Goodman Advisory Group LLC Decreases Stock Position in Palo Alto Networks, Inc. $PANW

Goodman Advisory Group LLC reduced its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 25.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 26,977 shares of the network technology company’s stock after selling 9,188 shares during the period. Goodman Advisory Group LLC’s holdings in Palo Alto Networks were worth $4,969,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently made changes to their positions in the stock. Westfield Capital Management Co. LP bought a new stake in shares of Palo Alto Networks in the 3rd quarter valued at about $75,412,000. Peapack Gladstone Financial Corp lifted its stake in shares of Palo Alto Networks by 8.8% in the 4th quarter. Peapack Gladstone Financial Corp now owns 48,458 shares of the network technology company’s stock valued at $8,926,000 after acquiring an additional 3,926 shares during the last quarter. American Century Companies Inc. lifted its stake in shares of Palo Alto Networks by 134.1% in the 3rd quarter. American Century Companies Inc. now owns 672,129 shares of the network technology company’s stock valued at $136,859,000 after acquiring an additional 384,985 shares during the last quarter. US Bancorp DE lifted its stake in shares of Palo Alto Networks by 0.6% in the 3rd quarter. US Bancorp DE now owns 1,364,442 shares of the network technology company’s stock valued at $277,828,000 after acquiring an additional 8,344 shares during the last quarter. Finally, Generali Investments Management Co LLC lifted its stake in shares of Palo Alto Networks by 38.4% in the 3rd quarter. Generali Investments Management Co LLC now owns 54,401 shares of the network technology company’s stock valued at $11,077,000 after acquiring an additional 15,091 shares during the last quarter. 79.82% of the stock is owned by institutional investors.

Palo Alto Networks Stock Up 1.0%

PANW stock opened at $263.22 on Thursday. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $302.95. The business’s 50 day moving average price is $211.67 and its two-hundred day moving average price is $187.90. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. The company has a market capitalization of $214.52 billion, a price-to-earnings ratio of 215.75, a price-to-earnings-growth ratio of 9.67 and a beta of 0.94.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results 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 return on equity of 10.53% and a net margin of 7.95%.The firm had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. During the same quarter in the prior year, the business earned $0.37 EPS. The business’s revenue for the quarter 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. As a group, analysts forecast that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on PANW. TD Cowen restated a “buy” rating and set a $330.00 price target (up from $255.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Wolfe Research restated an “outperform” rating and set a $320.00 price target on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Mizuho boosted their price target on Palo Alto Networks from $265.00 to $305.00 and gave the company an “outperform” rating in a report on Wednesday, June 3rd. HSBC boosted their price target on Palo Alto Networks from $114.00 to $207.00 in a report on Thursday, June 4th. Finally, Robert W. Baird set a $320.00 price target on Palo Alto Networks in a report on Wednesday, June 3rd. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $306.59.

Key Headlines Impacting Palo Alto Networks

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

• Positive Sentiment: Analysts and industry commentary highlighted rapid adoption of Prisma AIRS, with customer growth and larger AI security deals suggesting this could become a major new growth engine for Palo Alto Networks. Article Title
• Positive Sentiment: Recent coverage emphasized Palo Alto Networks’ $10 billion revenue run-rate and strong long-term stock performance, reinforcing the view that the company is still expanding beyond its legacy firewall business. Article Title
• Positive Sentiment: Scotiabank slightly raised FY2027 EPS estimates and kept a Sector Outperform rating with a $320 price target, which supports the bullish case for the stock.
• Neutral Sentiment: Northland Securities maintained a Market Perform rating and a $302 price target, signaling a mixed but not outright bearish stance.
• Negative Sentiment: Northland and Scotiabank lowered some near-term EPS estimates, which could temper enthusiasm if investors focus more on valuation and short-term margin expectations than on longer-term AI growth.

Insider Buying and Selling at Palo Alto Networks

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

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.