3,673 Shares in Palo Alto Networks, Inc. $PANW Acquired by Maridea Wealth Management LLC

Maridea Wealth Management LLC purchased a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 3,673 shares of the network technology company’s stock, valued at approximately $778,000.

Other large investors have also recently bought and sold shares of the company. Darwin Wealth Management LLC acquired a new position in Palo Alto Networks in the second quarter valued at about $25,000. Whipplewood Advisors LLC raised 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 valued at $27,000 after acquiring an additional 128 shares during the last quarter. Briaud Financial Planning Inc acquired a new position in shares of Palo Alto Networks in the 2nd quarter worth approximately $28,000. Howard Hughes Medical Institute bought a new stake in Palo Alto Networks during the 2nd quarter worth approximately $29,000. Finally, MTM Investment Management LLC bought a new stake in Palo Alto Networks during the 2nd quarter worth approximately $31,000. 79.82% of the stock is currently owned by institutional investors.

Key Palo Alto Networks News

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

• Positive Sentiment: Q2 results beat estimates—EPS $1.03 and revenue roughly $2.59B; Next‑Gen Security ARR grew ~33% and RPO rose, supporting recurring revenue momentum. Palo Alto Networks Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Company raised full‑year revenue outlook to about $11.28–11.31B, signaling continued top‑line strength from its platform strategy. Palo Alto Networks Lifts Revenue Outlook as Second‑Quarter Profit Jumps (WSJ)
• Positive Sentiment: Management is investing to secure the AI/agentic endpoint (Koi acquisition) and expand capabilities (CyberArk, Chronosphere), which could strengthen long‑term competitive positioning. Palo Alto Announces Intent to Acquire Koi (PRNewswire)
• Neutral Sentiment: Analysts and firms are mixed—some reaffirmed outperform/buy ratings and cited long‑term upside while others trimmed price targets; overall street sentiment remains largely constructive but cautious. Jefferies: Palo Alto to emerge stronger despite M&A headwinds
• Negative Sentiment: Management lowered near‑term profit guidance, citing higher integration and acquisition costs—this cut to the profit outlook is the primary driver of the share decline. Palo Alto shares fall as deal costs pile up (Reuters)
• Negative Sentiment: Multiple brokers trimmed price targets and adjusted models after the guidance update (Deutsche, Goldman, Scotiabank, Loop, Stifel, BMO, Needham, Susquehanna, etc.), adding selling pressure. Analyst price‑target adjustments (MarketScreener example)
• Negative Sentiment: Sector and AI‑software weakness amplified the move—CEO sought to defend the company’s differentiation, but market sentiment for high‑growth software names remains tenuous. Palo Alto shares sink as CEO defends strategy (CNBC)

Insider Buying and Selling

In related news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $188.18, for a total value of $940,900.00. Following the completion of the sale, the executive vice president owned 155,119 shares in the company, valued at approximately $29,190,293.42. This represents a 3.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CAO Josh D. Paul sold 800 shares of the firm’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $184.81, for a total value of $147,848.00. Following the transaction, the chief accounting officer owned 46,005 shares in the company, valued at approximately $8,502,184.05. This trade represents a 1.71% 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 worth $49,910,995. Company insiders own 1.40% of the company’s stock.

Analyst Ratings Changes

PANW has been the subject of several research analyst reports. Citigroup reissued a “buy” rating on shares of Palo Alto Networks in a research note on Monday, January 12th. Truist Financial set a $200.00 price target on shares of Palo Alto Networks and gave the stock a “buy” rating in a research report on Tuesday. BMO Capital Markets decreased their price objective on shares of Palo Alto Networks from $230.00 to $200.00 and set an “outperform” rating on the stock in a report on Wednesday. Wedbush reaffirmed an “outperform” rating and issued a $225.00 target price on shares of Palo Alto Networks in a research note on Wednesday. Finally, Needham & Company LLC reduced their target price on shares of Palo Alto Networks from $230.00 to $200.00 and set a “buy” rating on the stock in a research report on Wednesday. Thirty-three analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, Palo Alto Networks has an average rating of “Moderate Buy” and a consensus price target of $215.68.

Palo Alto Networks Trading Down 6.8%

Palo Alto Networks stock opened at $152.35 on Thursday. The company has a market cap of $106.19 billion, a PE ratio of 84.17, a PEG ratio of 3.91 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 company’s 50-day moving average is $180.25 and its two-hundred day moving average is $191.93.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Tuesday, February 17th. The network technology company reported $1.03 earnings per share for the quarter, topping 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 18.42%. The business had revenue of $2.59 billion during the quarter, compared to the consensus estimate of $2.58 billion. During the same period in the previous year, the firm posted $0.81 earnings per share. Palo Alto Networks’s revenue for the quarter 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. Research analysts forecast that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

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.