Corient Private Wealth LP Grows Stake in Palo Alto Networks, Inc. $PANW

Corient Private Wealth LP lifted its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 38.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,111,104 shares of the network technology company’s stock after purchasing an additional 306,826 shares during the quarter. Corient Private Wealth LP owned about 0.14% of Palo Alto Networks worth $378,906,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC bought a new position in Palo Alto Networks in the 2nd quarter worth about $25,000. Knuff & Co LLC bought a new stake in shares of Palo Alto Networks during the 4th quarter valued at about $26,000. Solstein Capital LLC bought a new stake in shares of Palo Alto Networks during the 2nd quarter valued at about $26,000. Sittner & Nelson LLC grew its holdings in shares of Palo Alto Networks by 73.8% during the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after purchasing an additional 62 shares in the last quarter. Finally, N.E.W. Advisory Services LLC purchased a new position in shares of Palo Alto Networks during the second quarter worth about $27,000. Institutional investors own 79.82% of the company’s stock.

More Palo Alto Networks News

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

• Positive Sentiment: Analysts remain bullish: BTIG Research reaffirmed its “Buy” rating and set a $380 price target, implying roughly 12% upside from the referenced price. BTIG Reiterates Buy Rating on Palo Alto Networks
• Positive Sentiment: JPMorgan raised its price target from $326 to $384 and maintained an “Overweight” rating, signaling improved confidence in PANW’s earnings and growth outlook. JPMorgan Raises Palo Alto Networks Price Target
• Positive Sentiment: Wall Street’s overall analyst view remains favorable, and Benchmark also expects the stock to rise. Strong firewall bookings, software growth and AI-related traffic are cited as potential drivers of longer-term network-security demand. Wall Street Analysts See Palo Alto as a Buy Can Rising Network Security Demand Boost PANW’s Long-Term Growth?
• Neutral Sentiment: PANW was scheduled to report earnings, giving investors a near-term catalyst. Its latest reported quarter exceeded consensus revenue and EPS estimates, but the stock’s high valuation leaves results and guidance important for sustaining momentum. Palo Alto Networks Expected to Post Earnings
• Neutral Sentiment: The reported short-interest data shows zero shares short, so it provides no meaningful evidence of short-seller pressure or potential short-covering support.
• Negative Sentiment: Palo Alto Networks recently fell even as the broader market gained, indicating near-term profit-taking, valuation concerns or company-specific selling. The decline followed a session in which PANW lost more than 3%. Palo Alto Networks Stock Sinks as Market Gains

Insider Buying and Selling

In other news, Director Helle Thorning-Schmidt sold 700 shares of the business’s stock in a transaction dated Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total value of $242,795.00. Following the completion of the sale, the director owned 5,898 shares of the company’s stock, valued at approximately $2,045,721.30. The trade was a 10.61% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Dipak Golechha sold 5,000 shares of the firm’s stock in a transaction that occurred on Tuesday, June 23rd. The stock was 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 in the company, valued at approximately $42,058,590. The trade was a 3.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,935 shares of company stock worth $10,809,461 over the last 90 days. Insiders own 1.40% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently weighed in on PANW. Arete Research raised their target price on shares of Palo Alto Networks from $185.00 to $433.00 and gave the company a “buy” rating in a research note on Monday, June 29th. Deutsche Bank Aktiengesellschaft increased their price target on shares of Palo Alto Networks from $220.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Evercore restated an “outperform” rating and set a $415.00 price objective on shares of Palo Alto Networks in a research report on Wednesday, July 8th. Northland Securities upped their target price on shares of Palo Alto Networks from $190.00 to $302.00 and gave the stock a “market perform” rating in a research report on Wednesday, June 3rd. Finally, New Street Research set a $415.00 target price on Palo Alto Networks in a research note on Tuesday, August 18th. One equities research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $365.87.

Palo Alto Networks Stock Down 0.2%

Shares of NASDAQ PANW opened at $339.31 on Thursday. The stock has a market capitalization of $276.54 billion, a P/E ratio of 278.12, a PEG ratio of 11.39 and a beta of 0.91. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $398.88. The firm’s 50 day simple moving average is $341.05 and its two-hundred day simple moving average is $246.01. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. During the same period in the previous year, the business posted $0.37 EPS. The business’s quarterly revenue was up 31.1% on a year-over-year basis. 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, analysts expect that Palo Alto Networks, Inc. will post 2.02 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.