CW Advisors LLC Purchases 10,365 Shares of Palo Alto Networks, Inc. $PANW

Key Points

• CW Advisors LLC increased its stake in Palo Alto Networks by 9.7%, now owning over 117,000 shares valued at approximately $20 million.
• Insider transactions revealed that key executives sold significant shares, with EVP Dipak Golechha selling 5,000 shares and EVP Nir Zuk offloading 100,000 shares, indicating potential fluctuations in insider confidence.
• Palo Alto Networks reported a 15.8% year-over-year revenue increase of $2.54 billion for the last quarter, exceeding analyst expectations and showcasing strong performance in the cybersecurity sector.

CW Advisors LLC raised its stake in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 9.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 117,000 shares of the network technology company's stock after acquiring an additional 10,365 shares during the quarter. CW Advisors LLC's holdings in Palo Alto Networks were worth $20,026,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Transce3nd LLC bought a new position in shares of Palo Alto Networks during the fourth quarter worth approximately $25,000. Capital A Wealth Management LLC bought a new position in shares of Palo Alto Networks during the fourth quarter worth approximately $29,000. HWG Holdings LP bought a new position in shares of Palo Alto Networks during the first quarter worth approximately $31,000. Dagco Inc. bought a new position in shares of Palo Alto Networks during the first quarter worth approximately $33,000. Finally, SWAN Capital LLC increased its holdings in shares of Palo Alto Networks by 100.0% during the fourth quarter. SWAN Capital LLC now owns 200 shares of the network technology company's stock worth $36,000 after purchasing an additional 100 shares during the period. 79.82% of the stock is owned by institutional investors.

Insider Buying and Selling at Palo Alto Networks

In other news, EVP Nir Zuk sold 100,000 shares of Palo Alto Networks stock in a transaction on Friday, August 1st. The shares were sold at an average price of $172.80, for a total transaction of $17,280,000.00. Following the transaction, the executive vice president owned 3,143,516 shares in the company, valued at approximately $543,199,564.80. The trade was a 3.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction on Monday, June 23rd. The stock was sold at an average price of $201.85, for a total transaction of $1,009,250.00. Following the transaction, the executive vice president directly owned 101,135 shares of the company's stock, valued at $20,414,099.75. This represents a 4.71% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 669,948 shares of company stock worth $126,552,277 in the last three months. 2.50% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research analysts have recently commented on PANW shares. Sanford C. Bernstein set a $207.00 target price on shares of Palo Alto Networks and gave the stock an "outperform" rating in a report on Tuesday. Royal Bank Of Canada reissued an "outperform" rating and issued a $232.00 price objective on shares of Palo Alto Networks in a research note on Tuesday. Stephens reissued an "equal weight" rating and issued a $205.00 price objective on shares of Palo Alto Networks in a research note on Tuesday. Scotiabank lifted 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 research note on Tuesday. Finally, TD Securities reissued a "buy" rating and issued a $230.00 price objective on shares of Palo Alto Networks in a research note on Wednesday, May 21st. Twenty-eight analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $211.52.

Palo Alto Networks Trading Up 1.4%

Palo Alto Networks stock traded up $2.56 during mid-day trading on Friday, reaching $185.88. The company had a trading volume of 6,857,662 shares, compared to its average volume of 14,063,346. Palo Alto Networks, Inc. has a fifty-two week low of $144.15 and a fifty-two week high of $210.39. The company has a market cap of $123.94 billion, a P/E ratio of 115.81, a P/E/G ratio of 4.47 and a beta of 0.94. The business has a fifty day simple moving average of $190.61 and a 200 day simple moving average of $186.33.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last issued its quarterly earnings results on Monday, August 18th. The network technology company reported $0.95 EPS for the quarter, topping analysts' consensus estimates of $0.89 by $0.06. The company had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.50 billion. Palo Alto Networks had a net margin of 12.30% and a return on equity of 17.66%. Palo Alto Networks's revenue was up 15.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.75 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. Research analysts forecast that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

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.