Palo Alto Networks, Inc. $PANW Holdings Lowered by Coastal Bridge Advisors LLC

Coastal Bridge Advisors LLC reduced its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 3.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 63,911 shares of the network technology company’s stock after selling 2,431 shares during the period. Palo Alto Networks accounts for approximately 1.3% of Coastal Bridge Advisors LLC’s holdings, making the stock its 16th biggest position. Coastal Bridge Advisors LLC’s holdings in Palo Alto Networks were worth $21,795,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the stock. Solstein Capital LLC bought a new position in Palo Alto Networks during the 2nd quarter valued at $26,000. N.E.W. Advisory Services LLC acquired a new stake in shares of Palo Alto Networks in the second quarter valued at $27,000. Delos Wealth Advisors LLC acquired a new stake in shares of Palo Alto Networks in the second quarter valued at $28,000. Comprehensive Financial Planning Inc. PA acquired a new stake in shares of Palo Alto Networks in the second quarter valued at $36,000. Finally, Kilter Group LLC bought a new position in Palo Alto Networks during the second quarter valued at about $39,000. Institutional investors and hedge funds own 79.82% of the company’s stock.

Palo Alto Networks Price Performance

PANW stock 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 one year low of $139.57 and a one year high of $398.88. The firm has a market capitalization of $312.02 billion, a PE ratio of 313.81, a P/E/G ratio of 10.72 and a beta of 0.91. The firm has a 50-day moving average of $342.95 and a two-hundred day moving average of $247.58.

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. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The company had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. During the same period last year, the company posted $0.37 earnings per share. The business’s revenue for the quarter 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. On average, analysts forecast that Palo Alto Networks, Inc. will post 2.02 earnings per share for the current year.

Insider Transactions at Palo Alto Networks

In other news, EVP Dipak Golechha sold 5,000 shares of the firm’s stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $289.56, for a total value of $1,447,800.00. Following the completion of the sale, the executive vice president owned 145,250 shares of the company’s stock, valued at $42,058,590. This trade represents a 3.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Helle Thorning-Schmidt sold 700 shares of Palo Alto Networks stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total value of $242,795.00. Following the transaction, the director owned 5,898 shares in the company, valued at $2,045,721.30. This represents a 10.61% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 38,835 shares of company stock worth $11,127,854. 1.40% of the stock is currently owned by insiders.

Trending Headlines about Palo Alto Networks

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

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on PANW shares. Stifel Nicolaus set a $415.00 target price on Palo Alto Networks and gave the stock a “buy” rating in a report on Wednesday, August 19th. Wells Fargo & Company restated an “overweight” rating and set a $475.00 price objective (up from $420.00) on shares of Palo Alto Networks in a research report on Monday, August 17th. Barclays reaffirmed an “overweight” rating and issued a $370.00 price objective (up from $315.00) on shares of Palo Alto Networks in a research note on Wednesday, August 5th. Arete Research boosted their target price on shares of Palo Alto Networks from $185.00 to $433.00 and gave the stock a “buy” rating in a report on Monday, June 29th. Finally, Stephens increased their target price on shares of Palo Alto Networks from $180.00 to $300.00 and gave the company an “equal weight” rating in a research note on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $365.87.

Palo Alto Networks Company 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.