Walser Wealth Management Company A Ltd Liability Co Has $752,000 Holdings in Palo Alto Networks, Inc. $PANW

Walser Wealth Management Company A Ltd Liability Co grew its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 56.4% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,691 shares of the network technology company’s stock after buying an additional 1,692 shares during the quarter. Walser Wealth Management Company A Ltd Liability Co’s holdings in Palo Alto Networks were worth $752,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the company. South Plains Financial Inc. grew its position in Palo Alto Networks by 1.0% in the third quarter. South Plains Financial Inc. now owns 4,823 shares of the network technology company’s stock worth $982,000 after acquiring an additional 50 shares in the last quarter. Fayez Sarofim & Co raised its holdings in shares of Palo Alto Networks by 1.2% during the 3rd quarter. Fayez Sarofim & Co now owns 4,310 shares of the network technology company’s stock valued at $878,000 after purchasing an additional 50 shares in the last quarter. Certified Advisory Corp raised its holdings in shares of Palo Alto Networks by 0.3% during the 3rd quarter. Certified Advisory Corp now owns 16,938 shares of the network technology company’s stock valued at $3,449,000 after purchasing an additional 51 shares in the last quarter. Cooper Financial Group lifted its stake in shares of Palo Alto Networks by 1.3% in the 4th quarter. Cooper Financial Group now owns 4,227 shares of the network technology company’s stock valued at $779,000 after purchasing an additional 53 shares during the last quarter. Finally, Outfitters Financial LLC boosted its holdings in Palo Alto Networks by 1.7% in the fourth quarter. Outfitters Financial LLC now owns 3,265 shares of the network technology company’s stock worth $601,000 after purchasing an additional 55 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Insider Activity at Palo Alto Networks

In related news, EVP Lee Klarich sold 62,904 shares of the company’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $258.65, for a total transaction of $16,270,119.60. Following the completion of the transaction, the executive vice president directly owned 235,983 shares in the company, valued at $61,037,002.95. This represents a 21.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the completion of the sale, the executive vice president directly owned 145,250 shares of the company’s stock, valued at approximately $42,058,590. This trade represents a 3.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 102,111 shares of company stock valued at $27,204,024. 1.40% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

PANW has been the topic of several analyst reports. Capital One Financial increased their target price on shares of Palo Alto Networks from $168.00 to $248.00 and gave the stock an “equal weight” rating in a research report on Tuesday, May 19th. Loop Capital boosted their price target on Palo Alto Networks from $160.00 to $290.00 and gave the stock a “hold” rating in a research report on Wednesday, June 3rd. Arete Research upped their price target on Palo Alto Networks from $185.00 to $433.00 and gave the stock a “buy” rating in a research note on Monday, June 29th. Evercore reissued an “outperform” rating and set a $375.00 price objective on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Finally, Argus raised their price objective on Palo Alto Networks from $222.00 to $320.00 in a research note on Friday, June 5th. One research analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $317.78.

Key Stories Impacting Palo Alto Networks

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

• Positive Sentiment: Needham raised its price target on Palo Alto Networks to $425 from $350 and reiterated a buy rating, signaling continued upside confidence. Article Title
• Positive Sentiment: BTIG and Wells Fargo also recently increased price targets, helping fuel the stock’s record-high run and supporting investor optimism around cybersecurity demand and AI-driven security products. Article Title
• Positive Sentiment: Commentary from several outlets highlighted PANW as a high-growth cybersecurity name, with analysts pointing to improving business momentum and continued demand as reasons for the stock’s strength. Article Title
• Neutral Sentiment: One article noted that PANW is trading near all-time highs after a steep year-to-date advance, suggesting the stock is now priced for continued execution. Article Title
• Negative Sentiment: After a large run-up, some market commentary warned that valuation and “nosebleed” pricing could limit near-term upside if results fail to keep pace with expectations. Article Title

Palo Alto Networks Stock Performance

Shares of NASDAQ:PANW traded down $10.67 during midday trading on Tuesday, hitting $346.86. The company’s stock had a trading volume of 2,561,807 shares, compared to its average volume of 9,308,549. The stock has a market capitalization of $282.69 billion, a price-to-earnings ratio of 284.60, a PEG ratio of 12.92 and a beta of 0.91. The stock’s 50 day simple moving average is $258.43 and its 200 day simple moving average is $201.50. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $368.17. 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 (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 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 analysts’ expectations of $2.94 billion. During the same quarter in the previous year, the firm earned $0.37 EPS. The firm’s revenue 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. As a group, research analysts anticipate that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

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.