2,295 Palo Alto Networks, Inc. $PANW Shares Bought by Cooper Financial Group

Cooper Financial Group increased its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 32.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,330 shares of the network technology company’s stock after acquiring an additional 2,295 shares during the quarter. Cooper Financial Group’s holdings in Palo Alto Networks were worth $3,707,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the business. Janney Montgomery Scott LLC boosted its holdings in shares of Palo Alto Networks by 15.0% during the 1st quarter. Janney Montgomery Scott LLC now owns 410,401 shares of the network technology company’s stock worth $65,796,000 after buying an additional 53,485 shares during the period. Aviva PLC lifted its position in Palo Alto Networks by 5.4% during the fourth quarter. Aviva PLC now owns 568,804 shares of the network technology company’s stock worth $104,774,000 after acquiring an additional 29,230 shares during the last quarter. B&D White Capital Company LLC acquired a new stake in Palo Alto Networks during the first quarter worth approximately $353,000. Bridgewater Advisors Inc. bought a new stake in shares of Palo Alto Networks during the second quarter worth approximately $2,159,000. Finally, Granite Islands Private Wealth LLC boosted its holdings in shares of Palo Alto Networks by 43.6% during the first quarter. Granite Islands Private Wealth LLC now owns 15,342 shares of the network technology company’s stock worth $2,453,000 after acquiring an additional 4,659 shares during the period. Institutional investors own 79.82% of the company’s stock.

Insider Transactions at Palo Alto Networks

In related news, Director James J. Goetz sold 20,000 shares of the company’s stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $376.68, for a total transaction of $7,533,600.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, Director Aparna Bawa sold 1,000 shares of the stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $373.61, for a total transaction of $373,610.00. Following the completion of the transaction, the director directly owned 5,437 shares of the company’s stock, valued at approximately $2,031,317.57. The trade was a 15.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 53,960 shares of company stock valued at $20,719,959. 1.40% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on PANW. Guggenheim reiterated a “neutral” rating on shares of Palo Alto Networks in a research note on Wednesday, September 2nd. Benchmark boosted their price target on Palo Alto Networks from $340.00 to $400.00 and gave the company a “buy” rating in a research note on Monday, August 24th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $425.00 price objective on shares of Palo Alto Networks in a report on Tuesday, September 8th. Piper Sandler reaffirmed an “overweight” rating and issued a $410.00 price objective (up from $345.00) on shares of Palo Alto Networks in a report on Wednesday, September 2nd. 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 report on Monday, August 17th. Thirty-eight research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $391.32.

Palo Alto Networks Price Performance

Shares of PANW traded down $14.34 during midday trading on Wednesday, hitting $405.57. The company’s stock had a trading volume of 3,888,749 shares, compared to its average volume of 8,289,067. The company has a quick ratio of 0.87, a current ratio of 0.87 and a debt-to-equity ratio of 0.06. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $432.33. The stock has a market capitalization of $331.76 billion, a price-to-earnings ratio of 795.25, a price-to-earnings-growth ratio of 11.71 and a beta of 0.93. The company’s fifty day simple moving average is $367.69 and its two-hundred day simple moving average is $290.71.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings data on Tuesday, September 1st. The network technology company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.98 by $0.04. Palo Alto Networks had a return on equity of 8.50% and a net margin of 2.67%.The business had revenue of $3.41 billion for the quarter, compared to analyst estimates of $3.35 billion. During the same period last year, the firm posted $0.95 earnings per share. Palo Alto Networks’s revenue was up 34.5% compared to the same quarter last year. Palo Alto Networks has set its FY 2027 guidance at 4.160-4.190 EPS and its Q1 2027 guidance at 0.960-0.980 EPS. As a group, equities analysts expect that Palo Alto Networks, Inc. will post 2.31 earnings per share for the current fiscal year.

Key Headlines Impacting Palo Alto Networks

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

• Positive Sentiment: AI and cybersecurity momentum: PANW benefited from a broad rally in cybersecurity stocks after Zscaler reaffirmed its fiscal 2027 earnings outlook. Investor interest is also increasing in security tools designed to protect AI agents, following CrowdStrike’s accelerator with Amazon Web Services and NVIDIA. Palo Alto Networks Stock Reaches New Highs: What’s Happening?
• Positive Sentiment: Strong operating results and outlook: The company’s latest quarterly revenue increased 34.5% year over year to $3.41 billion, exceeding estimates, while earnings of $1.02 per share also topped expectations. Management’s fiscal 2027 EPS guidance of $4.16–$4.19 reinforces expectations for continued growth.
• Positive Sentiment: Favorable analyst positioning: Sell-side firms broadly maintain a constructive view, with 38 analysts issuing Buy ratings and 12 assigning Hold ratings. The overall consensus is “Moderate Buy,” although the average price target of $391.32 is below recent trading levels. Palo Alto Networks Rated Moderate Buy
• Neutral Sentiment: Long-term performance remains a selling point: A $1,000 investment held for ten years substantially outperformed the S&P 500, highlighting PANW’s successful expansion from firewall products into a broader cloud, endpoint and AI-security platform. However, past performance does not eliminate valuation risk. A $1,000 Bet on Palo Alto Networks Beat the S&P 500
• Negative Sentiment: Very elevated valuation: PANW’s market capitalization is approximately $332 billion, while its reported P/E ratio is near 800. The stock’s rally has pushed it above the consensus price target, increasing the risk of consolidation or profit-taking if growth expectations moderate.
• Negative Sentiment: Insider sale: Chief Accounting Officer Josh Paul sold 400 shares worth approximately $158,280. The transaction reduced his holdings by only 0.51%, so it is a limited signal, but it may add to short-term selling pressure. Palo Alto Networks Insider Selling

Palo Alto Networks Profile

Palo Alto Networks, Inc is a cybersecurity company that provides solutions designed to help organizations protect networks, endpoints, cloud environments, applications and users from cyber threats. Its offerings include next-generation firewalls, cloud-delivered security services, secure access service edge (SASE) solutions, endpoint protection and security operations tools.

The company also provides platforms and services for cloud security, threat intelligence, incident response, vulnerability management and the automation of security operations.