Gryphon Financial Partners LLC Grows Stock Holdings in Palo Alto Networks, Inc. $PANW

Gryphon Financial Partners LLC boosted its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 19.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,074 shares of the network technology company’s stock after purchasing an additional 2,252 shares during the period. Gryphon Financial Partners LLC’s holdings in Palo Alto Networks were worth $2,256,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in PANW. Brighton Jones LLC raised its stake in Palo Alto Networks by 147.7% during the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after buying an additional 4,031 shares during the last quarter. Bison Wealth LLC boosted its stake in shares of Palo Alto Networks by 169.1% in the 4th 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 last quarter. Sivia Capital Partners LLC boosted its stake in shares of Palo Alto Networks by 66.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock worth $713,000 after buying an additional 1,389 shares during the last quarter. Osterweis Capital Management Inc. grew its holdings in shares of Palo Alto Networks by 11,100.0% in the second quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock worth $115,000 after acquiring an additional 555 shares during the period. Finally, Main Street Financial Solutions LLC grew its holdings in shares of Palo Alto Networks by 6.0% in the second quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock worth $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.

Palo Alto Networks Stock Performance

NASDAQ:PANW opened at $358.68 on Friday. The stock has a 50-day simple moving average of $290.04 and a two-hundred day simple moving average of $212.30. Palo Alto Networks, Inc. has a 52-week low of $139.57 and a 52-week high of $368.80. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. The firm has a market capitalization of $292.32 billion, a PE ratio of 294.00, a P/E/G ratio of 13.14 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data 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 return on equity of 10.53% and a net margin of 7.95%.The firm had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. During the same quarter last year, the company earned $0.37 earnings per share. The business’s revenue for the quarter 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. Analysts forecast that Palo Alto Networks, Inc. will post 2.03 EPS for the current year.

Insider Buying and Selling

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction that occurred on Tuesday, June 23rd. The shares were 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 of the company’s stock, valued at $42,058,590. The trade was 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 available through the SEC website. Also, CAO Josh D. Paul sold 900 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $345.00, for a total transaction of $310,500.00. Following the completion of the transaction, the chief accounting officer owned 79,644 shares of the company’s stock, valued at approximately $27,477,180. The trade was a 1.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 101,239 shares of company stock worth $27,174,360 in the last ninety days. Corporate insiders own 1.40% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the company. FBN Securities reissued an “outperform” rating on shares of Palo Alto Networks in a report on Wednesday, July 1st. Capital One Financial set a $421.00 price target on Palo Alto Networks and gave the company an “overweight” rating in a research note on Thursday. TD Cowen reaffirmed a “buy” rating and set a $330.00 price target (up from $255.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Scotiabank reaffirmed a “sector outperform” rating and set a $320.00 price target (up from $180.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Finally, Piper Sandler reiterated an “overweight” rating and issued a $345.00 price objective (up from $265.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $327.74.

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.