22,173 Shares in Palo Alto Networks, Inc. $PANW Bought by Lee Johnson Capital Management LLC

Lee Johnson Capital Management LLC purchased a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 22,173 shares of the network technology company’s stock, valued at approximately $7,561,000. Palo Alto Networks makes up about 2.4% of Lee Johnson Capital Management LLC’s holdings, making the stock its 7th largest position.

Several other institutional investors have also modified their holdings of the stock. Darwin Wealth Management LLC acquired a new stake in shares of Palo Alto Networks during the 2nd quarter worth about $25,000. Knuff & Co LLC purchased a new position in shares of Palo Alto Networks during the 4th quarter worth approximately $26,000. Sittner & Nelson LLC increased its holdings in Palo Alto Networks by 73.8% in the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after purchasing an additional 62 shares during the last quarter. N.E.W. Advisory Services LLC purchased a new stake in Palo Alto Networks in the second quarter valued at approximately $27,000. Finally, Luken Investment Analytics LLC raised its position in Palo Alto Networks by 196.2% in the fourth quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock valued at $28,000 after purchasing an additional 102 shares during the period. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Wall Street Analysts Forecast Growth

PANW has been the subject of several research reports. Capital One Financial set a $421.00 target price on Palo Alto Networks and gave the company an “overweight” rating in a research report on Thursday, July 16th. Stephens raised their price objective on shares of Palo Alto Networks from $180.00 to $300.00 and gave the company an “equal weight” rating in a research note on Wednesday, June 3rd. Weiss Ratings cut shares of Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, June 4th. Rosenblatt Securities upped their price target on Palo Alto Networks from $275.00 to $355.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Finally, Arete Research raised their price objective on shares of Palo Alto Networks from $185.00 to $433.00 and gave the company a “buy” rating in a report on Monday, June 29th. One investment 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’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $342.61.

Palo Alto Networks Price Performance

Palo Alto Networks stock opened at $375.76 on Tuesday. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. The business has a 50 day simple moving average of $330.20 and a 200-day simple moving average of $237.05. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 month high of $398.88. The stock has a market capitalization of $306.24 billion, a PE ratio of 308.00, a price-to-earnings-growth ratio of 12.89 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, topping the consensus estimate of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The company had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. During the same quarter last year, the business earned $0.37 EPS. The business’s revenue 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. Equities analysts predict that Palo Alto Networks, Inc. will post 2.02 earnings per share for the current year.

Insider Transactions at Palo Alto Networks

In other Palo Alto Networks news, Director James J. Goetz sold 20,000 shares of Palo Alto Networks 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 sale, the director owned 20,000 shares of the company’s stock, valued at approximately $5,598,000. The trade was a 50.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Aparna Bawa sold 290 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $348.74, for a total value of $101,134.60. Following the transaction, the director owned 6,437 shares in the company, valued at $2,244,839.38. The trade was a 4.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 101,239 shares of company stock valued at $27,174,360 over the last 90 days. Insiders own 1.40% of the company’s stock.

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.