Capital Advisors Inc. OK Buys 12,421 Shares of Palo Alto Networks, Inc. $PANW

Key Points

• Capital Advisors Inc. OK increased its stake in Palo Alto Networks by 5.1%, acquiring an additional 12,421 shares, bringing its total holdings to 256,105 shares valued at approximately $52.41 million.
• Palo Alto Networks reported quarterly earnings of $0.95 EPS, surpassing expectations of $0.89, with a revenue of $2.54 billion, reflecting a year-over-year growth of 15.8%.
• The stock has a market cap of $138.59 billion and has received strong support from analysts, with a majority rating it as a "Moderate Buy" and an average price target of $214.64.

Capital Advisors Inc. OK increased its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 5.1% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 256,105 shares of the network technology company's stock after buying an additional 12,421 shares during the period. Capital Advisors Inc. OK's holdings in Palo Alto Networks were worth $52,409,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also modified their holdings of PANW. Brighton Jones LLC boosted its holdings in shares of Palo Alto Networks by 147.7% during the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company's stock worth $1,230,000 after buying an additional 4,031 shares during the period. Bison Wealth LLC boosted its holdings in shares of Palo Alto Networks by 169.1% during the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company's stock worth $948,000 after buying an additional 3,275 shares during the period. Impact Capital Partners LLC boosted its holdings in shares of Palo Alto Networks by 25.4% during the 1st quarter. Impact Capital Partners LLC now owns 1,441 shares of the network technology company's stock worth $246,000 after buying an additional 292 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Palo Alto Networks by 54.2% during the 1st quarter. Sivia Capital Partners LLC now owns 2,095 shares of the network technology company's stock worth $357,000 after buying an additional 736 shares during the period. Finally, Orrstown Financial Services Inc. boosted its holdings in shares of Palo Alto Networks by 39.9% during the 1st quarter. Orrstown Financial Services Inc. now owns 2,786 shares of the network technology company's stock worth $475,000 after buying an additional 794 shares during the period. Institutional investors own 79.82% of the company's stock.

Palo Alto Networks Stock Performance

Shares of NASDAQ PANW opened at $207.19 on Monday. Palo Alto Networks, Inc. has a 52-week low of $144.15 and a 52-week high of $212.10. The firm has a 50 day moving average price of $190.20 and a two-hundred day moving average price of $188.24. The stock has a market cap of $138.59 billion, a P/E ratio of 129.09, a price-to-earnings-growth ratio of 4.93 and a beta of 0.98.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last announced its quarterly earnings results on Monday, August 18th. The network technology company reported $0.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.89 by $0.06. Palo Alto Networks had a net margin of 12.30% and a return on equity of 17.66%. The firm had revenue of $2.54 billion during the quarter, compared to analysts' expectations of $2.50 billion. During the same period in the prior year, the company posted $0.75 EPS. The company's revenue 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. Analysts predict that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

Insider Transactions at Palo Alto Networks

In other news, CEO Nikesh Arora sold 846,408 shares of the company's stock in a transaction on Tuesday, September 23rd. The shares were sold at an average price of $204.06, for a total value 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 position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Lee Klarich sold 120,774 shares of the company's stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $191.11, for a total transaction of $23,081,119.14. Following the completion of the sale, the executive vice president directly owned 177,954 shares in the company, valued at approximately $34,008,788.94. This represents a 40.43% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 1,194,356 shares of company stock worth $235,092,941. 2.50% of the stock is currently owned by insiders.

Analyst Ratings Changes

PANW has been the subject of a number of recent research reports. Barclays reissued an "overweight" rating and issued a $215.00 price objective (up previously from $210.00) on shares of Palo Alto Networks in a report on Tuesday, August 19th. Sanford C. Bernstein set a $207.00 price objective on shares of Palo Alto Networks and gave the company an "outperform" rating in a report on Tuesday, August 19th. New Street Research boosted their price objective on shares of Palo Alto Networks from $235.00 to $240.00 and gave the company a "buy" rating in a report on Friday, September 12th. JMP Securities reissued a "market outperform" rating and issued a $212.00 price objective on shares of Palo Alto Networks in a report on Tuesday, August 19th. Finally, Scotiabank boosted their price objective on shares of Palo Alto Networks from $225.00 to $228.00 and gave the company a "sector outperform" rating in a report on Tuesday, August 19th. Thirty research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat.com, Palo Alto Networks presently has an average rating of "Moderate Buy" and an average target price of $214.64.

Palo Alto Networks Company 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.

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