AFT Forsyth & Company Inc. Acquires Shares of 13,497 Palo Alto Networks, Inc. $PANW

Key Points

• AFT Forsyth & Company acquired 13,497 Palo Alto Networks shares in the second quarter, valued at approximately $4.6 million and representing 2.2% of its portfolio. Institutional investors collectively own 79.82% of PANW.
• Palo Alto Networks reported quarterly EPS of $0.85, exceeding the $0.79 consensus estimate, while revenue reached $3 billion and rose 31.1% year over year. The company issued fiscal 2026 EPS guidance of $3.77–$3.79.
• Wall Street remains broadly positive, with the stock carrying a “Moderate Buy” consensus rating and a $364 average price target. However, insiders sold 37,935 shares worth about $10.8 million over the past 90 days.

AFT Forsyth & Company Inc. acquired a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 13,497 shares of the network technology company's stock, valued at approximately $4,603,000. Palo Alto Networks comprises approximately 2.2% of AFT Forsyth & Company Inc.'s investment portfolio, making the stock its 10th largest position.

Other large investors have also recently modified their holdings of the company. Trilogy Capital Inc. lifted its holdings 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 acquiring an additional 37 shares during the last quarter. Wisconsin Wealth Advisors LLC raised its position in Palo Alto Networks by 1.2% in the 2nd quarter. Wisconsin Wealth Advisors LLC now owns 3,206 shares of the network technology company's stock worth $1,093,000 after purchasing an additional 38 shares during the period. Orrstown Financial Services Inc. raised its position in Palo Alto Networks by 1.2% in the 2nd quarter. Orrstown Financial Services Inc. now owns 3,197 shares of the network technology company's stock worth $1,090,000 after purchasing an additional 38 shares during the period. GSG Advisors LLC lifted its stake in Palo Alto Networks by 0.4% in the first quarter. GSG Advisors LLC now owns 12,536 shares of the network technology company's stock worth $2,010,000 after purchasing an additional 51 shares during the last quarter. Finally, Arlington Trust Co LLC lifted its stake in Palo Alto Networks by 8.5% in the second quarter. Arlington Trust Co LLC now owns 703 shares of the network technology company's stock worth $240,000 after purchasing an additional 55 shares during the last quarter. Institutional investors own 79.82% of the company's stock.

Palo Alto Networks Stock Performance

Palo Alto Networks stock opened at $350.90 on Tuesday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. The company has a market capitalization of $285.98 billion, a PE ratio of 287.62, a P/E/G ratio of 12.00 and a beta of 0.91. The company has a 50 day moving average price of $338.70 and a 200-day moving average price of $243.49. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $398.88.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last announced its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.06. The company had revenue of $3 billion for the quarter, compared to analysts' expectations of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.Palo Alto Networks's revenue was up 31.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.37 earnings per share. 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. As a group, equities analysts forecast that Palo Alto Networks, Inc. will post 2.02 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on PANW shares. Citigroup reaffirmed a "market outperform" rating on shares of Palo Alto Networks in a research note on Wednesday, August 12th. Deutsche Bank Aktiengesellschaft boosted their price objective on Palo Alto Networks from $220.00 to $350.00 and gave the company a "buy" rating in a report on Wednesday, June 3rd. Tigress Financial upped their price objective on Palo Alto Networks from $245.00 to $430.00 and gave the company a "buy" rating in a research report on Wednesday, July 15th. Truist Financial set a $435.00 target price on Palo Alto Networks and gave the stock a "buy" rating in a research note on Wednesday, August 19th. Finally, New Street Research set a $415.00 target price on Palo Alto Networks in a research report on Tuesday, August 18th. One research analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $364.00.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, Director Aparna Bawa sold 290 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $348.74, for a total transaction of $101,134.60. Following the completion of the sale, the director directly owned 6,437 shares of the company's stock, valued at approximately $2,244,839.38. This represents a 4.31% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Helle Thorning-Schmidt sold 700 shares of the stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total transaction of $242,795.00. Following the sale, the director directly owned 5,898 shares of the company's stock, valued at approximately $2,045,721.30. The trade was a 10.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,935 shares of company stock valued at $10,809,461 over the last 90 days. Company insiders own 1.40% of the company's stock.

Palo Alto Networks 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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