Palo Alto Networks, Inc. $PANW Shares Sold by Triumph Capital Management

Triumph Capital Management trimmed its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 43.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,927 shares of the network technology company’s stock after selling 1,470 shares during the quarter. Triumph Capital Management’s holdings in Palo Alto Networks were worth $657,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Darwin Wealth Management LLC acquired a new stake in Palo Alto Networks during the 2nd quarter valued at approximately $25,000. Knuff & Co LLC acquired a new stake in shares of Palo Alto Networks in the fourth quarter worth $26,000. Solstein Capital LLC acquired a new stake in shares of Palo Alto Networks in the second quarter worth $26,000. Sittner & Nelson LLC raised its holdings 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 purchasing an additional 62 shares during the last quarter. Finally, N.E.W. Advisory Services LLC acquired a new position in Palo Alto Networks during the second quarter valued at $27,000. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Palo Alto Networks News Roundup

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

• Positive Sentiment: Quarterly results topped expectations. Fiscal Q4 revenue rose roughly 34% year over year to $3.41 billion, exceeding the $3.35 billion consensus estimate. Non-GAAP EPS of $1.02 also beat expectations of $0.98 and increased from $0.95 a year earlier. Reuters article
• Positive Sentiment: Fiscal 2027 guidance was stronger than anticipated. Palo Alto Networks forecast revenue of $14.1 billion to $14.2 billion, representing approximately 23% to 24% growth and above the $13.8 billion analyst estimate. Its EPS outlook of $4.16 to $4.19 was also well above the $2.01 consensus, while first-quarter revenue and EPS guidance exceeded expectations. Wall Street Journal article
• Positive Sentiment: AI is expanding the cybersecurity opportunity. CEO Nikesh Arora said approximately $1 trillion of aging cybersecurity infrastructure is not prepared for AI-driven attacks, potentially creating a long runway for modernization spending and demand for Palo Alto’s platform. CNBC article
• Positive Sentiment: The company strengthened its AI strategy. Palo Alto announced the acquisition of Console, an AI-native platform intended to add agentic capabilities and automate security workflows. The deal reinforces management’s focus on AI-era cybersecurity demand. Console acquisition announcement
• Neutral Sentiment: Expectations were already high. Shares had gained substantially ahead of earnings, raising the risk that even strong results would prompt profit-taking. Analysts also lifted targets, including Scotiabank’s increase to $430, indicating continued confidence but potentially less near-term upside after the rally.
• Negative Sentiment: Valuation and market conditions pressured the stock. Palo Alto Networks trades at a very high earnings multiple, while software stocks broadly sold off amid rising Treasury yields, inflation concerns and geopolitical risk. This macro pressure appears to have outweighed the earnings beat in the immediate reaction. Software sector selloff article

Insider Activity

In other Palo Alto Networks news, Director James J. Goetz sold 20,000 shares of the business’s stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $279.90, for a total transaction of $5,598,000.00. Following the completion of the sale, the director directly owned 20,000 shares in the company, valued at approximately $5,598,000. The trade was a 50.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Josh D. Paul sold 900 shares of the 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 directly 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 SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 37,735 shares of company stock worth $10,814,266. Company insiders own 1.40% of the company’s stock.

Palo Alto Networks Price Performance

Shares of NASDAQ PANW opened at $362.09 on Wednesday. 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 firm has a fifty day moving average of $347.96 and a 200 day moving average of $251.94. The firm has a market cap of $295.10 billion, a PE ratio of 296.80, a PEG ratio of 12.08 and a beta of 0.91. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $398.88.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Tuesday, September 1st. The network technology company reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.98 by $0.04. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The business had revenue of $3.41 billion for the quarter, compared to the consensus estimate of $3.35 billion. During the same period last year, the firm posted $0.95 earnings per share. The company’s revenue was up 34.5% compared to the same quarter last year. 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, research analysts predict that Palo Alto Networks, Inc. will post 2.01 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have commented on PANW shares. Scotiabank reaffirmed an “outperform” rating and issued a $430.00 price target (up from $320.00) on shares of Palo Alto Networks in a report on Monday. JPMorgan Chase & Co. boosted their price objective on Palo Alto Networks from $326.00 to $384.00 and gave the company an “overweight” rating in a report on Tuesday, August 25th. FBN Securities restated an “outperform” rating on shares of Palo Alto Networks in a research note on Wednesday, July 1st. Northland Securities raised their target price on Palo Alto Networks from $190.00 to $302.00 and gave the stock a “market perform” rating in a report on Wednesday, June 3rd. Finally, Barclays reiterated an “overweight” rating and set a $370.00 price target (up from $315.00) on shares of Palo Alto Networks in a research report on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $370.87.

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.