Palo Alto Networks, Inc. $PANW Holdings Lifted by Red Door Wealth Management LLC

Red Door Wealth Management LLC boosted its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 53.4% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 17,454 shares of the network technology company’s stock after buying an additional 6,076 shares during the period. Red Door Wealth Management LLC’s holdings in Palo Alto Networks were worth $3,554,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Darwin Wealth Management LLC purchased a new stake in shares of Palo Alto Networks in the second quarter worth approximately $25,000. Whipplewood Advisors LLC increased its stake in Palo Alto Networks by 6,400.0% in the 2nd quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock valued at $27,000 after buying an additional 128 shares during the period. Briaud Financial Planning Inc purchased a new stake in Palo Alto Networks in the 2nd quarter worth approximately $28,000. Howard Hughes Medical Institute acquired a new stake in shares of Palo Alto Networks during the 2nd quarter valued at $29,000. Finally, MTM Investment Management LLC purchased a new position in shares of Palo Alto Networks during the 2nd quarter valued at $31,000. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on PANW shares. Wolfe Research lifted their price objective on Palo Alto Networks from $225.00 to $250.00 and gave the company an “outperform” rating in a research report on Monday, December 15th. Northland Securities boosted their price target on Palo Alto Networks from $177.00 to $190.00 and gave the company a “market perform” rating in a research note on Thursday, November 20th. UBS Group restated a “neutral” rating and issued a $220.00 price objective (down previously from $230.00) on shares of Palo Alto Networks in a report on Thursday, November 20th. DA Davidson set a $240.00 target price on shares of Palo Alto Networks in a research note on Friday. Finally, JMP Securities boosted their target price on shares of Palo Alto Networks from $212.00 to $250.00 and gave the stock a “market outperform” rating in a research report on Monday, October 27th. Thirty-one research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $226.20.

Palo Alto Networks Stock Performance

Shares of NASDAQ:PANW opened at $186.88 on Friday. The stock’s 50-day moving average is $201.95 and its 200-day moving average is $197.32. The company has a market cap of $130.26 billion, a P/E ratio of 118.28, a P/E/G ratio of 4.42 and a beta of 0.79. Palo Alto Networks, Inc. has a 52-week low of $144.15 and a 52-week high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Thursday, November 20th. The network technology company reported $0.93 earnings per share for the quarter, beating the consensus estimate of $0.89 by $0.04. Palo Alto Networks had a return on equity of 17.05% and a net margin of 11.69%.The firm had revenue of $2.47 billion during the quarter, compared to the consensus estimate of $2.46 billion. During the same quarter in the prior year, the company earned $1.56 EPS. The firm’s revenue for the quarter was up 15.7% compared to the same quarter last year. As a group, equities analysts predict that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

Insider Activity

In other Palo Alto Networks news, CEO Nikesh Arora sold 846,408 shares of the 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 completion of the sale, the chief executive officer directly owned 275,013 shares of the company’s stock, valued at $56,119,152.78. This represents a 75.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director James J. Goetz sold 12,500 shares of the business’s stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $195.33, for a total transaction of $2,441,625.00. Following the transaction, the director owned 75,184 shares in the company, valued at approximately $14,685,690.72. The trade was a 14.26% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 1,228,330 shares of company stock worth $251,702,305. Corporate insiders own 1.40% of the company’s stock.

Key Headlines Impacting Palo Alto Networks

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

• Positive Sentiment: Major strategic deal — Palo Alto expanded its partnership with Google Cloud in a multibillion‑dollar agreement (reported as approaching $10B) that includes migrating key internal workloads and deepening cloud/AI security integration; this is being viewed as a material revenue and go‑to‑market catalyst. Google Cloud lands deal with Palo Alto Networks
• Positive Sentiment: Company release and partner messaging reinforce the Reuters report, highlighting expanded cloud + AI security offerings and joint go‑to‑market programs that could accelerate enterprise adoption. Palo Alto Networks and Google Cloud Forge Landmark Agreement
• Positive Sentiment: Analyst support increased — JPMorgan reinstated coverage with an Overweight rating and $235 PT, and other outlets noted a $250 price target lift, signaling renewed analyst conviction that could attract buyers. JPMorgan Reinstates Palo Alto Networks With Overweight Rating
• Positive Sentiment: Product momentum — Zacks highlights Cortex XSIAM landing larger deals and higher‑spend customers, implying a potential new growth engine that could lift ARR and margins over time. Can Cortex XSIAM Become Palo Alto Networks’ Next Major Growth Engine?
• Neutral Sentiment: Investor attention and monitoring — Zacks notes elevated user interest and recent earnings was modestly followed by a small stock move; this keeps PANW on watch lists but doesn’t by itself change fundamentals. Palo Alto Networks, Inc. is Attracting Investor Attention
• Neutral Sentiment: Short‑term earnings context — a Zacks note observed the stock is only slightly up since the last earnings release, suggesting the market is parsing guidance and execution details rather than reacting strongly yet. Palo Alto (PANW) Up 0.4% Since Last Earnings Report
• Negative Sentiment: Insider selling — recent reports show insiders sold roughly $5M in PANW stock, which some investors interpret as a cautionary signal about near‑term insider confidence. Insiders At Palo Alto Networks Sold US$5.0m In 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.