FWG Holdings LLC Boosts Stock Position in Palo Alto Networks, Inc. $PANW

FWG Holdings LLC grew its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 7.4% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,779 shares of the network technology company’s stock after purchasing an additional 328 shares during the period. FWG Holdings LLC’s holdings in Palo Alto Networks were worth $978,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Whipplewood Advisors LLC increased its stake in shares of Palo Alto Networks by 6,400.0% in the second quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock worth $27,000 after acquiring an additional 128 shares during the period. Briaud Financial Planning Inc acquired a new stake in Palo Alto Networks during the 2nd quarter worth about $28,000. Dagco Inc. purchased a new position in shares of Palo Alto Networks during the 1st quarter valued at about $33,000. WPG Advisers LLC purchased a new position in shares of Palo Alto Networks during the 1st quarter valued at about $37,000. Finally, Strategic Investment Solutions Inc. IL lifted its holdings in shares of Palo Alto Networks by 58.9% in the 1st quarter. Strategic Investment Solutions Inc. IL now owns 224 shares of the network technology company’s stock valued at $38,000 after buying an additional 83 shares during the period. Institutional investors and hedge funds own 79.82% of the company’s stock.

Palo Alto Networks Stock Down 2.1%

PANW opened at $214.52 on Wednesday. The company has a market cap of $143.49 billion, a PE ratio of 133.66, a price-to-earnings-growth ratio of 5.21 and a beta of 0.95. Palo Alto Networks, Inc. has a twelve month low of $144.15 and a twelve month high of $223.61. The company has a 50-day moving average price of $205.81 and a 200 day moving average price of $195.17.

Palo Alto Networks (NASDAQ:PANW) last posted 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 return on equity of 17.66% and a net margin of 12.30%.The company had revenue of $2.54 billion during the quarter, compared to analyst estimates of $2.50 billion. During the same period in the previous year, the business earned $0.75 EPS. Palo Alto Networks’s quarterly revenue 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. As a group, sell-side analysts expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Insider Transactions at Palo Alto Networks

In other Palo Alto Networks news, CAO Josh D. Paul sold 700 shares of Palo Alto Networks stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $219.97, for a total transaction of $153,979.00. Following the sale, the chief accounting officer owned 47,505 shares of the company’s stock, valued at $10,449,674.85. The trade was a 1.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction on Tuesday, September 23rd. The stock was sold at an average price of $204.19, for a total transaction of $1,020,950.00. Following the sale, the executive vice president directly owned 96,135 shares of the company’s stock, valued at $19,629,805.65. The trade was a 4.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,215,830 shares of company stock worth $249,160,428. Company insiders own 2.50% of the company’s stock.

Analyst Ratings Changes

PANW has been the topic of several analyst reports. Rosenblatt Securities dropped their target price on Palo Alto Networks from $235.00 to $215.00 and set a “buy” rating on the stock in a report on Thursday, August 14th. KeyCorp lowered shares of Palo Alto Networks from an “overweight” rating to a “sector weight” rating in a report on Thursday, July 31st. Stephens reissued an “equal weight” rating and set a $205.00 price target on shares of Palo Alto Networks in a report on Tuesday, August 19th. Scotiabank upped their price objective on shares of Palo Alto Networks from $225.00 to $228.00 and gave the stock a “sector outperform” rating in a research report on Tuesday, August 19th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $232.00 target price on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Thirty investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $218.17.

About Palo Alto Networks

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.