Tema ETFs LLC Has $4.77 Million Stock Holdings in Palo Alto Networks, Inc. $PANW

Tema ETFs LLC raised its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 10.3% during the second quarter, Holdings Channel reports. The institutional investor owned 13,985 shares of the network technology company’s stock after buying an additional 1,305 shares during the quarter. Tema ETFs LLC’s holdings in Palo Alto Networks were worth $4,769,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the business. Trilogy Capital Inc. boosted its stake in Palo Alto Networks by 1.8% during the 2nd quarter. Trilogy Capital Inc. now owns 2,127 shares of the network technology company’s stock valued at $725,000 after purchasing an additional 37 shares during the last quarter. Wisconsin Wealth Advisors LLC raised its stake in shares of Palo Alto Networks by 1.2% in the second quarter. Wisconsin Wealth Advisors LLC now owns 3,206 shares of the network technology company’s stock worth $1,093,000 after purchasing an additional 38 shares during the last quarter. Orrstown Financial Services Inc. lifted its holdings in shares of Palo Alto Networks by 1.2% in the second quarter. Orrstown Financial Services Inc. now owns 3,197 shares of the network technology company’s stock valued at $1,090,000 after purchasing an additional 38 shares in the last quarter. GSG Advisors LLC lifted its holdings in shares of Palo Alto Networks by 0.4% in the first quarter. GSG Advisors LLC now owns 12,536 shares of the network technology company’s stock valued at $2,010,000 after purchasing an additional 51 shares in the last quarter. Finally, Outfitters Financial LLC boosted its position in shares of Palo Alto Networks by 1.7% during the fourth quarter. Outfitters Financial LLC now owns 3,265 shares of the network technology company’s stock valued at $601,000 after buying an additional 55 shares during the last quarter. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Palo Alto Networks News Roundup

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

• Positive Sentiment: Reports that autonomous AI agents developed by OpenAI and Anthropic conducted real-world hacking campaigns have increased attention on cybersecurity risks. Congressional calls for hearings could encourage greater spending on threat detection and protection, potentially benefiting Palo Alto Networks’ platform. Palo Alto Networks Stock Is Up, What You Need To Know
• Positive Sentiment: Citizens JMP raised its price target for PANW from $320 to $415 and maintained a “Market Outperform” rating. The revised target suggests additional upside from the referenced share price and reinforces bullish analyst sentiment.
• Positive Sentiment: The stock’s strong 2026 performance and move toward a new one-year high indicate continued momentum and investor interest in cybersecurity equities. Palo Alto Networks Reaches New 1-Year High
• Neutral Sentiment: Recent short-interest data reported zero shares sold short, with a zero-day short-interest ratio. Because the figures show no measurable short position and include an anomalous percentage change, they provide little actionable information about trading pressure.
• Negative Sentiment: At roughly 317 times earnings, Palo Alto Networks carries a demanding valuation. Sustaining the rally will likely require continued high growth and execution; any slowdown or weaker guidance could increase downside risk.

Insider Activity

In related news, Director John P. Key sold 7,500 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $279.24, for a total value of $2,094,300.00. Following the transaction, the director owned 12,500 shares in the company, valued at approximately $3,490,500. This represents a 37.50% 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 link. Also, EVP Lee Klarich sold 62,904 shares of the firm’s stock in a transaction 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 sale, the executive vice president directly owned 235,983 shares of the company’s stock, valued at $61,037,002.95. This represents a 21.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 101,239 shares of company stock worth $27,174,360. 1.40% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the company. Wells Fargo & Company upped their price target on Palo Alto Networks from $325.00 to $420.00 and gave the stock an “overweight” rating in a report on Wednesday, July 1st. Stifel Nicolaus set a $340.00 price objective on shares of Palo Alto Networks in a report on Wednesday, June 3rd. DA Davidson upped their target price on shares of Palo Alto Networks from $190.00 to $345.00 and gave the stock a “buy” rating in a research note on Wednesday, June 3rd. Arete Research increased their target price on shares of Palo Alto Networks from $185.00 to $433.00 and gave the company a “buy” rating in a report on Monday, June 29th. Finally, Benchmark raised their price target on shares of Palo Alto Networks from $270.00 to $340.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $337.35.

Palo Alto Networks Stock Performance

Shares of Palo Alto Networks stock opened at $387.01 on Thursday. The business’s fifty day simple moving average is $323.44 and its 200 day simple moving average is $232.77. 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 $389.25. The firm has a market capitalization of $315.41 billion, a P/E ratio of 317.22, a price-to-earnings-growth ratio of 12.88 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The firm had revenue of $3 billion during the quarter, compared to the consensus estimate 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 revenue for the quarter was up 31.1% on a year-over-year basis. During the same quarter in the prior year, the company 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. As a group, analysts anticipate that Palo Alto Networks, Inc. will post 2.02 EPS for the current year.

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.