Hamilton Wealth LLC Buys 89,601 Shares of Palo Alto Networks, Inc. $PANW

Hamilton Wealth LLC raised its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 373.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 113,607 shares of the network technology company’s stock after purchasing an additional 89,601 shares during the period. Palo Alto Networks accounts for 1.3% of Hamilton Wealth LLC’s portfolio, making the stock its 21st largest holding. Hamilton Wealth LLC’s holdings in Palo Alto Networks were worth $18,213,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of PANW. Brighton Jones LLC boosted its holdings in Palo Alto Networks by 147.7% during the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after acquiring an additional 4,031 shares during the period. Bison Wealth LLC increased its stake in shares of Palo Alto Networks by 169.1% in the fourth quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock worth $948,000 after purchasing an additional 3,275 shares during the period. Sivia Capital Partners LLC lifted its position in shares of Palo Alto Networks by 66.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock worth $713,000 after purchasing an additional 1,389 shares during the last quarter. Osterweis Capital Management Inc. lifted its position in shares of Palo Alto Networks by 11,100.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock worth $115,000 after purchasing an additional 555 shares during the last quarter. Finally, Main Street Financial Solutions LLC boosted its stake in Palo Alto Networks by 6.0% during the 2nd quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock valued at $900,000 after purchasing an additional 249 shares during the period. Institutional investors own 79.82% of the company’s stock.

Insider Transactions at Palo Alto Networks

In other Palo Alto Networks news, CAO Josh D. Paul sold 1,100 shares of Palo Alto Networks stock in a transaction on Monday, June 1st. The shares were sold at an average price of $285.08, for a total transaction of $313,588.00. Following the sale, the chief accounting officer owned 81,636 shares in the company, valued at $23,272,790.88. The trade was a 1.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Lee Klarich sold 62,904 shares of the business’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $258.65, for a total transaction of $16,270,119.60. Following the completion of the sale, the executive vice president directly owned 235,983 shares in the company, valued at $61,037,002.95. This trade represents a 21.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 101,239 shares of company stock valued at $27,174,360 over the last 90 days. Corporate insiders own 1.40% of the company’s stock.

Palo Alto Networks Trading Down 1.5%

Palo Alto Networks stock opened at $314.15 on Thursday. The business has a 50 day moving average price of $305.12 and a two-hundred day moving average price of $220.50. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 month high of $368.80. The stock has a market cap of $256.03 billion, a price-to-earnings ratio of 257.50, a price-to-earnings-growth ratio of 11.84 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last announced 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 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 10.53% and a net margin of 7.95%.Palo Alto Networks’s revenue for the quarter was up 31.1% compared to the same quarter last year. During the same quarter last year, the firm earned $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. As a group, equities analysts forecast that Palo Alto Networks, Inc. will post 2.03 EPS for the current year.

Wall Street Analyst Weigh In

PANW has been the topic of a number of research analyst reports. Barclays reaffirmed an “overweight” rating and issued a $315.00 target price (up from $220.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Loop Capital upped their price target on Palo Alto Networks from $160.00 to $290.00 and gave the stock a “hold” rating in a report on Wednesday, June 3rd. Evercore reissued an “outperform” rating and issued a $415.00 price objective on shares of Palo Alto Networks in a research report on Wednesday, July 8th. BNP Paribas Exane raised their price objective on shares of Palo Alto Networks from $330.00 to $380.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 1st. Finally, Stifel Nicolaus set a $340.00 target price on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Palo Alto Networks currently has an average rating of “Moderate Buy” and an average price target of $331.48.

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.