Capital Advisors Inc. OK Has $101.59 Million Stock Holdings in Palo Alto Networks, Inc. $PANW

Capital Advisors Inc. OK decreased its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 15.8% during the 2nd quarter, HoldingsChannel reports. The fund owned 297,911 shares of the network technology company’s stock after selling 55,899 shares during the quarter. Palo Alto Networks comprises about 1.5% of Capital Advisors Inc. OK’s portfolio, making the stock its 17th largest holding. Capital Advisors Inc. OK’s holdings in Palo Alto Networks were worth $101,594,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the company. BlackRock Inc. acquired a new stake in shares of Palo Alto Networks in the second quarter valued at approximately $25,833,462,000. State Street Corp boosted its holdings in Palo Alto Networks by 2.0% during the fourth quarter. State Street Corp now owns 30,331,705 shares of the network technology company’s stock worth $5,587,100,000 after purchasing an additional 594,789 shares during the last quarter. Bank of America Corp DE boosted its holdings in Palo Alto Networks by 0.9% during the second quarter. Bank of America Corp DE now owns 22,681,876 shares of the network technology company’s stock worth $7,734,973,000 after purchasing an additional 205,123 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Palo Alto Networks by 3.5% during the fourth quarter. Geode Capital Management LLC now owns 15,989,257 shares of the network technology company’s stock worth $2,934,935,000 after purchasing an additional 540,756 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in Palo Alto Networks by 8.7% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 8,778,963 shares of the network technology company’s stock valued at $2,993,802,000 after purchasing an additional 706,003 shares in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Palo Alto Networks Stock Performance

Shares of PANW stock opened at $371.59 on Friday. The company has a fifty day moving average price of $344.62 and a two-hundred day moving average price of $248.45. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $398.88. The stock has a market cap of $302.85 billion, a P/E ratio of 304.58, a P/E/G ratio of 11.74 and a beta of 0.91. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.06. The company had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. Palo Alto Networks’s revenue for the quarter was up 31.1% compared to the same quarter last year. During the same period in the previous year, the business earned $0.37 EPS. 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. As a group, equities analysts predict that Palo Alto Networks, Inc. will post 2.01 EPS for the current year.

More Palo Alto Networks News

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

• Positive Sentiment: Benchmark raised its price target to $400 from $340 and maintained a Buy rating, citing potential upside to next-generation security annual recurring revenue, revenue, operating income and margins. The forecast reinforces expectations that Palo Alto Networks’ AI-security strategy is gaining traction. Palo Alto Networks Gets a $400 Target
• Positive Sentiment: Investors are taking confidence from CrowdStrike’s stronger-than-expected results, which highlighted robust AI-related cybersecurity demand and lifted sentiment across the sector. Palo Alto Networks is viewed as a potential beneficiary of the same spending cycle. Palo Alto Networks Stock Trades Up
• Positive Sentiment: Platformization, adoption of AI-security products and recent deal wins are expected to support fourth-quarter growth. BTIG also assigned PANW a Buy rating, adding to broadly favorable analyst coverage. Palo Alto Networks to Report Q4 Earnings
• Neutral Sentiment: Earnings are the next major catalyst. Traders expect potentially significant movement after the report, while analysts are watching recurring revenue, margins, operating income and guidance—not just revenue and EPS. Expected Post-Earnings Stock Move
• Negative Sentiment: Acquisition-related costs could pressure results, and the stock’s triple-digit P/E ratio—above 300 based on the supplied data—means much of the AI-growth outlook may already be reflected in the price. Any shortfall in growth or guidance could trigger profit-taking. Palo Alto’s Rally Has One Big Problem Ahead of Earnings
• Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000, reducing his position by 1.21%. The transaction is small relative to his remaining holdings but may create a modest sentiment headwind. Palo Alto Networks Insider Sale

Insider Activity

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction that occurred on Tuesday, June 23rd. The stock was sold at an average price of $289.56, for a total value of $1,447,800.00. Following the sale, the executive vice president owned 145,250 shares in the company, valued at $42,058,590. This represents a 3.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CAO Josh D. Paul sold 1,100 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $285.08, for a total value of $313,588.00. Following the completion of the sale, the chief accounting officer directly owned 81,636 shares of the company’s stock, valued at approximately $23,272,790.88. The trade was a 1.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 38,835 shares of company stock valued at $11,127,854. 1.40% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on PANW shares. Wells Fargo & Company reiterated an “overweight” rating and issued a $475.00 price target (up from $420.00) on shares of Palo Alto Networks in a research note on Monday, August 17th. BMO Capital Markets restated an “outperform” rating and set a $415.00 price objective (up from $335.00) on shares of Palo Alto Networks in a research note on Thursday, August 20th. Susquehanna restated a “positive” rating and issued a $350.00 price objective (up from $200.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Stephens lifted their target price on Palo Alto Networks from $180.00 to $300.00 and gave the company an “equal weight” rating in a research report on Wednesday, June 3rd. Finally, Wolfe Research reiterated an “outperform” rating and set a $320.00 target price on shares of Palo Alto Networks in a report on Wednesday, June 3rd. One equities research 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 given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $368.42.

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.