Mosley Wealth Management Acquires New Position in Palo Alto Networks, Inc. $PANW

Mosley Wealth Management acquired a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 3,052 shares of the network technology company’s stock, valued at approximately $562,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Fox Hill Wealth Management lifted its position in Palo Alto Networks by 117.3% in the fourth quarter. Fox Hill Wealth Management now owns 26,265 shares of the network technology company’s stock valued at $4,838,000 after purchasing an additional 14,176 shares during the period. Founders Financial Alliance LLC lifted its position in Palo Alto Networks by 2.5% in the fourth quarter. Founders Financial Alliance LLC now owns 4,276 shares of the network technology company’s stock valued at $788,000 after purchasing an additional 103 shares during the period. Sustainable Insight Capital Management LLC lifted its position in Palo Alto Networks by 8.0% in the fourth quarter. Sustainable Insight Capital Management LLC now owns 117,653 shares of the network technology company’s stock valued at $21,672,000 after purchasing an additional 8,700 shares during the period. Caerus Investment Advisors LLC lifted its position in Palo Alto Networks by 151.1% in the fourth quarter. Caerus Investment Advisors LLC now owns 3,684 shares of the network technology company’s stock valued at $679,000 after purchasing an additional 2,217 shares during the period. Finally, Kovack Advisors Inc. lifted its position in Palo Alto Networks by 14.4% in the fourth quarter. Kovack Advisors Inc. now owns 58,398 shares of the network technology company’s stock valued at $10,757,000 after purchasing an additional 7,353 shares during the period. Institutional investors and hedge funds own 79.82% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the stock. HSBC increased their target price on shares of Palo Alto Networks from $114.00 to $207.00 in a report on Thursday, June 4th. DA Davidson increased their target price on shares of Palo Alto Networks from $190.00 to $345.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $330.00 target price on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Scotiabank reaffirmed a “sector outperform” rating and issued a $320.00 target price (up from $180.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Finally, Susquehanna reaffirmed 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. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $306.59.

Palo Alto Networks Trading Up 6.2%

Shares of PANW opened at $279.53 on Friday. 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 50 day simple moving average of $214.06 and a 200-day simple moving average of $188.58. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $302.95. The stock has a market cap of $227.82 billion, a price-to-earnings ratio of 229.12, a price-to-earnings-growth ratio of 9.77 and a beta of 0.94.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping analysts’ consensus estimates 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 business had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. During the same period last year, the company posted $0.37 EPS. The company’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 forecast that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

Insider Buying and Selling at Palo Alto Networks

In other news, CAO Josh D. Paul sold 1,100 shares of the firm’s stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $161.40, for a total transaction of $177,540.00. Following the completion of the transaction, the chief accounting officer directly owned 83,136 shares of the company’s stock, valued at $13,418,150.40. This trade represents a 1.31% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Lee Klarich sold 62,904 shares of the firm’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $258.65, for a total transaction of $16,270,119.60. Following the transaction, the executive vice president directly owned 235,983 shares of the company’s stock, valued at approximately $61,037,002.95. This trade represents a 21.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 72,076 shares of company stock worth $17,930,587. 1.40% of the stock is currently owned by insiders.

Key Headlines Impacting Palo Alto Networks

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

• Positive Sentiment: Scotiabank nudged its FY2027 EPS estimate higher for PANW, signaling modest confidence in longer-term earnings growth.
• Positive Sentiment: Recent commentary on Prisma AIRS suggests AI security is gaining traction and could boost revenue growth and deal size.
• Positive Sentiment: Broader cybersecurity-sector coverage remains constructive, with analysts and institutions still favoring the group amid rising AI-related security demand.
• Neutral Sentiment: Northland Securities kept a $302 price target and Market Perform rating while issuing a range of earnings estimates, indicating a cautious but not bearish stance.
• Negative Sentiment: Northland also trimmed some near- and mid-term EPS forecasts for PANW, reflecting lingering concern about profitability assumptions and valuation.
• Negative Sentiment: PANW still trades at a demanding valuation, so any slowdown in AI-security momentum could increase volatility.

About Palo Alto Networks

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.