Lansforsakringar Fondforvaltning AB publ Has $81.20 Million Holdings in Palo Alto Networks, Inc. $PANW

Lansforsakringar Fondforvaltning AB publ raised its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 1.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 398,785 shares of the network technology company’s stock after acquiring an additional 5,907 shares during the quarter. Lansforsakringar Fondforvaltning AB publ owned approximately 0.06% of Palo Alto Networks worth $81,201,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in PANW. Darwin Wealth Management LLC acquired a new position in Palo Alto Networks in the 2nd quarter valued at approximately $25,000. Whipplewood Advisors LLC increased its stake in shares of Palo Alto Networks by 6,400.0% in the second quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock worth $27,000 after acquiring an additional 128 shares during the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Palo Alto Networks during the second quarter worth $29,000. MTM Investment Management LLC acquired a new stake in Palo Alto Networks during the second quarter valued at $31,000. Finally, CBIZ Investment Advisory Services LLC boosted its position in Palo Alto Networks by 39.7% during 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 last quarter. 79.82% of the stock is owned by hedge funds and other institutional investors.

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.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the company. Needham & Company LLC cut their price target on Palo Alto Networks from $230.00 to $200.00 and set a “buy” rating for the company in a research note on Wednesday. Loop Capital cut their price objective on shares of Palo Alto Networks from $190.00 to $160.00 and set a “hold” rating on the stock in a research report on Wednesday. Stephens lifted their target price on shares of Palo Alto Networks from $205.00 to $215.00 and gave the company an “equal weight” rating in a research note on Thursday, November 20th. JPMorgan Chase & Co. decreased their target price on shares of Palo Alto Networks from $225.00 to $200.00 and set an “overweight” rating for the company in a research report on Thursday. Finally, Robert W. Baird set a $220.00 price target on shares of Palo Alto Networks and gave the company an “outperform” rating in a report on Wednesday. Thirty-three analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, Palo Alto Networks has a consensus rating of “Moderate Buy” and a consensus price target of $212.51.

Palo Alto Networks Stock Down 1.5%

NASDAQ:PANW opened at $148.70 on Friday. The company’s 50 day moving average is $178.60 and its 200-day moving average is $191.65. Palo Alto Networks, Inc. has a 12 month low of $144.15 and a 12 month high of $223.61. The firm has a market cap of $121.34 billion, a price-to-earnings ratio of 82.15, a P/E/G ratio of 5.02 and a beta of 0.75.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Tuesday, February 17th. The network technology company reported $1.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.94 by $0.09. The business had revenue of $2.59 billion during the quarter, compared to the consensus estimate of $2.58 billion. Palo Alto Networks had a net margin of 12.96% and a return on equity of 17.60%. Palo Alto Networks’s quarterly revenue was up 14.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.81 EPS. 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. Research analysts predict that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $188.18, for a total transaction of $940,900.00. Following the completion of the sale, the executive vice president owned 155,119 shares in the company, valued at $29,190,293.42. This represents a 3.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director James J. Goetz sold 12,500 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $195.33, for a total value of $2,441,625.00. Following the completion of the sale, the director directly owned 75,184 shares in the company, valued at $14,685,690.72. This trade represents a 14.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 260,542 shares of company stock valued at $49,910,995. 1.40% of the stock is owned by company insiders.

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.