Nwam LLC Acquires 4,189 Shares of Palo Alto Networks, Inc. $PANW

Nwam LLC boosted its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 125.0% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 7,541 shares of the network technology company’s stock after buying an additional 4,189 shares during the period. Nwam LLC’s holdings in Palo Alto Networks were worth $2,572,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of PANW. BlackRock Inc. bought a new stake in shares of Palo Alto Networks during the second quarter worth $25,833,462,000. State Street Corp lifted its position in Palo Alto Networks by 2.0% in the 4th quarter. State Street Corp now owns 30,331,705 shares of the network technology company’s stock valued at $5,587,100,000 after acquiring an additional 594,789 shares in the last quarter. Bank of America Corp DE lifted its position in Palo Alto Networks by 0.9% in the 2nd quarter. Bank of America Corp DE now owns 22,681,876 shares of the network technology company’s stock valued at $7,734,973,000 after acquiring an additional 205,123 shares in the last quarter. Geode Capital Management LLC boosted its stake in Palo Alto Networks by 3.5% in the 4th quarter. Geode Capital Management LLC now owns 15,989,257 shares of the network technology company’s stock worth $2,934,935,000 after purchasing an additional 540,756 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in Palo Alto Networks by 8.7% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 8,778,963 shares of the network technology company’s stock worth $2,993,802,000 after purchasing an additional 706,003 shares during the period. Institutional investors own 79.82% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have issued reports on PANW. BMO Capital Markets reissued an “outperform” rating and issued a $415.00 price target (up from $335.00) on shares of Palo Alto Networks in a research note on Thursday, August 20th. Cantor Fitzgerald upped their price objective on Palo Alto Networks from $340.00 to $425.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 19th. TD Cowen increased their price objective on Palo Alto Networks from $360.00 to $400.00 and gave the stock a “buy” rating in a report on Monday, August 17th. FBN Securities reissued an “outperform” rating on shares of Palo Alto Networks in a research report on Wednesday, July 1st. Finally, Robert W. Baird set a $320.00 target price on Palo Alto Networks in a research note on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $370.87.

Palo Alto Networks Trading Down 5.2%

Shares of NASDAQ:PANW opened at $362.09 on Wednesday. The company’s 50-day moving average price is $347.96 and its two-hundred day moving average price is $251.94. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $398.88. The stock has a market capitalization of $295.10 billion, a PE ratio of 296.80, a price-to-earnings-growth ratio of 12.08 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Tuesday, September 1st. The network technology company reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.98 by $0.04. The company had revenue of $3.41 billion during the quarter, compared to the consensus estimate of $3.35 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The company’s quarterly revenue was up 34.5% on a year-over-year basis. During the same period in the prior year, the business posted $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, equities analysts forecast that Palo Alto Networks, Inc. will post 2.01 EPS for the current fiscal year.

Key Stories Impacting Palo Alto Networks

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

• Positive Sentiment: Quarterly results topped expectations. Fiscal Q4 revenue rose roughly 34% year over year to $3.41 billion, exceeding the $3.35 billion consensus estimate. Non-GAAP EPS of $1.02 also beat expectations of $0.98 and increased from $0.95 a year earlier. Reuters article
• Positive Sentiment: Fiscal 2027 guidance was stronger than anticipated. Palo Alto Networks forecast revenue of $14.1 billion to $14.2 billion, representing approximately 23% to 24% growth and above the $13.8 billion analyst estimate. Its EPS outlook of $4.16 to $4.19 was also well above the $2.01 consensus, while first-quarter revenue and EPS guidance exceeded expectations. Wall Street Journal article
• Positive Sentiment: AI is expanding the cybersecurity opportunity. CEO Nikesh Arora said approximately $1 trillion of aging cybersecurity infrastructure is not prepared for AI-driven attacks, potentially creating a long runway for modernization spending and demand for Palo Alto’s platform. CNBC article
• Positive Sentiment: The company strengthened its AI strategy. Palo Alto announced the acquisition of Console, an AI-native platform intended to add agentic capabilities and automate security workflows. The deal reinforces management’s focus on AI-era cybersecurity demand. Console acquisition announcement
• Neutral Sentiment: Expectations were already high. Shares had gained substantially ahead of earnings, raising the risk that even strong results would prompt profit-taking. Analysts also lifted targets, including Scotiabank’s increase to $430, indicating continued confidence but potentially less near-term upside after the rally.
• Negative Sentiment: Valuation and market conditions pressured the stock. Palo Alto Networks trades at a very high earnings multiple, while software stocks broadly sold off amid rising Treasury yields, inflation concerns and geopolitical risk. This macro pressure appears to have outweighed the earnings beat in the immediate reaction. Software sector selloff article

Insider Activity

In related news, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction that occurred on 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 completion of the transaction, 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 sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director James J. Goetz sold 20,000 shares of the business’s stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $279.90, for a total value of $5,598,000.00. Following the transaction, the director directly owned 20,000 shares in the company, valued at $5,598,000. This trade represents a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 37,735 shares of company stock valued at $10,814,266. Corporate 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.