Raiffeisen Bank International AG Purchases 74,890 Shares of Palo Alto Networks, Inc. $PANW

Raiffeisen Bank International AG lifted its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 28.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 341,184 shares of the network technology company’s stock after purchasing an additional 74,890 shares during the quarter. Palo Alto Networks accounts for approximately 0.9% of Raiffeisen Bank International AG’s investment portfolio, making the stock its 22nd largest position. Raiffeisen Bank International AG’s holdings in Palo Alto Networks were worth $69,588,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Exchange Traded Concepts LLC grew its position in Palo Alto Networks by 29.4% in the third quarter. Exchange Traded Concepts LLC now owns 32,155 shares of the network technology company’s stock worth $6,547,000 after acquiring an additional 7,301 shares in the last quarter. Silver Oak Securities Incorporated raised its position in Palo Alto Networks by 240.1% during the third quarter. Silver Oak Securities Incorporated now owns 11,732 shares of the network technology company’s stock valued at $2,389,000 after purchasing an additional 8,282 shares during the period. GoalVest Advisory LLC lifted its stake in shares of Palo Alto Networks by 1,248.9% in the 3rd quarter. GoalVest Advisory LLC now owns 10,899 shares of the network technology company’s stock valued at $2,219,000 after purchasing an additional 10,091 shares during the last quarter. Schroder Investment Management Group boosted its holdings in shares of Palo Alto Networks by 7.9% in the 2nd quarter. Schroder Investment Management Group now owns 2,234,551 shares of the network technology company’s stock worth $457,279,000 after purchasing an additional 163,718 shares during the period. Finally, Richmond Investment Services LLC boosted its holdings in shares of Palo Alto Networks by 87.2% in the 2nd quarter. Richmond Investment Services LLC now owns 3,286 shares of the network technology company’s stock worth $672,000 after purchasing an additional 1,531 shares during the period. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Insider Transactions at Palo Alto Networks

In other Palo Alto Networks news, EVP Lee Klarich sold 120,774 shares of the firm’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $191.91, for a total transaction of $23,177,738.34. Following the transaction, the executive vice president directly owned 327,645 shares in the company, valued at $62,878,351.95. This trade represents a 26.93% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Josh D. Paul sold 800 shares of the company’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $184.81, for a total value of $147,848.00. Following the completion of the sale, the chief accounting officer owned 46,005 shares of the company’s stock, valued at $8,502,184.05. This represents a 1.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 260,542 shares of company stock worth $49,910,995 in the last ninety days. 1.40% of the stock is owned by company insiders.

Palo Alto Networks Price Performance

PANW stock opened at $148.70 on Friday. Palo Alto Networks, Inc. has a 12 month low of $144.15 and a 12 month high of $223.61. The firm’s 50-day moving average is $178.60 and its 200 day moving average is $191.49. The company 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 (NASDAQ:PANW) last released its quarterly earnings data on Tuesday, February 17th. The network technology company reported $1.03 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.94 by $0.09. The company had revenue of $2.59 billion during the quarter, compared to analysts’ expectations of $2.58 billion. Palo Alto Networks had a net margin of 12.96% and a return on equity of 17.60%. The firm’s quarterly revenue was up 14.9% on a year-over-year basis. During the same period in the previous year, the company 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. Sell-side analysts forecast that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Wolfe Research raised their price target on Palo Alto Networks from $225.00 to $250.00 and gave the stock an “outperform” rating in a research report on Monday, December 15th. BTIG Research reissued a “buy” rating and issued a $200.00 target price on shares of Palo Alto Networks in a research note on Wednesday. Oppenheimer restated an “outperform” rating and issued a $245.00 target price on shares of Palo Alto Networks in a report on Thursday, November 20th. Stifel Nicolaus cut their price target on shares of Palo Alto Networks from $200.00 to $185.00 and set a “buy” rating on the stock in a report on Wednesday. Finally, Guggenheim reissued a “neutral” rating on shares of Palo Alto Networks in a research report on Wednesday. Thirty-three investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $212.51.

Key Headlines Impacting 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.

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.