Palo Alto Networks, Inc. $PANW Shares Acquired by Sapient Capital LLC

Posted by Renee Jackson on May 18th, 2026

Sapient Capital LLC lifted its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 129,415 shares of the network technology company’s stock after buying an additional 2,154 shares during the quarter. Sapient Capital LLC’s holdings in Palo Alto Networks were worth $24,161,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. CBIZ Investment Advisory Services LLC raised its stake in shares of Palo Alto Networks by 39.7% during the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 176 shares of the network technology company’s stock worth $36,000 after buying an additional 50 shares during the period. Harold Davidson & Associates Inc. raised its stake in shares of Palo Alto Networks by 5.0% during the 3rd quarter. Harold Davidson & Associates Inc. now owns 1,056 shares of the network technology company’s stock worth $215,000 after buying an additional 50 shares during the period. Princeton Capital Management LLC raised its stake in shares of Palo Alto Networks by 3.4% during the 3rd quarter. Princeton Capital Management LLC now owns 1,520 shares of the network technology company’s stock worth $310,000 after buying an additional 50 shares during the period. South Plains Financial Inc. raised its stake in shares of Palo Alto Networks by 1.0% during the 3rd quarter. South Plains Financial Inc. now owns 4,823 shares of the network technology company’s stock worth $982,000 after buying an additional 50 shares during the period. Finally, Fayez Sarofim & Co raised its stake in shares of Palo Alto Networks by 1.2% during the 3rd quarter. Fayez Sarofim & Co now owns 4,310 shares of the network technology company’s stock worth $878,000 after buying an additional 50 shares during the period. 79.82% of the stock is owned by institutional investors and hedge funds.

Palo Alto Networks Stock Performance

NASDAQ PANW opened at $242.83 on Monday. The business has a fifty day moving average price of $174.81 and a 200 day moving average price of $180.99. The company has a market cap of $198.15 billion, a P/E ratio of 134.16, a P/E/G ratio of 8.75 and a beta of 0.77. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $245.80.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last issued its earnings results on Wednesday, February 18th. The network technology company reported $1.03 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.94 by $0.09. The company had revenue of $2.59 billion during the quarter, compared to analysts’ expectations of $2.58 billion. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.The firm’s quarterly revenue was up 14.9% on a year-over-year basis. During the same period in the prior year, the business earned $0.81 EPS. As a group, sell-side analysts predict that Palo Alto Networks, Inc. will post 2.14 EPS for the current fiscal year.

Key Stories Impacting Palo Alto Networks

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

Positive Sentiment: Oppenheimer raised its price target on Palo Alto Networks to $275 from $245 and reiterated an Outperform rating, signaling confidence that the stock can keep moving higher. Oppenheimer Hikes Palo Alto Networks Price Target to $275: CyberArk Becomes Idira, Identity Security Just Got Real
Positive Sentiment: Royal Bank of Canada lifted its target to $255 from $220 and kept an Outperform rating, while Robert W. Baird also boosted its target to $265, reinforcing the bullish analyst tone around PANW. RBC raises price target on Palo Alto Networks to 255 from 220, keeps outperform rating
Positive Sentiment: Jefferies raised its price target to $265 from $215 and highlighted Palo Alto’s identity-security push after CyberArk’s IMPACT26 conference, arguing that AI-driven threats are forcing more enterprise spending on automated security tools. Jefferies Hikes Palo Alto Networks Price Target to 265: AI Is Compressing Attack Timelines
Positive Sentiment: Jefferies and other commentary point to Palo Alto’s new “Idira” platform, which could broaden the company’s identity-security offering and create a new growth engine beyond its core cybersecurity business. Palo Alto advances AI-driven identity strategy with Idira launch, shares gain
Neutral Sentiment: Zacks noted that PANW is drawing unusual investor attention, but the piece was mainly a watchlist-style overview rather than a fresh catalyst. Is Most-Watched Stock Palo Alto Networks, Inc. (PANW) Worth Betting on Now?

Wall Street Analyst Weigh In

Several research firms recently commented on PANW. Citizens Jmp reissued a “market outperform” rating and issued a $250.00 price objective on shares of Palo Alto Networks in a research note on Wednesday, February 18th. Royal Bank Of Canada increased their price objective on Palo Alto Networks from $220.00 to $255.00 and gave the company an “outperform” rating in a research note on Friday. Mizuho set a $200.00 price objective on Palo Alto Networks in a research note on Wednesday, February 18th. Berenberg Bank set a $215.00 price objective on Palo Alto Networks and gave the company a “buy” rating in a research note on Tuesday, April 21st. Finally, Susquehanna reduced their price objective on Palo Alto Networks from $230.00 to $200.00 and set a “positive” rating for the company in a research note on Wednesday, February 18th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $214.98.

Get Our Latest Stock Analysis on Palo Alto Networks

Insider Buying and Selling

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $160.42, for a total value of $802,100.00. Following the completion of the sale, the executive vice president directly owned 150,250 shares in the company, valued at $24,103,105. This represents a 3.22% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director James J. Goetz sold 22,684 shares of the company’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $164.41, for a total value of $3,729,476.44. Following the completion of the sale, the director owned 52,500 shares of the company’s stock, valued at approximately $8,631,525. The trade was a 30.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 30,356 shares of company stock worth $4,981,575 over the last quarter. Corporate insiders own 1.40% of the company’s stock.

About Palo Alto Networks

(Free Report)

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.