Bryn Mawr Trust Advisors LLC Invests $882,000 in Palo Alto Networks, Inc. $PANW

Bryn Mawr Trust Advisors LLC acquired a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 2,585 shares of the network technology company’s stock, valued at approximately $882,000.

Several other hedge funds and other institutional investors have also made changes to their positions in PANW. Hardy Reed LLC acquired a new position in Palo Alto Networks during the second quarter worth $3,594,000. Trust Asset Management LLC lifted its stake in Palo Alto Networks by 19.4% in the second quarter. Trust Asset Management LLC now owns 8,639 shares of the network technology company’s stock valued at $2,946,000 after acquiring an additional 1,401 shares during the last quarter. Regent Peak Wealth Advisors LLC acquired a new stake in Palo Alto Networks in the second quarter valued at $368,000. Annex Advisory Services LLC bought a new position in shares of Palo Alto Networks in the 2nd quarter valued at about $222,000. Finally, Whitener Capital Management Inc. grew its position in shares of Palo Alto Networks by 3.5% in the 2nd quarter. Whitener Capital Management Inc. now owns 12,312 shares of the network technology company’s stock valued at $4,199,000 after acquiring an additional 415 shares during the period. 79.82% of the stock is owned by institutional investors.

Palo Alto Networks Price Performance

Shares of PANW opened at $384.27 on Friday. The company’s 50-day moving average is $328.02 and its 200-day moving average is $235.34. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. The firm has a market capitalization of $313.18 billion, a PE ratio of 314.98, a PEG ratio of 13.29 and a beta of 0.91. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $398.88.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results 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 net margin of 7.95% and a return on equity of 10.53%. The business had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. During the same quarter in the previous year, the firm posted $0.37 EPS. Palo Alto Networks’s 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. Equities analysts forecast that Palo Alto Networks, Inc. will post 2.02 EPS for the current year.

Analyst Ratings Changes

PANW has been the topic of a number of research analyst reports. Guggenheim cut shares of Palo Alto Networks from a “neutral” rating to a “reduce” rating in a report on Wednesday, May 27th. Capital One Financial set a $421.00 price target on Palo Alto Networks and gave the stock an “overweight” rating in a report on Thursday, July 16th. BTIG Research boosted their price target on Palo Alto Networks from $333.00 to $380.00 and gave the stock a “buy” rating in a research report on Tuesday, June 30th. Wells Fargo & Company upped their price objective on Palo Alto Networks from $325.00 to $420.00 and gave the company an “overweight” rating in a research note on Wednesday, July 1st. Finally, BNP Paribas Exane raised their price objective on Palo Alto Networks from $330.00 to $380.00 and gave the company an “outperform” rating in a research report on Wednesday, July 1st. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Palo Alto Networks has an average rating of “Moderate Buy” and a consensus price target of $339.61.

Insider Activity at Palo Alto Networks

In other news, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction that occurred 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 owned 145,250 shares in the company, valued at approximately $42,058,590. This trade represents a 3.33% 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, Director Helle Thorning-Schmidt sold 700 shares of Palo Alto Networks stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total value of $242,795.00. Following the sale, the director directly owned 5,898 shares of the company’s stock, valued at approximately $2,045,721.30. The trade was a 10.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 101,239 shares of company stock valued at $27,174,360. 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.