Bluedoor Private Wealth LLC Takes $428,000 Position in Palo Alto Networks, Inc. $PANW

Bluedoor Private Wealth LLC bought a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 2,322 shares of the network technology company’s stock, valued at approximately $428,000.

Other large investors also recently modified their holdings of the company. Darwin Wealth Management LLC bought a new position in shares of Palo Alto Networks in the second quarter valued at approximately $25,000. Knuff & Co LLC bought a new position in shares of Palo Alto Networks in the fourth quarter valued at approximately $26,000. Steph & Co. lifted its holdings in shares of Palo Alto Networks by 88.2% in the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock valued at $26,000 after purchasing an additional 67 shares in the last quarter. Sittner & Nelson LLC lifted its holdings in shares of Palo Alto Networks by 73.8% in the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after purchasing an additional 62 shares in the last quarter. Finally, Winch Advisory Services LLC lifted its holdings in shares of Palo Alto Networks by 96.1% in the third quarter. Winch Advisory Services LLC now owns 149 shares of the network technology company’s stock valued at $30,000 after purchasing an additional 73 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Stock Performance

Shares of PANW opened at $284.54 on Tuesday. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. The company has a market capitalization of $231.90 billion, a price-to-earnings ratio of 233.23, a PEG ratio of 10.38 and a beta of 0.94. The stock has a 50 day moving average of $218.86 and a 200 day moving average of $189.95. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 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 EPS for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The company had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.Palo Alto Networks’s revenue was up 31.1% on a year-over-year basis. During the same period last year, the business posted $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. As a group, sell-side analysts forecast that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

Insider Activity at Palo Alto Networks

In related news, Director Aparna Bawa sold 536 shares of the stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $280.00, for a total transaction of $150,080.00. Following the completion of the sale, the director directly owned 7,704 shares of the company’s stock, valued at approximately $2,157,120. This trade represents a 6.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Lee Klarich sold 62,904 shares of the stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $258.65, for a total value of $16,270,119.60. Following the sale, the executive vice president directly owned 235,983 shares of the company’s stock, valued at $61,037,002.95. The trade was a 21.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 81,044 shares of company stock valued at $20,424,722 in the last ninety days. Insiders own 1.40% of the company’s stock.

Wall Street Analysts Forecast Growth

PANW has been the topic of a number of recent research reports. Arete Research upgraded Palo Alto Networks from a “sell” rating to a “buy” rating and set a $185.00 target price on the stock in a report on Tuesday, March 3rd. Jefferies Financial Group set a $335.00 target price on Palo Alto Networks and gave the company a “buy” rating in a report on Wednesday, June 3rd. Stifel Nicolaus set a $340.00 target price on Palo Alto Networks in a report on Wednesday, June 3rd. Berenberg Bank raised their target price on Palo Alto Networks from $290.00 to $360.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Finally, UBS Group set a $300.00 target price on Palo Alto Networks and gave the company a “neutral” rating in a report on Wednesday, June 3rd. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $306.59.

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.