Palo Alto Networks, Inc. $PANW Stake Boosted by United Asset Strategies Inc.

United Asset Strategies Inc. boosted its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 9.6% in the first quarter, HoldingsChannel.com reports. The firm owned 106,434 shares of the network technology company’s stock after acquiring an additional 9,296 shares during the period. Palo Alto Networks accounts for approximately 1.4% of United Asset Strategies Inc.’s investment portfolio, making the stock its 21st biggest holding. United Asset Strategies Inc.’s holdings in Palo Alto Networks were worth $17,063,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in PANW. Darwin Wealth Management LLC bought a new position in shares of Palo Alto Networks in the 2nd quarter worth about $25,000. Steph & Co. raised its stake in Palo Alto Networks by 88.2% during the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after acquiring an additional 67 shares during the period. Knuff & Co LLC acquired a new stake in Palo Alto Networks during the fourth quarter worth about $26,000. Sittner & Nelson LLC lifted its holdings in Palo Alto Networks by 73.8% in the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after acquiring an additional 62 shares during the last quarter. Finally, Luken Investment Analytics LLC boosted its stake in Palo Alto Networks by 196.2% in the fourth 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 period. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Price Performance

PANW traded down $9.89 during trading on Tuesday, reaching $347.64. The stock had a trading volume of 3,321,565 shares, compared to its average volume of 9,316,071. The stock has a 50 day moving average of $258.43 and a two-hundred day moving average of $201.50. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. The firm has a market capitalization of $283.33 billion, a price-to-earnings ratio of 285.62, a price-to-earnings-growth ratio of 12.92 and a beta of 0.91. 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 issued 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 company had revenue of $3 billion for the quarter, compared to analysts’ expectations of $2.94 billion. During the same period last year, the firm earned $0.37 EPS. The firm’s revenue for the quarter 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, equities analysts anticipate that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

PANW has been the subject of several recent research reports. TD Cowen reaffirmed a “buy” rating and set a $330.00 target price (up from $255.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Weiss Ratings lowered Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, June 4th. BNP Paribas Exane upped their price objective on Palo Alto Networks from $330.00 to $380.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 1st. Evercore reaffirmed an “outperform” rating and issued a $375.00 target price on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Finally, Deutsche Bank Aktiengesellschaft raised their price target on shares of Palo Alto Networks from $220.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Palo Alto Networks presently has an average rating of “Moderate Buy” and an average target price of $317.78.

Insider Activity

In other news, Director John P. Key sold 7,500 shares of the firm’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the completion of the transaction, the director owned 12,500 shares in the company, valued at approximately $3,490,500. This trade represents a 37.50% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CAO Josh D. Paul sold 1,100 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $285.08, for a total transaction of $313,588.00. Following the transaction, the chief accounting officer owned 81,636 shares of the company’s stock, valued at approximately $23,272,790.88. This trade represents a 1.33% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 102,111 shares of company stock valued at $27,204,024 over the last quarter. Insiders own 1.40% of the company’s stock.

Palo Alto Networks News Roundup

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

• Positive Sentiment: Needham raised its price target on Palo Alto Networks to $425 from $350 and reiterated a buy rating, signaling continued upside confidence. Article Title
• Positive Sentiment: BTIG and Wells Fargo also recently increased price targets, helping fuel the stock’s record-high run and supporting investor optimism around cybersecurity demand and AI-driven security products. Article Title
• Positive Sentiment: Commentary from several outlets highlighted PANW as a high-growth cybersecurity name, with analysts pointing to improving business momentum and continued demand as reasons for the stock’s strength. Article Title
• Neutral Sentiment: One article noted that PANW is trading near all-time highs after a steep year-to-date advance, suggesting the stock is now priced for continued execution. Article Title
• Negative Sentiment: After a large run-up, some market commentary warned that valuation and “nosebleed” pricing could limit near-term upside if results fail to keep pace with expectations. Article Title

About Palo Alto Networks

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.