Geneos Wealth Management Inc. Increases Position in Palo Alto Networks, Inc. $PANW

Geneos Wealth Management Inc. grew its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 13.3% during the first quarter, Holdings Channel.com reports. The firm owned 98,714 shares of the network technology company’s stock after acquiring an additional 11,562 shares during the period. Geneos Wealth Management Inc.’s holdings in Palo Alto Networks were worth $15,826,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC lifted its holdings in Palo Alto Networks by 147.7% during the 4th 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 last quarter. Bison Wealth LLC raised its position 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 worth $948,000 after acquiring an additional 3,275 shares in the last quarter. Sivia Capital Partners LLC raised its position 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 worth $713,000 after acquiring an additional 1,389 shares in the last quarter. Osterweis Capital Management Inc. lifted its stake in Palo Alto Networks by 11,100.0% during the second quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock worth $115,000 after purchasing an additional 555 shares during the last quarter. Finally, Main Street Financial Solutions LLC boosted its holdings in Palo Alto Networks by 6.0% in the second quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock valued at $900,000 after purchasing an additional 249 shares in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Palo Alto Networks Stock Performance

NASDAQ PANW opened at $354.02 on Thursday. The firm has a market cap of $288.53 billion, a P/E ratio of 290.18, a P/E/G ratio of 13.10 and a beta of 0.91. Palo Alto Networks, Inc. has a 52-week low of $139.57 and a 52-week high of $368.17. The business’s 50-day moving average price is $283.88 and its 200 day moving average price is $210.11. 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 (NASDAQ:PANW) last posted its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The company had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. During the same period last year, the firm earned $0.37 EPS. The firm’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 expect that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.

Palo Alto Networks News Roundup

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

• Positive Sentiment: Tigress Financial raised its price target on Palo Alto Networks from $245 to $430 and reiterated a buy rating, signaling strong upside confidence in the stock. Article Title
• Positive Sentiment: Cybersecurity stocks, including PANW, are benefiting from reports that AI-driven security spending could support long-term growth as cyberattacks intensify. Article Title
• Positive Sentiment: PANW also got a lift from a broader cybersecurity rally after IBM’s weak results and cybersecurity warning pushed investors toward security-focused software names. Article Title
• Positive Sentiment: Market commentary highlighted PANW as one of the cybersecurity stocks “riding the wave” from IBM’s earnings miss, reinforcing the sector-wide bid into defensive tech. Article Title
• Neutral Sentiment: Commentary from Jim Cramer and other market-watch articles called Palo Alto Networks “unbelievable” and noted strong year-to-date gains, but these pieces were more sentiment-driven than fundamental catalysts. Article Title
• Neutral Sentiment: A Zacks comparison article argued Zscaler has an edge over PANW due to valuation and integration-cost concerns, but this appears to be a relative-valuation view rather than a direct negative catalyst. Article Title

Insider Activity

In other news, Director Aparna Bawa sold 290 shares of the firm’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $348.74, for a total value of $101,134.60. Following the completion of the sale, the director owned 6,437 shares in the company, valued at approximately $2,244,839.38. This trade represents a 4.31% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director James J. Goetz sold 20,000 shares of Palo Alto Networks stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $279.90, for a total transaction of $5,598,000.00. Following the completion of the sale, the director directly owned 20,000 shares in the company, valued at approximately $5,598,000. The trade was a 50.00% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 101,239 shares of company stock valued at $27,174,360. 1.40% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on PANW shares. Loop Capital raised their price objective on shares of Palo Alto Networks from $160.00 to $290.00 and gave the stock a “hold” rating in a report on Wednesday, June 3rd. Sanford C. Bernstein lifted their price target on shares of Palo Alto Networks from $209.00 to $253.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Mizuho boosted their price target on shares of Palo Alto Networks from $265.00 to $305.00 and gave the company an “outperform” rating in a research report on Wednesday, June 3rd. Scotiabank restated a “sector outperform” rating and issued a $320.00 price objective (up from $180.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Finally, Susquehanna reiterated a “positive” rating and set a $350.00 target price (up from $200.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $323.98.

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.