2,535 Shares in Palo Alto Networks, Inc. $PANW Purchased by George Kaiser Family Foundation

George Kaiser Family Foundation bought a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 2,535 shares of the network technology company’s stock, valued at approximately $864,000.

Other institutional investors have also recently bought and sold shares of the company. Darwin Wealth Management LLC bought a new position in shares of Palo Alto Networks during the 2nd quarter worth approximately $25,000. Knuff & Co LLC acquired a new stake in shares of Palo Alto Networks in the fourth quarter valued at approximately $26,000. Sittner & Nelson LLC lifted its position in shares of Palo Alto Networks by 73.8% in the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after purchasing an additional 62 shares in the last quarter. N.E.W. Advisory Services LLC bought a new stake in shares of Palo Alto Networks in the second quarter worth $27,000. Finally, Luken Investment Analytics LLC boosted its holdings in Palo Alto Networks by 196.2% during the fourth quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock worth $28,000 after purchasing an additional 102 shares during the last quarter. Institutional investors own 79.82% of the company’s stock.

Insiders Place Their Bets

In other Palo Alto Networks news, Director Helle Thorning-Schmidt sold 700 shares of the business’s stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total transaction of $242,795.00. Following the transaction, the director owned 5,898 shares of the company’s stock, valued at $2,045,721.30. The trade was a 10.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director James J. Goetz sold 20,000 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $279.90, for a total value of $5,598,000.00. Following the completion of the sale, the director owned 20,000 shares in the company, valued at $5,598,000. This represents a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 37,935 shares of company stock worth $10,809,461 in the last three months. Insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Performance

NASDAQ PANW opened at $358.04 on Friday. The firm has a market capitalization of $291.80 billion, a P/E ratio of 293.48, a price-to-earnings-growth ratio of 12.02 and a beta of 0.91. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. The firm’s fifty day moving average price is $337.38 and its two-hundred day moving average price is $241.72. Palo Alto Networks, Inc. has a 1 year low of $139.57 and a 1 year high of $398.88.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The company had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 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 31.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.37 EPS. 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, research analysts anticipate that Palo Alto Networks, Inc. will post 2.02 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on PANW shares. Northland Securities raised their target price on shares of Palo Alto Networks from $190.00 to $302.00 and gave the company a “market perform” rating in a research report on Wednesday, June 3rd. Robert W. Baird set a $320.00 price target on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. BNP Paribas Exane raised their price objective on Palo Alto Networks from $330.00 to $380.00 and gave the company an “outperform” rating in a report on Wednesday, July 1st. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $434.00 target price (up from $330.00) on shares of Palo Alto Networks in a research report on Friday, August 14th. Finally, Wolfe Research reiterated an “outperform” rating and set a $320.00 target price on shares of Palo Alto Networks in a report on Wednesday, June 3rd. One 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, Palo Alto Networks currently has a consensus rating of “Moderate Buy” and an average target price of $362.67.

About Palo Alto Networks

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.