Palo Alto Networks, Inc. $PANW Shares Bought by Sivia Capital Partners LLC

Sivia Capital Partners LLC grew its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 87.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 4,264 shares of the network technology company’s stock after purchasing an additional 1,984 shares during the quarter. Sivia Capital Partners LLC’s holdings in Palo Alto Networks were worth $785,000 as of its most recent filing with the SEC.

Other hedge funds also recently modified their holdings of the company. Darwin Wealth Management LLC acquired a new position in shares of Palo Alto Networks during the 2nd quarter valued at $25,000. Steph & Co. increased its position in shares of Palo Alto Networks by 88.2% during the 4th quarter. Steph & Co. now owns 143 shares of the network technology company’s stock valued at $26,000 after purchasing an additional 67 shares during the period. Knuff & Co LLC acquired a new position in shares of Palo Alto Networks during the 4th quarter valued at $26,000. Luken Investment Analytics LLC increased its position in shares of 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 valued at $28,000 after purchasing an additional 102 shares during the period. Finally, WHI TRUST Co LLC acquired a new position in shares of Palo Alto Networks in the 4th quarter worth $28,000. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. BMO Capital Markets lifted their target price on Palo Alto Networks from $270.00 to $335.00 and gave the stock an “outperform” rating in a report on Wednesday. Morgan Stanley lifted their target price on Palo Alto Networks from $253.00 to $320.00 and gave the stock an “overweight” rating in a report on Wednesday. Evercore restated an “outperform” rating and issued a $375.00 target price on shares of Palo Alto Networks in a report on Wednesday. Truist Financial lifted their target price on Palo Alto Networks from $275.00 to $375.00 and gave the stock a “buy” rating in a report on Wednesday. Finally, Susquehanna restated a “positive” rating and issued a $350.00 target price (up from $200.00) on shares of Palo Alto Networks in a report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $306.29.

Insider Activity

In related news, Director John P. Key sold 1,572 shares of the company’s stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $173.32, for a total transaction of $272,459.04. Following the transaction, the director directly owned 20,000 shares of the company’s stock, valued at approximately $3,466,400. The trade was a 7.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Nikesh Arora purchased 68,085 shares of the company’s stock in a transaction that occurred on Friday, March 27th. The shares were acquired at an average cost of $146.87 per share, for a total transaction of $9,999,643.95. Following the completion of the transaction, the chief executive officer directly owned 343,394 shares of the company’s stock, valued at $50,434,276.78. This trade represents a 24.73% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders sold 72,076 shares of company stock valued at $17,930,587 in the last ninety days. Corporate insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Down 0.4%

NASDAQ:PANW opened at $279.25 on Friday. The firm has a market capitalization of $227.87 billion, a price-to-earnings ratio of 228.89, a PEG ratio of 10.07 and a beta of 0.94. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $302.95. The company has a current ratio of 0.86, a quick ratio of 1.04 and a debt-to-equity ratio of 0.04. The business’s fifty day moving average price is $202.65 and its 200 day moving average price is $185.98.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.79 by $0.06. The firm had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.Palo Alto Networks’s quarterly revenue was up 31.1% on a year-over-year basis. During the same period in the previous year, the firm earned $0.37 earnings per share. 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. On average, sell-side analysts forecast that Palo Alto Networks, Inc. will post 2.15 earnings per share for the current fiscal year.

Key Headlines Impacting Palo Alto Networks

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

• Positive Sentiment: Palo Alto Networks beat fiscal Q3 expectations, with revenue of $3.0 billion and EPS of $0.85, and management raised full-year and Q4 guidance, reinforcing the view that AI-related cybersecurity demand is accelerating. Article Title
• Positive Sentiment: Wall Street analyst sentiment turned more bullish, with multiple firms raising price targets sharply and several upgrading the stock, which can support PANW’s valuation and sentiment in the near term. Article Title
• Positive Sentiment: Citigroup, Wedbush, Deutsche Bank, Morgan Stanley, Berenberg, Truist, Rosenblatt, Oppenheimer, RBC, Mizuho and others all lifted targets into a much higher range, signaling confidence that the post-earnings growth story remains intact. Article Title
• Positive Sentiment: FBN Securities upgraded Palo Alto Networks to “strong-buy,” adding another constructive catalyst for the stock after the earnings report. Article Title
• Neutral Sentiment: Some commentary suggests the stock may have run ahead of itself after a strong rally, and a few articles note that investors are pausing to assess whether the AI-security growth can justify the valuation. Article Title
• Neutral Sentiment: An insider sale by the chief accounting officer may create a small headline overhang, but the transaction appears limited relative to the company’s recent surge. Article Title
• Negative Sentiment: Broader weakness in cybersecurity peers, including CrowdStrike’s post-earnings drop, may be weighing on sentiment across the group and helping explain some near-term pressure in PANW. Article Title

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.