3,274 Shares in Palo Alto Networks, Inc. $PANW Acquired by Marble Wealth LLC

Marble Wealth LLC acquired a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 3,274 shares of the network technology company’s stock, valued at approximately $603,000.

Other institutional investors have also recently bought and sold shares of the company. Darwin Wealth Management LLC bought a new position in Palo Alto Networks in the 2nd quarter worth approximately $25,000. Steph & Co. raised its position 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 purchasing an additional 67 shares during the last quarter. Knuff & Co LLC bought a new position in Palo Alto Networks in the 4th quarter worth approximately $26,000. Luken Investment Analytics LLC raised its position in Palo Alto Networks by 196.2% in the 4th quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock worth $28,000 after purchasing an additional 102 shares during the last quarter. Finally, WHI TRUST Co LLC bought a new position in Palo Alto Networks in the 4th quarter worth approximately $28,000. Institutional investors own 79.82% of the company’s stock.

Insider Buying and Selling

In other news, Director John P. Key sold 1,572 shares of the business’s stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $173.32, for a total value of $272,459.04. Following the completion of the transaction, the director owned 20,000 shares of the company’s stock, valued at $3,466,400. The trade was a 7.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Nikesh Arora purchased 68,085 shares of the firm’s stock in a transaction dated Friday, March 27th. The stock was purchased at an average cost of $146.87 per share, with a total value of $9,999,643.95. Following the acquisition, the chief executive officer directly owned 343,394 shares in the company, valued at $50,434,276.78. This trade represents a 24.73% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have sold 94,760 shares of company stock worth $21,660,063 over the last ninety days. Insiders own 1.40% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently weighed in on PANW shares. Wedbush boosted their price objective 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. Daiwa Securities Group dropped their target price on shares of Palo Alto Networks from $212.00 to $175.00 and set an “outperform” rating for the company in a research report on Tuesday, February 24th. Deutsche Bank Aktiengesellschaft upped their target price on shares of Palo Alto Networks from $220.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday. New Street Research dropped their target price on shares of Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating for the company in a research report on Thursday, February 19th. Finally, Rosenblatt Securities upped their target price on shares of Palo Alto Networks from $275.00 to $355.00 and gave the company a “buy” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Palo Alto Networks currently has a consensus rating of “Moderate Buy” and an average price target of $304.22.

Palo Alto Networks Stock Performance

Shares of Palo Alto Networks stock opened at $280.43 on Thursday. The firm has a fifty day moving average of $200.21 and a two-hundred day moving average of $185.46. The stock has a market capitalization of $228.83 billion, a price-to-earnings ratio of 229.86, a PEG ratio of 10.71 and a beta of 0.94. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $302.95.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.80 by $0.05. Palo Alto Networks had a net margin of 7.95% and a return on equity of 16.34%. The company had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. During the same quarter in the previous year, the business earned $0.37 EPS. The firm’s revenue was up 31.1% on a year-over-year basis. 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, research analysts forecast that Palo Alto Networks, Inc. will post 2.14 EPS for the current fiscal year.

Palo Alto Networks News Summary

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

• Positive Sentiment: Palo Alto Networks reported fiscal Q3 earnings and revenue above expectations, with EPS of $0.85 versus $0.79-$0.81 estimated and revenue of $3.0 billion versus $2.94 billion expected, while sales rose 31.1% year over year. Article Title
• Positive Sentiment: The company raised FY2026 and Q4 guidance well above Wall Street estimates, signaling stronger demand and improving profitability outlooks. Article Title
• Positive Sentiment: CEO Nikesh Arora said AI-related security concerns are driving a surge in customer engagement and meeting requests, reinforcing the long-term growth narrative for PANW. Article Title
• Positive Sentiment: Citigroup, Wedbush, BNP Paribas Exane, Stifel, Berenberg, Truist, Morgan Stanley, Deutsche Bank, RBC, Oppenheimer, and others raised price targets, with several also reiterating buy or outperform ratings, adding momentum to the stock. Article Title
• Neutral Sentiment: One insider filing showed CAO Josh D. Paul sold 1,100 shares, which is minor versus the company’s overall market value but may slightly weigh on sentiment. Article Title
• Negative Sentiment: Despite the earnings beat, some coverage noted the stock slipped intraday as investors focused on acquisition-driven growth and broader market pressure rather than the strong fundamentals. Article Title

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.