V Square Quantitative Management LLC Raises Stake in Palo Alto Networks, Inc. $PANW

Posted by Brenda Bartman on Jul 5th, 2026

V Square Quantitative Management LLC raised its position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 16.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 21,120 shares of the network technology company’s stock after purchasing an additional 2,910 shares during the period. V Square Quantitative Management LLC’s holdings in Palo Alto Networks were worth $3,386,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Darwin Wealth Management LLC acquired a new position in shares of Palo Alto Networks during the second quarter worth $25,000. Steph & Co. increased its holdings in Palo Alto Networks by 88.2% in the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock valued at $26,000 after buying an additional 67 shares during the last quarter. Knuff & Co LLC acquired a new stake in Palo Alto Networks in the fourth quarter valued at $26,000. Sittner & Nelson LLC raised its stake in Palo Alto Networks by 73.8% in the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after buying an additional 62 shares in the last quarter. Finally, Luken Investment Analytics LLC lifted its holdings in Palo Alto Networks by 196.2% during the 4th quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock worth $28,000 after buying an additional 102 shares during the last quarter. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, Director James J. Goetz sold 20,000 shares of the firm’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $279.90, for a total transaction of $5,598,000.00. Following the transaction, the director directly owned 20,000 shares in the company, valued at approximately $5,598,000. This trade represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director John P. Key sold 7,500 shares of Palo Alto Networks stock in a transaction on 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 directly owned 12,500 shares in the company, valued at $3,490,500. The trade was a 37.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 102,111 shares of company stock valued at $27,204,024. 1.40% of the stock is owned by insiders.

Palo Alto Networks Price Performance

Palo Alto Networks stock opened at $348.06 on Friday. The company has a market capitalization of $283.67 billion, a P/E ratio of 285.30, a PEG ratio of 12.92 and a beta of 0.91. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $358.10. The stock has a 50-day simple moving average of $258.43 and a 200-day simple moving average of $201.39.

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 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. The firm 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 firm’s quarterly revenue was up 31.1% compared to the same quarter last year. During the same quarter last year, the business posted $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. Equities research analysts expect that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

Wall Street Analysts Forecast Growth

PANW has been the subject of several analyst reports. Weiss Ratings cut Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, June 4th. Argus boosted their target price on Palo Alto Networks from $222.00 to $320.00 in a research note on Friday, June 5th. JPMorgan Chase & Co. upped their price target on Palo Alto Networks from $200.00 to $300.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Truist Financial upped their price target on Palo Alto Networks from $275.00 to $375.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Finally, Oppenheimer raised their price objective on shares of Palo Alto Networks from $275.00 to $350.00 and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Palo Alto Networks currently has a consensus rating of “Moderate Buy” and a consensus target price of $316.15.

Read Our Latest Report on PANW

Palo Alto Networks 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.