Marietta Investment Partners LLC Has $2.84 Million Stake in Palo Alto Networks, Inc. $PANW

Marietta Investment Partners LLC raised its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 17.2% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 17,698 shares of the network technology company’s stock after purchasing an additional 2,603 shares during the quarter. Marietta Investment Partners LLC’s holdings in Palo Alto Networks were worth $2,837,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. 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 in the last quarter. Bison Wealth LLC lifted 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 in the last quarter. Sivia Capital Partners LLC grew its holdings 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 acquiring an additional 1,389 shares during the last quarter. 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 increased its position in Palo Alto Networks by 6.0% in the 2nd quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock valued at $900,000 after acquiring an additional 249 shares in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Palo Alto Networks Price Performance

Shares of NASDAQ:PANW opened at $348.06 on Monday. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $358.10. The company has a 50 day moving average of $258.43 and a 200-day moving average of $201.50. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. The stock has a market cap of $283.67 billion, a price-to-earnings ratio of 285.30, a P/E/G ratio of 12.92 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last posted 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 $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The business had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. During the same period in the previous year, the firm 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. On average, sell-side analysts forecast that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

Wall Street Analyst Weigh In

PANW has been the subject of a number of research analyst reports. Benchmark boosted their target price on shares of Palo Alto Networks from $270.00 to $340.00 and gave the stock a “buy” rating in a research note on Wednesday, June 3rd. Citigroup reissued a “market outperform” rating on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Robert W. Baird set a $320.00 price objective on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Deutsche Bank Aktiengesellschaft upped their price objective on Palo Alto Networks from $220.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Finally, Needham & Company LLC increased their price objective on Palo Alto Networks from $200.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $316.15.

Insider Activity at Palo Alto Networks

In related news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction on Tuesday, June 23rd. The stock was 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 $42,058,590. The trade was a 3.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director John P. Key sold 7,500 shares of the company’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $279.24, for a total value of $2,094,300.00. Following the completion of the sale, the director owned 12,500 shares of the company’s stock, valued at $3,490,500. This represents a 37.50% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 102,111 shares of company stock worth $27,204,024. 1.40% of the stock is owned by company insiders.

About Palo Alto Networks

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.