Simmons Bank Acquires 1,906 Shares of Palo Alto Networks, Inc. $PANW

Simmons Bank raised its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 9.0% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 23,104 shares of the network technology company’s stock after buying an additional 1,906 shares during the quarter. Simmons Bank’s holdings in Palo Alto Networks were worth $3,704,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of PANW. South Plains Financial Inc. increased its stake in shares of Palo Alto Networks by 1.0% in the 3rd quarter. South Plains Financial Inc. now owns 4,823 shares of the network technology company’s stock valued at $982,000 after acquiring an additional 50 shares in the last quarter. Fayez Sarofim & Co lifted its position in shares of Palo Alto Networks by 1.2% during the 3rd quarter. Fayez Sarofim & Co now owns 4,310 shares of the network technology company’s stock valued at $878,000 after acquiring an additional 50 shares during the period. Certified Advisory Corp boosted its stake in Palo Alto Networks by 0.3% during the third quarter. Certified Advisory Corp now owns 16,938 shares of the network technology company’s stock worth $3,449,000 after acquiring an additional 51 shares in the last quarter. Cooper Financial Group grew its holdings in Palo Alto Networks by 1.3% in the fourth quarter. Cooper Financial Group now owns 4,227 shares of the network technology company’s stock worth $779,000 after purchasing an additional 53 shares during the period. Finally, Outfitters Financial LLC increased its stake in Palo Alto Networks by 1.7% in the fourth quarter. Outfitters Financial LLC now owns 3,265 shares of the network technology company’s stock valued at $601,000 after purchasing an additional 55 shares in the last quarter. 79.82% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Palo Alto Networks

In other Palo Alto Networks news, Director James J. Goetz sold 20,000 shares of the firm’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $279.90, for a total transaction of $5,598,000.00. Following the transaction, the director directly owned 20,000 shares in the company, valued at approximately $5,598,000. This trade represents a 50.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the transaction, the executive vice president directly owned 145,250 shares in the company, valued at $42,058,590. This represents a 3.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 106,389 shares of company stock valued at $27,570,630 in the last three months. Insiders own 1.40% of the company’s stock.

Palo Alto Networks Price Performance

PANW stock opened at $332.00 on Tuesday. The company has a market capitalization of $270.58 billion, a P/E ratio of 272.13, a price-to-earnings-growth ratio of 11.30 and a beta of 0.94. 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, Inc. has a 52-week low of $139.57 and a 52-week high of $332.88. The business has a 50-day simple moving average of $244.52 and a two-hundred day simple moving average of $197.08.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data 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 return on equity of 10.53% and a net margin of 7.95%.The firm 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 earnings per share. 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 expect that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

Palo Alto Networks News Roundup

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

• Positive Sentiment: Arete Research sharply raised its price target on Palo Alto Networks to $433 from $185 and reiterated a buy rating, signaling meaningful upside potential versus recent trading levels. Arete adjusts price target on Palo Alto Networks to $433 from $185, maintains buy rating
• Positive Sentiment: Multiple articles highlighted PANW as a standout AI/cybersecurity stock, reinforcing the market’s view that the company is benefiting from investor demand for AI-security exposure. 5 AI Stocks That Are Surging
• Positive Sentiment: Zacks noted that strategic partnerships could strengthen PANW’s AI security platform, which may support longer-term growth in regulated industries. Can Strategic Partnerships Strengthen PANW’s AI Security Platform?
• Neutral Sentiment: Market coverage also described PANW as part of a “moderate buy” consensus among analysts, which supports the stock but does not add a new catalyst. Palo Alto Networks, Inc. Given Consensus Rating of Moderate Buy by Analysts
• Neutral Sentiment: Broader cybersecurity-sector articles continue to place PANW among the top names to watch, but these items appear to be more sentiment-driven than fundamentally new. Promising Cybersecurity Stocks To Consider – June 28th

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. Wells Fargo & Company reiterated an “overweight” rating and set a $325.00 price objective (up from $285.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. TD Cowen reaffirmed a “buy” rating and issued a $330.00 target price (up from $255.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Mizuho upped their price target on Palo Alto Networks from $265.00 to $305.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Northland Securities increased their price target on Palo Alto Networks from $190.00 to $302.00 and gave the stock a “market perform” rating in a report on Wednesday, June 3rd. Finally, Barclays reissued an “overweight” rating and issued a $315.00 price objective (up from $220.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Palo Alto Networks has an average rating of “Moderate Buy” and a consensus price target of $311.98.

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.