Collaborative Fund Advisors LLC Invests $268,000 in Palo Alto Networks, Inc. $PANW

Collaborative Fund Advisors LLC purchased a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) during the first quarter, HoldingsChannel.com reports. The institutional investor purchased 1,673 shares of the network technology company’s stock, valued at approximately $268,000.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. increased its stake in shares of Palo Alto Networks by 4.1% in the fourth quarter. Vanguard Group Inc. now owns 67,929,063 shares of the network technology company’s stock valued at $12,512,533,000 after buying an additional 2,659,100 shares in the last quarter. State Street Corp increased its position in Palo Alto Networks by 2.0% in the 4th quarter. State Street Corp now owns 30,331,705 shares of the network technology company’s stock valued at $5,587,100,000 after acquiring an additional 594,789 shares in the last quarter. Bank of America Corp DE increased its position in Palo Alto Networks by 11.9% in the 4th quarter. Bank of America Corp DE now owns 19,375,486 shares of the network technology company’s stock valued at $3,568,964,000 after acquiring an additional 2,065,776 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Palo Alto Networks by 3.5% in the fourth quarter. Geode Capital Management LLC now owns 15,989,257 shares of the network technology company’s stock worth $2,934,935,000 after acquiring an additional 540,756 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Palo Alto Networks during the fourth quarter worth approximately $1,415,364,000. Institutional investors and hedge funds own 79.82% of the company’s stock.

Palo Alto Networks News Roundup

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

• Positive Sentiment: Needham & Company raised its price target on Palo Alto Networks (PANW) to $425 from $350 and reiterated a Buy rating, implying further upside versus the current share price. Benzinga
• Positive Sentiment: BTIG and Wells Fargo both lifted price targets on Palo Alto Networks, citing stronger operating momentum and continued demand for AI-driven security solutions, helping push the stock to a record high. Palo Alto Networks stock hits record high as analysts raise price targets
• Positive Sentiment: Additional coverage highlighted PANW as one of the high-growth cybersecurity stocks to own, reinforcing the bullish sentiment around the name. Here’s Why Palo Alto (PANW) is Among the 8 High Growth Cybersecurity Stocks to Buy Now
• Neutral Sentiment: One recent article noted that while Palo Alto Networks remains a strong company, valuation may be stretched at current levels, which could temper enthusiasm for some investors. Palo Alto Networks: Great Company, But Don’t Buy At Nosebleed Prices

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, Director James J. Goetz sold 20,000 shares of Palo Alto Networks stock in a transaction that occurred 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 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 sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director John P. Key sold 7,500 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the completion of the transaction, the director owned 12,500 shares of the company’s stock, valued at $3,490,500. This trade represents a 37.50% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 102,111 shares of company stock valued at $27,204,024 over the last 90 days. Insiders own 1.40% of the company’s stock.

Analyst Ratings Changes

Several research analysts have issued reports on PANW shares. Oppenheimer upped their price objective on Palo Alto Networks from $275.00 to $350.00 and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. BMO Capital Markets raised their price target on Palo Alto Networks from $270.00 to $335.00 and gave the company an “outperform” rating in a report on Wednesday, June 3rd. Berenberg Bank boosted their price objective on Palo Alto Networks from $290.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. The Goldman Sachs Group restated a “buy” rating and set a $330.00 target price on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Finally, HSBC raised their target price on shares of Palo Alto Networks from $114.00 to $207.00 in a research note on Thursday, June 4th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Palo Alto Networks has an average rating of “Moderate Buy” and a consensus price target of $317.78.

Palo Alto Networks Trading Up 2.7%

PANW opened at $357.53 on Tuesday. The firm’s fifty day moving average is $258.43 and its two-hundred day moving average is $201.50. 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 firm has a market cap of $291.39 billion, a PE ratio of 293.06, a price-to-earnings-growth ratio of 12.92 and a beta of 0.91. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $368.17.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating 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 company had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. During the same quarter in the previous year, the business earned $0.37 EPS. The firm’s revenue was up 31.1% on a year-over-year basis. 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 anticipate that Palo Alto Networks, Inc. will post 2.03 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.