Intellectus Partners LLC Sells 2,261 Shares of Palo Alto Networks, Inc. $PANW

Intellectus Partners LLC cut its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 17.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,704 shares of the network technology company’s stock after selling 2,261 shares during the period. Intellectus Partners LLC’s holdings in Palo Alto Networks were worth $1,972,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Darwin Wealth Management LLC bought a new stake in shares of Palo Alto Networks during the second quarter valued at approximately $25,000. Steph & Co. increased its position in shares of Palo Alto Networks by 88.2% during the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock valued at $26,000 after purchasing an additional 67 shares during the period. Knuff & Co LLC bought a new stake in shares of Palo Alto Networks during the fourth quarter valued at approximately $26,000. Luken Investment Analytics LLC increased its position in shares of Palo Alto Networks by 196.2% during the fourth quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock valued at $28,000 after purchasing an additional 102 shares during the period. Finally, WHI TRUST Co LLC bought a new stake in shares of Palo Alto Networks during the fourth quarter valued at approximately $28,000. 79.82% of the stock is currently owned by institutional investors.

Palo Alto Networks Stock Down 5.6%

Shares of PANW opened at $280.43 on Thursday. Palo Alto Networks, Inc. has a 12-month low of $139.57 and a 12-month high of $302.95. The firm has a market capitalization of $228.83 billion, a PE ratio of 229.86, a price-to-earnings-growth ratio of 10.71 and a beta of 0.94. The stock’s fifty day simple moving average is $200.21 and its 200-day simple moving average is $185.46.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, beating analysts’ consensus estimates of $0.80 by $0.05. Palo Alto Networks had a return on equity of 16.34% and a net margin of 7.95%.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 prior year, the company posted $0.37 earnings per share. 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. Analysts anticipate that Palo Alto Networks, Inc. will post 2.14 EPS for the current year.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on PANW shares. Arete Research upgraded Palo Alto Networks from a “sell” rating to a “buy” rating and set a $185.00 price objective on the stock in a research report on Tuesday, March 3rd. HSBC decreased their price target on Palo Alto Networks from $157.00 to $114.00 in a research note on Thursday, February 19th. Jefferies Financial Group set a $335.00 price target on Palo Alto Networks and gave the company a “buy” rating in a research note on Wednesday. Barclays reaffirmed an “overweight” rating and issued a $315.00 price target (up from $220.00) on shares of Palo Alto Networks in a research note on Wednesday. Finally, Deutsche Bank Aktiengesellschaft boosted their price target on Palo Alto Networks from $220.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $304.22.

Insider Buying and Selling

In other Palo Alto Networks news, CAO Josh D. Paul sold 1,100 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $285.08, for a total value of $313,588.00. Following the completion of the sale, the chief accounting officer directly owned 81,636 shares in the company, valued at $23,272,790.88. This represents a 1.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director John P. Key sold 1,572 shares of the stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $173.32, for a total value of $272,459.04. Following the completion of the sale, the director owned 20,000 shares of the company’s stock, valued at $3,466,400. This trade represents a 7.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 94,760 shares of company stock valued at $21,660,063. 1.40% of the stock is owned by company insiders.

Trending Headlines about Palo Alto Networks

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

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.