B&D White Capital Company LLC Buys Shares of 2,200 Palo Alto Networks, Inc. $PANW

B&D White Capital Company LLC purchased a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 2,200 shares of the network technology company’s stock, valued at approximately $353,000.

Other large investors also recently modified their holdings of the company. Cetera Investment Advisers increased its stake in Palo Alto Networks by 3.8% during the 1st quarter. Cetera Investment Advisers now owns 431,878 shares of the network technology company’s stock valued at $69,239,000 after buying an additional 15,870 shares during the period. GSG Advisors LLC boosted its holdings in shares of Palo Alto Networks by 0.4% in the first quarter. GSG Advisors LLC now owns 12,536 shares of the network technology company’s stock valued at $2,010,000 after acquiring an additional 51 shares in the last quarter. Alpha Family Trust increased its stake in shares of Palo Alto Networks by 47.8% during the first quarter. Alpha Family Trust now owns 5,320 shares of the network technology company’s stock valued at $853,000 after acquiring an additional 1,720 shares during the period. Mizuho Markets Cayman LP acquired a new position in shares of Palo Alto Networks during the first quarter valued at approximately $379,000. Finally, Aureus Asset Management LLC raised its holdings in Palo Alto Networks by 267.0% during the first quarter. Aureus Asset Management LLC now owns 8,404 shares of the network technology company’s stock worth $1,347,000 after purchasing an additional 6,114 shares in the last quarter. 79.82% of the stock is owned by institutional investors and hedge funds.

Palo Alto Networks Price Performance

NASDAQ PANW opened at $335.28 on Thursday. The stock has a market capitalization of $273.25 billion, a P/E ratio of 274.82, a P/E/G ratio of 12.70 and a beta of 0.91. Palo Alto Networks, Inc. has a 1 year low of $139.57 and a 1 year high of $368.80. The business’s fifty day moving average is $297.43 and its two-hundred day moving average is $215.80. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.06. The business had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The company’s revenue was up 31.1% compared to the same quarter last year. During the same period last year, the company posted $0.37 EPS. 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, research analysts forecast that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. BNP Paribas Exane upped their target price on Palo Alto Networks from $330.00 to $380.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 1st. Benchmark boosted their price objective on Palo Alto Networks from $270.00 to $340.00 and gave the stock a “buy” rating in a research note on Wednesday, June 3rd. Piper Sandler restated an “overweight” rating and issued a $345.00 price objective (up from $265.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Northland Securities raised their target price on Palo Alto Networks from $190.00 to $302.00 and gave the company a “market perform” rating in a research note on Wednesday, June 3rd. Finally, Susquehanna reaffirmed a “positive” rating and set a $350.00 target price (up from $200.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Palo Alto Networks currently has an average rating of “Moderate Buy” and a consensus price target of $331.48.

Insider Buying and Selling at Palo Alto Networks

In related news, Director Helle Thorning-Schmidt sold 700 shares of the stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total value of $242,795.00. Following the completion of the transaction, the director owned 5,898 shares in the company, valued at $2,045,721.30. This trade represents a 10.61% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director James J. Goetz sold 20,000 shares of Palo Alto Networks stock in a transaction dated 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 completion of the transaction, the director directly owned 20,000 shares in the company, valued at $5,598,000. This represents a 50.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 101,239 shares of company stock valued at $27,174,360 over the last 90 days. 1.40% of the stock is owned by insiders.

Key Headlines Impacting Palo Alto Networks

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

• Positive Sentiment: Analysts and commentators continue to highlight Palo Alto Networks as a key beneficiary of rising AI-driven cybersecurity spending, with Morgan Stanley saying sentiment on software stocks may be too negative and Barron’s arguing PANW could be a major winner in the new AI era. Article: Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative’ on Software Stocks. These Are Their Picks
• Positive Sentiment: Market watchers are also pointing to broader enterprise demand for cybersecurity as AI agents proliferate, which could support future security product spending and reinforce PANW’s growth narrative. Article: Citi Wealth CIO Warns “Infinite AI Agents” Will Accelerate Cybersecurity’s Share of Enterprise Spending
• Positive Sentiment: Palo Alto Networks announced it will acquire Embrace to extend its observability platform with Real User Monitoring and Synthetics, a move aimed at improving digital experience monitoring and AI-driven operations. Investors may see this as an expansion into a higher-value adjacent market. Article: Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring
• Neutral Sentiment: Another brief note flagged PANW as a cybersecurity stock to follow, but did not add any new catalyst beyond the broader sector interest. Article: Cybersecurity Stocks To Follow Now – July 20th
• Negative Sentiment: Despite the upbeat long-term themes, one article noted PANW had slipped intraday, suggesting some investors are still taking profits or reacting to overall software sector weakness. Article: Palo Alto slips 3%: Why this analyst still sees it as a top cyber pick

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.