Fiera Capital Corp Purchases 30,605 Shares of Palo Alto Networks, Inc. $PANW

Fiera Capital Corp lifted its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 87.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 65,464 shares of the network technology company’s stock after acquiring an additional 30,605 shares during the quarter. Fiera Capital Corp’s holdings in Palo Alto Networks were worth $13,330,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Brighton Jones LLC increased its holdings in Palo Alto Networks by 147.7% during the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after buying an additional 4,031 shares during the period. Bison Wealth LLC boosted its position in Palo Alto Networks by 169.1% during the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after acquiring an additional 3,275 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Palo Alto Networks by 66.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock valued at $713,000 after acquiring an additional 1,389 shares during the period. Forum Financial Management LP increased its holdings in shares of Palo Alto Networks by 11.6% in the 2nd quarter. Forum Financial Management LP now owns 3,879 shares of the network technology company’s stock valued at $794,000 after acquiring an additional 403 shares during the period. Finally, Bleakley Financial Group LLC raised its position in shares of Palo Alto Networks by 16.9% in the 2nd quarter. Bleakley Financial Group LLC now owns 16,929 shares of the network technology company’s stock worth $3,464,000 after acquiring an additional 2,452 shares in the last quarter. 79.82% of the stock is currently owned by institutional investors.

Palo Alto Networks News Summary

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 opened at $148.70 on Friday. The firm has a market capitalization of $121.34 billion, a PE ratio of 82.15, a price-to-earnings-growth 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 company’s fifty day moving average price is $178.60 and its 200-day moving average price is $191.49.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, topping analysts’ consensus estimates 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 return on equity of 17.60% and a net margin of 12.96%.The firm’s revenue was up 14.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $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. As a group, research analysts anticipate that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Insider Buying and Selling at Palo Alto Networks

In other news, EVP Lee Klarich sold 120,774 shares of the stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $191.91, for a total value of $23,177,738.34. Following the sale, the executive vice president owned 327,645 shares in the company, valued at $62,878,351.95. This represents a 26.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director James J. Goetz sold 12,500 shares of the business’s stock in a transaction dated 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 transaction, the director directly owned 75,184 shares of the company’s stock, valued at approximately $14,685,690.72. This trade represents a 14.26% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 260,542 shares of company stock valued at $49,910,995. 1.40% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on PANW. Citigroup reaffirmed a “buy” rating and set a $210.00 price objective (down previously from $235.00) on shares of Palo Alto Networks in a research report on Thursday. New Street Research lowered their price target on shares of Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating on the stock in a report on Thursday. Stifel Nicolaus cut their price objective on shares of Palo Alto Networks from $200.00 to $185.00 and set a “buy” rating on the stock in a research report on Wednesday. BMO Capital Markets decreased their target price on shares of Palo Alto Networks from $230.00 to $200.00 and set an “outperform” rating for the company in a research report on Wednesday. Finally, Needham & Company LLC lowered their target price on shares of Palo Alto Networks from $230.00 to $200.00 and set a “buy” rating for the company in a research note on Wednesday. Thirty-three equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $212.51.

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.