ROI Financial Advisors LLC Has $5.66 Million Stake in Palo Alto Networks, Inc. $PANW

ROI Financial Advisors LLC boosted its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 2.7% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,653 shares of the network technology company’s stock after purchasing an additional 718 shares during the period. Palo Alto Networks accounts for about 3.6% of ROI Financial Advisors LLC’s portfolio, making the stock its 12th biggest holding. ROI Financial Advisors LLC’s holdings in Palo Alto Networks were worth $5,659,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Nuveen LLC bought a new position in Palo Alto Networks in the 1st quarter valued at approximately $810,047,000. Kingstone Capital Partners Texas LLC bought a new stake in Palo Alto Networks during the 2nd quarter worth approximately $633,068,000. Goldman Sachs Group Inc. increased its position in Palo Alto Networks by 41.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 7,235,406 shares of the network technology company’s stock valued at $1,234,650,000 after acquiring an additional 2,134,735 shares during the period. Price T Rowe Associates Inc. MD increased its position in Palo Alto Networks by 77.1% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 3,879,506 shares of the network technology company’s stock valued at $662,000,000 after acquiring an additional 1,688,432 shares during the period. Finally, Vanguard Group Inc. raised its stake in shares of Palo Alto Networks by 2.5% during the first quarter. Vanguard Group Inc. now owns 62,775,544 shares of the network technology company’s stock valued at $10,712,019,000 after acquiring an additional 1,541,637 shares during the last quarter. 79.82% of the stock is currently owned by institutional investors.

Palo Alto Networks Price Performance

NASDAQ PANW opened at $213.18 on Thursday. The business has a 50 day simple moving average of $206.32 and a 200 day simple moving average of $195.29. Palo Alto Networks, Inc. has a one year low of $144.15 and a one year high of $223.61. The stock has a market capitalization of $142.60 billion, a P/E ratio of 132.82, a P/E/G ratio of 5.10 and a beta of 0.95.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.89 by $0.06. The firm had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.50 billion. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.The company’s revenue was up 15.8% compared to the same quarter last year. During the same period in the previous year, the firm 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. Equities analysts expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, CEO Nikesh Arora sold 846,408 shares of Palo Alto Networks stock in a transaction on Tuesday, September 23rd. The shares were sold at an average price of $204.06, for a total value of $172,718,016.48. Following the completion of the sale, the chief executive officer directly owned 275,013 shares of the company’s stock, valued at approximately $56,119,152.78. The trade was a 75.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Josh D. Paul sold 700 shares of the company’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $219.97, for a total transaction of $153,979.00. Following the transaction, the chief accounting officer owned 47,505 shares in the company, valued at $10,449,674.85. This represents a 1.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 1,215,830 shares of company stock valued at $249,160,428. Company insiders own 2.50% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently weighed in on PANW. New Street Research boosted their price objective on shares of Palo Alto Networks from $235.00 to $240.00 and gave the stock a “buy” rating in a research note on Friday, September 12th. BMO Capital Markets upped their price target on Palo Alto Networks from $217.00 to $225.00 and gave the company an “outperform” rating in a research report on Tuesday, August 19th. Truist Financial set a $220.00 price objective on Palo Alto Networks and gave the stock a “buy” rating in a research report on Tuesday, August 19th. DA Davidson reaffirmed a “buy” rating and issued a $215.00 price objective on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Finally, KeyCorp downgraded shares of Palo Alto Networks from an “overweight” rating to a “sector weight” rating in a research report on Thursday, July 31st. Thirty research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $218.17.

Palo Alto Networks Company 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.