Palo Alto Networks, Inc. $PANW Stock Holdings Cut by SVB Wealth LLC

SVB Wealth LLC reduced its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 25.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 7,498 shares of the network technology company’s stock after selling 2,522 shares during the quarter. SVB Wealth LLC’s holdings in Palo Alto Networks were worth $2,979,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the business. Solstein Capital LLC acquired a new position in shares of Palo Alto Networks during the 2nd quarter worth about $26,000. Putney Financial Group LLC bought a new stake in Palo Alto Networks during the 3rd quarter valued at approximately $31,000. N.E.W. Advisory Services LLC acquired a new stake in Palo Alto Networks in the 2nd quarter valued at approximately $27,000. Delos Wealth Advisors LLC acquired a new stake in Palo Alto Networks in the 2nd quarter valued at approximately $28,000. Finally, Principia Wealth Advisory LLC grew its holdings in Palo Alto Networks by 125.0% in the 2nd quarter. Principia Wealth Advisory LLC now owns 81 shares of the network technology company’s stock valued at $28,000 after buying an additional 45 shares during the last quarter. 79.82% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research analysts have commented on PANW shares. Truist Financial set a $400.00 price target on Palo Alto Networks in a research report on Wednesday, September 2nd. Loop Capital increased their price objective on Palo Alto Networks from $290.00 to $350.00 and gave the company a “hold” rating in a research report on Friday, August 21st. Wells Fargo & Company restated an “overweight” rating and issued a $525.00 price objective (up from $475.00) on shares of Palo Alto Networks in a research note on Monday, October 12th. BTIG Research boosted their target price on shares of Palo Alto Networks from $404.00 to $425.00 and gave the stock a “buy” rating in a research report on Monday, September 28th. Finally, Roth Capital reaffirmed a “neutral” rating and set a $300.00 target price (up from $210.00) on shares of Palo Alto Networks in a research report on Wednesday, September 2nd. Forty investment analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $397.49.

Top Palo Alto Networks Stories

These are some of the PANW stories that stood out recently:

• Positive Sentiment: Jefferies lowered its price target to $400 from $450 but maintained a Buy rating, while Bank of America reiterated Buy with a $420 target. Jefferies analyst action Bank of America’s outlook
• Neutral Sentiment: Citi was reported to see “powerful upside” for PANW, though the provided report did not include further details. Citi Sees Powerful Upside for Palo Alto Network Stock
• Negative Sentiment: A Zacks comparison favored Cloudflare over Palo Alto, citing Cloudflare’s stronger revenue-growth outlook and rising AI-security demand—potentially adding competitive pressure on PANW. PANW vs. NET: Which Cybersecurity Stock Should You Buy Right Now?

Palo Alto Networks Price Performance

Shares of PANW stock opened at $322.66 on Friday. The stock’s fifty day simple moving average is $367.70 and its 200 day simple moving average is $276.51. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $432.33. The firm has a market cap of $264.18 billion, a price-to-earnings ratio of 632.68, a P/E/G ratio of 9.59 and a beta of 0.96. The company has a debt-to-equity ratio of 0.06, a current ratio of 0.87 and a quick ratio of 0.87.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings data on Tuesday, September 1st. The network technology company reported $1.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.98 by $0.04. The firm 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%. The business’s revenue for the quarter was up 34.5% compared to the same quarter last year. 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. On average, analysts expect that Palo Alto Networks, Inc. will post 2.32 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, EVP Dipak Golechha sold 27,500 shares of the company’s stock in a transaction dated 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 approximately $46,110,900. This represents a 18.93% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Josh Paul sold 400 shares of the stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $395.70, for a total transaction of $158,280.00. Following the sale, the chief accounting officer owned 77,987 shares of the company’s stock, valued at $30,859,455.90. This trade represents a 0.51% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 54,210 shares of company stock worth $20,823,029 in the last quarter. 0.55% of the stock is owned by corporate insiders.

Palo Alto Networks Profile

Palo Alto Networks, Inc. is a cybersecurity company that provides products and services to help organizations protect their networks, cloud environments, devices and applications. Its offerings include next-generation firewalls, cloud security tools, secure access services and platforms for detecting and responding to cyber threats. The company’s product portfolio includes Prisma for cloud and network security and Cortex for security operations, including threat detection and response. It also provides cybersecurity consulting and incident-response services through Unit 42.