Palo Alto Networks, Inc. $PANW Shares Purchased by GTS Securities LLC

GTS Securities LLC grew its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 240.0% in the 2nd quarter, Holdings Channel.com reports. The firm owned 21,612 shares of the network technology company’s stock after buying an additional 15,255 shares during the period. GTS Securities LLC’s holdings in Palo Alto Networks were worth $7,370,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in PANW. Nichols & Pratt Advisers LLP MA boosted its position in shares of Palo Alto Networks by 3.9% during the second quarter. Nichols & Pratt Advisers LLP MA now owns 2,130 shares of the network technology company’s stock worth $726,000 after buying an additional 80 shares during the period. Hennessy Advisors Inc. bought a new stake in Palo Alto Networks during the 2nd quarter valued at $250,000. Sheets Smith Wealth Management raised its stake in Palo Alto Networks by 44.3% during the 2nd quarter. Sheets Smith Wealth Management now owns 19,881 shares of the network technology company’s stock valued at $6,780,000 after acquiring an additional 6,107 shares in the last quarter. Greenleaf Trust boosted its position in Palo Alto Networks by 4.3% during the 2nd quarter. Greenleaf Trust now owns 17,345 shares of the network technology company’s stock worth $5,915,000 after acquiring an additional 722 shares during the period. Finally, Trustmark Bank Trust Department acquired a new position in Palo Alto Networks during the 2nd quarter worth $307,000. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks News Roundup

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

Insider Transactions at Palo Alto Networks

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the completion of the sale, the executive vice president directly owned 145,250 shares of the company’s stock, valued at approximately $42,058,590. This represents a 3.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Helle Thorning-Schmidt sold 700 shares of the firm’s stock in a transaction dated Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total transaction of $242,795.00. Following the completion of the transaction, the director owned 5,898 shares of the company’s stock, valued at approximately $2,045,721.30. The trade was a 10.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 38,835 shares of company stock worth $11,127,854 in the last three months. Insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Performance

PANW opened at $371.59 on Friday. The firm has a market cap of $302.85 billion, a PE ratio of 304.58, a P/E/G ratio of 11.74 and a beta of 0.91. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. The business has a fifty day simple moving average of $344.62 and a 200-day simple moving average of $248.45. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $398.88.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. The company had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.Palo Alto Networks’s revenue for the quarter was up 31.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.37 earnings per share. 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, equities analysts predict that Palo Alto Networks, Inc. will post 2.01 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. Rosenblatt Securities lifted their price objective on shares of Palo Alto Networks from $275.00 to $355.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. FBN Securities reissued an “outperform” rating on shares of Palo Alto Networks in a research note on Wednesday, July 1st. Benchmark upped their price target on shares of Palo Alto Networks from $340.00 to $400.00 and gave the stock a “buy” rating in a research note on Monday, August 24th. Citigroup reiterated a “market outperform” rating on shares of Palo Alto Networks in a report on Wednesday, August 12th. Finally, Wells Fargo & Company reissued an “overweight” rating and set a $475.00 target price (up from $420.00) on shares of Palo Alto Networks in a report on Monday, August 17th. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $368.42.

Palo Alto Networks Company Profile

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.