AA Financial Advisors LLC Invests $202,000 in Palo Alto Networks, Inc. $PANW

AA Financial Advisors LLC bought a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 987 shares of the network technology company’s stock, valued at approximately $202,000.

Other large investors have also recently modified their holdings of the company. Connor Clark & Lunn Investment Management Ltd. purchased a new position in shares of Palo Alto Networks in the first quarter worth about $261,000. Strive Asset Management LLC increased its stake in shares of Palo Alto Networks by 16.6% in the first quarter. Strive Asset Management LLC now owns 2,099 shares of the network technology company’s stock worth $358,000 after purchasing an additional 299 shares in the last quarter. GAMMA Investing LLC increased its stake in shares of Palo Alto Networks by 10.8% in the first quarter. GAMMA Investing LLC now owns 14,125 shares of the network technology company’s stock worth $2,410,000 after purchasing an additional 1,374 shares in the last quarter. Czech National Bank grew its stake in Palo Alto Networks by 6.4% during the second quarter. Czech National Bank now owns 161,840 shares of the network technology company’s stock valued at $33,119,000 after acquiring an additional 9,766 shares in the last quarter. Finally, Nisa Investment Advisors LLC grew its stake in Palo Alto Networks by 8.0% during the first quarter. Nisa Investment Advisors LLC now owns 137,663 shares of the network technology company’s stock valued at $23,491,000 after acquiring an additional 10,180 shares in the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently commented on PANW. KeyCorp cut shares of Palo Alto Networks from an “overweight” rating to a “sector weight” rating in a research note on Thursday, July 31st. Truist Financial set a $220.00 price objective on shares of Palo Alto Networks and gave the company a “buy” rating in a research note on Tuesday, August 19th. Barclays reaffirmed an “overweight” rating and set a $215.00 price objective (up previously from $210.00) on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Sanford C. Bernstein set a $207.00 price objective on shares of Palo Alto Networks and gave the company an “outperform” rating in a research note on Tuesday, August 19th. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $223.00 price target on shares of Palo Alto Networks in a research note on Friday, August 15th. Twenty-nine equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $212.39.

Palo Alto Networks Trading Up 1.2%

Shares of NASDAQ PANW opened at $208.19 on Friday. Palo Alto Networks, Inc. has a 12 month low of $144.15 and a 12 month high of $210.39. The firm has a market capitalization of $139.26 billion, a PE ratio of 129.71, a price-to-earnings-growth ratio of 4.96 and a beta of 0.98. The firm has a fifty day simple moving average of $188.60 and a two-hundred day simple moving average of $186.53.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Monday, August 18th. The network technology company reported $0.95 EPS for the quarter, topping the consensus estimate of $0.89 by $0.06. Palo Alto Networks had a net margin of 12.30% and a return on equity of 17.66%. The business had revenue of $2.54 billion during the quarter, compared to analyst estimates of $2.50 billion. During the same period in the prior year, the business earned $0.75 EPS. The company’s revenue for the quarter was up 15.8% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. On average, sell-side analysts predict that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Insider Buying and Selling at Palo Alto Networks

In other news, EVP Nir Zuk sold 100,000 shares of the company’s stock in a transaction dated Friday, August 1st. The shares were sold at an average price of $172.80, for a total value of $17,280,000.00. Following the sale, the executive vice president directly owned 3,143,516 shares of the company’s stock, valued at $543,199,564.80. This represents a 3.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Josh D. Paul sold 700 shares of the company’s stock in a transaction dated Thursday, August 21st. The stock was sold at an average price of $184.20, for a total transaction of $128,940.00. Following the completion of the sale, the chief accounting officer directly owned 37,723 shares in the company, valued at $6,948,576.60. This represents a 1.82% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 568,622 shares of company stock valued at $106,468,778 over the last 90 days. 2.50% of the stock is owned by corporate insiders.

Palo Alto Networks Company Profile

Palo Alto Networks, Inc provides cybersecurity solutions worldwide. The company offers firewall appliances and software; and Panorama, a security management solution for the global control of network security platform as a virtual or a physical appliance. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention.