Sageworth Trust Co Takes Position in Palo Alto Networks, Inc. $PANW

Sageworth Trust Co bought a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) during the 1st quarter, HoldingsChannel reports. The fund bought 1,903 shares of the network technology company’s stock, valued at approximately $305,000.

A number of other hedge funds also recently modified their holdings of the stock. Darwin Wealth Management LLC acquired a new stake in Palo Alto Networks during the second quarter worth about $25,000. Steph & Co. increased its holdings in Palo Alto Networks by 88.2% in the 4th 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 period. Knuff & Co LLC acquired a new position in shares of Palo Alto Networks in the 4th quarter valued at approximately $26,000. Sittner & Nelson LLC raised its position in shares of Palo Alto Networks by 73.8% in the 4th 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 in the last quarter. Finally, Luken Investment Analytics LLC lifted its holdings in shares of Palo Alto Networks by 196.2% during the 4th quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock worth $28,000 after acquiring an additional 102 shares during the period. Institutional investors own 79.82% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently issued reports on PANW. FBN Securities reiterated an “outperform” rating on shares of Palo Alto Networks in a research report on Wednesday, July 1st. Citigroup restated a “market outperform” rating on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Arete Research upped their target price on Palo Alto Networks from $185.00 to $433.00 and gave the stock a “buy” rating in a research note on Monday, June 29th. Benchmark raised their target price on Palo Alto Networks from $270.00 to $340.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Finally, JPMorgan Chase & Co. lifted their price target on Palo Alto Networks from $200.00 to $300.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Palo Alto Networks currently has an average rating of “Moderate Buy” and a consensus target price of $318.65.

Palo Alto Networks Trading Down 4.9%

Shares of Palo Alto Networks stock opened at $320.59 on Thursday. The firm has a market capitalization of $261.28 billion, a PE ratio of 262.78, a price-to-earnings-growth ratio of 12.51 and a beta of 0.91. 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 firm’s 50 day moving average is $268.04 and its 200 day moving average is $204.73. 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 quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. The business had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The firm’s quarterly revenue was up 31.1% compared to the same quarter last year. During the same period in the prior year, the company earned $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 research analysts forecast that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

Key Stories Impacting Palo Alto Networks

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

• Positive Sentiment: Needham raised its price target on Palo Alto Networks from $350 to $425 and reiterated a buy rating, signaling confidence in further upside for the cybersecurity leader.
• Positive Sentiment: BTIG also lifted its price target on PANW from $333 to $380 while keeping a buy rating, adding to the bullish analyst momentum.
• Positive Sentiment: Recent commentary highlighted strong business momentum, including roughly 60% growth in next-gen security revenue and a sharp share-price rally over the past six months, which supports the bullish long-term thesis. Palo Alto (PANW) Up More than 96% Over The Past 6 Months, Is it The Best Performing Agentic AI Stock?
• Neutral Sentiment: Several articles focused on the stock’s strong run and its role in the agentic AI and cybersecurity themes, reinforcing investor interest but offering no new fundamental catalyst. Shares Soar on Palo Alto’s 60% Next Gen Security Growth
• Neutral Sentiment: One report noted PANW remains near its all-time high and that analysts still expect more gains, but it also flagged that the stock may be vulnerable if expectations become too stretched. Here’s the key risk facing the Palo Alto Networks stock today
• Negative Sentiment: Director Helle Thorning-Schmidt sold 700 shares at $346.85, reducing her position by 10.61%, which can be read as a small negative signal for sentiment.
• Negative Sentiment: Some commentary warned that PANW’s valuation re-rating may have gone too far and that extreme exuberance is a risk, which may be pressuring the stock despite strong fundamentals.

Insider Activity

In related news, Director James J. Goetz sold 20,000 shares of the firm’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $279.90, for a total transaction of $5,598,000.00. Following the sale, the director owned 20,000 shares of the company’s stock, valued at $5,598,000. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CAO Josh D. Paul sold 900 shares of the business’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $345.00, for a total value of $310,500.00. Following the sale, the chief accounting officer owned 79,644 shares in the company, valued at $27,477,180. This represents a 1.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 101,239 shares of company stock valued at $27,174,360. 1.40% of the stock is currently owned by insiders.

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.