2,283 Palo Alto Networks, Inc. $PANW Shares Sold by Moody National Bank Trust Division

Moody National Bank Trust Division cut its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 23.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,419 shares of the network technology company’s stock after selling 2,283 shares during the quarter. Moody National Bank Trust Division’s holdings in Palo Alto Networks were worth $2,948,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of PANW. Trilogy Capital Inc. increased its stake in shares of Palo Alto Networks by 1.8% in the 2nd quarter. Trilogy Capital Inc. now owns 2,127 shares of the network technology company’s stock valued at $725,000 after acquiring an additional 37 shares in the last quarter. Wisconsin Wealth Advisors LLC boosted its stake in Palo Alto Networks by 1.2% during the second quarter. Wisconsin Wealth Advisors LLC now owns 3,206 shares of the network technology company’s stock worth $1,093,000 after acquiring an additional 38 shares in the last quarter. Orrstown Financial Services Inc. boosted its stake in Palo Alto Networks by 1.2% during the second quarter. Orrstown Financial Services Inc. now owns 3,197 shares of the network technology company’s stock worth $1,090,000 after acquiring an additional 38 shares in the last quarter. Principia Wealth Advisory LLC grew its holdings in Palo Alto Networks by 125.0% in the second quarter. Principia Wealth Advisory LLC now owns 81 shares of the network technology company’s stock worth $28,000 after purchasing an additional 45 shares during the period. Finally, WNY Asset Management LLC grew its holdings in Palo Alto Networks by 2.8% in the second quarter. WNY Asset Management LLC now owns 1,751 shares of the network technology company’s stock worth $597,000 after purchasing an additional 47 shares during the period. 79.82% of the stock is currently owned by institutional investors.

Insider Transactions at Palo Alto Networks

In related news, CAO Josh D. Paul sold 400 shares of the company’s stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $395.70, for a total transaction of $158,280.00. Following the completion of the sale, the chief accounting officer owned 77,987 shares in the company, valued at approximately $30,859,455.90. This represents a 0.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director James J. Goetz sold 20,000 shares of the stock in a transaction on Thursday, September 17th. The shares were sold at an average price of $376.68, for a total value of $7,533,600.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 53,960 shares of company stock valued at $20,719,959. Corporate insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Up 3.2%

Shares of NASDAQ:PANW traded up $13.15 during midday trading on Tuesday, hitting $419.91. 5,440,000 shares of the company’s stock were exchanged, compared to its average volume of 8,312,088. The company has a debt-to-equity ratio of 0.06, a current ratio of 0.87 and a quick ratio of 0.87. The stock has a 50 day moving average price of $363.84 and a 200-day moving average price of $287.28. The company has a market cap of $343.49 billion, a PE ratio of 823.37, a price-to-earnings-growth ratio of 11.61 and a beta of 0.93. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 month high of $432.33.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings results on Tuesday, September 1st. The network technology company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.98 by $0.04. The business had revenue of $3.41 billion for the quarter, compared to analysts’ expectations of $3.35 billion. Palo Alto Networks had a net margin of 2.67% and a return on equity of 8.50%. The firm’s revenue for the quarter was up 34.5% compared to the same quarter last year. During the same quarter last year, the firm earned $0.95 EPS. Palo Alto Networks has set its FY 2027 guidance at 4.160-4.190 EPS and its Q1 2027 guidance at 0.960-0.980 EPS. On average, sell-side analysts anticipate that Palo Alto Networks, Inc. will post 2.31 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. Scotiabank lowered shares of Palo Alto Networks from a “sector outperform” rating to a “hold” rating in a report on Wednesday, September 2nd. Weiss Ratings restated a “hold (c-)” rating on shares of Palo Alto Networks in a research note on Tuesday, September 1st. BNP Paribas Exane boosted their target price on Palo Alto Networks from $380.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, September 2nd. Stifel Nicolaus set a $415.00 price target on Palo Alto Networks and gave the stock a “buy” rating in a research note on Wednesday, August 19th. Finally, FBN Securities reiterated an “outperform” rating on shares of Palo Alto Networks in a report on Wednesday, July 1st. Thirty-eight research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat, Palo Alto Networks has an average rating of “Moderate Buy” and a consensus price target of $391.32.

Key Headlines Impacting Palo Alto Networks

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

• Positive Sentiment: Broad cybersecurity rally: Zscaler reaffirmed its first-quarter and fiscal 2027 adjusted earnings guidance, supporting confidence that enterprise cybersecurity spending remains resilient. Palo Alto Networks Stock Reaches New Highs: What’s Happening?
• Positive Sentiment: AI security demand is a major catalyst: CrowdStrike’s accelerator with Amazon Web Services and NVIDIA is focused on protecting AI agents, lifting sentiment across cybersecurity names, including PANW. Rising concerns over AI safety could encourage organizations to favor established vendors such as Palo Alto Networks. Agentic Security Accelerator With Amazon and NVIDIA
• Positive Sentiment: Fundamentals remain strong: Palo Alto Networks’ latest quarterly revenue rose 34.5% year over year to $3.41 billion and exceeded estimates, while adjusted earnings also beat expectations. Analysts maintain a “Moderate Buy” consensus, with several firms reiterating buy or overweight ratings.
• Neutral Sentiment: Momentum is attracting attention: PANW is up roughly 125% this year, and its shares are trading well above their 50-day and 200-day moving averages. Institutional investors own approximately 79.8% of the stock, indicating strong sponsorship but also leaving the shares vulnerable to profit-taking.
• Negative Sentiment: Valuation risk is substantial: The stock’s very high price-to-earnings and PEG ratios have raised concerns about whether rapid growth can justify its valuation. Citigroup previously downgraded PANW to neutral, and the consensus price target cited in one report was below the recent trading level.
• Negative Sentiment: Insider selling provides a minor caution: Chief Accounting Officer Josh Paul sold 400 shares for $158,280, reducing his holdings by approximately 0.51%. The relatively small transaction is unlikely to change the broader thesis, but it adds to valuation-related caution. Insider Selling: Palo Alto Networks CAO Sells Stock

About Palo Alto Networks

Palo Alto Networks, Inc is a cybersecurity company that provides solutions designed to help organizations protect networks, endpoints, cloud environments, applications and users from cyber threats. Its offerings include next-generation firewalls, cloud-delivered security services, secure access service edge (SASE) solutions, endpoint protection and security operations tools.

The company also provides platforms and services for cloud security, threat intelligence, incident response, vulnerability management and the automation of security operations.