Earned Wealth Advisors LLC reduced its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 57.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,436 shares of the network technology company’s stock after selling 1,902 shares during the quarter. Earned Wealth Advisors LLC’s holdings in Palo Alto Networks were worth $230,000 as of its most recent SEC filing.
Other institutional investors have also modified their holdings of the company. Commonwealth Financial Services LLC boosted its holdings in shares of Palo Alto Networks by 7.8% in the 1st quarter. Commonwealth Financial Services LLC now owns 2,447 shares of the network technology company’s stock worth $392,000 after purchasing an additional 178 shares during the period. Meeder Advisory Services Inc. raised its holdings in Palo Alto Networks by 6.9% during the 1st quarter. Meeder Advisory Services Inc. now owns 19,539 shares of the network technology company’s stock valued at $3,133,000 after buying an additional 1,264 shares during the period. Dimensional Fund Advisors LP lifted its position in Palo Alto Networks by 9.9% in the first quarter. Dimensional Fund Advisors LP now owns 1,284,634 shares of the network technology company’s stock worth $205,912,000 after buying an additional 115,967 shares during the last quarter. Scarborough Advisors LLC purchased a new position in Palo Alto Networks during the first quarter worth $101,000. Finally, Balefire LLC bought a new position in Palo Alto Networks during the first quarter valued at $301,000. 79.82% of the stock is owned by institutional investors.
Insider Activity at Palo Alto Networks
In other Palo Alto Networks news, Director Helle Thorning-Schmidt sold 700 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the director directly owned 5,898 shares in the company, valued at $2,045,721.30. This trade represents a 10.61% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director James J. Goetz sold 20,000 shares of Palo Alto Networks stock in a transaction on Friday, June 12th. The stock was sold at an average price of $279.90, for a total transaction of $5,598,000.00. Following the completion of the transaction, the director directly owned 20,000 shares in the company, valued at $5,598,000. This represents a 50.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 101,239 shares of company stock valued at $27,174,360 over the last three months. Company insiders own 1.40% of the company’s stock.
Palo Alto Networks Price Performance
Palo Alto Networks (NASDAQ:PANW – Get Free Report) last issued its quarterly earnings data 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 company had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. During the same quarter last year, the company earned $0.37 earnings per share. The firm’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. Equities analysts predict that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth
Several equities analysts recently commented on PANW shares. Robert W. Baird set a $320.00 price target on shares of Palo Alto Networks in a report on Wednesday, June 3rd. HSBC raised their price objective on shares of Palo Alto Networks from $114.00 to $207.00 in a research note on Thursday, June 4th. Stifel Nicolaus set a $340.00 target price on Palo Alto Networks in a research report on Wednesday, June 3rd. Truist Financial increased their price target on Palo Alto Networks from $275.00 to $375.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Finally, Royal Bank Of Canada raised their price target on Palo Alto Networks from $255.00 to $330.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $331.48.
View Our Latest Stock Analysis on PANW
Palo Alto Networks News Summary
Here are the key news stories impacting Palo Alto Networks this week:
- Positive Sentiment: Analysts and commentators continue to highlight Palo Alto Networks as a key beneficiary of rising AI-driven cybersecurity spending, with Morgan Stanley saying sentiment on software stocks may be too negative and Barron’s arguing PANW could be a major winner in the new AI era. Article: Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative’ on Software Stocks. These Are Their Picks
- Positive Sentiment: Market watchers are also pointing to broader enterprise demand for cybersecurity as AI agents proliferate, which could support future security product spending and reinforce PANW’s growth narrative. Article: Citi Wealth CIO Warns “Infinite AI Agents” Will Accelerate Cybersecurity’s Share of Enterprise Spending
- Positive Sentiment: Palo Alto Networks announced it will acquire Embrace to extend its observability platform with Real User Monitoring and Synthetics, a move aimed at improving digital experience monitoring and AI-driven operations. Investors may see this as an expansion into a higher-value adjacent market. Article: Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring
- Neutral Sentiment: Another brief note flagged PANW as a cybersecurity stock to follow, but did not add any new catalyst beyond the broader sector interest. Article: Cybersecurity Stocks To Follow Now – July 20th
- Negative Sentiment: Despite the upbeat long-term themes, one article noted PANW had slipped intraday, suggesting some investors are still taking profits or reacting to overall software sector weakness. Article: Palo Alto slips 3%: Why this analyst still sees it as a top cyber pick
Palo Alto Networks 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.
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