HORAN Wealth LLC Lowers Stock Holdings in Palo Alto Networks, Inc. $PANW

HORAN Wealth LLC reduced its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 51.9% during the second quarter, HoldingsChannel.com reports. The firm owned 24,681 shares of the network technology company’s stock after selling 26,623 shares during the quarter. Palo Alto Networks makes up about 1.1% of HORAN Wealth LLC’s portfolio, making the stock its 19th largest holding. HORAN Wealth LLC’s holdings in Palo Alto Networks were worth $8,417,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Darwin Wealth Management LLC bought a new stake in Palo Alto Networks in the second quarter worth $25,000. Knuff & Co LLC bought a new position in shares of Palo Alto Networks during the fourth quarter valued at $26,000. Solstein Capital LLC bought a new position in shares of Palo Alto Networks during the second quarter valued at $26,000. Sittner & Nelson LLC raised its position in shares of Palo Alto Networks by 73.8% in the 4th 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 purchased a new position in shares of Palo Alto Networks in the 2nd quarter worth about $27,000. Institutional investors own 79.82% of the company’s stock.

Insider Buying and Selling

In related news, Director Helle Thorning-Schmidt sold 700 shares of the business’s stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total transaction of $242,795.00. Following the completion of the sale, the director directly owned 5,898 shares in the company, valued at approximately $2,045,721.30. The trade was a 10.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the sale, the executive vice president directly owned 145,250 shares of the company’s stock, valued at approximately $42,058,590. This represents a 3.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 38,635 shares of company stock valued at $11,150,578 over the last ninety days. 1.40% of the stock is owned by insiders.

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.

Analyst Ratings Changes

Several analysts recently commented on PANW shares. Argus reissued a “buy” rating and set a $425.00 price objective on shares of Palo Alto Networks in a research report on Thursday. BMO Capital Markets reiterated an “outperform” rating and issued a $415.00 target price (up from $335.00) on shares of Palo Alto Networks in a research note on Thursday, August 20th. Robert W. Baird set a $420.00 price target on shares of Palo Alto Networks in a report on Wednesday. Jefferies Financial Group reissued a “buy” rating and set a $450.00 price target (up from $335.00) on shares of Palo Alto Networks in a research report on Friday, August 28th. Finally, Susquehanna boosted their price objective on shares of Palo Alto Networks from $350.00 to $415.00 and gave the stock a “positive” rating in a report on Wednesday, September 2nd. Forty investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, Palo Alto Networks has an average rating of “Moderate Buy” and a consensus target price of $385.67.

Palo Alto Networks Price Performance

Shares of Palo Alto Networks stock opened at $333.26 on Monday. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $398.88. The company has a quick ratio of 0.86, a current ratio of 0.87 and a debt-to-equity ratio of 0.06. The company’s 50 day moving average is $350.18 and its 200 day moving average is $255.44. The company has a market cap of $271.61 billion, a price-to-earnings ratio of 653.46, a price-to-earnings-growth ratio of 9.62 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Tuesday, September 1st. The network technology company reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.98 by $0.04. The business had revenue of $3.41 billion during the quarter, compared to the consensus estimate of $3.35 billion. Palo Alto Networks had a net margin of 2.67% and a return on equity of 8.50%. The firm’s revenue was up 34.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.95 EPS. 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. Research analysts anticipate that Palo Alto Networks, Inc. will post 2.3 EPS for the current year.

About Palo Alto Networks

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.