LexAurum Advisors LLC Makes New Investment in Palo Alto Networks, Inc. $PANW

LexAurum Advisors LLC bought a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,044 shares of the network technology company’s stock, valued at approximately $214,000.

Several other large investors have also recently bought and sold shares of the business. St. Clair Advisors LLC boosted its position in Palo Alto Networks by 0.3% during the 2nd quarter. St. Clair Advisors LLC now owns 15,800 shares of the network technology company’s stock worth $3,233,000 after acquiring an additional 50 shares during the period. Csenge Advisory Group lifted its position in shares of Palo Alto Networks by 2.4% in the first quarter. Csenge Advisory Group now owns 2,271 shares of the network technology company’s stock worth $381,000 after purchasing an additional 53 shares in the last quarter. GSG Advisors LLC lifted its position in shares of Palo Alto Networks by 0.4% in the first quarter. GSG Advisors LLC now owns 12,450 shares of the network technology company’s stock worth $2,154,000 after purchasing an additional 54 shares in the last quarter. SYM FINANCIAL Corp boosted its holdings in shares of Palo Alto Networks by 1.4% during the first quarter. SYM FINANCIAL Corp now owns 4,047 shares of the network technology company’s stock worth $691,000 after purchasing an additional 55 shares during the period. Finally, Investment Advisory Services Inc. TX ADV grew its position in Palo Alto Networks by 4.6% during the second quarter. Investment Advisory Services Inc. TX ADV now owns 1,257 shares of the network technology company’s stock valued at $257,000 after purchasing an additional 55 shares in the last quarter. 79.82% of the stock is owned by institutional investors and hedge funds.

Palo Alto Networks Price Performance

NASDAQ PANW opened at $203.62 on Wednesday. Palo Alto Networks, Inc. has a fifty-two week low of $144.15 and a fifty-two week high of $210.39. The stock’s 50-day moving average is $189.80 and its two-hundred day moving average is $187.74. The firm has a market cap of $136.20 billion, a P/E ratio of 126.87, a price-to-earnings-growth ratio of 4.86 and a beta of 0.98.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Monday, August 18th. The network technology company reported $0.95 EPS for the quarter, beating analysts’ consensus estimates of $0.89 by $0.06. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.The business had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.50 billion. During the same quarter in the prior year, the firm posted $0.75 EPS. The firm’s revenue for the quarter was up 15.8% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. On average, equities analysts expect that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

Wall Street Analyst Weigh In

A number of research firms have issued reports on PANW. Piper Sandler upgraded shares of Palo Alto Networks from a “neutral” rating to an “overweight” rating and increased their target price for the stock from $200.00 to $225.00 in a research report on Tuesday, August 12th. UBS Group set a $245.00 price objective on Palo Alto Networks in a report on Friday. Rosenblatt Securities reduced their price objective on Palo Alto Networks from $235.00 to $215.00 and set a “buy” rating for the company in a research report on Thursday, August 14th. Needham & Company LLC reaffirmed a “buy” rating and issued a $230.00 target price on shares of Palo Alto Networks in a research report on Wednesday, September 3rd. Finally, Westpark Capital reaffirmed a “hold” rating on shares of Palo Alto Networks in a research note on Tuesday, August 19th. Thirty research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Palo Alto Networks has an average rating of “Moderate Buy” and a consensus price target of $214.64.

Insider Activity at Palo Alto Networks

In other news, CAO Josh D. Paul sold 700 shares of Palo Alto Networks stock in a transaction that occurred on Thursday, August 21st. The shares were sold at an average price of $184.20, for a total value of $128,940.00. Following the transaction, the chief accounting officer owned 37,723 shares of the company’s stock, valued at $6,948,576.60. This trade represents a 1.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Nikesh Arora sold 846,408 shares of the company’s 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 sale, the chief executive officer directly owned 275,013 shares of the company’s stock, valued at approximately $56,119,152.78. This represents a 75.48% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 1,314,430 shares of company stock valued at $259,210,094. 2.50% of the stock is owned by company insiders.

Palo Alto Networks Profile

Palo Alto Networks, Inc provides cybersecurity solutions worldwide. The company offers firewall appliances and software; and Panorama, a security management solution for the global control of network security platform as a virtual or a physical appliance. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention.