Intellectus Partners LLC Sells 2,261 Shares of Palo Alto Networks, Inc. $PANW

Intellectus Partners LLC cut its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 17.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 10,704 shares of the network technology company’s stock after selling 2,261 shares during the quarter. Intellectus Partners LLC’s holdings in Palo Alto Networks were worth $1,972,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Darwin Wealth Management LLC acquired a new position in Palo Alto Networks during the second quarter valued at approximately $25,000. Knuff & Co LLC acquired a new position in Palo Alto Networks during the fourth quarter worth $26,000. Steph & Co. raised its position in 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. Winch Advisory Services LLC raised its position in Palo Alto Networks by 96.1% during the third quarter. Winch Advisory Services LLC now owns 149 shares of the network technology company’s stock worth $30,000 after acquiring an additional 73 shares in the last quarter. Finally, WHI TRUST Co LLC bought a new stake in Palo Alto Networks during the fourth quarter worth $28,000. 79.82% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms have issued reports on PANW. TD Cowen reaffirmed a “buy” rating and set a $330.00 price target (up from $255.00) on shares of Palo Alto Networks in a research report on Wednesday. BTIG Research upped their price target on shares of Palo Alto Networks from $268.00 to $333.00 and gave the stock a “buy” rating in a research report on Wednesday. Northland Securities raised their price objective on Palo Alto Networks from $190.00 to $302.00 and gave the company a “market perform” rating in a research report on Wednesday. Stifel Nicolaus set a $340.00 price objective on Palo Alto Networks in a research report on Wednesday. Finally, Guggenheim cut Palo Alto Networks from a “neutral” rating to a “reduce” rating in a research report on Wednesday, May 27th. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Palo Alto Networks has an average rating of “Moderate Buy” and an average price target of $304.22.

Palo Alto Networks Stock Down 5.6%

PANW opened at $280.43 on Thursday. Palo Alto Networks, Inc. has a 12-month low of $139.57 and a 12-month high of $302.95. The stock has a market cap of $228.83 billion, a price-to-earnings ratio of 229.86, a PEG ratio of 10.71 and a beta of 0.94. The business has a 50 day moving average of $200.21 and a 200-day moving average of $185.46.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping analysts’ consensus estimates of $0.80 by $0.05. The company had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a return on equity of 16.34% and a net margin of 7.95%.The firm’s quarterly revenue was up 31.1% compared to the same quarter last year. During the same quarter last year, the company 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. As a group, analysts expect that Palo Alto Networks, Inc. will post 2.14 earnings per share for the current year.

Insider Activity at Palo Alto Networks

In other news, EVP Lee Klarich sold 62,904 shares of the stock in a transaction that occurred 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 transaction, the executive vice president owned 235,983 shares in the company, valued at approximately $61,037,002.95. This trade represents a 21.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Nikesh Arora bought 68,085 shares of the stock in a transaction dated Friday, March 27th. The shares were purchased at an average price of $146.87 per share, for a total transaction of $9,999,643.95. Following the purchase, the chief executive officer owned 343,394 shares of the company’s stock, valued at $50,434,276.78. This trade represents a 24.73% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have sold 94,760 shares of company stock valued at $21,660,063 in the last 90 days. Corporate insiders own 1.40% of the company’s stock.

More Palo Alto Networks News

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

• Positive Sentiment: Palo Alto Networks reported fiscal Q3 earnings and revenue above expectations, with EPS of $0.85 versus $0.79-$0.81 estimated and revenue of $3.0 billion versus $2.94 billion expected, while sales rose 31.1% year over year. Article Title
• Positive Sentiment: The company raised FY2026 and Q4 guidance well above Wall Street estimates, signaling stronger demand and improving profitability outlooks. Article Title
• Positive Sentiment: CEO Nikesh Arora said AI-related security concerns are driving a surge in customer engagement and meeting requests, reinforcing the long-term growth narrative for PANW. Article Title
• Positive Sentiment: Citigroup, Wedbush, BNP Paribas Exane, Stifel, Berenberg, Truist, Morgan Stanley, Deutsche Bank, RBC, Oppenheimer, and others raised price targets, with several also reiterating buy or outperform ratings, adding momentum to the stock. Article Title
• Neutral Sentiment: One insider filing showed CAO Josh D. Paul sold 1,100 shares, which is minor versus the company’s overall market value but may slightly weigh on sentiment. Article Title
• Negative Sentiment: Despite the earnings beat, some coverage noted the stock slipped intraday as investors focused on acquisition-driven growth and broader market pressure rather than the strong fundamentals. Article Title

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.