Palo Alto Networks, Inc. $PANW Shares Purchased by Red Door Wealth Management LLC

Red Door Wealth Management LLC increased its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 53.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 17,454 shares of the network technology company’s stock after purchasing an additional 6,076 shares during the period. Red Door Wealth Management LLC’s holdings in Palo Alto Networks were worth $3,554,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the stock. Wedge Capital Management L L P NC increased its position in shares of Palo Alto Networks by 4.3% in the third quarter. Wedge Capital Management L L P NC now owns 1,327 shares of the network technology company’s stock worth $270,000 after acquiring an additional 55 shares in the last quarter. Clarity Financial LLC raised its position in Palo Alto Networks by 17.2% in the third quarter. Clarity Financial LLC now owns 128,259 shares of the network technology company’s stock valued at $26,116,000 after purchasing an additional 18,864 shares during the period. Quotient Wealth Partners LLC raised its position in Palo Alto Networks by 1.1% in the third quarter. Quotient Wealth Partners LLC now owns 8,978 shares of the network technology company’s stock valued at $1,828,000 after purchasing an additional 95 shares during the period. KMG Fiduciary Partners LLC lifted its stake in shares of Palo Alto Networks by 4.0% during the third quarter. KMG Fiduciary Partners LLC now owns 40,178 shares of the network technology company’s stock worth $8,181,000 after purchasing an additional 1,528 shares in the last quarter. Finally, Rydar Equities Inc. boosted its position in shares of Palo Alto Networks by 23.9% in the third quarter. Rydar Equities Inc. now owns 5,306 shares of the network technology company’s stock worth $1,097,000 after buying an additional 1,024 shares during the period. 79.82% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Palo Alto Networks

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

• Positive Sentiment: Major strategic deal — Palo Alto expanded its partnership with Google Cloud in a multibillion‑dollar agreement (reported as approaching $10B) that includes migrating key internal workloads and deepening cloud/AI security integration; this is being viewed as a material revenue and go‑to‑market catalyst. Google Cloud lands deal with Palo Alto Networks
• Positive Sentiment: Company release and partner messaging reinforce the Reuters report, highlighting expanded cloud + AI security offerings and joint go‑to‑market programs that could accelerate enterprise adoption. Palo Alto Networks and Google Cloud Forge Landmark Agreement
• Positive Sentiment: Analyst support increased — JPMorgan reinstated coverage with an Overweight rating and $235 PT, and other outlets noted a $250 price target lift, signaling renewed analyst conviction that could attract buyers. JPMorgan Reinstates Palo Alto Networks With Overweight Rating
• Positive Sentiment: Product momentum — Zacks highlights Cortex XSIAM landing larger deals and higher‑spend customers, implying a potential new growth engine that could lift ARR and margins over time. Can Cortex XSIAM Become Palo Alto Networks’ Next Major Growth Engine?
• Neutral Sentiment: Investor attention and monitoring — Zacks notes elevated user interest and recent earnings was modestly followed by a small stock move; this keeps PANW on watch lists but doesn’t by itself change fundamentals. Palo Alto Networks, Inc. is Attracting Investor Attention
• Neutral Sentiment: Short‑term earnings context — a Zacks note observed the stock is only slightly up since the last earnings release, suggesting the market is parsing guidance and execution details rather than reacting strongly yet. Palo Alto (PANW) Up 0.4% Since Last Earnings Report
• Negative Sentiment: Insider selling — recent reports show insiders sold roughly $5M in PANW stock, which some investors interpret as a cautionary signal about near‑term insider confidence. Insiders At Palo Alto Networks Sold US$5.0m In Stock

Analysts Set New Price Targets

PANW has been the topic of a number of recent analyst reports. JMP Securities boosted their price objective on shares of Palo Alto Networks from $212.00 to $250.00 and gave the stock a “market outperform” rating in a report on Monday, October 27th. BTIG Research reaffirmed a “buy” rating on shares of Palo Alto Networks in a report on Wednesday. Robert W. Baird raised their price target on shares of Palo Alto Networks from $230.00 to $240.00 and gave the company an “outperform” rating in a research note on Friday, November 14th. Rosenblatt Securities lifted their price target on Palo Alto Networks from $225.00 to $250.00 and gave the company a “buy” rating in a report on Tuesday, November 18th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $245.00 price objective (up from $228.00) on shares of Palo Alto Networks in a report on Thursday. Thirty-one equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Palo Alto Networks presently has an average rating of “Moderate Buy” and an average target price of $226.20.

Palo Alto Networks Stock Performance

Shares of NASDAQ PANW opened at $186.88 on Friday. Palo Alto Networks, Inc. has a 1 year low of $144.15 and a 1 year high of $223.61. The firm has a market cap of $130.26 billion, a P/E ratio of 118.28, a PEG ratio of 4.42 and a beta of 0.79. The stock has a fifty day moving average price of $201.95 and a two-hundred day moving average price of $197.32.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Thursday, November 20th. The network technology company reported $0.93 earnings per share for the quarter, beating the consensus estimate of $0.89 by $0.04. Palo Alto Networks had a return on equity of 17.05% and a net margin of 11.69%.The business had revenue of $2.47 billion during the quarter, compared to analyst estimates of $2.46 billion. During the same quarter in the prior year, the firm posted $1.56 earnings per share. The company’s revenue was up 15.7% on a year-over-year basis. On average, research analysts predict that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CEO Nikesh Arora sold 846,408 shares of the stock in a transaction on Tuesday, September 23rd. The stock was sold at an average price of $204.06, for a total transaction of $172,718,016.48. Following the completion of the sale, the chief executive officer owned 275,013 shares in the company, valued at approximately $56,119,152.78. This represents a 75.48% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director James J. Goetz sold 12,500 shares of the firm’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $195.33, for a total value of $2,441,625.00. Following the sale, the director directly owned 75,184 shares of the company’s stock, valued at approximately $14,685,690.72. This represents a 14.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,228,330 shares of company stock valued at $251,702,305 in the last three months. Insiders own 1.40% of the company’s stock.

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.