Aparna Bawa Sells 500 Shares of Palo Alto Networks (NASDAQ:PANW) Stock

Palo Alto Networks, Inc. (NASDAQ:PANW) Director Aparna Bawa sold 500 shares of the stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $377.18, for a total transaction of $188,590.00. Following the completion of the sale, the director owned 4,937 shares of the company’s stock, valued at approximately $1,862,137.66. The trade was a 9.20% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink.

Aparna Bawa also recently made the following trade(s):

• On Monday, September 14th, Aparna Bawa sold 1,000 shares of Palo Alto Networks stock. The shares were sold at an average price of $373.61, for a total value of $373,610.00.
• On Wednesday, July 1st, Aparna Bawa sold 290 shares of Palo Alto Networks stock. The shares were sold at an average price of $348.74, for a total value of $101,134.60.
• On Monday, June 29th, Aparna Bawa sold 632 shares of Palo Alto Networks stock. The stock was sold at an average price of $318.67, for a total value of $201,399.44.
• On Monday, June 22nd, Aparna Bawa sold 345 shares of Palo Alto Networks stock. The stock was sold at an average price of $290.17, for a total value of $100,108.65.

Palo Alto Networks Price Performance

Shares of NASDAQ:PANW opened at $375.06 on Friday. The firm has a market capitalization of $306.80 billion, a PE ratio of 735.43, a PEG ratio of 10.84 and a beta of 0.91. The company has a current ratio of 0.87, a quick ratio of 0.87 and a debt-to-equity ratio of 0.06. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $398.88. The business’s 50 day moving average is $352.18 and its 200-day moving average is $268.33.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Tuesday, September 1st. The network technology company reported $1.02 EPS for the quarter, beating analysts’ consensus estimates of $0.98 by $0.04. The business had revenue of $3.41 billion during the quarter, compared to analyst estimates of $3.35 billion. Palo Alto Networks had a return on equity of 8.50% and a net margin of 2.67%.Palo Alto Networks’s revenue was up 34.5% on a year-over-year basis. During the same period in the prior year, the company posted $0.95 earnings per share. 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. Sell-side analysts predict that Palo Alto Networks, Inc. will post 2.3 earnings per share for the current year.

Institutional Investors Weigh In On Palo Alto Networks

Several large investors have recently made changes to their positions in the company. Trilogy Capital Inc. raised its position in shares of Palo Alto Networks by 1.8% during the 2nd quarter. Trilogy Capital Inc. now owns 2,127 shares of the network technology company’s stock valued at $725,000 after buying an additional 37 shares during the period. Wisconsin Wealth Advisors LLC lifted its holdings in Palo Alto Networks by 1.2% in the second quarter. Wisconsin Wealth Advisors LLC now owns 3,206 shares of the network technology company’s stock valued at $1,093,000 after acquiring an additional 38 shares during the last quarter. Orrstown Financial Services Inc. grew its position in Palo Alto Networks by 1.2% in the second quarter. Orrstown Financial Services Inc. now owns 3,197 shares of the network technology company’s stock worth $1,090,000 after acquiring an additional 38 shares during the period. Principia Wealth Advisory LLC increased its stake in Palo Alto Networks by 125.0% during the second quarter. Principia Wealth Advisory LLC now owns 81 shares of the network technology company’s stock worth $28,000 after acquiring an additional 45 shares during the last quarter. Finally, WNY Asset Management LLC increased its position in shares of Palo Alto Networks by 2.8% during the 2nd quarter. WNY Asset Management LLC now owns 1,751 shares of the network technology company’s stock worth $597,000 after purchasing an additional 47 shares during the last quarter. Institutional investors own 79.82% of the company’s stock.

Key Stories Impacting Palo Alto Networks

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

• Positive Sentiment: Palo Alto Networks’ secure access service edge (SASE) bookings reportedly increased 40% in fiscal 2026. Growing platform consolidation and rising AI-related network traffic could help PANW compete more effectively with Fortinet and Zscaler, supporting future growth. Can Palo Alto Networks’ SASE Push Help It Challenge FTNT and ZS?
• Positive Sentiment: Scotiabank raised its fiscal 2027 earnings-per-share estimate for PANW to $2.30 from $2.11, in line with consensus expectations. The higher forecast indicates confidence in improving earnings, although the firm maintained a “Hold” rating. What is Scotiabank’s Estimate for PANW FY2027 Earnings?
• Neutral Sentiment: PANW’s latest reported quarter showed revenue growth of 34.5% year over year and earnings above analyst expectations. However, the shares trade at an exceptionally high earnings multiple, leaving the stock sensitive to any slowdown in growth or deterioration in profitability.
• Negative Sentiment: Directors disclosed multiple sales. Aparna Bawa sold 1,500 shares on September 14–15 for approximately $562,200, while John P. Key sold 2,500 shares for about $940,075. The transactions reduced their holdings by roughly 9% to 20% and may create a modest confidence overhang, even though insider sales do not necessarily signal a change in the company’s outlook. Palo Alto Networks insider filings

Analyst Ratings Changes

A number of research firms have recently commented on PANW. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $430.00 price objective (up from $350.00) on shares of Palo Alto Networks in a report on Wednesday, September 2nd. Robert W. Baird set a $420.00 target price on shares of Palo Alto Networks and gave the company an “outperform” rating in a research note on Wednesday, September 2nd. Citigroup lowered shares of Palo Alto Networks from a “buy” rating to a “neutral” rating in a research report on Monday, September 7th. New Street Research set a $415.00 price target on shares of Palo Alto Networks in a research note on Tuesday, August 18th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and set a $425.00 price objective on shares of Palo Alto Networks in a report on Tuesday, September 8th. Thirty-eight investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $389.68.

Palo Alto Networks Company Profile

Palo Alto Networks, Inc is a cybersecurity company that provides security products and services to businesses, governments and other organizations worldwide. The company helps customers protect networks, cloud environments, endpoints, applications and connected devices from cyber threats.

Its portfolio includes next-generation firewalls and network security technologies, as well as cloud-delivered security solutions such as Prisma Access and Prisma Cloud. Palo Alto Networks also offers Cortex products for endpoint protection, security operations, threat detection and response, and automation.