Corient Private Wealth LP Invests $380.94 Million in Palo Alto Networks, Inc. $PANW

Corient Private Wealth LP bought a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 1,117,063 shares of the network technology company’s stock, valued at approximately $380,938,000. Corient Private Wealth LP owned 0.14% of Palo Alto Networks at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in PANW. Trilogy Capital Inc. grew its stake in shares of Palo Alto Networks by 1.8% during the second quarter. Trilogy Capital Inc. now owns 2,127 shares of the network technology company’s stock valued at $725,000 after acquiring an additional 37 shares in the last quarter. Wisconsin Wealth Advisors LLC boosted its holdings in Palo Alto Networks by 1.2% in the second quarter. Wisconsin Wealth Advisors LLC now owns 3,206 shares of the network technology company’s stock valued at $1,093,000 after purchasing an additional 38 shares during the last quarter. Orrstown Financial Services Inc. boosted its holdings in Palo Alto Networks by 1.2% in the second quarter. Orrstown Financial Services Inc. now owns 3,197 shares of the network technology company’s stock valued at $1,090,000 after purchasing an additional 38 shares during the last quarter. GSG Advisors LLC grew its stake in Palo Alto Networks by 0.4% during the 1st quarter. GSG Advisors LLC now owns 12,536 shares of the network technology company’s stock valued at $2,010,000 after purchasing an additional 51 shares in the last quarter. Finally, Arlington Trust Co LLC grew its stake in Palo Alto Networks by 8.5% during the 2nd quarter. Arlington Trust Co LLC now owns 703 shares of the network technology company’s stock valued at $240,000 after purchasing an additional 55 shares in the last quarter. 79.82% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

PANW has been the topic of a number of recent analyst reports. Susquehanna reaffirmed a “positive” rating and issued a $350.00 target price (up from $200.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Jefferies Financial Group set a $335.00 price target on shares of Palo Alto Networks and gave the stock a “buy” rating in a research report on Wednesday, June 3rd. Needham & Company LLC lifted their price target on shares of Palo Alto Networks from $350.00 to $425.00 and gave the stock a “buy” rating in a research note on Tuesday, July 7th. Benchmark upped their price target on shares of Palo Alto Networks from $340.00 to $400.00 and gave the company a “buy” rating in a report on Monday. Finally, Wells Fargo & Company reiterated an “overweight” rating and set a $475.00 price objective (up from $420.00) on shares of Palo Alto Networks in a research note on Monday, August 17th. One 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $365.87.

Insider Buying and Selling

In other news, EVP Dipak Golechha sold 5,000 shares of the firm’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 transaction, the executive vice president directly owned 145,250 shares in the company, valued at approximately $42,058,590. This trade represents a 3.33% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CAO Josh D. Paul sold 1,100 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $285.08, for a total transaction of $313,588.00. Following the sale, the chief accounting officer directly owned 81,636 shares of the company’s stock, valued at approximately $23,272,790.88. This represents a 1.33% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 37,935 shares of company stock worth $10,809,461. Company insiders own 1.40% of the company’s stock.

Palo Alto Networks Price Performance

Shares of NASDAQ PANW opened at $339.31 on Thursday. 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 $276.54 billion, a price-to-earnings ratio of 278.12, a price-to-earnings-growth ratio of 11.39 and a beta of 0.91. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $398.88. The business has a 50 day simple moving average of $341.05 and a 200-day simple moving average of $246.01.

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, topping the consensus estimate of $0.79 by $0.06. The firm had revenue of $3 billion for the quarter, compared to analysts’ expectations of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The firm’s revenue for the quarter was up 31.1% on a year-over-year basis. During the same period last year, the business posted $0.37 earnings per share. 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, equities research analysts expect that Palo Alto Networks, Inc. will post 2.02 earnings per share for the current year.

More Palo Alto Networks News

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

• Positive Sentiment: Analysts remain bullish: BTIG Research reaffirmed its “Buy” rating and set a $380 price target, implying roughly 12% upside from the referenced price. BTIG Reiterates Buy Rating on Palo Alto Networks
• Positive Sentiment: JPMorgan raised its price target from $326 to $384 and maintained an “Overweight” rating, signaling improved confidence in PANW’s earnings and growth outlook. JPMorgan Raises Palo Alto Networks Price Target
• Positive Sentiment: Wall Street’s overall analyst view remains favorable, and Benchmark also expects the stock to rise. Strong firewall bookings, software growth and AI-related traffic are cited as potential drivers of longer-term network-security demand. Wall Street Analysts See Palo Alto as a Buy Can Rising Network Security Demand Boost PANW’s Long-Term Growth?
• Neutral Sentiment: PANW was scheduled to report earnings, giving investors a near-term catalyst. Its latest reported quarter exceeded consensus revenue and EPS estimates, but the stock’s high valuation leaves results and guidance important for sustaining momentum. Palo Alto Networks Expected to Post Earnings
• Neutral Sentiment: The reported short-interest data shows zero shares short, so it provides no meaningful evidence of short-seller pressure or potential short-covering support.
• Negative Sentiment: Palo Alto Networks recently fell even as the broader market gained, indicating near-term profit-taking, valuation concerns or company-specific selling. The decline followed a session in which PANW lost more than 3%. Palo Alto Networks Stock Sinks as Market Gains

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.