Sava Infond d.o.o. Boosts Stake in Palo Alto Networks, Inc. $PANW

Sava Infond d.o.o. lifted its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 8.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 80,430 shares of the network technology company’s stock after purchasing an additional 6,000 shares during the quarter. Palo Alto Networks makes up 2.3% of Sava Infond d.o.o.’s investment portfolio, making the stock its 11th biggest holding. Sava Infond d.o.o.’s holdings in Palo Alto Networks were worth $16,377,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC purchased a new position in shares of Palo Alto Networks during the second quarter worth approximately $25,000. Whipplewood Advisors LLC raised its position 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 purchasing an additional 128 shares during the last quarter. Howard Hughes Medical Institute acquired a new stake in Palo Alto Networks during the 2nd quarter worth $29,000. MTM Investment Management LLC purchased a new position in Palo Alto Networks during the 2nd quarter worth $31,000. Finally, CBIZ Investment Advisory Services LLC increased its stake in Palo Alto Networks by 39.7% in the third quarter. CBIZ Investment Advisory Services LLC now owns 176 shares of the network technology company’s stock valued at $36,000 after purchasing an additional 50 shares during the period. Institutional investors and hedge funds own 79.82% of the company’s stock.

Trending Headlines about Palo Alto Networks

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

• Positive Sentiment: Palo Alto announced the planned acquisition of Koi, a startup focused on agentic endpoint security — a strategic move to plug AI-related security gaps and expand its AI/security platform footprint. Palo Alto Networks (PANW) to Acquire Koi
• Positive Sentiment: Palo Alto filed an offer relating to CyberArk’s convertible notes tied to its CyberArk acquisition, signaling active balance-sheet management as it closes recent M&A. This helps reassure investors that integration and financing steps are being executed. Palo Alto Networks Announces Offer to Purchase Relating to CyberArk Software Ltd.’s Notes
• Positive Sentiment: Recent quarter showed revenue and EPS roughly in line-to-slightly-better-than expectations and management raised revenue guidance at the low end, supporting the case for durable topline growth driven by platform and subscription momentum. (Company releases and analyst coverage)
• Neutral Sentiment: Several firms reiterated Outperform/Buy ratings (e.g., Citizens JMP, Wedbush, RBC, Rosenblatt) — indicating pockets of institutional confidence even as some analysts trimmed estimates.
• Negative Sentiment: A cluster of analyst downgrades and price-target cuts hit PANW, driving headline selling and raising near-term skepticism about margin recovery amid integration costs. See coverage of the downgrade-driven selloff. Palo Alto Networks (NASDAQ:PANW) Stock Price Down 6.8% on Analyst Downgrade
• Negative Sentiment: Susquehanna cut its price target (and multiple banks including Goldman, HSBC, Mizuho, BMO and others issued more pessimistic forecasts or lowered targets), amplifying pressure on the stock’s near-term outlook. Susquehanna Lowers Palo Alto Networks Price Target to $200.00
• Negative Sentiment: HSBC notably cut its target to $114, highlighting the range of analyst views and contributing to sentiment-driven selling. HSBC Adjusts Price Target on Palo Alto Networks to $114
• Negative Sentiment: Unusually large put-option buying and elevated volume/gap-down trading indicate traders are positioned for further near-term weakness; this increases volatility and can exacerbate downward moves until clarity on integration costs and margin recovery arrives.

Palo Alto Networks Price Performance

Shares of PANW stock opened at $148.70 on Friday. The business’s fifty day moving average price is $178.60 and its 200 day moving average price is $191.49. The firm has a market capitalization of $121.34 billion, a PE ratio of 82.15, a P/E/G ratio of 5.09 and a beta of 0.75. Palo Alto Networks, Inc. has a 1-year low of $144.15 and a 1-year high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, beating analysts’ consensus estimates of $0.94 by $0.09. The company had revenue of $2.59 billion during the quarter, compared to the consensus estimate of $2.58 billion. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.Palo Alto Networks’s quarterly revenue was up 14.9% compared to the same quarter last year. During the same quarter last year, the company earned $0.81 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.650-3.700 EPS and its Q3 2026 guidance at 0.780-0.800 EPS. Equities research analysts expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

Analysts Set New Price Targets

PANW has been the subject of several recent research reports. HSBC decreased their target price on shares of Palo Alto Networks from $157.00 to $114.00 in a research note on Thursday. Barclays set a $200.00 price objective on Palo Alto Networks and gave the stock an “overweight” rating in a research report on Monday, February 9th. Oppenheimer reissued an “outperform” rating and issued a $245.00 target price on shares of Palo Alto Networks in a report on Thursday, November 20th. Cantor Fitzgerald restated an “overweight” rating on shares of Palo Alto Networks in a research note on Wednesday. Finally, Sanford C. Bernstein set a $209.00 price target on Palo Alto Networks and gave the stock an “outperform” rating in a report on Wednesday. Thirty-three equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $212.51.

Insider Activity at Palo Alto Networks

In related news, CAO Josh D. Paul sold 800 shares of the business’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $184.81, for a total transaction of $147,848.00. Following the sale, the chief accounting officer owned 46,005 shares of the company’s stock, valued at approximately $8,502,184.05. The trade was a 1.71% 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, EVP Lee Klarich sold 120,768 shares of the stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $191.03, for a total transaction of $23,070,311.04. Following the completion of the transaction, the executive vice president directly owned 298,887 shares of the company’s stock, valued at approximately $57,096,383.61. This trade represents a 28.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 260,542 shares of company stock worth $49,910,995 over the last three months. 1.40% of the stock is currently owned by company insiders.

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.