GFS Advisors LLC Has $1.77 Million Stock Holdings in Palo Alto Networks, Inc. $PANW

GFS Advisors LLC lifted its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 34.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,585 shares of the network technology company’s stock after buying an additional 2,460 shares during the quarter. GFS Advisors LLC’s holdings in Palo Alto Networks were worth $1,766,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in PANW. Darwin Wealth Management LLC bought a new position in shares of Palo Alto Networks in the second quarter valued at about $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 valued at $26,000 after buying an additional 67 shares during the last quarter. Knuff & Co LLC bought a new position in shares of Palo Alto Networks in the fourth quarter valued at about $26,000. Sittner & Nelson LLC raised its holdings in shares of Palo Alto Networks by 73.8% in the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after buying an additional 62 shares during the last quarter. Finally, Luken Investment Analytics LLC raised its holdings in shares of Palo Alto Networks by 196.2% in the fourth quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock valued at $28,000 after buying an additional 102 shares during the last quarter. 79.82% of the stock is owned by institutional investors.

Palo Alto Networks Stock Performance

Shares of NASDAQ:PANW opened at $260.52 on Wednesday. The stock has a market capitalization of $212.32 billion, a P/E ratio of 213.54, a P/E/G ratio of 9.45 and a beta of 0.94. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $302.95. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. The business has a 50-day moving average price of $209.50 and a two-hundred day moving average price of $187.35.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.06. The firm had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The company’s quarterly revenue was up 31.1% compared to the same quarter last year. During the same period in the previous year, the business posted $0.37 EPS. 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 2.12 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms recently issued reports on PANW. Berenberg Bank lifted their price target on Palo Alto Networks from $290.00 to $360.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Cantor Fitzgerald set a $340.00 price target on Palo Alto Networks and gave the company an “overweight” rating in a report on Wednesday, June 3rd. Jefferies Financial Group set a $335.00 price target on Palo Alto Networks and gave the company a “buy” rating in a report on Wednesday, June 3rd. Citigroup reaffirmed a “market outperform” rating on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Finally, BTIG Research lifted their price target on Palo Alto Networks from $268.00 to $333.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $306.59.

Key Stories Impacting Palo Alto Networks

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

• Positive Sentiment: Palo Alto Networks recently hit a $10 billion annual revenue run rate, reinforcing that the company has grown far beyond its legacy firewall roots and continues to scale as a cybersecurity platform. Palo Alto Networks Hits $10B Revenue Run Rate Beats S&P 500 Across All Timeframes
• Positive Sentiment: Cybersecurity remains a favored theme as AI adoption grows, with industry commentary suggesting autonomous AI agents will need security protection, which could expand the long-term market for PANW’s products. Zscaler CEO: AI Will Create ‘Billions of Agents’ That Need Cybersecurity Protection
• Neutral Sentiment: Northland Securities reiterated a Market Perform view and maintained a $302 price target, while modeling earnings of $0.45 per share for Q1 2027 and $0.48 for Q2 2027, suggesting steady expectations but no major near-term catalyst from the research note. Palo Alto Networks, Inc. market data
• Neutral Sentiment: Short interest data showed no meaningful change, so it does not appear to be a driver of the stock’s move today.
• Negative Sentiment: Recent post-earnings trading has been pressured by concerns that rising costs are weighing on margins, which is likely a key reason investors have been trimming the stock. PANW Stock Declines 9% Post Q3 Results: Should You Buy, Sell or Hold?

Insider Activity

In other news, CAO Josh D. Paul sold 1,100 shares of the company’s 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 of the company’s stock, valued at $23,272,790.88. This represents a 1.33% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Nikesh Arora purchased 68,085 shares of the stock in a transaction dated Friday, March 27th. The stock was bought at an average cost of $146.87 per share, with a total value of $9,999,643.95. Following the completion of the purchase, the chief executive officer owned 343,394 shares in the company, valued at $50,434,276.78. The trade was a 24.73% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders sold 72,076 shares of company stock worth $17,930,587. Corporate insiders own 1.40% of the company’s stock.

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.