Palo Alto Networks, Inc. $PANW Stock Position Trimmed by Kingsview Wealth Management LLC

Kingsview Wealth Management LLC trimmed its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 6.3% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 20,822 shares of the network technology company’s stock after selling 1,399 shares during the period. Kingsview Wealth Management LLC’s holdings in Palo Alto Networks were worth $7,101,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of PANW. Darwin Wealth Management LLC bought a new stake in shares of Palo Alto Networks during the second quarter valued at approximately $25,000. Knuff & Co LLC acquired a new position in shares of Palo Alto Networks during the fourth quarter worth approximately $26,000. Solstein Capital LLC bought a new position in Palo Alto Networks in the 2nd quarter worth approximately $26,000. Sittner & Nelson LLC grew its holdings in Palo Alto Networks by 73.8% in the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after buying an additional 62 shares in the last quarter. Finally, N.E.W. Advisory Services LLC acquired a new stake in Palo Alto Networks in the 2nd quarter valued at approximately $27,000. Institutional investors own 79.82% of the company’s stock.

Insider Buying and Selling at Palo Alto Networks

In related news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the transaction, the executive vice president directly owned 145,250 shares of the company’s stock, valued at $42,058,590. The trade was a 3.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director James J. Goetz sold 20,000 shares of the business’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $279.90, for a total transaction of $5,598,000.00. Following the completion of the sale, the director owned 20,000 shares in the company, valued at approximately $5,598,000. This trade represents a 50.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 38,835 shares of company stock valued at $11,127,854. Corporate insiders own 1.40% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on PANW shares. Piper Sandler reaffirmed an “overweight” rating and set a $345.00 target price (up from $265.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Loop Capital increased their price target on Palo Alto Networks from $160.00 to $290.00 and gave the stock a “hold” rating in a research note on Wednesday, June 3rd. BTIG Research reissued a “buy” rating and set a $380.00 price target on shares of Palo Alto Networks in a report on Wednesday. Mizuho set a $415.00 price objective on shares of Palo Alto Networks and gave the company an “outperform” rating in a research note on Wednesday, August 19th. Finally, Barclays reaffirmed an “overweight” rating and issued a $370.00 price objective (up from $315.00) on shares of Palo Alto Networks in a report on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $368.42.

Key Palo Alto Networks News

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

• Positive Sentiment: Benchmark raised its price target to $400 from $340 and maintained a Buy rating, citing potential upside to next-generation security annual recurring revenue, revenue, operating income and margins. The forecast reinforces expectations that Palo Alto Networks’ AI-security strategy is gaining traction. Palo Alto Networks Gets a $400 Target
• Positive Sentiment: Investors are taking confidence from CrowdStrike’s stronger-than-expected results, which highlighted robust AI-related cybersecurity demand and lifted sentiment across the sector. Palo Alto Networks is viewed as a potential beneficiary of the same spending cycle. Palo Alto Networks Stock Trades Up
• Positive Sentiment: Platformization, adoption of AI-security products and recent deal wins are expected to support fourth-quarter growth. BTIG also assigned PANW a Buy rating, adding to broadly favorable analyst coverage. Palo Alto Networks to Report Q4 Earnings
• Neutral Sentiment: Earnings are the next major catalyst. Traders expect potentially significant movement after the report, while analysts are watching recurring revenue, margins, operating income and guidance—not just revenue and EPS. Expected Post-Earnings Stock Move
• Negative Sentiment: Acquisition-related costs could pressure results, and the stock’s triple-digit P/E ratio—above 300 based on the supplied data—means much of the AI-growth outlook may already be reflected in the price. Any shortfall in growth or guidance could trigger profit-taking. Palo Alto’s Rally Has One Big Problem Ahead of Earnings
• Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000, reducing his position by 1.21%. The transaction is small relative to his remaining holdings but may create a modest sentiment headwind. Palo Alto Networks Insider Sale

Palo Alto Networks Stock Performance

PANW opened at $371.59 on Friday. The business has a 50 day moving average price of $344.62 and a two-hundred day moving average price of $248.45. 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 company has a market capitalization of $302.85 billion, a price-to-earnings ratio of 304.58, a price-to-earnings-growth ratio of 12.10 and a beta of 0.91. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $398.88.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $3 billion for the quarter, compared to analysts’ expectations of $2.94 billion. During the same period last year, the firm earned $0.37 EPS. The firm’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. Research analysts predict that Palo Alto Networks, Inc. will post 2.01 EPS for the current fiscal year.

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.