6,190 Shares in Palo Alto Networks, Inc. $PANW Purchased by Invst LLC

Invst LLC acquired a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 6,190 shares of the network technology company’s stock, valued at approximately $2,111,000.

Other large investors have also bought and sold shares of the company. Brighton Jones LLC raised its position in shares of Palo Alto Networks by 147.7% in the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock worth $1,230,000 after acquiring an additional 4,031 shares in the last quarter. Bison Wealth LLC boosted its position in shares of Palo Alto Networks by 169.1% during the fourth quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after purchasing an additional 3,275 shares in the last quarter. Sivia Capital Partners LLC boosted its position in shares of Palo Alto Networks by 66.3% during the second quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock valued at $713,000 after purchasing an additional 1,389 shares in the last quarter. Osterweis Capital Management Inc. grew its stake in Palo Alto Networks by 11,100.0% in the second quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock worth $115,000 after purchasing an additional 555 shares during the period. Finally, Main Street Financial Solutions LLC grew its stake in Palo Alto Networks by 6.0% in the second quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock worth $900,000 after purchasing an additional 249 shares during the period. 79.82% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, CAO Josh D. Paul sold 900 shares of the firm’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $345.00, for a total value of $310,500.00. Following the completion of the transaction, the chief accounting officer owned 79,644 shares of the company’s stock, valued at approximately $27,477,180. This trade represents a 1.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Aparna Bawa sold 290 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $348.74, for a total transaction of $101,134.60. Following the sale, the director directly owned 6,437 shares in the company, valued at $2,244,839.38. This trade represents a 4.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 37,935 shares of company stock valued at $10,809,461 over the last 90 days. 1.40% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several brokerages have commented on PANW. Arete Research raised their price objective on Palo Alto Networks from $185.00 to $433.00 and gave the company a “buy” rating in a research report on Monday, June 29th. Capital One Financial set a $421.00 target price on shares of Palo Alto Networks and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Needham & Company LLC increased their price target on shares of Palo Alto Networks from $350.00 to $425.00 and gave the stock a “buy” rating in a research note on Tuesday, July 7th. Royal Bank Of Canada reissued an “outperform” rating and set a $434.00 price target (up from $330.00) on shares of Palo Alto Networks in a research report on Friday, August 14th. Finally, Loop Capital upped their price objective on shares of Palo Alto Networks from $160.00 to $290.00 and gave the stock a “hold” rating in a report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Palo Alto Networks has an average rating of “Moderate Buy” and an average target price of $365.87.

Palo Alto Networks Stock Performance

PANW stock opened at $339.90 on Wednesday. The stock’s 50 day simple moving average is $339.90 and its 200 day simple moving average is $244.71. The company has a current ratio of 0.86, a quick 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 $398.88. The stock has a market capitalization of $277.02 billion, a PE ratio of 278.61, a price-to-earnings-growth ratio of 11.76 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data 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. 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 analyst estimates of $2.94 billion. During the same period last year, the business posted $0.37 earnings per share. The firm’s quarterly 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, research analysts forecast that Palo Alto Networks, Inc. will post 2.02 earnings per share for the current fiscal year.

More Palo Alto Networks News

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

• Positive Sentiment: Analysts raised price targets. JPMorgan increased its target from $326 to $384 and maintained an “overweight” rating, while Benchmark raised its target from $340 to $400 and reiterated a “buy” rating. These revisions reflect continued confidence in Palo Alto Networks’ growth prospects. JPMorgan price target article Benchmark price target article
• Positive Sentiment: Cybersecurity demand remains a long-term growth driver. Strong firewall bookings, expanding software revenue and increasing AI-related network traffic are supporting the company’s Network Security outlook. Can Rising Network Security Demand Boost PANW’s Long-Term Growth?
• Neutral Sentiment: Earnings are the next major catalyst. Palo Alto Networks was expected to report quarterly results on Tuesday. Investors will focus on billings, recurring software and platform growth, profitability and forward guidance to determine whether the company’s elevated valuation is justified. Palo Alto Networks Expected to Post Earnings on Tuesday
• Negative Sentiment: Valuation and profit-taking may be weighing on the stock. Despite favorable analyst commentary, PANW trades at a very high reported P/E ratio of about 279 and has risen sharply over the past year. The decline while the market gained indicates investors may be locking in profits or demanding stronger near-term results before bidding shares higher. Palo Alto Networks Stock Sinks As Market Gains

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.