Palo Alto Networks, Inc. $PANW Holdings Trimmed by Motley Fool Wealth Management LLC

Motley Fool Wealth Management LLC lowered its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 15.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 123,003 shares of the network technology company’s stock after selling 22,568 shares during the period. Palo Alto Networks accounts for 1.8% of Motley Fool Wealth Management LLC’s investment portfolio, making the stock its 14th largest position. Motley Fool Wealth Management LLC’s holdings in Palo Alto Networks were worth $22,657,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also bought and sold shares of PANW. Norges Bank bought a new position in Palo Alto Networks during the fourth quarter valued at about $1,415,364,000. Vanguard Group Inc. boosted its stake in 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 valued at $12,512,533,000 after buying an additional 2,659,100 shares in the last quarter. Victory Capital Management Inc. boosted its stake in Palo Alto Networks by 108.3% during the third quarter. Victory Capital Management Inc. now owns 2,467,692 shares of the network technology company’s stock valued at $502,263,000 after buying an additional 1,282,738 shares in the last quarter. Eurizon Capital SGR S.p.A. bought a new position in Palo Alto Networks during the fourth quarter valued at about $164,968,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new position in Palo Alto Networks during the third quarter valued at about $162,161,000. Institutional investors own 79.82% of the company’s stock.

Insider Activity at Palo Alto Networks

In other news, EVP Dipak Golechha sold 5,000 shares of the firm’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $160.42, for a total transaction of $802,100.00. Following the completion of the sale, the executive vice president directly owned 150,250 shares of the company’s stock, valued at $24,103,105. This trade represents a 3.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Nikesh Arora purchased 68,085 shares of the business’s stock in a transaction dated Friday, March 27th. The shares were purchased at an average cost of $146.87 per share, with a total value of $9,999,643.95. Following the completion of the purchase, the chief executive officer directly owned 343,394 shares in the company, valued at approximately $50,434,276.78. This represents a 24.73% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders sold 72,076 shares of company stock worth $17,930,587. 1.40% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Palo Alto Networks

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

• Positive Sentiment: Palo Alto Networks recently hit a $10 billion annual revenue run rate, reinforcing that the company has grown far beyond its legacy firewall roots and continues to scale as a cybersecurity platform. Palo Alto Networks Hits $10B Revenue Run Rate Beats S&P 500 Across All Timeframes
• Positive Sentiment: Cybersecurity remains a favored theme as AI adoption grows, with industry commentary suggesting autonomous AI agents will need security protection, which could expand the long-term market for PANW’s products. Zscaler CEO: AI Will Create ‘Billions of Agents’ That Need Cybersecurity Protection
• Neutral Sentiment: Northland Securities reiterated a Market Perform view and maintained a $302 price target, while modeling earnings of $0.45 per share for Q1 2027 and $0.48 for Q2 2027, suggesting steady expectations but no major near-term catalyst from the research note. Palo Alto Networks, Inc. market data
• Neutral Sentiment: Short interest data showed no meaningful change, so it does not appear to be a driver of the stock’s move today.
• Negative Sentiment: Recent post-earnings trading has been pressured by concerns that rising costs are weighing on margins, which is likely a key reason investors have been trimming the stock. PANW Stock Declines 9% Post Q3 Results: Should You Buy, Sell or Hold?

Palo Alto Networks Stock Down 2.2%

Shares of Palo Alto Networks stock opened at $260.52 on Wednesday. The stock has a 50-day moving average price of $209.50 and a 200 day moving average price of $187.35. The company has a market cap of $212.32 billion, a P/E ratio of 213.54, a P/E/G ratio of 9.45 and a beta of 0.94. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. Palo Alto Networks, Inc. has a 1 year low of $139.57 and a 1 year high of $302.95.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.06. The firm had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The business’s revenue for the quarter was up 31.1% on a year-over-year basis. During the same period in the prior year, the business 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. As a group, analysts expect that Palo Alto Networks, Inc. will post 2.12 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on PANW shares. Loop Capital raised their target price on Palo Alto Networks from $160.00 to $290.00 and gave the company a “hold” rating in a research note on Wednesday, June 3rd. Susquehanna reiterated a “positive” rating and issued a $350.00 price target (up from $200.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. DA Davidson increased their price target on Palo Alto Networks from $190.00 to $345.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. JPMorgan Chase & Co. increased their price target on Palo Alto Networks from $200.00 to $300.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. Finally, Barclays reiterated an “overweight” rating and issued a $315.00 price target (up from $220.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $306.59.

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.