Ninepoint Partners LP Invests $773,000 in Palo Alto Networks, Inc. $PANW

Posted by Francis Steltz on Aug 21st, 2026

Ninepoint Partners LP purchased a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 2,267 shares of the network technology company’s stock, valued at approximately $773,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in PANW. Brighton Jones LLC increased its position in Palo Alto Networks by 147.7% during the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after purchasing an additional 4,031 shares during the period. Bison Wealth LLC lifted its position in shares of Palo Alto Networks by 169.1% in the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock worth $948,000 after purchasing an additional 3,275 shares during the period. Sivia Capital Partners LLC lifted its position in shares of Palo Alto Networks by 66.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock worth $713,000 after purchasing an additional 1,389 shares during the period. Osterweis Capital Management Inc. boosted its stake in shares of Palo Alto Networks by 11,100.0% during the second quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock valued at $115,000 after purchasing an additional 555 shares in the last quarter. Finally, Main Street Financial Solutions LLC increased its holdings in Palo Alto Networks by 6.0% during the second quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock valued at $900,000 after buying an additional 249 shares during the period. 79.82% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages recently commented on PANW. JPMorgan Chase & Co. boosted their price objective on shares of Palo Alto Networks from $200.00 to $300.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. Royal Bank Of Canada reiterated an “outperform” rating and issued a $434.00 price target (up from $330.00) on shares of Palo Alto Networks in a report on Friday, August 14th. The Goldman Sachs Group reissued a “buy” rating and issued a $330.00 price target on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. TD Cowen upped their price objective on Palo Alto Networks from $360.00 to $400.00 and gave the stock a “buy” rating in a research note on Monday. Finally, DA Davidson raised their price objective on Palo Alto Networks from $190.00 to $345.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $362.67.

Read Our Latest Research Report on PANW

Palo Alto Networks Stock Performance

Shares of PANW opened at $349.56 on Friday. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 month high of $398.88. The stock has a fifty day moving average price of $335.81 and a 200-day moving average price of $240.90. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. The firm has a market cap of $284.89 billion, a PE ratio of 286.52, a P/E/G ratio of 12.08 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last posted its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $2.94 billion. During the same quarter last year, the firm earned $0.37 EPS. The business’s quarterly revenue 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. Equities research analysts predict that Palo Alto Networks, Inc. will post 2.02 earnings per share for the current fiscal year.

Insider Buying and Selling at Palo Alto Networks

In related news, Director James J. Goetz sold 20,000 shares of Palo Alto Networks stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $279.90, for a total value of $5,598,000.00. Following the completion of the sale, the director directly owned 20,000 shares in the company, valued at $5,598,000. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Helle Thorning-Schmidt sold 700 shares of the business’s stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total transaction of $242,795.00. Following the sale, the director directly owned 5,898 shares in the company, valued at approximately $2,045,721.30. This represents a 10.61% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 37,935 shares of company stock valued at $10,809,461. Insiders own 1.40% of the company’s stock.

Key Palo Alto Networks News

Here are the key news stories impacting Palo Alto Networks this week:

Positive Sentiment: AI security initiative expands growth opportunities. Palo Alto Networks launched the Frontier AI Critical Defense Program with technology partners to protect critical infrastructure from AI-driven exploits and vulnerabilities. The initiative could strengthen PANW’s position in the emerging AI-security market and support demand from government and enterprise customers. Palo Alto Networks Introduces Frontier AI Critical Defense Program
Positive Sentiment: Analyst remains bullish. Cantor Fitzgerald raised its price target to $425 from $340 and maintained an “overweight” rating, citing potential for continued appreciation. The higher target signals confidence in PANW’s growth prospects despite recent volatility. Palo Alto Networks Price Target Raised by Cantor Fitzgerald
Positive Sentiment: Enterprise AI adoption may drive sales. Palo Alto Networks is positioning its network, identity, AI and security-operations products to benefit as businesses deploy more artificial intelligence. This could help PANW compete more effectively with CrowdStrike and Zscaler. Can Strong Enterprise AI Adoption Help PANW Challenge CrowdStrike and Zscaler?
Neutral Sentiment: Recent coverage from TD Cowen and other outlets remains constructive on PANW’s long-term appreciation potential, but provides limited new operating information. TD Cowen Forecasts Strong Price Appreciation for Palo Alto Networks
Negative Sentiment: Cybersecurity-sector selling is weighing on PANW. Palo Alto Networks declined even as the broader market improved, while CrowdStrike also sold off sharply. The synchronized weakness suggests investors are reducing exposure to cybersecurity stocks or taking profits, overshadowing bullish analyst commentary. CrowdStrike and Palo Alto Networks Stock Declines

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.