5,636 Shares in Palo Alto Networks, Inc. $PANW Bought by Baer Investment Advisory LLC

Baer Investment Advisory LLC purchased a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 5,636 shares of the network technology company’s stock, valued at approximately $904,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of PANW. Darwin Wealth Management LLC bought a new position in shares of Palo Alto Networks in the second quarter valued at $25,000. Knuff & Co LLC acquired a new position in shares of Palo Alto Networks during the fourth quarter valued at about $26,000. Steph & Co. increased its position in shares of Palo Alto Networks by 88.2% during the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after acquiring an additional 67 shares in the last quarter. Sittner & Nelson LLC increased its position 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 acquiring an additional 62 shares in the last quarter. Finally, WHI TRUST Co LLC acquired a new stake in shares of Palo Alto Networks in the 4th quarter worth about $28,000. Institutional investors own 79.82% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Citigroup reaffirmed a “market outperform” rating on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Mizuho boosted their price objective on Palo Alto Networks from $265.00 to $305.00 and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. Piper Sandler reissued an “overweight” rating and issued a $345.00 price objective (up from $265.00) on shares of Palo Alto Networks in a research note 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, Argus lifted their target price on Palo Alto Networks from $222.00 to $320.00 in a research report on Friday, June 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $316.15.

Palo Alto Networks Stock Performance

Shares of PANW stock opened at $348.06 on Friday. Palo Alto Networks, Inc. has a 52-week low of $139.57 and a 52-week high of $358.10. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. The company has a 50-day simple moving average of $258.43 and a two-hundred day simple moving average of $201.39. The company has a market capitalization of $283.67 billion, a price-to-earnings ratio of 285.30, a PEG ratio of 12.92 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts’ expectations of $2.94 billion. During the same quarter last year, the firm earned $0.37 EPS. The company’s quarterly revenue 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. Research analysts anticipate that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, Director James J. Goetz sold 20,000 shares of the business’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $279.90, for a total value of $5,598,000.00. Following 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Josh D. Paul sold 900 shares of the company’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $345.00, for a total value of $310,500.00. Following the completion of the transaction, the chief accounting officer owned 79,644 shares of the company’s stock, valued at $27,477,180. This trade represents a 1.12% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 102,111 shares of company stock valued at $27,204,024 in the last ninety days. Insiders own 1.40% of the company’s stock.

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.