15,095 Shares in Palo Alto Networks, Inc. $PANW Bought by Marietta Investment Partners LLC

Marietta Investment Partners LLC purchased a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) during the 4th quarter, Holdings Channel.com reports. The fund purchased 15,095 shares of the network technology company’s stock, valued at approximately $2,780,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in PANW. Darwin Wealth Management LLC bought a new stake in Palo Alto Networks in the second quarter valued at about $25,000. Steph & Co. grew 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 buying an additional 67 shares during the last quarter. Knuff & Co LLC bought a new stake in shares of Palo Alto Networks during the 4th quarter valued at about $26,000. Luken Investment Analytics LLC grew 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 buying an additional 102 shares during the last quarter. Finally, WHI TRUST Co LLC bought a new stake in shares of Palo Alto Networks during the 4th quarter valued at about $28,000. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Trending Headlines about Palo Alto Networks

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

• Positive Sentiment: Palo Alto Networks reported fiscal Q3 earnings and revenue above expectations, with EPS of $0.85 versus $0.79-$0.81 estimated and revenue of $3.0 billion versus $2.94 billion expected, while sales rose 31.1% year over year. Article Title
• Positive Sentiment: The company raised FY2026 and Q4 guidance well above Wall Street estimates, signaling stronger demand and improving profitability outlooks. Article Title
• Positive Sentiment: CEO Nikesh Arora said AI-related security concerns are driving a surge in customer engagement and meeting requests, reinforcing the long-term growth narrative for PANW. Article Title
• Positive Sentiment: Citigroup, Wedbush, BNP Paribas Exane, Stifel, Berenberg, Truist, Morgan Stanley, Deutsche Bank, RBC, Oppenheimer, and others raised price targets, with several also reiterating buy or outperform ratings, adding momentum to the stock. Article Title
• Neutral Sentiment: One insider filing showed CAO Josh D. Paul sold 1,100 shares, which is minor versus the company’s overall market value but may slightly weigh on sentiment. Article Title
• Negative Sentiment: Despite the earnings beat, some coverage noted the stock slipped intraday as investors focused on acquisition-driven growth and broader market pressure rather than the strong fundamentals. Article Title

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on PANW shares. Citizens Jmp reissued a “market outperform” rating and set a $250.00 target price on shares of Palo Alto Networks in a research note on Wednesday, February 18th. Benchmark boosted their target price on shares of Palo Alto Networks from $270.00 to $340.00 and gave the company a “buy” rating in a research note on Wednesday. Daiwa Securities Group reduced their target price on shares of Palo Alto Networks from $212.00 to $175.00 and set an “outperform” rating for the company in a research note on Tuesday, February 24th. BNP Paribas Exane boosted their target price on shares of Palo Alto Networks from $220.00 to $330.00 and gave the company an “outperform” rating in a research note on Wednesday. Finally, DA Davidson boosted their target price on shares of Palo Alto Networks from $190.00 to $345.00 and gave the company a “buy” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Palo Alto Networks currently has an average rating of “Moderate Buy” and an average price target of $304.22.

Insider Buying and Selling

In other news, Director John P. Key sold 1,572 shares of the company’s stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $173.32, for a total value of $272,459.04. Following the completion of the sale, the director directly owned 20,000 shares of the company’s stock, valued at approximately $3,466,400. This represents a 7.29% decrease in their position. The sale 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 company’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $160.42, for a total transaction of $802,100.00. Following the completion of the sale, the executive vice president directly owned 150,250 shares of the company’s stock, valued at approximately $24,103,105. This represents a 3.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 94,760 shares of company stock worth $21,660,063. Company insiders own 1.40% of the company’s stock.

Palo Alto Networks Trading Down 5.6%

Shares of NASDAQ:PANW opened at $280.43 on Thursday. The company has a 50 day moving average of $200.21 and a 200-day moving average of $185.46. The firm has a market cap of $228.83 billion, a P/E ratio of 229.86, a P/E/G ratio of 10.71 and a beta of 0.94. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $302.95.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping analysts’ consensus estimates of $0.80 by $0.05. The company had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 16.34%. The business’s revenue for the quarter was up 31.1% compared to the same quarter last year. During the same period in the prior year, the business posted $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. Equities research analysts forecast that Palo Alto Networks, Inc. will post 2.14 EPS for the current 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.