4,626 Shares in Palo Alto Networks, Inc. $PANW Bought by Oxford Financial Group LTD. LLC

Oxford Financial Group LTD. LLC acquired a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 4,626 shares of the network technology company’s stock, valued at approximately $1,578,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. BlackRock Inc. bought a new stake in shares of Palo Alto Networks in the second quarter valued at about $25,833,462,000. Vanguard Group Inc. grew its holdings in shares of Palo Alto Networks by 4.1% during the fourth quarter. Vanguard Group Inc. now owns 67,929,063 shares of the network technology company’s stock worth $12,512,533,000 after buying an additional 2,659,100 shares in the last quarter. State Street Corp raised its position in Palo Alto Networks by 2.0% in the 4th quarter. State Street Corp now owns 30,331,705 shares of the network technology company’s stock valued at $5,587,100,000 after buying an additional 594,789 shares during the last quarter. Bank of America Corp DE raised its position in Palo Alto Networks by 16.0% in the 1st quarter. Bank of America Corp DE now owns 22,476,753 shares of the network technology company’s stock valued at $3,603,473,000 after buying an additional 3,101,267 shares during the last quarter. Finally, Geode Capital Management LLC lifted its stake in Palo Alto Networks by 3.5% in the 4th quarter. Geode Capital Management LLC now owns 15,989,257 shares of the network technology company’s stock valued at $2,934,935,000 after acquiring an additional 540,756 shares in the last quarter. 79.82% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

PANW has been the subject of a number of recent research reports. Stephens upped their price target on Palo Alto Networks from $180.00 to $300.00 and gave the stock an “equal weight” rating in a research report on Wednesday, June 3rd. Northland Securities boosted their price objective on shares of Palo Alto Networks from $190.00 to $302.00 and gave the stock a “market perform” rating in a research report on Wednesday, June 3rd. BMO Capital Markets restated an “outperform” rating and set a $415.00 target price (up from $335.00) on shares of Palo Alto Networks in a report on Thursday. Piper Sandler reaffirmed an “overweight” rating and issued a $345.00 target price (up from $265.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Finally, Deutsche Bank Aktiengesellschaft lifted their price target on shares of Palo Alto Networks from $220.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Palo Alto Networks currently has an average rating of “Moderate Buy” and an average target price of $362.67.

More Palo Alto Networks News

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

• Positive Sentiment: AI security initiative expands growth opportunities. Palo Alto Networks launched the Frontier AI Critical Defense Program with technology partners to protect critical infrastructure from AI-driven exploits and vulnerabilities. The initiative could strengthen PANW’s position in the emerging AI-security market and support demand from government and enterprise customers. Palo Alto Networks Introduces Frontier AI Critical Defense Program
• Positive Sentiment: Analyst remains bullish. Cantor Fitzgerald raised its price target to $425 from $340 and maintained an “overweight” rating, citing potential for continued appreciation. The higher target signals confidence in PANW’s growth prospects despite recent volatility. Palo Alto Networks Price Target Raised by Cantor Fitzgerald
• Positive Sentiment: Enterprise AI adoption may drive sales. Palo Alto Networks is positioning its network, identity, AI and security-operations products to benefit as businesses deploy more artificial intelligence. This could help PANW compete more effectively with CrowdStrike and Zscaler. Can Strong Enterprise AI Adoption Help PANW Challenge CrowdStrike and Zscaler?
• Neutral Sentiment: Recent coverage from TD Cowen and other outlets remains constructive on PANW’s long-term appreciation potential, but provides limited new operating information. TD Cowen Forecasts Strong Price Appreciation for Palo Alto Networks
• Negative Sentiment: Cybersecurity-sector selling is weighing on PANW. Palo Alto Networks declined even as the broader market improved, while CrowdStrike also sold off sharply. The synchronized weakness suggests investors are reducing exposure to cybersecurity stocks or taking profits, overshadowing bullish analyst commentary. CrowdStrike and Palo Alto Networks Stock Declines

Palo Alto Networks Stock Down 2.8%

PANW stock opened at $349.56 on Friday. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $398.88. The business’s 50 day simple moving average is $335.81 and its 200 day simple moving average is $240.90. 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 has a market capitalization of $284.89 billion, a PE ratio of 286.52, a PEG ratio of 12.08 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating 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 business had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. During the same quarter last year, the firm posted $0.37 EPS. 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. As a group, research analysts anticipate that Palo Alto Networks, Inc. will post 2.02 EPS for the current year.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, CAO Josh D. Paul sold 900 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $345.00, for a total value of $310,500.00. Following the transaction, the chief accounting officer directly owned 79,644 shares of the company’s stock, valued at $27,477,180. This represents a 1.12% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 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 transaction, the director directly owned 6,437 shares in the company, valued at approximately $2,244,839.38. This represents a 4.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 37,935 shares of company stock worth $10,809,461 in the last quarter. 1.40% of the stock is owned by corporate insiders.

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.