Shepherd Financial Partners LLC Buys Shares of 4,571 Palo Alto Networks, Inc. $PANW

Shepherd Financial Partners LLC 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 and Exchange Commission. The fund bought 4,571 shares of the network technology company’s stock, valued at approximately $1,559,000.

Several other large investors have also made changes to their positions in the company. Trilogy Capital Inc. increased its stake in Palo Alto Networks by 1.8% in 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 during the last quarter. Wisconsin Wealth Advisors LLC lifted its stake in Palo Alto Networks by 1.2% during the second quarter. Wisconsin Wealth Advisors LLC now owns 3,206 shares of the network technology company’s stock worth $1,093,000 after purchasing an additional 38 shares during the last quarter. Orrstown Financial Services Inc. boosted its holdings in shares of Palo Alto Networks by 1.2% in the 2nd 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 in the last quarter. GSG Advisors LLC boosted its holdings in shares of Palo Alto Networks by 0.4% in 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, Outfitters Financial LLC increased its stake in shares of Palo Alto Networks by 1.7% in the 4th quarter. Outfitters Financial LLC now owns 3,265 shares of the network technology company’s stock valued at $601,000 after purchasing an additional 55 shares during the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on PANW. Guggenheim cut Palo Alto Networks from a “neutral” rating to a “reduce” rating in a report on Wednesday, May 27th. TD Cowen lifted their target price on Palo Alto Networks from $360.00 to $400.00 and gave the company a “buy” rating in a research report on Monday. Tigress Financial boosted their target price on Palo Alto Networks from $245.00 to $430.00 and gave the stock a “buy” rating in a research note on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft increased their target price on shares of Palo Alto Networks from $220.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Finally, Berenberg Bank raised their price target on shares of Palo Alto Networks from $290.00 to $360.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and an average price target of $360.89.

Insider Activity at Palo Alto Networks

In other news, Director James J. Goetz sold 20,000 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $279.90, for a total value of $5,598,000.00. Following the completion of the transaction, the director owned 20,000 shares of the company’s stock, valued at $5,598,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of the firm’s stock in a transaction that occurred on Tuesday, June 23rd. The shares were 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 owned 145,250 shares of the company’s stock, valued at approximately $42,058,590. This trade represents a 3.33% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 100,839 shares of company stock valued at $27,079,580. Corporate insiders own 1.40% of the company’s stock.

Palo Alto Networks News Roundup

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

• Positive Sentiment: Cantor Fitzgerald raised its price target for Palo Alto Networks from $340 to $425 and maintained an “overweight” rating, implying substantial potential upside from recent trading levels. Cantor Fitzgerald price-target update
• Positive Sentiment: Palo Alto Networks introduced its Frontier AI Critical Defense Program, a collaboration focused on protecting critical infrastructure from AI-driven vulnerabilities. The initiative could strengthen PANW’s positioning in the growing AI-security market, although its near-term financial impact is unclear. Frontier AI Critical Defense Program announcement
• Neutral Sentiment: TD Cowen reportedly expects strong appreciation for PANW shares, while other brokerage coverage gives the stock a “Moderate Buy” average recommendation. These views support the long-term outlook but did not prevent near-term selling. TD Cowen forecast
• Neutral Sentiment: A lawmaker’s disclosed purchases of several cybersecurity stocks highlight continued investor and policy interest in the sector, but the purchases were not specific to Palo Alto Networks and are unlikely to materially affect PANW’s valuation. Cybersecurity stock purchases
• Negative Sentiment: Cybersecurity shares sold off broadly, with CrowdStrike declining sharply despite a higher Truist price target; Palo Alto Networks also fell during the session. The sector move appears to be the main immediate pressure on PANW. Cybersecurity sector selloff
• Negative Sentiment: Investors may also be taking profits after a substantial rally. With PANW trading at a very elevated earnings multiple, strong growth expectations leave the stock vulnerable when sector sentiment weakens or positive news fails to exceed expectations. Palo Alto Networks trading update

Palo Alto Networks Trading Down 3.8%

NASDAQ PANW opened at $359.76 on Thursday. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $398.88. The company has a market cap of $293.20 billion, a price-to-earnings ratio of 294.89, a price-to-earnings-growth ratio of 12.55 and a beta of 0.91. The business’s fifty day moving average is $334.41 and its 200 day moving average is $239.69.

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, topping analysts’ consensus estimates of $0.79 by $0.06. The business had revenue of $3 billion during 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 business’s revenue for the quarter was up 31.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $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. As a group, sell-side analysts expect that Palo Alto Networks, Inc. will post 2.02 EPS for the current fiscal year.

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.