Talon Private Wealth LLC Invests $1.44 Million in Palo Alto Networks, Inc. $PANW

Talon Private Wealth LLC bought a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW) in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 8,955 shares of the network technology company’s stock, valued at approximately $1,436,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Darwin Wealth Management LLC purchased a new position in shares of Palo Alto Networks in the 2nd quarter worth $25,000. Steph & Co. boosted its holdings in 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 acquiring an additional 67 shares during the last quarter. Knuff & Co LLC purchased a new stake in Palo Alto Networks during the fourth quarter valued at about $26,000. Sittner & Nelson LLC grew its position in Palo Alto Networks by 73.8% during the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after acquiring an additional 62 shares during the period. Finally, Luken Investment Analytics LLC increased its stake in Palo Alto Networks by 196.2% during the fourth 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 last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Palo Alto Networks Stock Up 0.5%

PANW stock opened at $319.00 on Wednesday. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $368.80. 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 company has a market capitalization of $259.99 billion, a P/E ratio of 261.48, a PEG ratio of 11.78 and a beta of 0.91. The firm has a 50 day simple moving average of $303.77 and a 200-day simple moving average of $219.63.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. During the same quarter in the prior year, the business posted $0.37 EPS. The company’s revenue for the quarter 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. On average, equities research analysts predict that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

PANW has been the topic of a number of recent research reports. William Blair reaffirmed an “outperform” rating on shares of Palo Alto Networks in a research report on Tuesday, June 16th. Mizuho increased their price objective on shares of Palo Alto Networks from $265.00 to $305.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 3rd. Truist Financial raised their target price on shares of Palo Alto Networks from $275.00 to $375.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. Deutsche Bank Aktiengesellschaft lifted 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. Finally, Weiss Ratings cut shares of Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, June 4th. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $331.48.

Insider Activity at Palo Alto Networks

In related news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the completion of the transaction, the executive vice president directly owned 145,250 shares in the company, valued at $42,058,590. This represents a 3.33% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director John P. Key sold 7,500 shares of the stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the completion of the sale, the director directly owned 12,500 shares in the company, valued at approximately $3,490,500. This trade represents a 37.50% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 101,239 shares of company stock valued at $27,174,360. 1.40% of the stock is owned by 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.