Xponance LLC Buys 12,184 Shares of Palo Alto Networks, Inc. $PANW

Xponance LLC boosted its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 7.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 173,939 shares of the network technology company’s stock after purchasing an additional 12,184 shares during the quarter. Xponance LLC’s holdings in Palo Alto Networks were worth $32,040,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Darwin Wealth Management LLC bought a new stake in shares of Palo Alto Networks during the 2nd quarter valued at about $25,000. Steph & Co. boosted its position in shares of 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 acquiring an additional 67 shares during the last quarter. Knuff & Co LLC bought a new stake in shares of Palo Alto Networks during the 4th quarter valued at about $26,000. Sittner & Nelson LLC boosted its position in shares of 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 acquiring an additional 62 shares during the last quarter. Finally, Luken Investment Analytics LLC boosted its position in shares of 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 acquiring an additional 102 shares during the last quarter. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Price Performance

Shares of Palo Alto Networks stock opened at $279.53 on Friday. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. The business’s 50 day simple moving average is $214.06 and its two-hundred day simple moving average is $188.58. The stock has a market capitalization of $227.82 billion, a P/E ratio of 229.12, a price-to-earnings-growth ratio of 9.77 and a beta of 0.94. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $302.95.

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, topping analysts’ consensus estimates 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 return on equity of 10.53% and a net margin of 7.95%.The business’s quarterly revenue was up 31.1% on a year-over-year basis. During the same period in the previous year, the firm earned $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. Analysts forecast that Palo Alto Networks, Inc. will post 2.03 EPS for the current year.

Insiders Place Their Bets

In other Palo Alto Networks news, CAO Josh D. Paul sold 1,100 shares of Palo Alto Networks stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $161.40, for a total value of $177,540.00. Following the transaction, the chief accounting officer directly owned 83,136 shares of the company’s stock, valued at $13,418,150.40. The trade was a 1.31% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Lee Klarich sold 62,904 shares of Palo Alto Networks stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $258.65, for a total value of $16,270,119.60. Following the completion of the transaction, the executive vice president directly owned 235,983 shares in the company, valued at $61,037,002.95. This trade represents a 21.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 72,076 shares of company stock worth $17,930,587. 1.40% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. Jefferies Financial Group set a $335.00 price target on Palo Alto Networks and gave the company a “buy” rating in a research report on Wednesday, June 3rd. BTIG Research lifted their price target on Palo Alto Networks from $268.00 to $333.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. Piper Sandler reiterated an “overweight” rating and set a $345.00 price target (up from $265.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Susquehanna reiterated 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. Finally, Guggenheim cut Palo Alto Networks from a “neutral” rating to a “reduce” rating in a report on Wednesday, May 27th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $306.59.

More Palo Alto Networks News

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

• Positive Sentiment: Scotiabank nudged its FY2027 EPS estimate higher for PANW, signaling modest confidence in longer-term earnings growth.
• Positive Sentiment: Recent commentary on Prisma AIRS suggests AI security is gaining traction and could boost revenue growth and deal size.
• Positive Sentiment: Broader cybersecurity-sector coverage remains constructive, with analysts and institutions still favoring the group amid rising AI-related security demand.
• Neutral Sentiment: Northland Securities kept a $302 price target and Market Perform rating while issuing a range of earnings estimates, indicating a cautious but not bearish stance.
• Negative Sentiment: Northland also trimmed some near- and mid-term EPS forecasts for PANW, reflecting lingering concern about profitability assumptions and valuation.
• Negative Sentiment: PANW still trades at a demanding valuation, so any slowdown in AI-security momentum could increase volatility.

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.