Oakwell Private Wealth Management LLC Acquires New Position in Palo Alto Networks, Inc. $PANW

Oakwell Private Wealth Management LLC acquired a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 995 shares of the network technology company’s stock, valued at approximately $204,000.

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

Analyst Ratings Changes

PANW has been the topic of several recent research reports. Scotiabank raised their price target on Palo Alto Networks from $225.00 to $228.00 and gave the stock a “sector outperform” rating in a research report on Tuesday, August 19th. Weiss Ratings restated a “hold (c+)” rating on shares of Palo Alto Networks in a research report on Wednesday, October 8th. DA Davidson restated a “buy” rating and set a $215.00 price target on shares of Palo Alto Networks in a research report on Tuesday, August 19th. BMO Capital Markets raised their price target on Palo Alto Networks from $217.00 to $225.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 19th. Finally, BTIG Research raised Palo Alto Networks from a “neutral” rating to a “buy” rating in a research note on Monday, October 13th. Thirty investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $218.17.

Palo Alto Networks Stock Down 0.5%

NASDAQ PANW opened at $219.23 on Tuesday. Palo Alto Networks, Inc. has a twelve month low of $144.15 and a twelve month high of $223.61. The firm has a market capitalization of $146.64 billion, a PE ratio of 136.59, a P/E/G ratio of 5.24 and a beta of 0.95. The stock’s 50 day moving average is $205.20 and its 200 day moving average is $194.84.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share for the quarter, beating the consensus estimate of $0.89 by $0.06. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.The company had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.50 billion. During the same period in the previous year, the company posted $0.75 earnings per share. The firm’s revenue was up 15.8% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. On average, research analysts anticipate that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Insiders Place Their Bets

In other news, CAO Josh D. Paul sold 700 shares of the business’s stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $202.16, for a total value of $141,512.00. Following the completion of the transaction, the chief accounting officer owned 32,474 shares in the company, valued at $6,564,943.84. The trade was a 2.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Nikesh Arora sold 846,408 shares of the business’s stock in a transaction on Tuesday, September 23rd. The stock was sold at an average price of $204.06, for a total value of $172,718,016.48. Following the completion of the transaction, the chief executive officer owned 275,013 shares of the company’s stock, valued at $56,119,152.78. This represents a 75.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,094,356 shares of company stock worth $222,684,964 over the last three months. Company insiders own 2.50% of the company’s stock.

About Palo Alto Networks

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.