Atria Investments Inc Sells 3,788 Shares of Palo Alto Networks, Inc. $PANW

Posted by Anthony Miller on May 15th, 2026

Atria Investments Inc lessened its position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 7.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 49,323 shares of the network technology company’s stock after selling 3,788 shares during the period. Atria Investments Inc’s holdings in Palo Alto Networks were worth $9,085,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Darwin Wealth Management LLC purchased a new position in shares of Palo Alto Networks during the second quarter valued at approximately $25,000. Steph & Co. raised its holdings in shares of Palo Alto Networks by 88.2% in the fourth 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 period. Knuff & Co LLC purchased a new stake in shares of Palo Alto Networks in the fourth quarter worth approximately $26,000. Luken Investment Analytics LLC lifted 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 worth $28,000 after acquiring an additional 102 shares during the last quarter. Finally, Winch Advisory Services LLC boosted its holdings in Palo Alto Networks by 96.1% during the 3rd quarter. Winch Advisory Services LLC now owns 149 shares of the network technology company’s stock valued at $30,000 after acquiring an additional 73 shares during the period. 79.82% of the stock is owned by hedge funds and other institutional investors.

Palo Alto Networks Stock Performance

PANW stock opened at $238.21 on Friday. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $239.15. The firm has a market cap of $194.38 billion, a price-to-earnings ratio of 131.61, a PEG ratio of 8.21 and a beta of 0.77. The firm has a 50-day simple moving average of $173.12 and a two-hundred day simple moving average of $180.83.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last posted its earnings results on Wednesday, February 18th. The network technology company reported $1.03 EPS for the quarter, beating analysts’ consensus estimates of $0.94 by $0.09. Palo Alto Networks had a net margin of 12.96% and a return on equity of 17.60%. The company had revenue of $2.59 billion during the quarter, compared to analysts’ expectations of $2.58 billion. During the same quarter in the prior year, the company posted $0.81 earnings per share. Palo Alto Networks’s revenue for the quarter was up 14.9% compared to the same quarter last year. As a group, equities analysts predict that Palo Alto Networks, Inc. will post 2.14 earnings per share for the current fiscal year.

Palo Alto Networks News Summary

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

Positive Sentiment: Jefferies raised its price target on Palo Alto Networks to $265 from $215 and reiterated a Buy rating, saying AI is compressing attack timelines and should accelerate enterprise demand for automated, identity-based security. Jefferies Hikes Palo Alto Networks Price Target to $265: AI Is Compressing Attack Timelines
Positive Sentiment: Robert W. Baird also lifted its target on PANW to $265 from $220 and maintained an Outperform rating, reinforcing the view that the stock still has meaningful upside. MarketScreener: Baird Adjusts Price Target on Palo Alto Networks
Positive Sentiment: Jefferies highlighted Palo Alto’s identity-security push after CyberArk’s IMPACT26 conference, noting the company’s “Idira” platform as part of a broader strategy to unify identity security and privileged access management across human and non-human identities. Palo Alto advances AI-driven identity strategy with Idira launch, shares gain
Neutral Sentiment: Commentary from Zacks and other market observers pointed to identity security as a potential next growth engine for PANW, supporting the investment case but not adding a new catalyst by itself. Can Identity Security Become PANW’s Next Major Growth Engine?

Insider Activity

In other news, CAO Josh D. Paul sold 1,100 shares of the business’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $161.40, for a total transaction of $177,540.00. Following the sale, the chief accounting officer owned 83,136 shares in the company, valued at approximately $13,418,150.40. The trade was a 1.31% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director John P. Key sold 1,572 shares of the stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $173.32, for a total transaction of $272,459.04. Following the completion of the transaction, the director directly owned 20,000 shares of the company’s stock, valued at $3,466,400. The trade was a 7.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 30,356 shares of company stock worth $4,981,575 over the last quarter. Company insiders own 1.40% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on PANW. The Goldman Sachs Group lowered their price target on Palo Alto Networks from $240.00 to $224.00 and set a “buy” rating for the company in a report on Wednesday, February 18th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Palo Alto Networks in a report on Wednesday, February 18th. JPMorgan Chase & Co. dropped their price target on Palo Alto Networks from $225.00 to $200.00 and set an “overweight” rating on the stock in a research report on Thursday, February 19th. BTIG Research lifted their price objective on Palo Alto Networks from $200.00 to $216.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Finally, Citigroup reaffirmed a “buy” rating and issued a $210.00 price objective (down from $235.00) on shares of Palo Alto Networks in a research note on Thursday, February 19th. Two analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $213.50.

Read Our Latest Stock Analysis on PANW

Palo Alto Networks Company Profile

(Free Report)

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.