Bryn Mawr Trust Advisors LLC Raises Stake in Palo Alto Networks, Inc. $PANW

Bryn Mawr Trust Advisors LLC raised its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 67.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,723 shares of the network technology company’s stock after acquiring an additional 1,101 shares during the period. Bryn Mawr Trust Advisors LLC’s holdings in Palo Alto Networks were worth $557,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in PANW. Whipplewood Advisors LLC lifted its stake in Palo Alto Networks by 6,400.0% in the second quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock worth $27,000 after purchasing an additional 128 shares during the last quarter. Briaud Financial Planning Inc purchased a new position in shares of Palo Alto Networks in the second quarter worth about $28,000. Dagco Inc. bought a new stake in shares of Palo Alto Networks in the 1st quarter valued at about $33,000. WPG Advisers LLC purchased a new stake in Palo Alto Networks during the 1st quarter valued at about $37,000. Finally, Strategic Investment Solutions Inc. IL grew its position in Palo Alto Networks by 58.9% during the 1st quarter. Strategic Investment Solutions Inc. IL now owns 224 shares of the network technology company’s stock worth $38,000 after acquiring an additional 83 shares during the last quarter. 79.82% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have weighed in on the company. Guggenheim boosted their price objective on Palo Alto Networks from $130.00 to $135.00 and gave the company a “sell” rating in a research report on Tuesday, August 19th. Stephens reiterated an “equal weight” rating and set a $205.00 price target on shares of Palo Alto Networks in a report on Tuesday, August 19th. Jefferies Financial Group set a $235.00 price target on shares of Palo Alto Networks in a report on Tuesday, July 29th. Royal Bank Of Canada restated an “outperform” rating and issued a $232.00 price objective on shares of Palo Alto Networks in a research report on Tuesday, August 19th. Finally, BTIG Research raised shares of Palo Alto Networks from a “neutral” rating to a “buy” rating in a research note on Monday, October 13th. Thirty research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $218.17.

Palo Alto Networks Trading Up 0.4%

Shares of PANW opened at $212.29 on Friday. Palo Alto Networks, Inc. has a 1-year low of $144.15 and a 1-year high of $223.61. The firm’s 50-day moving average price is $207.16 and its 200-day moving average price is $195.99. The firm has a market capitalization of $142.00 billion, a price-to-earnings ratio of 132.27, a PEG ratio of 5.05 and a beta of 0.95.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Monday, August 18th. The network technology company reported $0.95 EPS for the quarter, topping the consensus estimate of $0.89 by $0.06. Palo Alto Networks had a net margin of 12.30% and a return on equity of 17.66%. The business had revenue of $2.54 billion during the quarter, compared to analyst estimates of $2.50 billion. During the same period last year, the business posted $0.75 earnings per share. Palo Alto Networks’s quarterly revenue was up 15.8% compared to the same quarter last year. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. On average, research analysts forecast that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Insider Transactions at Palo Alto Networks

In other news, EVP Lee Klarich sold 120,774 shares of the company’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $217.94, for a total value of $26,321,485.56. Following the sale, the executive vice president directly owned 356,409 shares of the company’s stock, valued at $77,675,777.46. This represents a 25.31% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction dated Tuesday, September 23rd. The stock was sold at an average price of $204.19, for a total transaction of $1,020,950.00. Following the completion of the transaction, the executive vice president owned 96,135 shares of the company’s stock, valued at approximately $19,629,805.65. The trade was a 4.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,215,830 shares of company stock valued at $249,160,428 in the last three months. Company insiders own 2.50% of the company’s stock.

About Palo Alto Networks

Palo Alto Networks, Inc provides cybersecurity solutions worldwide. The company offers firewall appliances and software; and Panorama, a security management solution for the global control of network security platform as a virtual or a physical appliance. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention.