Palo Alto Networks, Inc. $PANW Stake Reduced by Vision Capital Management Inc.

Posted by Geri Gentry on Jul 2nd, 2026

Vision Capital Management Inc. decreased its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 13.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 24,199 shares of the network technology company’s stock after selling 3,753 shares during the quarter. Vision Capital Management Inc.’s holdings in Palo Alto Networks were worth $3,880,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of the company. Brighton Jones LLC increased its stake in shares of 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 valued at $1,230,000 after purchasing 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. grew its holdings in Palo Alto Networks by 11,100.0% in the 2nd 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 in the last quarter. Finally, Main Street Financial Solutions LLC grew its holdings in Palo Alto Networks by 6.0% in the 2nd 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 in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Wall Street Analyst Weigh In

PANW has been the topic of several recent analyst reports. BTIG Research lifted their target price on Palo Alto Networks from $333.00 to $380.00 and gave the company a “buy” rating in a research note on Tuesday. Scotiabank reissued a “sector outperform” rating and issued a $320.00 price target (up from $180.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Rosenblatt Securities raised their price target on Palo Alto Networks from $275.00 to $355.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Piper Sandler restated an “overweight” rating and set a $345.00 price objective (up from $265.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Finally, Morgan Stanley upped their price objective on shares of Palo Alto Networks from $253.00 to $320.00 and gave the stock an “overweight” rating in a report on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Palo Alto Networks presently has an average rating of “Moderate Buy” and a consensus price target of $316.15.

Check Out Our Latest Report on Palo Alto Networks

Insider Activity

In other news, Director John P. Key sold 7,500 shares of the firm’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the completion of the transaction, the director owned 12,500 shares in the company, valued at approximately $3,490,500. This trade represents a 37.50% 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 1,100 shares of Palo Alto Networks stock in a transaction that occurred 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 transaction, the chief accounting officer directly owned 81,636 shares in the company, valued at $23,272,790.88. This represents a 1.33% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 102,111 shares of company stock valued at $27,204,024 over the last quarter. Insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Performance

Shares of NASDAQ PANW opened at $352.04 on Thursday. The stock has a fifty day moving average price of $251.63 and a two-hundred day moving average price of $199.26. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. The firm has a market cap of $286.91 billion, a P/E ratio of 288.56, a PEG ratio of 12.66 and a beta of 0.91. Palo Alto Networks, Inc. has a 1 year low of $139.57 and a 1 year high of $358.10.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last posted its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. The company had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The company’s quarterly revenue was up 31.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.37 EPS. 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. Research analysts forecast that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

Key Headlines Impacting Palo Alto Networks

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

Positive Sentiment: Wells Fargo raised its price target on Palo Alto Networks to $420 from $325 and kept an overweight rating, signaling further upside potential. Wells Fargo target raise
Positive Sentiment: BNP Paribas Exane lifted its target to $380 from $330 and reiterated an outperform rating, adding to the bullish analyst tone around PANW. BNP Paribas Exane target raise
Positive Sentiment: BTIG Research also raised its target to $380 from $333 and maintained a buy rating, reinforcing expectations for continued share-price strength. BTIG target raise
Positive Sentiment: Recent coverage highlighted PANW’s strong fiscal Q3 results, with revenue and ARR beats and growing demand tied to AI-driven cybersecurity and observability, which has helped keep sentiment constructive. Yahoo Finance article
Neutral Sentiment: Several insiders sold small blocks of stock, including CAO Josh D. Paul and Director Aparna Bawa. While routine, insider selling can modestly temper enthusiasm for the stock. SEC filing

Palo Alto Networks Company Profile

(Free Report)

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.