currently owned by insiders.

Palo Alto Networks News Summary

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

• Positive Sentiment: Palo Alto Networks recently hit a $10 billion annual revenue run rate, reinforcing that the company has grown far beyond its legacy firewall roots and continues to scale as a cybersecurity platform. Palo Alto Networks Hits $10B Revenue Run Rate Beats S&P 500 Across All Timeframes
• Positive Sentiment: Cybersecurity remains a favored theme as AI adoption grows, with industry commentary suggesting autonomous AI agents will need security protection, which could expand the long-term market for PANW’s products. Zscaler CEO: AI Will Create ‘Billions of Agents’ That Need Cybersecurity Protection
• Neutral Sentiment: Northland Securities reiterated a Market Perform view and maintained a $302 price target, while modeling earnings of $0.45 per share for Q1 2027 and $0.48 for Q2 2027, suggesting steady expectations but no major near-term catalyst from the research note. Palo Alto Networks, Inc. market data
• Neutral Sentiment: Short interest data showed no meaningful change, so it does not appear to be a driver of the stock’s move today.
• Negative Sentiment: Recent post-earnings trading has been pressured by concerns that rising costs are weighing on margins, which is likely a key reason investors have been trimming the stock. PANW Stock Declines 9% Post Q3 Results: Should You Buy, Sell or Hold?

Palo Alto Networks Trading Down 2.2%

Palo Alto Networks stock opened at $260.52 on Wednesday. The company’s fifty day simple moving average is $209.50 and its 200-day simple moving average is $187.35. 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 $302.95. The stock has a market cap of $212.32 billion, a P/E ratio of 213.54, a P/E/G ratio of 9.45 and a beta of 0.94.

Palo Alto Networks (NASDAQ:PANW) last posted 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 net margin of 7.95% and a return on equity of 10.53%. The business had revenue of $3 billion for the quarter, compared to analysts’ expectations of $2.94 billion. During the same period in the previous year, the company posted $0.37 EPS. Palo Alto Networks’s 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 forecast that Palo Alto Networks, Inc. will post 2.12 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.