Revolve Wealth Partners LLC Acquires New Position in Palo Alto Networks, Inc. $PANW

Revolve Wealth Partners LLC acquired a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 1,355 shares of the network technology company’s stock, valued at approximately $462,000.

A number of other large investors also recently bought and sold shares of the company. Trilogy Capital Inc. raised its position in shares of Palo Alto Networks by 1.8% during the 2nd quarter. Trilogy Capital Inc. now owns 2,127 shares of the network technology company’s stock valued at $725,000 after acquiring an additional 37 shares in the last quarter. Wisconsin Wealth Advisors LLC boosted its holdings in Palo Alto Networks by 1.2% in the second quarter. Wisconsin Wealth Advisors LLC now owns 3,206 shares of the network technology company’s stock worth $1,093,000 after purchasing an additional 38 shares during the period. GSG Advisors LLC increased its stake in Palo Alto Networks by 0.4% during the first quarter. GSG Advisors LLC now owns 12,536 shares of the network technology company’s stock valued at $2,010,000 after purchasing an additional 51 shares during the last quarter. Outfitters Financial LLC increased its stake in Palo Alto Networks by 1.7% during the fourth quarter. Outfitters Financial LLC now owns 3,265 shares of the network technology company’s stock valued at $601,000 after purchasing an additional 55 shares during the last quarter. Finally, Arlington Trust Co LLC raised its holdings in shares of Palo Alto Networks by 8.5% during the second quarter. Arlington Trust Co LLC now owns 703 shares of the network technology company’s stock worth $240,000 after purchasing an additional 55 shares during the period. Institutional investors own 79.82% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the stock. Citigroup reaffirmed a “buy” rating and issued a $400.00 price target (up from $340.00) on shares of Palo Alto Networks in a report on Monday, July 13th. Susquehanna reiterated a “positive” rating and set a $350.00 price objective (up from $200.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. HSBC raised their target price on shares of Palo Alto Networks from $114.00 to $207.00 in a report on Thursday, June 4th. Scotiabank reaffirmed a “sector outperform” rating and set a $320.00 target price (up from $180.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Finally, Argus set a $425.00 price target on Palo Alto Networks in a research report on Tuesday, July 21st. One analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Palo Alto Networks has a consensus rating of “Moderate Buy” and an average price target of $333.76.

Palo Alto Networks News Roundup

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

• Positive Sentiment: Cybersecurity stocks led the market on Monday, with Palo Alto Networks and CrowdStrike reaching record levels after the Black Hat conference highlighted how AI agents are creating new security risks. Analysts said the changing threat landscape could increase demand for cybersecurity products. CrowdStrike, Palo Alto hit records after Black Hat cyber conference illuminates rising AI threat
• Positive Sentiment: Broader cybersecurity shares surged even as the overall market declined, making Palo Alto Networks a relative strength leader and reinforcing investor enthusiasm for the sector. Cybersecurity Stocks Surge, With Palo Alto Networks and CrowdStrike Leading the Charge
• Positive Sentiment: Coverage describing a “massive update” and booming performance in 2026 is supporting the bullish narrative around PANW, although the available report details do not specify a new financial announcement. Massive Update for Palo Alto Stock Investors
• Positive Sentiment: Wall Street’s generally bullish recommendations continue to provide support for the stock. Recent quarterly results also showed earnings and revenue above consensus, with revenue growth of 31.1% year over year.
• Positive Sentiment: PANW reached a new one-year high, signaling strong technical momentum and continued investor demand. Palo Alto Networks Reaches New 1-Year High
• Neutral Sentiment: Reported short-interest data showed zero shares and a zero-day short-interest ratio, but the stated percentage change was “NaN,” making the data unreliable and providing little meaningful insight into bearish positioning.
• Negative Sentiment: The stock’s very elevated valuation—about 315 times earnings—leaves PANW vulnerable to profit-taking if growth, guidance, or cybersecurity-sector enthusiasm slows.

Insiders Place Their Bets

In related news, EVP Lee Klarich sold 62,904 shares of the stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $258.65, for a total value of $16,270,119.60. Following the completion of the transaction, the executive vice president directly owned 235,983 shares of the company’s stock, valued at $61,037,002.95. This represents a 21.05% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of the firm’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 value of $1,447,800.00. Following the completion of the sale, the executive vice president owned 145,250 shares in the company, 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. Over the last three months, insiders sold 101,239 shares of company stock worth $27,174,360. 1.40% of the stock is owned by company insiders.

Palo Alto Networks Trading Down 0.3%

Shares of NASDAQ:PANW opened at $383.80 on Wednesday. The company has a market cap of $312.80 billion, a PE ratio of 314.59, a P/E/G ratio of 12.92 and a beta of 0.91. The company’s 50-day moving average price is $321.30 and its 200 day moving average price is $231.33. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $387.20. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, topping the consensus estimate of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The firm had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. During the same quarter in the prior year, the firm earned $0.37 EPS. Palo Alto Networks’s quarterly revenue was up 31.1% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. Sell-side analysts anticipate that Palo Alto Networks, Inc. will post 2.02 earnings per share for the current year.

Palo Alto Networks Company 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.