Palo Alto Networks, Inc. $PANW Holdings Trimmed by Moody National Bank Trust Division

Moody National Bank Trust Division trimmed its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 23.5% in the third quarter, HoldingsChannel reports. The firm owned 7,419 shares of the network technology company’s stock after selling 2,283 shares during the quarter. Moody National Bank Trust Division’s holdings in Palo Alto Networks were worth $2,948,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in PANW. Trilogy Capital Inc. boosted its stake in shares of Palo Alto Networks by 1.8% in the 2nd quarter. Trilogy Capital Inc. now owns 2,127 shares of the network technology company’s stock worth $725,000 after buying an additional 37 shares during the last quarter. Wisconsin Wealth Advisors LLC increased its position in shares of Palo Alto Networks by 1.2% during 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. increased its position in shares of Palo Alto Networks by 1.2% during the second quarter. Orrstown Financial Services Inc. now owns 3,197 shares of the network technology company’s stock valued at $1,090,000 after acquiring an additional 38 shares during the last quarter. Principia Wealth Advisory LLC lifted its holdings 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 period. Finally, WNY Asset Management LLC lifted its holdings in Palo Alto Networks by 2.8% during the second quarter. WNY Asset Management LLC now owns 1,751 shares of the network technology company’s stock worth $597,000 after acquiring an additional 47 shares during the period. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on PANW shares. Mizuho set a $415.00 price objective on Palo Alto Networks and gave the company an “outperform” rating in a research note on Wednesday, August 19th. UBS Group reiterated a “neutral” rating and set a $390.00 target price (up from $300.00) on shares of Palo Alto Networks in a research note on Wednesday, August 19th. Scotiabank downgraded shares of Palo Alto Networks from a “sector outperform” rating to a “hold” rating in a report on Wednesday, September 2nd. BNP Paribas Exane increased their price target on shares of Palo Alto Networks from $380.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, September 2nd. Finally, Stephens set a $400.00 price objective on shares of Palo Alto Networks and gave the stock an “equal weight” rating in a report on Wednesday, September 2nd. Thirty-eight equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $391.32.

Insider Buying and Selling

In other news, EVP Dipak Golechha sold 27,500 shares of the business’s stock in a transaction that occurred on Thursday, September 24th. The shares were sold at an average price of $391.60, for a total value of $10,769,000.00. Following the sale, the executive vice president owned 117,750 shares of the company’s stock, valued at $46,110,900. The trade was a 18.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO Josh Paul sold 400 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $395.70, for a total transaction of $158,280.00. Following the completion of the transaction, the chief accounting officer directly owned 77,987 shares of the company’s stock, valued at approximately $30,859,455.90. This trade represents a 0.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 53,960 shares of company stock valued at $20,719,959. Corporate insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Performance

Shares of PANW traded up $13.15 during mid-day trading on Tuesday, hitting $419.91. The stock had a trading volume of 5,440,000 shares, compared to its average volume of 8,312,088. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $432.33. The company has a debt-to-equity ratio of 0.06, a current ratio of 0.87 and a quick ratio of 0.87. The business has a fifty day moving average price of $363.84 and a 200-day moving average price of $287.28. The firm has a market cap of $343.49 billion, a P/E ratio of 823.37, a PEG ratio of 11.61 and a beta of 0.93.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Tuesday, September 1st. The network technology company reported $1.02 earnings per share for the quarter, topping the consensus estimate 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 return on equity of 8.50% and a net margin of 2.67%.The firm’s quarterly revenue was up 34.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $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 research analysts expect that Palo Alto Networks, Inc. will post 2.31 EPS for the current year.

Palo Alto Networks News Summary

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

• Positive Sentiment: Broad cybersecurity rally: Zscaler reaffirmed its first-quarter and fiscal 2027 adjusted earnings guidance, supporting confidence that enterprise cybersecurity spending remains resilient. Palo Alto Networks Stock Reaches New Highs: What’s Happening?
• Positive Sentiment: AI security demand is a major catalyst: CrowdStrike’s accelerator with Amazon Web Services and NVIDIA is focused on protecting AI agents, lifting sentiment across cybersecurity names, including PANW. Rising concerns over AI safety could encourage organizations to favor established vendors such as Palo Alto Networks. Agentic Security Accelerator With Amazon and NVIDIA
• Positive Sentiment: Fundamentals remain strong: Palo Alto Networks’ latest quarterly revenue rose 34.5% year over year to $3.41 billion and exceeded estimates, while adjusted earnings also beat expectations. Analysts maintain a “Moderate Buy” consensus, with several firms reiterating buy or overweight ratings.
• Neutral Sentiment: Momentum is attracting attention: PANW is up roughly 125% this year, and its shares are trading well above their 50-day and 200-day moving averages. Institutional investors own approximately 79.8% of the stock, indicating strong sponsorship but also leaving the shares vulnerable to profit-taking.
• Negative Sentiment: Valuation risk is substantial: The stock’s very high price-to-earnings and PEG ratios have raised concerns about whether rapid growth can justify its valuation. Citigroup previously downgraded PANW to neutral, and the consensus price target cited in one report was below the recent trading level.
• Negative Sentiment: Insider selling provides a minor caution: Chief Accounting Officer Josh Paul sold 400 shares for $158,280, reducing his holdings by approximately 0.51%. The relatively small transaction is unlikely to change the broader thesis, but it adds to valuation-related caution. Insider Selling: Palo Alto Networks CAO Sells Stock

Palo Alto Networks Company Profile

Palo Alto Networks, Inc is a cybersecurity company that provides solutions designed to help organizations protect networks, endpoints, cloud environments, applications and users from cyber threats. Its offerings include next-generation firewalls, cloud-delivered security services, secure access service edge (SASE) solutions, endpoint protection and security operations tools.

The company also provides platforms and services for cloud security, threat intelligence, incident response, vulnerability management and the automation of security operations.