Greenspring Advisors LLC Makes New $545,000 Investment in Palo Alto Networks, Inc. $PANW

Greenspring Advisors LLC purchased a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) during the 2nd quarter, Holdings Channel reports. The institutional investor purchased 1,599 shares of the network technology company’s stock, valued at approximately $545,000.

A number of other hedge funds have also recently modified their holdings of PANW. Brighton Jones LLC raised its stake in shares of Palo Alto Networks by 147.7% in the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock worth $1,230,000 after buying an additional 4,031 shares during the period. Bison Wealth LLC grew its stake in shares of Palo Alto Networks by 169.1% during the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after acquiring an additional 3,275 shares during the period. Sivia Capital Partners LLC grew its stake in shares of Palo Alto Networks by 66.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock valued at $713,000 after acquiring an additional 1,389 shares during the period. Osterweis Capital Management Inc. increased its holdings in Palo Alto Networks by 11,100.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock worth $115,000 after acquiring an additional 555 shares in the last quarter. Finally, Main Street Financial Solutions LLC increased its holdings in Palo Alto Networks by 6.0% in the 2nd 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 in the last quarter. Institutional investors own 79.82% of the company’s stock.

Insider Activity

In related news, Director John P. Key sold 7,500 shares of the firm’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the completion of the transaction, the director directly owned 12,500 shares of the company’s stock, valued at approximately $3,490,500. This trade represents a 37.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO Josh D. Paul sold 1,100 shares of the firm’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $285.08, for a total transaction of $313,588.00. Following the transaction, the chief accounting officer directly owned 81,636 shares of the company’s stock, valued at $23,272,790.88. The trade was a 1.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,935 shares of company stock valued at $10,809,461 in the last quarter. Company insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Down 2.8%

NASDAQ PANW opened at $349.56 on Friday. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 month high of $398.88. 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 stock has a market cap of $284.89 billion, a PE ratio of 286.52, a P/E/G ratio of 12.08 and a beta of 0.91. The stock’s 50 day moving average is $335.81 and its 200 day moving average is $240.90.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data 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. The business 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%. The company’s revenue was up 31.1% on a year-over-year basis. During the same period last year, the firm 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. Research analysts predict that Palo Alto Networks, Inc. will post 2.02 EPS for the current fiscal year.

Palo Alto Networks News Roundup

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

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the stock. The Goldman Sachs Group reaffirmed a “buy” rating and set a $330.00 price target on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Guggenheim cut shares of Palo Alto Networks from a “neutral” rating to a “reduce” rating in a research note on Wednesday, May 27th. TD Cowen raised their price objective on shares of Palo Alto Networks from $360.00 to $400.00 and gave the company a “buy” rating in a research report on Monday. Sanford C. Bernstein raised their price objective on shares of Palo Alto Networks from $209.00 to $253.00 and gave the company an “outperform” rating in a research 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 note on Thursday, June 4th. One investment analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $362.67.

Palo Alto Networks Company 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.