United Capital Financial Advisors LLC Reduces Holdings in Palo Alto Networks, Inc. $PANW

United Capital Financial Advisors LLC trimmed its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 5.8% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 95,488 shares of the network technology company’s stock after selling 5,863 shares during the quarter. United Capital Financial Advisors LLC’s holdings in Palo Alto Networks were worth $32,563,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Camarda Financial Advisors LLC bought a new position in Palo Alto Networks in the second quarter worth approximately $5,288,000. WNY Asset Management LLC boosted its stake in shares of Palo Alto Networks by 2.8% during the 2nd quarter. WNY Asset Management LLC now owns 1,751 shares of the network technology company’s stock worth $597,000 after acquiring an additional 47 shares during the last quarter. Old North State Trust LLC bought a new stake in shares of Palo Alto Networks during the 2nd quarter valued at $314,000. Centaurus Financial Inc. grew its position in shares of Palo Alto Networks by 28.7% during the 2nd quarter. Centaurus Financial Inc. now owns 16,608 shares of the network technology company’s stock valued at $5,664,000 after acquiring an additional 3,707 shares during the period. Finally, Integrated Investment Consultants LLC increased its stake in shares of Palo Alto Networks by 14.0% in the 2nd quarter. Integrated Investment Consultants LLC now owns 2,495 shares of the network technology company’s stock worth $851,000 after purchasing an additional 307 shares in the last quarter. 79.82% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, EVP Dipak Golechha sold 5,000 shares of the firm’s stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the completion of the transaction, the executive vice president owned 145,250 shares in the company, valued at $42,058,590. This trade represents a 3.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director James J. Goetz sold 20,000 shares of the firm’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $279.90, for a total value of $5,598,000.00. Following the transaction, the director owned 20,000 shares of the company’s stock, valued at $5,598,000. This represents a 50.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 38,835 shares of company stock worth $11,127,854 in the last 90 days. 1.40% of the stock is owned by company insiders.

Palo Alto Networks Stock Performance

NASDAQ:PANW opened at $382.85 on Friday. 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 50-day moving average price of $342.95 and a 200 day moving average price of $247.58. The stock has a market capitalization of $312.02 billion, a P/E ratio of 313.81, a P/E/G ratio of 10.72 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 business had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. During the same period last year, the firm posted $0.37 EPS. The company’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. Equities research analysts forecast that Palo Alto Networks, Inc. will post 2.02 EPS for the current fiscal year.

Palo Alto Networks News Summary

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

• Positive Sentiment: JPMorgan raised its price target for Palo Alto Networks to $384, modestly above the current trading level, while maintaining its view of the cybersecurity company. JPMorgan Chase & Co. Increases Palo Alto Networks Price Target
• Positive Sentiment: Analyst coverage remains broadly constructive: BTIG reaffirmed a “Buy” rating, and other Wall Street commentary continues to characterize PANW as a buy and a cybersecurity stock worth researching. Wall Street Analysts See Palo Alto as a Buy Benchmark Analyst Expects Palo Alto Stock to Rise
• Neutral Sentiment: Investors are focused on estimates for PANW’s fiscal fourth quarter ended July 2026, including key operating metrics beyond revenue and earnings. The upcoming results could become the next major catalyst. Palo Alto Q4 Performance Estimates
• Neutral Sentiment: Broader markets may remain sensitive to next week’s U.S. jobs report and its implications for Federal Reserve policy, which could influence high-growth technology valuations. The Week Ahead: August Jobs Report Takes Center Stage
• Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000. The sale reduced his holdings by 1.21%, a relatively small transaction but a potential short-term sentiment headwind. SEC Insider Transaction Filing
• Negative Sentiment: BTIG’s $380 price target is slightly below PANW’s current level despite its Buy rating, while the stock’s very high earnings multiple leaves it vulnerable to disappointment if growth or guidance slows. BTIG Reiterates Buy Rating on Palo Alto Networks

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on PANW shares. Susquehanna reaffirmed a “positive” rating and issued a $350.00 target price (up from $200.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Northland Securities upped their price target on Palo Alto Networks from $190.00 to $302.00 and gave the stock a “market perform” rating in a research report on Wednesday, June 3rd. HSBC raised their price objective on Palo Alto Networks from $114.00 to $207.00 in a research note on Thursday, June 4th. Needham & Company LLC lifted their price objective on Palo Alto Networks from $350.00 to $425.00 and gave the company a “buy” rating in a research report on Tuesday, July 7th. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on 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, forty have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Palo Alto Networks currently has an average rating of “Moderate Buy” and a consensus price target of $365.87.

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.