Sanctuary Advisors LLC Lowers Stock Holdings in Palo Alto Networks, Inc. $PANW

Sanctuary Advisors LLC cut its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 1.4% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 191,337 shares of the network technology company’s stock after selling 2,719 shares during the period. Sanctuary Advisors LLC’s holdings in Palo Alto Networks were worth $30,675,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the business. Darwin Wealth Management LLC purchased a new position in Palo Alto Networks during the second quarter worth about $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 buying an additional 67 shares during the last quarter. Knuff & Co LLC purchased a new stake in Palo Alto Networks in the 4th quarter valued at about $26,000. Sittner & Nelson LLC increased its stake in shares of Palo Alto Networks by 73.8% during the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after acquiring an additional 62 shares during the last quarter. Finally, Luken Investment Analytics LLC increased its stake in shares of Palo Alto Networks by 196.2% during the 4th quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock valued at $28,000 after acquiring an additional 102 shares during the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Insider Buying and Selling

In other news, Director Helle Thorning-Schmidt sold 700 shares of the firm’s stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total value of $242,795.00. Following the transaction, the director owned 5,898 shares of the company’s stock, valued at approximately $2,045,721.30. This trade represents a 10.61% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Josh D. Paul sold 900 shares of Palo Alto Networks stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $345.00, for a total transaction of $310,500.00. Following the transaction, the chief accounting officer owned 79,644 shares in the company, valued at $27,477,180. The trade was a 1.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 101,239 shares of company stock valued at $27,174,360. 1.40% of the stock is owned by corporate insiders.

Key Palo Alto Networks News

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

• Positive Sentiment: Tigress Financial raised its price target on Palo Alto Networks from $245 to $430 and reiterated a buy rating, signaling strong upside confidence in the stock. Article Title
• Positive Sentiment: Cybersecurity stocks, including PANW, are benefiting from reports that AI-driven security spending could support long-term growth as cyberattacks intensify. Article Title
• Positive Sentiment: PANW also got a lift from a broader cybersecurity rally after IBM’s weak results and cybersecurity warning pushed investors toward security-focused software names. Article Title
• Positive Sentiment: Market commentary highlighted PANW as one of the cybersecurity stocks “riding the wave” from IBM’s earnings miss, reinforcing the sector-wide bid into defensive tech. Article Title
• Neutral Sentiment: Commentary from Jim Cramer and other market-watch articles called Palo Alto Networks “unbelievable” and noted strong year-to-date gains, but these pieces were more sentiment-driven than fundamental catalysts. Article Title
• Neutral Sentiment: A Zacks comparison article argued Zscaler has an edge over PANW due to valuation and integration-cost concerns, but this appears to be a relative-valuation view rather than a direct negative catalyst. Article Title

Palo Alto Networks Stock Up 0.3%

Shares of NASDAQ:PANW opened at $354.02 on Thursday. The stock has a 50-day simple moving average of $283.88 and a 200-day simple moving average of $210.11. The stock has a market capitalization of $288.53 billion, a P/E ratio of 290.18, a PEG ratio of 13.10 and a beta of 0.91. Palo Alto Networks, Inc. has a 1 year low of $139.57 and a 1 year high of $368.17. 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 posted its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, beating the consensus estimate of $0.79 by $0.06. The firm had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. 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 posted $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. Equities analysts forecast that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Evercore reiterated an “outperform” rating and set a $415.00 price objective on shares of Palo Alto Networks in a report on Wednesday, July 8th. Wedbush upped their price target on shares of Palo Alto Networks from $300.00 to $340.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 3rd. Morgan Stanley increased their price target on shares of Palo Alto Networks from $253.00 to $320.00 and gave the stock an “overweight” rating in a research note on Wednesday, June 3rd. Sanford C. Bernstein lifted their price target on shares of Palo Alto Networks from $209.00 to $253.00 and gave the company an “outperform” rating in a report on Wednesday, June 3rd. Finally, William Blair reissued an “outperform” rating on shares of Palo Alto Networks in a research note on Tuesday, June 16th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $323.98.

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.