Compound Planning Inc. Reduces Holdings in Palo Alto Networks, Inc. $PANW

Posted by Brenda Bartman on Jul 25th, 2026

Compound Planning Inc. reduced its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 21.8% in the 1st quarter, HoldingsChannel reports. The firm owned 15,325 shares of the network technology company’s stock after selling 4,263 shares during the quarter. Compound Planning Inc.’s holdings in Palo Alto Networks were worth $2,457,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of PANW. Darwin Wealth Management LLC purchased a new position in Palo Alto Networks during the second quarter worth $25,000. Steph & Co. boosted its stake in shares of Palo Alto Networks by 88.2% during the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock valued at $26,000 after acquiring an additional 67 shares during the last quarter. Knuff & Co LLC purchased a new stake in Palo Alto Networks during the 4th quarter worth about $26,000. Sittner & Nelson LLC increased its position in Palo Alto Networks by 73.8% during the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after purchasing an additional 62 shares in the last quarter. Finally, Luken Investment Analytics LLC increased its position 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 purchasing an additional 102 shares in the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Insiders Place Their Bets

In related news, 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 value of $5,598,000.00. Following the transaction, the director 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 Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $289.56, for a total value of $1,447,800.00. Following the sale, the executive vice president owned 145,250 shares of the company’s stock, valued at $42,058,590. This represents a 3.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 101,239 shares of company stock worth $27,174,360. Corporate insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Performance

Shares of PANW stock opened at $323.79 on Friday. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $368.80. 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 company has a 50 day moving average price of $300.79 and a 200 day moving average price of $217.58. The firm has a market capitalization of $263.89 billion, a price-to-earnings ratio of 265.40, a price-to-earnings-growth ratio of 12.09 and a beta of 0.91.

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 net margin of 7.95% and a return on equity of 10.53%. The company had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. During the same quarter last year, the business earned $0.37 EPS. Palo Alto Networks’s revenue for the quarter was up 31.1% on a year-over-year basis. 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. Sell-side analysts anticipate that Palo Alto Networks, Inc. will post 2.03 EPS for the current year.

Wall Street Analysts Forecast Growth

PANW has been the topic of a number of recent research reports. HSBC upped their target price on shares of Palo Alto Networks from $114.00 to $207.00 in a report on Thursday, June 4th. Piper Sandler reissued an “overweight” rating and issued a $345.00 price objective (up from $265.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Royal Bank Of Canada upped 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. Jefferies Financial Group set a $335.00 target price on shares of Palo Alto Networks and gave the stock a “buy” rating in a research report on Wednesday, June 3rd. Finally, UBS Group set a $300.00 target price on shares of Palo Alto Networks and gave the stock a “neutral” rating in a research note on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and an average target price of $331.48.

Check Out Our Latest Report on Palo Alto Networks

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.