Palo Alto Networks, Inc. $PANW Shares Bought by GTS Securities LLC

GTS Securities LLC grew its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 240.0% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,612 shares of the network technology company’s stock after purchasing an additional 15,255 shares during the period. GTS Securities LLC’s holdings in Palo Alto Networks were worth $7,370,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the company. Darwin Wealth Management LLC acquired a new position in Palo Alto Networks in the 2nd quarter worth $25,000. Knuff & Co LLC acquired a new stake in shares of Palo Alto Networks during the fourth quarter valued at about $26,000. Solstein Capital LLC acquired a new stake in shares of Palo Alto Networks during the second quarter valued at about $26,000. Sittner & Nelson LLC increased its position in shares of Palo Alto Networks by 73.8% during the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after acquiring an additional 62 shares during the last quarter. Finally, N.E.W. Advisory Services LLC purchased a new stake in shares of Palo Alto Networks during the second quarter worth about $27,000. 79.82% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Palo Alto Networks news, Director James J. Goetz sold 20,000 shares of the firm’s stock in a transaction dated 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 transaction, the director owned 20,000 shares of the company’s stock, valued at $5,598,000. This trade represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Josh D. Paul sold 900 shares of Palo Alto Networks stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $353.77, for a total value of $318,393.00. Following the completion of the transaction, the chief accounting officer owned 73,354 shares of the company’s stock, valued at approximately $25,950,444.58. The trade was a 1.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 38,835 shares of company stock valued at $11,127,854 over the last quarter. Corporate insiders own 1.40% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the company. Morgan Stanley set a $400.00 price objective on Palo Alto Networks in a report on Monday, August 17th. TD Cowen upped their price target on shares of Palo Alto Networks from $360.00 to $400.00 and gave the company a “buy” rating in a report on Monday, August 17th. Scotiabank reiterated a “sector outperform” rating and set a $320.00 price objective (up from $180.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Palo Alto Networks from $220.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Finally, FBN Securities restated an “outperform” rating on shares of Palo Alto Networks in a research note on Wednesday, July 1st. One investment analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Palo Alto Networks has a consensus rating of “Moderate Buy” and an average target price of $368.42.

Palo Alto Networks Stock Performance

Palo Alto Networks stock opened at $371.59 on Friday. The company has a market cap of $302.85 billion, a PE ratio of 304.58, a P/E/G ratio of 11.74 and a beta of 0.91. The company has a fifty day moving average price of $344.62 and a two-hundred day moving average price of $248.45. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 month high of $398.88.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The company had revenue of $3 billion for the quarter, compared to analysts’ expectations of $2.94 billion. During the same period in the prior year, the company earned $0.37 earnings per share. The firm’s revenue was up 31.1% compared to the same quarter last year. 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. Research analysts expect that Palo Alto Networks, Inc. will post 2.01 earnings per share for the current year.

Palo Alto Networks News Summary

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

• Positive Sentiment: Benchmark raised its price target to $400 from $340 and maintained a Buy rating, citing potential upside to next-generation security annual recurring revenue, revenue, operating income and margins. The forecast reinforces expectations that Palo Alto Networks’ AI-security strategy is gaining traction. Palo Alto Networks Gets a $400 Target
• Positive Sentiment: Investors are taking confidence from CrowdStrike’s stronger-than-expected results, which highlighted robust AI-related cybersecurity demand and lifted sentiment across the sector. Palo Alto Networks is viewed as a potential beneficiary of the same spending cycle. Palo Alto Networks Stock Trades Up
• Positive Sentiment: Platformization, adoption of AI-security products and recent deal wins are expected to support fourth-quarter growth. BTIG also assigned PANW a Buy rating, adding to broadly favorable analyst coverage. Palo Alto Networks to Report Q4 Earnings
• Neutral Sentiment: Earnings are the next major catalyst. Traders expect potentially significant movement after the report, while analysts are watching recurring revenue, margins, operating income and guidance—not just revenue and EPS. Expected Post-Earnings Stock Move
• Negative Sentiment: Acquisition-related costs could pressure results, and the stock’s triple-digit P/E ratio—above 300 based on the supplied data—means much of the AI-growth outlook may already be reflected in the price. Any shortfall in growth or guidance could trigger profit-taking. Palo Alto’s Rally Has One Big Problem Ahead of Earnings
• Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000, reducing his position by 1.21%. The transaction is small relative to his remaining holdings but may create a modest sentiment headwind. Palo Alto Networks Insider Sale

Palo Alto Networks Company Profile

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.