Telos Capital Management Inc. Has $13.79 Million Position in Palo Alto Networks, Inc. $PANW

Telos Capital Management Inc. raised its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 8.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 86,030 shares of the network technology company’s stock after purchasing an additional 6,390 shares during the quarter. Palo Alto Networks accounts for about 1.3% of Telos Capital Management Inc.’s holdings, making the stock its 20th biggest holding. Telos Capital Management Inc.’s holdings in Palo Alto Networks were worth $13,792,000 at the end of the most recent reporting period.

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

Palo Alto Networks Stock Down 0.5%

Shares of NASDAQ PANW opened at $286.40 on Tuesday. The company’s 50 day moving average price is $230.63 and its 200-day moving average price is $193.37. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. Palo Alto Networks, Inc. has a 52-week low of $139.57 and a 52-week high of $302.95. The company has a market capitalization of $233.42 billion, a P/E ratio of 234.75, a price-to-earnings-growth ratio of 10.69 and a beta of 0.94.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $2.94 billion. During the same period in the prior year, the company posted $0.37 earnings per share. Palo Alto Networks’s revenue for the quarter was up 31.1% compared to the same quarter last year. 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 analysts forecast that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

Insider Activity at Palo Alto Networks

In other news, CAO Josh D. Paul sold 1,100 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $285.08, for a total transaction of $313,588.00. Following the completion of the sale, the chief accounting officer owned 81,636 shares of the company’s stock, valued at $23,272,790.88. This trade represents a 1.33% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Aparna Bawa sold 345 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $290.17, for a total value of $100,108.65. Following the transaction, the director directly owned 7,359 shares in the company, valued at approximately $2,135,361.03. This trade represents a 4.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 101,389 shares of company stock worth $26,122,830 over the last quarter. 1.40% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

PANW has been the subject of several analyst reports. Susquehanna reaffirmed a “positive” rating and set a $350.00 price target (up from $200.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. BMO Capital Markets boosted their price objective on shares of Palo Alto Networks from $270.00 to $335.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Wolfe Research restated an “outperform” rating and issued a $320.00 price objective on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Robert W. Baird set a $320.00 target price on Palo Alto Networks in a research report on Wednesday, June 3rd. Finally, Cantor Fitzgerald set a $340.00 target price on Palo Alto Networks and gave the stock an “overweight” rating in a report on Wednesday, June 3rd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Palo Alto Networks has a consensus rating of “Moderate Buy” and a consensus price target of $306.59.

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.