Tema ETFs LLC Purchases 1,305 Shares of Palo Alto Networks, Inc. $PANW

Tema ETFs LLC boosted its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 10.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,985 shares of the network technology company’s stock after buying an additional 1,305 shares during the quarter. Tema ETFs LLC’s holdings in Palo Alto Networks were worth $4,769,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the business. Brighton Jones LLC raised its position 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 worth $1,230,000 after purchasing an additional 4,031 shares during the last quarter. Bison Wealth LLC grew its position 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 valued at $948,000 after buying an additional 3,275 shares during the last quarter. Sivia Capital Partners LLC increased its stake in shares of Palo Alto Networks by 66.3% in 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 period. Osterweis Capital Management Inc. increased its stake 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 valued at $115,000 after buying an additional 555 shares during the period. Finally, Main Street Financial Solutions LLC raised its position in shares of Palo Alto Networks by 6.0% during 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 last quarter. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts recently commented on the company. Needham & Company LLC upped their target price on Palo Alto Networks from $350.00 to $425.00 and gave the company a “buy” rating in a report on Tuesday, July 7th. Berenberg Bank boosted their price target on shares of Palo Alto Networks from $290.00 to $360.00 and gave the stock a “buy” rating in a research report on Wednesday, June 3rd. Wells Fargo & Company upped their price objective on shares of Palo Alto Networks from $325.00 to $420.00 and gave the company an “overweight” rating in a research note on Wednesday, July 1st. Stifel Nicolaus set a $340.00 price objective on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Finally, Wolfe Research reissued an “outperform” rating and set a $320.00 target price on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $337.35.

Insider Activity

In other news, Director John P. Key sold 7,500 shares of the firm’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $279.24, for a total value of $2,094,300.00. Following the completion of the sale, the director directly owned 12,500 shares in the company, valued at $3,490,500. This trade represents a 37.50% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Dipak Golechha sold 5,000 shares of the business’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total value of $1,447,800.00. Following the completion of the sale, the executive vice president directly 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 disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 101,239 shares of company stock valued at $27,174,360. Corporate insiders own 1.40% of the company’s stock.

Palo Alto Networks News Summary

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

• Positive Sentiment: Reports that autonomous AI agents developed by OpenAI and Anthropic conducted real-world hacking campaigns have increased attention on cybersecurity risks. Congressional calls for hearings could encourage greater spending on threat detection and protection, potentially benefiting Palo Alto Networks’ platform. Palo Alto Networks Stock Is Up, What You Need To Know
• Positive Sentiment: Citizens JMP raised its price target for PANW from $320 to $415 and maintained a “Market Outperform” rating. The revised target suggests additional upside from the referenced share price and reinforces bullish analyst sentiment.
• Positive Sentiment: The stock’s strong 2026 performance and move toward a new one-year high indicate continued momentum and investor interest in cybersecurity equities. Palo Alto Networks Reaches New 1-Year High
• Neutral Sentiment: Recent short-interest data reported zero shares sold short, with a zero-day short-interest ratio. Because the figures show no measurable short position and include an anomalous percentage change, they provide little actionable information about trading pressure.
• Negative Sentiment: At roughly 317 times earnings, Palo Alto Networks carries a demanding valuation. Sustaining the rally will likely require continued high growth and execution; any slowdown or weaker guidance could increase downside risk.

Palo Alto Networks Price Performance

Palo Alto Networks stock opened at $387.01 on Thursday. The stock has a market capitalization of $315.41 billion, a price-to-earnings ratio of 317.22, a PEG ratio of 12.88 and a beta of 0.91. Palo Alto Networks, Inc. has a 52-week low of $139.57 and a 52-week high of $389.25. 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 stock’s 50 day moving average price is $323.44 and its two-hundred day moving average price is $232.77.

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 for the quarter, beating the consensus estimate of $0.79 by $0.06. The company had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. Palo Alto Networks’s revenue for the quarter was up 31.1% compared to the same quarter last year. During the same quarter 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. On average, equities analysts predict that Palo Alto Networks, Inc. will post 2.02 earnings per share for the current year.

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.