Palo Alto Networks, Inc. $PANW Shares Sold by Focus Partners Advisor Solutions LLC

Focus Partners Advisor Solutions LLC cut its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 15.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 22,341 shares of the network technology company’s stock after selling 4,160 shares during the period. Focus Partners Advisor Solutions LLC’s holdings in Palo Alto Networks were worth $4,115,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in PANW. Brighton Jones LLC boosted its position in shares of Palo Alto Networks by 147.7% during the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock worth $1,230,000 after buying an additional 4,031 shares during the period. 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 worth $948,000 after buying an additional 3,275 shares during the period. 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 worth $713,000 after buying an additional 1,389 shares during the period. Osterweis Capital Management Inc. boosted its position in shares of Palo Alto Networks by 11,100.0% during the second quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock worth $115,000 after buying an additional 555 shares during the period. Finally, Main Street Financial Solutions LLC boosted its position in shares of Palo Alto Networks by 6.0% during the second quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock worth $900,000 after buying an additional 249 shares during the period. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Palo Alto Networks

In other news, CAO Josh D. Paul sold 1,100 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $285.08, for a total transaction of $313,588.00. Following the completion of the sale, the chief accounting officer owned 81,636 shares in the company, valued at approximately $23,272,790.88. This represents a 1.33% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $160.42, for a total value of $802,100.00. Following the sale, the executive vice president owned 150,250 shares of the company’s stock, valued at $24,103,105. This trade represents a 3.22% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 72,076 shares of company stock worth $17,930,587. 1.40% of the stock is owned by corporate insiders.

Palo Alto Networks News Roundup

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

• Positive Sentiment: Palo Alto Networks recently hit a $10 billion annual revenue run rate, reinforcing that the company has grown far beyond its legacy firewall roots and continues to scale as a cybersecurity platform. Palo Alto Networks Hits $10B Revenue Run Rate Beats S&P 500 Across All Timeframes
• Positive Sentiment: Cybersecurity remains a favored theme as AI adoption grows, with industry commentary suggesting autonomous AI agents will need security protection, which could expand the long-term market for PANW’s products. Zscaler CEO: AI Will Create ‘Billions of Agents’ That Need Cybersecurity Protection
• Neutral Sentiment: Northland Securities reiterated a Market Perform view and maintained a $302 price target, while modeling earnings of $0.45 per share for Q1 2027 and $0.48 for Q2 2027, suggesting steady expectations but no major near-term catalyst from the research note. Palo Alto Networks, Inc. market data
• Neutral Sentiment: Short interest data showed no meaningful change, so it does not appear to be a driver of the stock’s move today.
• Negative Sentiment: Recent post-earnings trading has been pressured by concerns that rising costs are weighing on margins, which is likely a key reason investors have been trimming the stock. PANW Stock Declines 9% Post Q3 Results: Should You Buy, Sell or Hold?

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on PANW shares. Deutsche Bank Aktiengesellschaft boosted their price objective on Palo Alto Networks from $220.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, June 3rd. Piper Sandler reissued an “overweight” rating and set a $345.00 target price (up from $265.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Daiwa Securities Group dropped their target price on Palo Alto Networks from $212.00 to $175.00 and set an “outperform” rating on the stock in a report on Tuesday, February 24th. Citizens Jmp reissued a “market outperform” rating and set a $250.00 target price on shares of Palo Alto Networks in a report on Wednesday, February 18th. Finally, Barclays reissued an “overweight” rating and set a $315.00 target price (up from $220.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $306.59.

Palo Alto Networks Price Performance

Shares of NASDAQ:PANW opened at $260.52 on Wednesday. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 month high of $302.95. The stock has a market cap of $212.32 billion, a price-to-earnings ratio of 213.54, a PEG ratio of 9.45 and a beta of 0.94. The stock’s 50 day moving average price is $209.50 and its 200 day moving average price is $187.35. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, topping the consensus estimate of $0.79 by $0.06. The firm 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 firm’s quarterly revenue was up 31.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.37 earnings per share. 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 anticipate that Palo Alto Networks, Inc. will post 2.12 earnings per share for the current fiscal 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.