Insider Selling: Palo Alto Networks (NASDAQ:PANW) Director Sells $201,399.44 in Stock

Palo Alto Networks, Inc. (NASDAQ:PANW) Director Aparna Bawa sold 632 shares of the firm’s stock in a transaction on Monday, June 29th. The stock was sold at an average price of $318.67, for a total value of $201,399.44. Following the transaction, the director owned 6,727 shares in the company, valued at approximately $2,143,693.09. This trade represents a 8.59% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

Aparna Bawa also recently made the following trade(s):

• On Wednesday, July 1st, Aparna Bawa sold 290 shares of Palo Alto Networks stock. The shares were sold at an average price of $348.74, for a total value of $101,134.60.
• On Monday, June 22nd, Aparna Bawa sold 345 shares of Palo Alto Networks stock. The shares were sold at an average price of $290.17, for a total value of $100,108.65.
• On Friday, June 12th, Aparna Bawa sold 536 shares of Palo Alto Networks stock. The stock was sold at an average price of $280.00, for a total value of $150,080.00.
• On Thursday, June 11th, Aparna Bawa sold 555 shares of Palo Alto Networks stock. The stock was sold at an average price of $270.00, for a total value of $149,850.00.
• On Wednesday, June 10th, Aparna Bawa sold 377 shares of Palo Alto Networks stock. The shares were sold at an average price of $265.00, for a total value of $99,905.00.

Palo Alto Networks Price Performance

PANW traded up $11.02 on Wednesday, hitting $352.04. 7,228,966 shares of the stock were exchanged, compared to its average volume of 9,383,828. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 month high of $358.10. The business has a 50-day moving average of $247.98 and a two-hundred day moving average of $198.12. 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 firm has a market capitalization of $286.91 billion, a price-to-earnings ratio of 288.56, a PEG ratio of 12.33 and a beta of 0.94.

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, beating the consensus estimate of $0.79 by $0.06. The firm had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The business’s quarterly revenue was up 31.1% compared to the same quarter last year. During the same period last year, the firm earned $0.37 EPS. 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. Sell-side analysts forecast that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

More Palo Alto Networks News

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

• Positive Sentiment: Wells Fargo raised PANW’s price target to $420 and reiterated an overweight rating, signaling more upside potential. Benzinga article
• Positive Sentiment: BNP Paribas Exane lifted its target to $380 and maintained an outperform rating, adding to the bullish analyst momentum. MarketScreener article
• Positive Sentiment: The company’s latest earnings beat expectations, with strong revenue growth and raised guidance, reinforcing confidence in PANW’s growth story. Zacks article
• Neutral Sentiment: Commentary around PANW’s sharp year-to-date gain suggests investors are becoming more cautious about valuation, even as sentiment remains broadly positive. Zacks article

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Norges Bank bought a new stake in Palo Alto Networks during the 4th quarter worth approximately $1,415,364,000. Bank of America Corp DE raised its stake in shares of Palo Alto Networks by 16.0% during the first quarter. Bank of America Corp DE now owns 22,476,753 shares of the network technology company’s stock valued at $3,603,473,000 after acquiring an additional 3,101,267 shares during the last quarter. Vanguard Group Inc. lifted its holdings in shares of Palo Alto Networks by 4.1% during the fourth quarter. Vanguard Group Inc. now owns 67,929,063 shares of the network technology company’s stock worth $12,512,533,000 after purchasing an additional 2,659,100 shares during the period. Harel Insurance Investments & Financial Services Ltd. lifted its holdings in shares of Palo Alto Networks by 1,665.1% during the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 2,761,909 shares of the network technology company’s stock worth $442,788,000 after purchasing an additional 2,605,433 shares during the period. Finally, Amundi grew its stake in shares of Palo Alto Networks by 67.1% in the first quarter. Amundi now owns 6,297,833 shares of the network technology company’s stock worth $1,009,669,000 after purchasing an additional 2,528,299 shares during the last quarter. 79.82% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the company. The Goldman Sachs Group restated a “buy” rating and set a $330.00 target price on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. BNP Paribas Exane upped their price objective on Palo Alto Networks from $330.00 to $380.00 and gave the stock an “outperform” rating in a research report on Wednesday. HSBC raised their price objective on Palo Alto Networks from $114.00 to $207.00 in a research note on Thursday, June 4th. Wells Fargo & Company boosted their target price on Palo Alto Networks from $325.00 to $420.00 and gave the stock an “overweight” rating in a research note on Wednesday. Finally, Susquehanna reissued a “positive” rating and issued a $350.00 target price (up from $200.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $316.15.

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.