Gryphon Financial Partners LLC Buys 2,252 Shares of Palo Alto Networks, Inc. $PANW

Gryphon Financial Partners LLC lifted its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 19.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and 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 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of PANW. Brighton Jones LLC grew its holdings in shares of 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 acquiring an additional 4,031 shares during the period. Bison Wealth LLC lifted 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 valued at $948,000 after purchasing an additional 3,275 shares during the period. Sivia Capital Partners LLC lifted 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 valued at $713,000 after purchasing an additional 1,389 shares during the period. Osterweis Capital Management Inc. boosted its position in shares of Palo Alto Networks by 11,100.0% during the second quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock valued at $115,000 after purchasing an additional 555 shares in the last quarter. Finally, Main Street Financial Solutions LLC boosted 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 valued at $900,000 after purchasing an additional 249 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Trading Up 1.3%

Shares of NASDAQ PANW opened at $358.68 on Friday. The firm’s 50 day moving average price is $290.04 and its 200-day moving average price is $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 company has a market cap 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 announced its quarterly earnings results 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. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The company 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 earned $0.37 earnings per share. The firm’s quarterly revenue 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. On average, equities research analysts expect that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research firms have issued reports on PANW. Wells Fargo & Company increased their price objective on Palo Alto Networks from $325.00 to $420.00 and gave the stock an “overweight” rating in a report on Wednesday, July 1st. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Palo Alto Networks from $220.00 to $350.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Northland Securities upped their target price 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. Morgan Stanley increased their price target on shares of Palo Alto Networks from $253.00 to $320.00 and gave the stock an “overweight” rating in a research note on Wednesday, June 3rd. Finally, Capital One Financial set a $421.00 price target on shares of Palo Alto Networks and gave the company an “overweight” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $327.74.

Insider Buying and Selling at Palo Alto Networks

In other news, Director Aparna Bawa sold 290 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $348.74, for a total transaction of $101,134.60. Following the transaction, the director directly owned 6,437 shares of the company’s stock, valued at $2,244,839.38. This represents a 4.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Josh D. Paul sold 900 shares of the company’s stock in a transaction on 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 in the company, valued at approximately $27,477,180. The trade was a 1.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 101,239 shares of company stock worth $27,174,360. 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.