RWA Wealth Partners LLC Has $12.70 Million Position in Palo Alto Networks, Inc. $PANW

RWA Wealth Partners LLC lifted its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 0.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 62,040 shares of the network technology company’s stock after buying an additional 328 shares during the period. RWA Wealth Partners LLC’s holdings in Palo Alto Networks were worth $12,696,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. Connor Clark & Lunn Investment Management Ltd. acquired a new stake in shares of Palo Alto Networks during the 1st quarter valued at about $261,000. Strive Asset Management LLC grew its position in 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 acquiring an additional 299 shares in the last quarter. Migdal Insurance & Financial Holdings Ltd. increased its stake in shares of Palo Alto Networks by 25.3% during the 2nd quarter. Migdal Insurance & Financial Holdings Ltd. now owns 205,053 shares of the network technology company’s stock worth $41,957,000 after purchasing an additional 41,392 shares during the last quarter. Whipplewood Advisors LLC raised its holdings in shares of Palo Alto Networks by 6,400.0% during the 2nd quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock valued at $27,000 after purchasing an additional 128 shares in the last quarter. Finally, Arkadios Wealth Advisors lifted its stake in shares of Palo Alto Networks by 9.2% in the 2nd quarter. Arkadios Wealth Advisors now owns 39,893 shares of the network technology company’s stock valued at $8,164,000 after purchasing an additional 3,351 shares during the last quarter. 79.82% of the stock is owned by institutional investors and hedge funds.

Palo Alto Networks Price Performance

NASDAQ PANW opened at $212.29 on Friday. The company’s fifty day moving average is $207.16 and its two-hundred day moving average is $195.77. Palo Alto Networks, Inc. has a 52-week low of $144.15 and a 52-week high of $223.61. The firm has a market capitalization of $142.00 billion, a price-to-earnings ratio of 132.27, a P/E/G ratio of 5.03 and a beta of 0.95.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.06. The business had revenue of $2.54 billion for the quarter, compared to the consensus estimate of $2.50 billion. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.The firm’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same period last year, the business earned $0.75 earnings per share. 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 fiscal year.

Insider Buying and Selling at Palo Alto Networks

In other news, CEO Nikesh Arora sold 846,408 shares of Palo Alto Networks stock in a transaction dated Tuesday, September 23rd. The shares were sold at an average price of $204.06, for a total transaction of $172,718,016.48. Following the sale, the chief executive officer directly owned 275,013 shares in the company, valued at approximately $56,119,152.78. The trade was a 75.48% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Lee Klarich sold 120,774 shares of the stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $217.94, for a total transaction of $26,321,485.56. Following the completion of the transaction, the executive vice president directly owned 356,409 shares of the company’s stock, valued at $77,675,777.46. This trade represents a 25.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,215,830 shares of company stock worth $249,160,428 over the last three months. 2.50% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms have weighed in on PANW. Weiss Ratings restated a “hold (c+)” rating on shares of Palo Alto Networks in a report on Wednesday, October 8th. Guggenheim raised their price objective on Palo Alto Networks from $130.00 to $135.00 and gave the company a “sell” rating in a research note on Tuesday, August 19th. Scotiabank boosted their target price on Palo Alto Networks from $225.00 to $228.00 and gave the stock a “sector outperform” rating in a report on Tuesday, August 19th. Stephens reiterated an “equal weight” rating and set a $205.00 price target on shares of Palo Alto Networks in a report on Tuesday, August 19th. Finally, Bank of America boosted their price objective on shares of Palo Alto Networks from $215.00 to $240.00 and gave the stock a “buy” rating in a research note on Monday, October 20th. Thirty analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $218.17.

Palo Alto Networks 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.