Schulz Wealth LTD. Buys New Position in Palo Alto Networks, Inc. $PANW

Schulz Wealth LTD. purchased a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 3,520 shares of the network technology company’s stock, valued at approximately $1,200,000. Palo Alto Networks comprises 0.6% of Schulz Wealth LTD.’s holdings, making the stock its 29th biggest holding.

Several other institutional investors have also added to or reduced their stakes in the business. Brighton Jones LLC raised its position in shares of Palo Alto Networks by 147.7% in the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after purchasing an additional 4,031 shares during the last quarter. Bison Wealth LLC grew its position in Palo Alto Networks by 169.1% during the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock worth $948,000 after purchasing an additional 3,275 shares during the last quarter. Sivia Capital Partners LLC grew its position in Palo Alto Networks by 66.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock worth $713,000 after purchasing an additional 1,389 shares during the last quarter. Osterweis Capital Management Inc. increased its stake in Palo Alto Networks by 11,100.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock valued at $115,000 after purchasing an additional 555 shares in the last quarter. Finally, Main Street Financial Solutions LLC increased its stake in Palo Alto Networks by 6.0% during the 2nd quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock valued at $900,000 after purchasing an additional 249 shares in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Wall Street Analysts Forecast Growth

PANW has been the subject of several research reports. Wells Fargo & Company reiterated an “overweight” rating and set a $475.00 price objective (up from $420.00) on shares of Palo Alto Networks in a research note on Monday, August 17th. Wolfe Research restated an “outperform” rating and issued a $320.00 target price on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Loop Capital lifted their price target on Palo Alto Networks from $160.00 to $290.00 and gave the stock a “hold” rating in a research report on Wednesday, June 3rd. Jefferies Financial Group reiterated a “buy” rating and set a $450.00 price target (up from $335.00) on shares of Palo Alto Networks in a research note on Friday, August 28th. Finally, Berenberg Bank increased their price objective on Palo Alto Networks from $290.00 to $360.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Forty equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Palo Alto Networks currently has an average rating of “Moderate Buy” and an average price target of $385.67.

Key Palo Alto Networks News

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.

Palo Alto Networks Price Performance

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

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings data on Tuesday, September 1st. The network technology company reported $1.02 EPS for the quarter, topping the consensus estimate of $0.98 by $0.04. The business had revenue of $3.41 billion for the quarter, compared to analyst estimates of $3.35 billion. Palo Alto Networks had a return on equity of 8.50% and a net margin of 2.67%.The business’s quarterly revenue was up 34.5% compared to the same quarter last year. During the same quarter in the prior 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. As a group, sell-side analysts expect that Palo Alto Networks, Inc. will post 2.3 EPS for the current year.

Insider Transactions at Palo Alto Networks

In other Palo Alto Networks news, Director John Key sold 7,500 shares of Palo Alto Networks stock in a transaction on Friday, June 12th. The shares were sold at an average price of $279.24, for a total value of $2,094,300.00. Following the completion of the transaction, the director owned 12,500 shares of the company’s stock, valued at approximately $3,490,500. The trade was a 37.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Josh D. Paul sold 900 shares of the company’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $345.00, for a total transaction of $310,500.00. Following the completion of the transaction, the chief accounting officer owned 79,644 shares of the company’s stock, valued at approximately $27,477,180. This trade represents a 1.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 38,635 shares of company stock worth $11,150,578. Insiders own 1.40% of the company’s stock.

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.