Palo Alto Networks, Inc. $PANW Stake Lowered by Davidson Investment Advisors

Davidson Investment Advisors trimmed its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 25.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 78,979 shares of the network technology company's stock after selling 27,539 shares during the quarter. Palo Alto Networks comprises 1.1% of Davidson Investment Advisors' portfolio, making the stock its 24th largest position. Davidson Investment Advisors' holdings in Palo Alto Networks were worth $26,933,000 as of its most recent filing with the Securities and Exchange Commission.

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

Insider Activity

In other news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total value of $1,447,800.00. Following the transaction, the executive vice president owned 145,250 shares of the company's stock, valued at $42,058,590. The trade was a 3.33% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through 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 completion of the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 38,835 shares of company stock valued at $11,127,854 over the last quarter. Insiders own 1.40% of the company's stock.

Palo Alto Networks News Summary

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

• Positive Sentiment: Benchmark raised its price target to $400 from $340 and maintained a Buy rating, citing potential upside to next-generation security annual recurring revenue, revenue, operating income and margins. The forecast reinforces expectations that Palo Alto Networks’ AI-security strategy is gaining traction. Palo Alto Networks Gets a $400 Target
• Positive Sentiment: Investors are taking confidence from CrowdStrike’s stronger-than-expected results, which highlighted robust AI-related cybersecurity demand and lifted sentiment across the sector. Palo Alto Networks is viewed as a potential beneficiary of the same spending cycle. Palo Alto Networks Stock Trades Up
• Positive Sentiment: Platformization, adoption of AI-security products and recent deal wins are expected to support fourth-quarter growth. BTIG also assigned PANW a Buy rating, adding to broadly favorable analyst coverage. Palo Alto Networks to Report Q4 Earnings
• Neutral Sentiment: Earnings are the next major catalyst. Traders expect potentially significant movement after the report, while analysts are watching recurring revenue, margins, operating income and guidance—not just revenue and EPS. Expected Post-Earnings Stock Move
• Negative Sentiment: Acquisition-related costs could pressure results, and the stock’s triple-digit P/E ratio—above 300 based on the supplied data—means much of the AI-growth outlook may already be reflected in the price. Any shortfall in growth or guidance could trigger profit-taking. Palo Alto’s Rally Has One Big Problem Ahead of Earnings
• Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000, reducing his position by 1.21%. The transaction is small relative to his remaining holdings but may create a modest sentiment headwind. Palo Alto Networks Insider Sale

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on PANW shares. Arete Research lifted their price target on Palo Alto Networks from $185.00 to $433.00 and gave the company a "buy" rating in a report on Monday, June 29th. FBN Securities restated an "outperform" rating on shares of Palo Alto Networks in a research report on Wednesday, July 1st. Barclays reaffirmed an "overweight" rating and set a $370.00 target price (up from $315.00) on shares of Palo Alto Networks in a research note on Wednesday, August 5th. Sanford C. Bernstein boosted their price target on Palo Alto Networks from $209.00 to $253.00 and gave the stock an "outperform" rating in a research report on Wednesday, June 3rd. Finally, Capital One Financial set a $421.00 price target on Palo Alto Networks and gave the stock an "overweight" rating in a research note on Thursday, July 16th. 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 assigned a Sell rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $368.42.

Palo Alto Networks Stock Performance

Shares of NASDAQ PANW opened at $371.59 on Friday. The stock has a fifty day moving average price of $344.62 and a two-hundred day moving average price of $248.45. 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 firm has a market cap of $302.85 billion, a P/E ratio of 304.58, a PEG ratio of 11.74 and a beta of 0.91. Palo Alto Networks, Inc. has a 1 year low of $139.57 and a 1 year high of $398.88.

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 EPS for the quarter, topping analysts' consensus estimates of $0.79 by $0.06. The company had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The company's quarterly revenue was up 31.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.37 EPS. 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. Research analysts forecast that Palo Alto Networks, Inc. will post 2.01 EPS for the current fiscal year.

Palo Alto Networks Company 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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