MFA Wealth Advisors LLC Trims Stock Holdings in Palo Alto Networks, Inc. $PANW

Posted by Stanley Muller on Oct 7th, 2026

MFA Wealth Advisors LLC cut its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 12.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,632 shares of the network technology company’s stock after selling 2,969 shares during the quarter. Palo Alto Networks comprises about 0.9% of MFA Wealth Advisors LLC’s holdings, making the stock its 23rd largest position. MFA Wealth Advisors LLC’s holdings in Palo Alto Networks were worth $8,197,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the company. Janney Montgomery Scott LLC lifted its stake in shares of Palo Alto Networks by 15.0% in the 1st quarter. Janney Montgomery Scott LLC now owns 410,401 shares of the network technology company’s stock valued at $65,796,000 after purchasing an additional 53,485 shares during the period. Aviva PLC grew its stake in Palo Alto Networks by 5.4% during the fourth quarter. Aviva PLC now owns 568,804 shares of the network technology company’s stock worth $104,774,000 after purchasing an additional 29,230 shares during the period. B&D White Capital Company LLC acquired a new stake in Palo Alto Networks during the first quarter worth approximately $353,000. Bridgewater Advisors Inc. bought a new stake in Palo Alto Networks in the second quarter worth approximately $2,159,000. Finally, Granite Islands Private Wealth LLC increased its holdings in Palo Alto Networks by 43.6% in the first quarter. Granite Islands Private Wealth LLC now owns 15,342 shares of the network technology company’s stock worth $2,453,000 after purchasing an additional 4,659 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on PANW. Barclays restated an “overweight” rating and set a $375.00 price target (up from $370.00) on shares of Palo Alto Networks in a report on Wednesday, September 2nd. Piper Sandler reiterated an “overweight” rating and issued a $410.00 price objective (up from $345.00) on shares of Palo Alto Networks in a research note on Wednesday, September 2nd. Arete Research boosted their target price on shares of Palo Alto Networks from $185.00 to $433.00 and gave the company a “buy” rating in a research report on Monday, June 29th. Stephens set a $400.00 target price on shares of Palo Alto Networks and gave the stock an “equal weight” rating in a research note on Wednesday, September 2nd. Finally, JPMorgan Chase & Co. raised their price target on shares of Palo Alto Networks from $326.00 to $384.00 and gave the stock an “overweight” rating in a report on Tuesday, August 25th. Thirty-eight analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat, Palo Alto Networks currently has an average rating of “Moderate Buy” and an average price target of $391.32.

Check Out Our Latest Stock Report on PANW

More Palo Alto Networks News

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

Positive Sentiment: AI and cybersecurity momentum: PANW benefited from a broad rally in cybersecurity stocks after Zscaler reaffirmed its fiscal 2027 earnings outlook. Investor interest is also increasing in security tools designed to protect AI agents, following CrowdStrike’s accelerator with Amazon Web Services and NVIDIA. Palo Alto Networks Stock Reaches New Highs: What’s Happening?
Positive Sentiment: Strong operating results and outlook: The company’s latest quarterly revenue increased 34.5% year over year to $3.41 billion, exceeding estimates, while earnings of $1.02 per share also topped expectations. Management’s fiscal 2027 EPS guidance of $4.16–$4.19 reinforces expectations for continued growth.
Positive Sentiment: Favorable analyst positioning: Sell-side firms broadly maintain a constructive view, with 38 analysts issuing Buy ratings and 12 assigning Hold ratings. The overall consensus is “Moderate Buy,” although the average price target of $391.32 is below recent trading levels. Palo Alto Networks Rated Moderate Buy
Neutral Sentiment: Long-term performance remains a selling point: A $1,000 investment held for ten years substantially outperformed the S&P 500, highlighting PANW’s successful expansion from firewall products into a broader cloud, endpoint and AI-security platform. However, past performance does not eliminate valuation risk. A $1,000 Bet on Palo Alto Networks Beat the S&P 500
Negative Sentiment: Very elevated valuation: PANW’s market capitalization is approximately $332 billion, while its reported P/E ratio is near 800. The stock’s rally has pushed it above the consensus price target, increasing the risk of consolidation or profit-taking if growth expectations moderate.
Negative Sentiment: Insider sale: Chief Accounting Officer Josh Paul sold 400 shares worth approximately $158,280. The transaction reduced his holdings by only 0.51%, so it is a limited signal, but it may add to short-term selling pressure. Palo Alto Networks Insider Selling

Insider Buying and Selling

In related news, Director Aparna Bawa sold 260 shares of the firm’s stock in a transaction dated Thursday, September 24th. The shares were sold at an average price of $392.69, for a total value of $102,099.40. Following the transaction, the director owned 4,677 shares of the company’s stock, valued at approximately $1,836,611.13. This trade represents a 5.27% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Josh Paul sold 400 shares of Palo Alto Networks stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $395.70, for a total value of $158,280.00. Following the transaction, the chief accounting officer owned 77,987 shares of the company’s stock, valued at $30,859,455.90. This trade represents a 0.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 53,960 shares of company stock worth $20,719,959 over the last ninety days. Insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Down 3.4%

Shares of NASDAQ:PANW traded down $14.34 during trading on Wednesday, reaching $405.57. 3,888,749 shares of the stock were exchanged, compared to its average volume of 8,289,067. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $432.33. The stock has a fifty day moving average of $365.86 and a two-hundred day moving average of $289.05. The company has a debt-to-equity ratio of 0.06, a current ratio of 0.87 and a quick ratio of 0.87. The firm has a market cap of $331.76 billion, a price-to-earnings ratio of 795.25, a price-to-earnings-growth ratio of 11.71 and a beta of 0.93.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last announced its quarterly earnings results on Tuesday, September 1st. The network technology company reported $1.02 EPS for the quarter, beating analysts’ consensus estimates of $0.98 by $0.04. Palo Alto Networks had a net margin of 2.67% and a return on equity of 8.50%. The business had revenue of $3.41 billion during the quarter, compared to analyst estimates of $3.35 billion. During the same quarter in the previous year, the business posted $0.95 EPS. Palo Alto Networks’s quarterly revenue was up 34.5% on a year-over-year basis. 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 2.31 earnings per share for the current fiscal year.

Palo Alto Networks Profile

(Free Report)

Palo Alto Networks, Inc is a cybersecurity company that provides solutions designed to help organizations protect networks, endpoints, cloud environments, applications and users from cyber threats. Its offerings include next-generation firewalls, cloud-delivered security services, secure access service edge (SASE) solutions, endpoint protection and security operations tools.

The company also provides platforms and services for cloud security, threat intelligence, incident response, vulnerability management and the automation of security operations.