Marble Wealth LLC Takes Position in Palo Alto Networks, Inc. $PANW

Marble Wealth LLC purchased a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW) in the 4th quarter, Holdings Channel reports. The firm purchased 3,274 shares of the network technology company’s stock, valued at approximately $603,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC acquired a new position in Palo Alto Networks in the 2nd quarter worth $25,000. Steph & Co. boosted its stake in Palo Alto Networks by 88.2% in the 4th quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after purchasing an additional 67 shares during the period. Knuff & Co LLC acquired a new position in Palo Alto Networks in the 4th quarter worth $26,000. Luken Investment Analytics LLC boosted its stake in Palo Alto Networks by 196.2% in the 4th quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock worth $28,000 after purchasing an additional 102 shares during the period. Finally, WHI TRUST Co LLC acquired a new position in Palo Alto Networks in the 4th quarter worth $28,000. 79.82% of the stock is owned by institutional investors and hedge funds.

Palo Alto Networks Price Performance

Palo Alto Networks stock opened at $280.43 on Thursday. The firm has a 50-day moving average of $200.21 and a 200-day moving average of $185.46. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $302.95. The company has a market cap of $228.83 billion, a price-to-earnings ratio of 229.86, a P/E/G ratio of 10.71 and a beta of 0.94.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, topping analysts’ consensus estimates of $0.80 by $0.05. Palo Alto Networks had a net margin of 7.95% and a return on equity of 16.34%. The company had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. During the same period in the prior year, the business posted $0.37 EPS. The company’s quarterly 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. As a group, sell-side analysts expect that Palo Alto Networks, Inc. will post 2.14 earnings per share for the current year.

Key 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

Analyst Upgrades and Downgrades

PANW has been the subject of a number of research analyst reports. Mizuho upped their target price on shares of Palo Alto Networks from $265.00 to $305.00 and gave the stock an “outperform” rating in a research note on Wednesday. Wedbush upped their target price on shares of Palo Alto Networks from $300.00 to $340.00 and gave the stock an “outperform” rating in a research note on Wednesday. Susquehanna reaffirmed a “positive” rating and issued a $350.00 target price (up from $200.00) on shares of Palo Alto Networks in a research note on Wednesday. UBS Group set a $300.00 target price on shares of Palo Alto Networks and gave the stock a “neutral” rating in a research note on Wednesday. Finally, Benchmark upped their target price on shares of Palo Alto Networks from $270.00 to $340.00 and gave the stock a “buy” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $304.22.

Insider Activity at Palo Alto Networks

In other news, Director John P. Key sold 1,572 shares of the company’s stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $173.32, for a total value of $272,459.04. Following the sale, the director directly owned 20,000 shares of the company’s stock, valued at approximately $3,466,400. This represents a 7.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $160.42, for a total transaction of $802,100.00. Following the completion of the sale, the executive vice president directly owned 150,250 shares in the company, valued at approximately $24,103,105. The trade was a 3.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 94,760 shares of company stock worth $21,660,063. Corporate insiders own 1.40% of the company’s stock.

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.