Integral Investment Advisors Inc. Has $2.57 Million Holdings in Palo Alto Networks, Inc. $PANW

Integral Investment Advisors Inc. increased its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 20.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 16,055 shares of the network technology company’s stock after purchasing an additional 2,775 shares during the period. Integral Investment Advisors Inc.’s holdings in Palo Alto Networks were worth $2,574,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the company. Darwin Wealth Management LLC acquired a new stake in Palo Alto Networks during the second quarter worth $25,000. Steph & Co. raised its stake in shares of Palo Alto Networks by 88.2% in 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 in the last quarter. Knuff & Co LLC acquired a new position in shares of Palo Alto Networks in the 4th quarter valued at $26,000. Sittner & Nelson LLC lifted its holdings in shares of Palo Alto Networks by 73.8% during the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after acquiring an additional 62 shares during the period. Finally, Luken Investment Analytics LLC lifted its holdings 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 worth $28,000 after acquiring an additional 102 shares during the period. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Palo Alto Networks Stock Performance

Shares of Palo Alto Networks stock opened at $348.06 on Friday. Palo Alto Networks, Inc. has a 12-month low of $139.57 and a 12-month high of $358.10. The stock has a market capitalization of $283.67 billion, a P/E ratio of 285.30, a price-to-earnings-growth ratio of 12.92 and a beta of 0.91. The company has a 50-day simple moving average of $258.43 and a 200 day simple moving average of $201.39. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The firm had revenue of $3 billion for 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 10.53%. The company’s revenue for the quarter was up 31.1% compared to the same quarter last year. During the same period in the previous year, the business earned $0.37 earnings per share. 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 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Lee Klarich sold 62,904 shares of the firm’s stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $258.65, for a total transaction of $16,270,119.60. Following the completion of the sale, the executive vice president directly owned 235,983 shares of the company’s stock, valued at $61,037,002.95. This trade represents a 21.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director James J. Goetz sold 20,000 shares of Palo Alto Networks stock in a transaction on Friday, June 12th. The shares were sold at an average price of $279.90, for a total value of $5,598,000.00. Following the completion of the transaction, the director owned 20,000 shares of the company’s stock, valued at approximately $5,598,000. The trade was a 50.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 102,111 shares of company stock worth $27,204,024 over the last ninety days. 1.40% of the stock is owned by insiders.

Analyst Ratings Changes

PANW has been the topic of a number of analyst reports. Argus upped their target price on shares of Palo Alto Networks from $222.00 to $320.00 in a research note on Friday, June 5th. BMO Capital Markets raised their price target on shares of Palo Alto Networks from $270.00 to $335.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Morgan Stanley lifted their price objective on Palo Alto Networks from $253.00 to $320.00 and gave the company an “overweight” rating in a report on Wednesday, June 3rd. Capital One Financial upped their price objective on Palo Alto Networks from $168.00 to $248.00 and gave the company an “equal weight” rating in a research note on Tuesday, May 19th. Finally, Cantor Fitzgerald set a $340.00 target price on Palo Alto Networks and gave the stock an “overweight” rating in a report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $316.15.

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.