15,506 Shares in Palo Alto Networks, Inc. $PANW Bought by Camarda Financial Advisors LLC

Key Points

• Camarda Financial Advisors acquired 15,506 PANW shares worth approximately $5.29 million, making Palo Alto Networks its 10th-largest holding and representing 1.6% of its portfolio.
• Institutional investors own 79.82% of the company, while insiders sold 38,835 shares valued at $11.1 million during the latest quarter.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and a $365.87 target price, although PANW’s elevated valuation and recent trading near its 52-week high could increase downside risk.

Camarda Financial Advisors LLC acquired a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 15,506 shares of the network technology company's stock, valued at approximately $5,288,000. Palo Alto Networks comprises 1.6% of Camarda Financial Advisors LLC's portfolio, making the stock its 10th largest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in PANW. Trilogy Capital Inc. grew its holdings in Palo Alto Networks by 1.8% during the 2nd quarter. Trilogy Capital Inc. now owns 2,127 shares of the network technology company's stock valued at $725,000 after purchasing an additional 37 shares during the last quarter. Wisconsin Wealth Advisors LLC lifted its stake in Palo Alto Networks by 1.2% in the second quarter. Wisconsin Wealth Advisors LLC now owns 3,206 shares of the network technology company's stock worth $1,093,000 after purchasing an additional 38 shares during the last quarter. Orrstown Financial Services Inc. lifted its stake in Palo Alto Networks by 1.2% in the second quarter. Orrstown Financial Services Inc. now owns 3,197 shares of the network technology company's stock worth $1,090,000 after purchasing an additional 38 shares during the last quarter. WNY Asset Management LLC boosted its position in shares of Palo Alto Networks by 2.8% during the second quarter. WNY Asset Management LLC now owns 1,751 shares of the network technology company's stock valued at $597,000 after buying an additional 47 shares during the period. Finally, GSG Advisors LLC boosted its position in shares of Palo Alto Networks by 0.4% during the first quarter. GSG Advisors LLC now owns 12,536 shares of the network technology company's stock valued at $2,010,000 after buying an additional 51 shares during the period. Hedge funds and other institutional investors own 79.82% of the company's stock.

Insider Activity

In other Palo Alto Networks news, Director Helle Thorning-Schmidt sold 700 shares of Palo Alto Networks stock in a transaction dated Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total value of $242,795.00. Following the transaction, the director owned 5,898 shares in the company, valued at $2,045,721.30. The trade was a 10.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director John P. Key sold 7,500 shares of Palo Alto Networks stock in a transaction that occurred on Friday, June 12th. The stock was 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 approximately $3,490,500. The trade was a 37.50% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 38,835 shares of company stock valued at $11,127,854. 1.40% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on PANW. Morgan Stanley set a $400.00 price target on Palo Alto Networks in a report on Monday, August 17th. Capital One Financial set a $421.00 price objective on Palo Alto Networks and gave the company an "overweight" rating in a report on Thursday, July 16th. Benchmark upped their price objective on Palo Alto Networks from $340.00 to $400.00 and gave the company a "buy" rating in a research report on Monday. Oppenheimer reiterated an "outperform" rating and issued a $400.00 target price (up from $350.00) on shares of Palo Alto Networks in a research note on Tuesday, August 4th. Finally, Stephens lifted their target price on Palo Alto Networks from $180.00 to $300.00 and gave the stock an "equal weight" rating in a research report on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, Palo Alto Networks has a consensus rating of "Moderate Buy" and a consensus target price of $365.87.

Palo Alto Networks Trading Up 12.8%

PANW opened at $382.85 on Friday. The stock's fifty day moving average is $342.95 and its two-hundred day moving average is $247.58. The company has a market capitalization of $312.02 billion, a P/E ratio of 313.81, a PEG ratio of 10.72 and a beta of 0.91. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $398.88. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last issued its 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 business had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. During the same period in the previous year, the company posted $0.37 EPS. Palo Alto Networks's 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. Analysts forecast that Palo Alto Networks, Inc. will post 2.02 earnings per share for the current year.

Key Palo Alto Networks News

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

• Positive Sentiment: JPMorgan raised its price target for Palo Alto Networks to $384, modestly above the current trading level, while maintaining its view of the cybersecurity company. JPMorgan Chase & Co. Increases Palo Alto Networks Price Target
• Positive Sentiment: Analyst coverage remains broadly constructive: BTIG reaffirmed a “Buy” rating, and other Wall Street commentary continues to characterize PANW as a buy and a cybersecurity stock worth researching. Wall Street Analysts See Palo Alto as a Buy Benchmark Analyst Expects Palo Alto Stock to Rise
• Neutral Sentiment: Investors are focused on estimates for PANW’s fiscal fourth quarter ended July 2026, including key operating metrics beyond revenue and earnings. The upcoming results could become the next major catalyst. Palo Alto Q4 Performance Estimates
• Neutral Sentiment: Broader markets may remain sensitive to next week’s U.S. jobs report and its implications for Federal Reserve policy, which could influence high-growth technology valuations. The Week Ahead: August Jobs Report Takes Center Stage
• Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000. The sale reduced his holdings by 1.21%, a relatively small transaction but a potential short-term sentiment headwind. SEC Insider Transaction Filing
• Negative Sentiment: BTIG’s $380 price target is slightly below PANW’s current level despite its Buy rating, while the stock’s very high earnings multiple leaves it vulnerable to disappointment if growth or guidance slows. BTIG Reiterates Buy Rating on Palo Alto Networks

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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This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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