3,520 Shares in Palo Alto Networks, Inc. $PANW Purchased by Schulz Wealth LTD.

Key Points

• Schulz Wealth acquired 3,520 PANW shares in the second quarter, valued at approximately $1.2 million, representing 0.6% of its portfolio. Institutional investors collectively own 79.82% of Palo Alto Networks.
• Palo Alto Networks exceeded quarterly expectations: adjusted EPS came in at $1.02 versus $0.98 expected, while revenue rose 34.5% year over year to $3.41 billion.
• Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $385.67, though the stock’s high valuation and recent insider selling present potential risks.

Schulz Wealth LTD. acquired a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 3,520 shares of the network technology company's stock, valued at approximately $1,200,000. Palo Alto Networks makes up 0.6% of Schulz Wealth LTD.'s holdings, making the stock its 29th biggest position.

Other large investors also recently added to or reduced their stakes in the company. California State Teachers Retirement System increased its position in shares of Palo Alto Networks by 35,252.4% during the second quarter. California State Teachers Retirement System now owns 417,760,413 shares of the network technology company's stock worth $142,464,656,000 after acquiring an additional 416,578,710 shares during the period. BlackRock Inc. purchased a new stake in shares of Palo Alto Networks in the second quarter valued at approximately $25,833,462,000. State Street Corp grew its stake in Palo Alto Networks by 2.0% in the fourth quarter. State Street Corp now owns 30,331,705 shares of the network technology company's stock worth $5,587,100,000 after purchasing an additional 594,789 shares in the last quarter. Bank of America Corp DE grew its stake in Palo Alto Networks by 0.9% in the second quarter. Bank of America Corp DE now owns 22,681,876 shares of the network technology company's stock worth $7,734,973,000 after purchasing an additional 205,123 shares in the last quarter. Finally, Geode Capital Management LLC increased its holdings in Palo Alto Networks by 3.5% during the 4th quarter. Geode Capital Management LLC now owns 15,989,257 shares of the network technology company's stock worth $2,934,935,000 after purchasing an additional 540,756 shares during the period. 79.82% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Palo Alto Networks

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

• Positive Sentiment: Technical and earnings support: A bullish hammer chart pattern suggests potential near-term support after the recent pullback. Rising earnings estimates and the company’s fiscal fourth-quarter beat—$1.02 in adjusted EPS versus $0.98 expected, with revenue up 34.5% to $3.41 billion—also support the possibility of a rebound. Palo Alto Could Find a Support Soon
• Positive Sentiment: Analyst optimism: DA Davidson raised its price target to $420, while Susquehanna and BTIG lifted targets to $415 and $404, respectively. Cantor Fitzgerald reiterated an overweight rating, adding to a generally bullish Wall Street view. DA Davidson Raises Price Target
• Positive Sentiment: Long-term AI opportunity: Analysts and commentary continue to highlight Palo Alto Networks’ expanding cybersecurity platform and products designed to protect enterprises from AI-related threats. The company’s strong growth profile has helped sustain investor interest despite recent volatility. Palo Alto Networks AI Cybersecurity Growth
• Neutral Sentiment: Sector pressure is limiting momentum: Zscaler’s softer fiscal 2027 growth outlook overshadowed its earnings beat and weighed on cybersecurity peers. Palo Alto Networks has been more resilient than some competitors, but sector-wide concerns remain. Zscaler Growth Guidance Pressures Cybersecurity Stocks
• Neutral Sentiment: AI acquisition: Palo Alto Networks reportedly paid about $500 million in cash and stock for Console, an AI help-desk automation startup. The deal could broaden its AI capabilities, although integration and valuation risks may limit its immediate stock impact. Palo Alto Networks Console Acquisition
• Negative Sentiment: Premium valuation and insider sale: PANW’s very high valuation leaves little room for disappointment, while Chief Accounting Officer Josh Paul’s sale of 900 shares worth approximately $336,000 adds a minor cautionary signal. However, the sale reduced his holdings by only 1.23%, limiting its significance.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the company. TD Cowen reiterated a "buy" rating on shares of Palo Alto Networks in a report on Wednesday. Royal Bank Of Canada raised their price target on Palo Alto Networks from $434.00 to $475.00 and gave the company an "outperform" rating in a research note on Wednesday, September 2nd. UBS Group restated a "neutral" rating and issued a $390.00 price objective (up from $300.00) on shares of Palo Alto Networks in a report on Wednesday, August 19th. Loop Capital upped their price objective on shares of Palo Alto Networks from $160.00 to $290.00 and gave the stock a "hold" rating in a research note on Wednesday, June 3rd. Finally, William Blair reiterated an "outperform" rating on shares of Palo Alto Networks in a report on Tuesday, June 16th. Forty research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $385.67.

Palo Alto Networks Stock Performance

Shares of NASDAQ:PANW opened at $333.26 on Monday. The company has a market capitalization of $271.61 billion, a PE ratio of 653.46, a P/E/G ratio of 9.62 and a beta of 0.91. The company has a current ratio of 0.87, a quick ratio of 0.86 and a debt-to-equity ratio of 0.06. Palo Alto Networks, Inc. has a 12-month low of $139.57 and a 12-month high of $398.88. The business's fifty day simple moving average is $350.18 and its 200-day simple moving average is $255.44.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last issued its quarterly earnings data on Tuesday, September 1st. The network technology company reported $1.02 earnings per share for the quarter, topping analysts' consensus estimates of $0.98 by $0.04. Palo Alto Networks had a return on equity of 8.50% and a net margin of 2.67%.The firm had revenue of $3.41 billion during the quarter, compared to analysts' expectations of $3.35 billion. During the same period in the prior year, the business posted $0.95 EPS. The firm's quarterly revenue was up 34.5% on a year-over-year basis. 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. As a group, equities research analysts predict that Palo Alto Networks, Inc. will post 2.3 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CAO Josh D. Paul sold 900 shares of Palo Alto Networks stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $345.00, for a total value of $310,500.00. Following the transaction, the chief accounting officer owned 79,644 shares of the company's stock, valued at $27,477,180. The trade was a 1.12% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director John Key sold 7,500 shares of the business's stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the transaction, the director owned 12,500 shares of the company's stock, valued at approximately $3,490,500. This trade represents a 37.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 38,635 shares of company stock valued at $11,150,578 in the last three months. 1.40% of the stock is currently owned by insiders.

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.

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