Shelton Wealth Management LLC Decreases Position in Palo Alto Networks, Inc. $PANW

Shelton Wealth Management LLC cut its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 71.1% in the first quarter, HoldingsChannel reports. The institutional investor owned 2,480 shares of the network technology company’s stock after selling 6,113 shares during the quarter. Shelton Wealth Management LLC’s holdings in Palo Alto Networks were worth $398,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Brighton Jones LLC boosted its stake in Palo Alto Networks by 147.7% in the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock worth $1,230,000 after purchasing an additional 4,031 shares in the last quarter. Bison Wealth LLC lifted its stake in shares of Palo Alto Networks by 169.1% during the fourth quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock worth $948,000 after buying an additional 3,275 shares during the period. Sivia Capital Partners LLC grew its holdings in shares of Palo Alto Networks by 66.3% during the second quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock valued at $713,000 after buying an additional 1,389 shares during the last quarter. Osterweis Capital Management Inc. increased its position in shares of Palo Alto Networks by 11,100.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock valued at $115,000 after acquiring an additional 555 shares during the period. Finally, Main Street Financial Solutions LLC increased its position in shares of Palo Alto Networks by 6.0% in the 2nd quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock valued at $900,000 after acquiring an additional 249 shares during the period. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Analyst Ratings Changes

A number of analysts have commented on PANW shares. The Goldman Sachs Group reaffirmed a “buy” rating and set a $330.00 price target on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Stephens raised their price objective on Palo Alto Networks from $180.00 to $300.00 and gave the stock an “equal weight” rating in a research note on Wednesday, June 3rd. Berenberg Bank lifted their target price on Palo Alto Networks from $290.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Wedbush increased their price target on shares of Palo Alto Networks from $300.00 to $340.00 and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. Finally, Deutsche Bank Aktiengesellschaft raised their price target on shares of Palo Alto Networks from $220.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $317.78.

Insider Buying and Selling at Palo Alto Networks

In related news, Director James J. Goetz sold 20,000 shares of the business’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $279.90, for a total transaction of $5,598,000.00. Following the transaction, the director directly owned 20,000 shares in the company, valued at approximately $5,598,000. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Aparna Bawa sold 290 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $348.74, for a total transaction of $101,134.60. Following the completion of the sale, the director owned 6,437 shares of the company’s stock, valued at approximately $2,244,839.38. The trade was a 4.31% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 102,111 shares of company stock valued at $27,204,024. 1.40% of the stock is owned by company insiders.

Palo Alto Networks Price Performance

Shares of NASDAQ:PANW traded down $9.08 during midday trading on Tuesday, reaching $348.45. 2,813,031 shares of the company’s stock traded hands, compared to its average volume of 9,310,690. The company has a market cap of $283.99 billion, a P/E ratio of 284.23, a PEG ratio of 12.92 and a beta of 0.91. The company has a fifty day simple moving average of $258.43 and a two-hundred day simple moving average of $201.50. 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, Inc. has a 1 year low of $139.57 and a 1 year high of $368.17.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $2.94 billion. During the same quarter in the previous year, the company earned $0.37 earnings per share. The company’s quarterly 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. Equities analysts predict that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

Key Palo Alto Networks News

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

• Positive Sentiment: Needham raised its price target on Palo Alto Networks to $425 from $350 and reiterated a buy rating, signaling continued upside confidence. Article Title
• Positive Sentiment: BTIG and Wells Fargo also recently increased price targets, helping fuel the stock’s record-high run and supporting investor optimism around cybersecurity demand and AI-driven security products. Article Title
• Positive Sentiment: Commentary from several outlets highlighted PANW as a high-growth cybersecurity name, with analysts pointing to improving business momentum and continued demand as reasons for the stock’s strength. Article Title
• Neutral Sentiment: One article noted that PANW is trading near all-time highs after a steep year-to-date advance, suggesting the stock is now priced for continued execution. Article Title
• Negative Sentiment: After a large run-up, some market commentary warned that valuation and “nosebleed” pricing could limit near-term upside if results fail to keep pace with expectations. Article Title

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.