Stenger Family Office LLC Has $4.10 Million Stake in Palo Alto Networks, Inc. $PANW

Stenger Family Office LLC grew its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 6.5% during the first quarter, HoldingsChannel.com reports. The firm owned 25,599 shares of the network technology company’s stock after buying an additional 1,560 shares during the quarter. Stenger Family Office LLC’s holdings in Palo Alto Networks were worth $4,104,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Darwin Wealth Management LLC acquired a new stake in Palo Alto Networks in the 2nd quarter valued at approximately $25,000. Knuff & Co LLC bought a new stake in Palo Alto Networks in the 4th quarter valued at approximately $26,000. Steph & Co. boosted its position in Palo Alto Networks by 88.2% during the 4th 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 last quarter. Sittner & Nelson LLC boosted its position in Palo Alto Networks by 73.8% during the 4th 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, WHI TRUST Co LLC bought a new position in shares of Palo Alto Networks during the 4th quarter worth approximately $28,000. 79.82% of the stock is owned by institutional investors and hedge funds.

Palo Alto Networks Trading Down 4.9%

Shares of Palo Alto Networks stock opened at $320.59 on Thursday. Palo Alto Networks, Inc. has a 12-month low of $139.57 and a 12-month high of $368.17. The stock has a market cap of $261.28 billion, a P/E ratio of 262.78, a P/E/G ratio of 12.51 and a beta of 0.91. 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 business’s 50 day moving average is $268.04 and its 200-day moving average is $204.73.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts’ expectations of $2.94 billion. During the same period last year, the business earned $0.37 earnings per share. The firm’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 predict that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

Palo Alto Networks News Summary

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

• Positive Sentiment: Needham raised its price target on Palo Alto Networks from $350 to $425 and reiterated a buy rating, signaling confidence in further upside for the cybersecurity leader.
• Positive Sentiment: BTIG also lifted its price target on PANW from $333 to $380 while keeping a buy rating, adding to the bullish analyst momentum.
• Positive Sentiment: Recent commentary highlighted strong business momentum, including roughly 60% growth in next-gen security revenue and a sharp share-price rally over the past six months, which supports the bullish long-term thesis. Palo Alto (PANW) Up More than 96% Over The Past 6 Months, Is it The Best Performing Agentic AI Stock?
• Neutral Sentiment: Several articles focused on the stock’s strong run and its role in the agentic AI and cybersecurity themes, reinforcing investor interest but offering no new fundamental catalyst. Shares Soar on Palo Alto’s 60% Next Gen Security Growth
• Neutral Sentiment: One report noted PANW remains near its all-time high and that analysts still expect more gains, but it also flagged that the stock may be vulnerable if expectations become too stretched. Here’s the key risk facing the Palo Alto Networks stock today
• Negative Sentiment: Director Helle Thorning-Schmidt sold 700 shares at $346.85, reducing her position by 10.61%, which can be read as a small negative signal for sentiment.
• Negative Sentiment: Some commentary warned that PANW’s valuation re-rating may have gone too far and that extreme exuberance is a risk, which may be pressuring the stock despite strong fundamentals.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. Sanford C. Bernstein lifted their price objective on shares of Palo Alto Networks from $209.00 to $253.00 and gave the company an “outperform” rating in a report on Wednesday, June 3rd. UBS Group set a $300.00 target price on shares of Palo Alto Networks and gave the stock a “neutral” rating in a report on Wednesday, June 3rd. Cantor Fitzgerald set a $340.00 target price on shares of Palo Alto Networks and gave the company an “overweight” rating in a research report on Wednesday, June 3rd. Berenberg Bank lifted their price target on shares of Palo Alto Networks from $290.00 to $360.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. Finally, Wells Fargo & Company boosted their price target on shares of Palo Alto Networks from $325.00 to $420.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 1st. One analyst has rated the stock with a Strong Buy rating, thirty-nine 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, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and an average target price of $318.65.

Insider Transactions at Palo Alto Networks

In other news, Director James J. Goetz sold 20,000 shares of the business’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $279.90, for a total transaction of $5,598,000.00. Following the transaction, the director directly owned 20,000 shares in the company, valued at $5,598,000. The trade was a 50.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Aparna Bawa sold 290 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $348.74, for a total transaction of $101,134.60. Following the completion of the sale, the director directly owned 6,437 shares in the company, valued at approximately $2,244,839.38. The trade was a 4.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 101,239 shares of company stock valued at $27,174,360. 1.40% of the stock is owned by company insiders.

Palo Alto Networks 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.