Palo Alto Networks, Inc. $PANW Shares Sold by Tredje AP fonden

Tredje AP fonden cut its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 36.5% during the third quarter, HoldingsChannel reports. The fund owned 265,225 shares of the network technology company’s stock after selling 152,506 shares during the period. Tredje AP fonden’s holdings in Palo Alto Networks were worth $54,005,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in shares of Palo Alto Networks by 2.0% in the 3rd quarter. Vanguard Group Inc. now owns 65,269,963 shares of the network technology company’s stock valued at $13,290,270,000 after purchasing an additional 1,253,589 shares during the last quarter. Geode Capital Management LLC lifted its position in Palo Alto Networks by 1.1% in the second quarter. Geode Capital Management LLC now owns 15,174,029 shares of the network technology company’s stock valued at $3,093,262,000 after buying an additional 169,055 shares during the last quarter. First Trust Advisors LP boosted its stake in Palo Alto Networks by 7.7% during the second quarter. First Trust Advisors LP now owns 5,295,588 shares of the network technology company’s stock worth $1,083,689,000 after buying an additional 377,496 shares during the period. Charles Schwab Investment Management Inc. increased its position in shares of Palo Alto Networks by 1.2% during the second quarter. Charles Schwab Investment Management Inc. now owns 4,476,638 shares of the network technology company’s stock valued at $916,099,000 after acquiring an additional 54,601 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of Palo Alto Networks in the 2nd quarter valued at approximately $675,865,000. 79.82% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts recently weighed in on PANW shares. Jefferies Financial Group reiterated a “buy” rating on shares of Palo Alto Networks in a report on Wednesday, February 4th. Loop Capital cut their price objective on Palo Alto Networks from $190.00 to $160.00 and set a “hold” rating on the stock in a report on Wednesday. Deutsche Bank Aktiengesellschaft lowered their target price on Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating for the company in a report on Wednesday. New Street Research dropped their target price on Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating for the company in a research report on Thursday. Finally, Truist Financial set a $200.00 price target on shares of Palo Alto Networks and gave the stock a “buy” rating in a research note on Tuesday. Thirty-three analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $212.51.

Insiders Place Their Bets

In other news, CAO Josh D. Paul sold 800 shares of the firm’s stock in a transaction that occurred 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 directly owned 46,005 shares of the company’s stock, valued at $8,502,184.05. This trade represents a 1.71% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $188.18, for a total value of $940,900.00. Following the transaction, the executive vice president directly owned 155,119 shares in the company, valued at $29,190,293.42. This represents a 3.12% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 260,542 shares of company stock valued at $49,910,995. Corporate insiders own 1.40% 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 Stock Performance

Shares of PANW stock opened at $148.70 on Friday. The firm has a market cap of $121.34 billion, a price-to-earnings ratio of 82.15, a PEG 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. The stock’s 50-day moving average is $178.60 and its two-hundred day moving average is $191.49.

Palo Alto Networks (NASDAQ:PANW) last announced 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. Palo Alto Networks had a net margin of 12.96% and a return on equity of 17.60%. The business had revenue of $2.59 billion during the quarter, compared to analysts’ expectations of $2.58 billion. During the same period in the prior year, the company earned $0.81 earnings per share. The business’s revenue was up 14.9% compared to the same quarter last year. 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. As a group, research analysts predict that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

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.