Palo Alto Networks, Inc. $PANW Shares Sold by Vision Capital Management Inc.

Vision Capital Management Inc. cut its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 13.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,199 shares of the network technology company’s stock after selling 3,753 shares during the quarter. Vision Capital Management Inc.’s holdings in Palo Alto Networks were worth $3,880,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of PANW. Brighton Jones LLC lifted its holdings in shares of Palo Alto Networks by 147.7% during the fourth 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 last quarter. Bison Wealth LLC increased its stake in 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 in the last quarter. Sivia Capital Partners LLC increased its stake in 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 in the last quarter. Osterweis Capital Management Inc. raised 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 buying an additional 555 shares during the period. Finally, Main Street Financial Solutions LLC raised 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 buying an additional 249 shares during the period. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts have commented on the stock. BNP Paribas Exane raised their target price on shares of Palo Alto Networks from $330.00 to $380.00 and gave the stock an “outperform” rating in a report on Wednesday. Wolfe Research reaffirmed an “outperform” rating and issued a $320.00 price objective on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Argus boosted their target price on shares of Palo Alto Networks from $222.00 to $320.00 in a research note on Friday, June 5th. Royal Bank Of Canada increased their target price on Palo Alto Networks from $255.00 to $330.00 and gave the company an “outperform” rating in a report on Wednesday, June 3rd. Finally, Needham & Company LLC lifted their price target on Palo Alto Networks from $200.00 to $350.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Palo Alto Networks currently has an average rating of “Moderate Buy” and an average price target of $316.15.

Palo Alto Networks Stock Performance

Shares of PANW opened at $352.04 on Thursday. The company has a market capitalization of $286.91 billion, a PE ratio of 288.56, a PEG ratio of 12.66 and a beta of 0.91. 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 company’s 50 day moving average price is $251.63 and its 200 day moving average price is $199.26. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $358.10.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. The company had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The company’s revenue was up 31.1% compared to the same quarter last year. During the same quarter in the prior year, the firm 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 expect that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

Insiders Place Their Bets

In other Palo Alto Networks news, EVP Lee Klarich sold 62,904 shares of the business’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $258.65, for a total value of $16,270,119.60. Following the transaction, the executive vice president owned 235,983 shares in the company, valued at $61,037,002.95. The trade was a 21.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Josh D. Paul sold 1,100 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $285.08, for a total value of $313,588.00. Following the completion of the transaction, the chief accounting officer owned 81,636 shares in the company, valued at $23,272,790.88. This trade represents a 1.33% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 102,111 shares of company stock valued at $27,204,024 in the last three months. Company insiders own 1.40% of the company’s stock.

Key Headlines Impacting Palo Alto Networks

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

• Positive Sentiment: Wells Fargo raised its price target on Palo Alto Networks to $420 from $325 and kept an overweight rating, signaling further upside potential. Wells Fargo target raise
• Positive Sentiment: BNP Paribas Exane lifted its target to $380 from $330 and reiterated an outperform rating, adding to the bullish analyst tone around PANW. BNP Paribas Exane target raise
• Positive Sentiment: BTIG Research also raised its target to $380 from $333 and maintained a buy rating, reinforcing expectations for continued share-price strength. BTIG target raise
• Positive Sentiment: Recent coverage highlighted PANW’s strong fiscal Q3 results, with revenue and ARR beats and growing demand tied to AI-driven cybersecurity and observability, which has helped keep sentiment constructive. Yahoo Finance article
• Neutral Sentiment: Several insiders sold small blocks of stock, including CAO Josh D. Paul and Director Aparna Bawa. While routine, insider selling can modestly temper enthusiasm for the stock. SEC filing

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.