Jamison Private Wealth Management Inc. Boosts Stock Holdings in Palo Alto Networks, Inc. $PANW

Posted by Francis Steltz on Jul 3rd, 2026

Jamison Private Wealth Management Inc. raised its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 5.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 36,341 shares of the network technology company’s stock after acquiring an additional 1,958 shares during the quarter. Jamison Private Wealth Management Inc.’s holdings in Palo Alto Networks were worth $5,826,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Fideuram Intesa Sanpaolo Private Banking S.P.A. boosted its stake in Palo Alto Networks by 17.6% during the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 68,773 shares of the network technology company’s stock worth $11,026,000 after purchasing an additional 10,293 shares during the last quarter. Patten Group Inc. raised its position in shares of Palo Alto Networks by 0.9% in the first quarter. Patten Group Inc. now owns 8,148 shares of the network technology company’s stock valued at $1,306,000 after buying an additional 69 shares during the last quarter. Strs Ohio raised its position in shares of Palo Alto Networks by 108.0% in the first quarter. Strs Ohio now owns 642,724 shares of the network technology company’s stock valued at $103,042,000 after buying an additional 333,748 shares during the last quarter. Keybank National Association OH lifted its stake in shares of Palo Alto Networks by 2.7% in the first quarter. Keybank National Association OH now owns 34,888 shares of the network technology company’s stock worth $5,593,000 after buying an additional 921 shares in the last quarter. Finally, Heritage Investors Management Corp lifted its stake in shares of Palo Alto Networks by 1.1% in the first quarter. Heritage Investors Management Corp now owns 566,661 shares of the network technology company’s stock worth $90,847,000 after buying an additional 6,203 shares in the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Insider Buying and Selling

In other news, Director Aparna Bawa sold 290 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $348.74, for a total value of $101,134.60. Following the transaction, the director owned 6,437 shares of the company’s stock, valued at $2,244,839.38. This represents a 4.31% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Josh D. Paul sold 900 shares of the stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $345.00, for a total value of $310,500.00. Following the transaction, the chief accounting officer owned 79,644 shares of the company’s stock, valued at approximately $27,477,180. This represents a 1.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 102,111 shares of company stock valued at $27,204,024. 1.40% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms have commented on PANW. The Goldman Sachs Group reiterated a “buy” rating and issued a $330.00 price objective on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Berenberg Bank upped their price target on Palo Alto Networks from $290.00 to $360.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. Weiss Ratings cut Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, June 4th. BTIG Research lifted their price objective on Palo Alto Networks from $333.00 to $380.00 and gave the stock a “buy” rating in a research report on Tuesday. Finally, Truist Financial boosted their price objective on Palo Alto Networks from $275.00 to $375.00 and gave the stock a “buy” rating in a research note on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $316.15.

Read Our Latest Stock Analysis on PANW

Palo Alto Networks News Roundup

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 reiterated an overweight rating, reinforcing the case for further upside. Wells Fargo price target raise
Positive Sentiment: BNP Paribas Exane lifted its target to $380 from $330 and maintained an outperform rating, adding to the bullish analyst sentiment around PANW. BNP Paribas Exane target raise
Positive Sentiment: The stock remains a momentum name after gaining roughly 25% since its last earnings report, supported by strong demand for AI-related cybersecurity tools and recent trading interest. Zacks earnings momentum article
Neutral Sentiment: Several insider sales were disclosed, including director Aparna Bawa and CAO Josh D. Paul. The transactions were relatively small, but insider selling can slightly temper investor enthusiasm. Insider sale disclosure

Palo Alto Networks Stock Performance

Palo Alto Networks stock opened at $348.06 on Friday. The firm has a 50 day simple moving average of $255.09 and a 200-day simple moving average of $200.36. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $358.10. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. The stock has a market cap of $283.67 billion, a price-to-earnings ratio of 285.30, a price-to-earnings-growth ratio of 13.07 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last released its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 EPS 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 firm had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. During the same quarter in the previous year, the company earned $0.37 EPS. The business’s revenue for the quarter was up 31.1% compared to the same quarter last year. 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 expect that Palo Alto Networks, Inc. will post 2.03 EPS for the current year.

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.