Marietta Investment Partners LLC Has $2.84 Million Stake in Palo Alto Networks, Inc. $PANW

Posted by Geri Gentry on Jul 6th, 2026

Marietta Investment Partners LLC grew its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 17.2% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 17,698 shares of the network technology company’s stock after buying an additional 2,603 shares during the period. Marietta Investment Partners LLC’s holdings in Palo Alto Networks were worth $2,837,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the stock. Columbia Bank lifted its stake in shares of Palo Alto Networks by 2.8% in the first quarter. Columbia Bank now owns 11,996 shares of the network technology company’s stock valued at $1,923,000 after buying an additional 329 shares during the period. Ascentis Independent Advisors increased its stake in Palo Alto Networks by 83.0% during the first quarter. Ascentis Independent Advisors now owns 12,068 shares of the network technology company’s stock valued at $1,935,000 after acquiring an additional 5,475 shares during the period. Stephens Inc. AR raised its holdings in Palo Alto Networks by 7.1% in the 1st quarter. Stephens Inc. AR now owns 84,486 shares of the network technology company’s stock valued at $13,576,000 after acquiring an additional 5,586 shares in the last quarter. Lee Danner & Bass Inc. raised its holdings in Palo Alto Networks by 4.5% in the 1st quarter. Lee Danner & Bass Inc. now owns 15,404 shares of the network technology company’s stock valued at $2,470,000 after acquiring an additional 670 shares in the last quarter. Finally, GM Advisory Group LLC lifted its position in shares of Palo Alto Networks by 8.8% in the 1st quarter. GM Advisory Group LLC now owns 7,838 shares of the network technology company’s stock worth $1,257,000 after acquiring an additional 631 shares during the period. Institutional investors own 79.82% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on PANW. BMO Capital Markets lifted their price objective on Palo Alto Networks from $270.00 to $335.00 and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. Stifel Nicolaus set a $340.00 target price on Palo Alto Networks in a research note on Wednesday, June 3rd. HSBC raised their target price on Palo Alto Networks from $114.00 to $207.00 in a research report on Thursday, June 4th. DA Davidson boosted their price target on shares of Palo Alto Networks from $190.00 to $345.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Finally, Royal Bank Of Canada increased their price objective on shares of Palo Alto Networks from $255.00 to $330.00 and gave the company an “outperform” rating in a research note 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 assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Palo Alto Networks has a consensus rating of “Moderate Buy” and an average price target of $316.15.

Check Out Our Latest Research Report on PANW

Palo Alto Networks Price Performance

Palo Alto Networks stock opened at $348.06 on Monday. The business has a 50 day simple moving average of $258.43 and a 200 day simple moving average of $201.50. 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 company has a market capitalization of $283.67 billion, a PE ratio of 285.30, a price-to-earnings-growth ratio of 12.92 and a beta of 0.91. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $358.10.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last announced its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The firm had revenue of $3 billion for the quarter, compared to analysts’ expectations of $2.94 billion. During the same period in the prior year, the business posted $0.37 earnings per share. The business’s revenue 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, sell-side analysts forecast that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the completion of the sale, the executive vice president owned 145,250 shares in the company, valued at $42,058,590. This trade represents a 3.33% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Josh D. Paul sold 900 shares of Palo Alto Networks stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $345.00, for a total transaction of $310,500.00. Following the transaction, the chief accounting officer directly owned 79,644 shares of the company’s stock, valued at $27,477,180. This represents a 1.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 102,111 shares of company stock worth $27,204,024 in the last quarter. 1.40% of the stock is owned by corporate insiders.

About Palo Alto Networks

(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.