Integral Investment Advisors Inc. Grows Stock Holdings in Palo Alto Networks, Inc. $PANW

Integral Investment Advisors Inc. lifted its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 6.3% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 12,388 shares of the network technology company’s stock after buying an additional 735 shares during the period. Palo Alto Networks makes up about 0.7% of Integral Investment Advisors Inc.’s portfolio, making the stock its 29th largest position. Integral Investment Advisors Inc.’s holdings in Palo Alto Networks were worth $2,535,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC grew its holdings in Palo Alto Networks by 147.7% in the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock worth $1,230,000 after purchasing an additional 4,031 shares during the last quarter. Bison Wealth LLC boosted its position in shares of Palo Alto Networks by 169.1% in the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock worth $948,000 after purchasing an additional 3,275 shares in the last quarter. Confluence Wealth Services Inc. grew its stake in Palo Alto Networks by 36.3% during the 1st quarter. Confluence Wealth Services Inc. now owns 1,803 shares of the network technology company’s stock worth $303,000 after buying an additional 480 shares during the last quarter. Golden State Wealth Management LLC grew its stake in Palo Alto Networks by 7.2% during the 1st quarter. Golden State Wealth Management LLC now owns 7,387 shares of the network technology company’s stock worth $1,261,000 after buying an additional 495 shares during the last quarter. Finally, Joel Isaacson & Co. LLC acquired a new position in Palo Alto Networks during the 1st quarter valued at about $510,000. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on PANW. New Street Research boosted their price target on Palo Alto Networks from $235.00 to $240.00 and gave the stock a “buy” rating in a research note on Friday, September 12th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Palo Alto Networks in a research note on Wednesday, October 8th. Guggenheim upped their price target on shares of Palo Alto Networks from $130.00 to $135.00 and gave the company a “sell” rating in a research note on Tuesday, August 19th. BTIG Research raised shares of Palo Alto Networks from a “neutral” rating to a “buy” rating in a report on Monday, October 13th. Finally, Morgan Stanley boosted their price objective on shares of Palo Alto Networks from $210.00 to $216.00 and gave the company an “overweight” rating in a report on Tuesday, September 2nd. Thirty equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $218.17.

Insider Buying and Selling

In other Palo Alto Networks news, CEO Nikesh Arora sold 846,408 shares of the company’s stock in a transaction that occurred on Tuesday, September 23rd. The stock was sold at an average price of $204.06, for a total value of $172,718,016.48. Following the sale, the chief executive officer owned 275,013 shares in the company, valued at approximately $56,119,152.78. This represents a 75.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CAO Josh D. Paul sold 700 shares of Palo Alto Networks stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $202.16, for a total transaction of $141,512.00. Following the transaction, the chief accounting officer directly owned 32,474 shares of the company’s stock, valued at approximately $6,564,943.84. This trade represents a 2.11% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 1,315,130 shares of company stock valued at $260,687,367 in the last three months. 2.50% of the stock is currently owned by company insiders.

Palo Alto Networks Stock Performance

NASDAQ:PANW opened at $220.29 on Tuesday. The firm’s fifty day moving average is $201.67 and its two-hundred day moving average is $192.92. The firm has a market cap of $147.35 billion, a price-to-earnings ratio of 137.25, a PEG ratio of 5.16 and a beta of 0.98. Palo Alto Networks, Inc. has a one year low of $144.15 and a one year high of $221.09.

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

Palo Alto Networks Company Profile

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.