Krilogy Financial LLC Buys New Holdings in Palo Alto Networks, Inc. $PANW

Krilogy Financial LLC purchased a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 6,658 shares of the network technology company’s stock, valued at approximately $1,419,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of Palo Alto Networks in the 2nd quarter worth $675,865,000. ABN AMRO Bank N.V. acquired a new position in Palo Alto Networks during the second quarter worth $340,883,000. Vanguard Group Inc. lifted its stake in shares of Palo Alto Networks by 2.0% in the second quarter. Vanguard Group Inc. now owns 64,016,374 shares of the network technology company’s stock valued at $13,100,311,000 after buying an additional 1,240,830 shares in the last quarter. California Public Employees Retirement System lifted its stake in shares of Palo Alto Networks by 97.9% in the second quarter. California Public Employees Retirement System now owns 2,104,939 shares of the network technology company’s stock valued at $430,755,000 after buying an additional 1,041,145 shares in the last quarter. Finally, Bessemer Group Inc. grew its holdings in shares of Palo Alto Networks by 3,881.4% during the third quarter. Bessemer Group Inc. now owns 721,157 shares of the network technology company’s stock valued at $146,842,000 after buying an additional 703,044 shares during the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Palo Alto Networks Trading Down 1.5%

Shares of Palo Alto Networks stock opened at $162.76 on Friday. The business’s fifty day simple moving average is $182.90 and its 200 day simple moving average is $192.53. The firm has a market capitalization of $113.44 billion, a P/E ratio of 103.01, a price-to-earnings-growth ratio of 3.94 and a beta of 0.75. Palo Alto Networks, Inc. has a 12 month low of $144.15 and a 12 month high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Thursday, November 20th. The network technology company reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.89 by $0.04. The firm had revenue of $2.47 billion during the quarter, compared to the consensus estimate of $2.46 billion. Palo Alto Networks had a return on equity of 17.05% and a net margin of 11.69%.The business’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.56 EPS. Analysts predict that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Analysts Set New Price Targets

PANW has been the topic of several recent research reports. Robert W. Baird raised their price target on shares of Palo Alto Networks from $230.00 to $240.00 and gave the company an “outperform” rating in a research report on Friday, November 14th. Evercore raised their target price on Palo Alto Networks from $220.00 to $250.00 and gave the company an “outperform” rating in a report on Thursday, November 13th. UBS Group set a $215.00 target price on Palo Alto Networks and gave the company a “neutral” rating in a research report on Tuesday, January 13th. Stephens upped their price target on Palo Alto Networks from $205.00 to $215.00 and gave the stock an “equal weight” rating in a report on Thursday, November 20th. Finally, DA Davidson dropped their price objective on Palo Alto Networks from $240.00 to $210.00 and set a “buy” rating on the stock in a research note on Wednesday. Thirty-one equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $224.74.

Insider Activity at Palo Alto Networks

In other news, EVP Dipak Golechha sold 5,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 23rd. The shares were 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 trade represents a 3.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Lee Klarich sold 120,768 shares of Palo Alto Networks stock in a transaction that occurred on Thursday, January 8th. The stock was sold at an average price of $191.03, for a total transaction of $23,070,311.04. Following the completion of the sale, the executive vice president directly owned 298,887 shares in the company, valued at $57,096,383.61. This trade represents a 28.78% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 260,542 shares of company stock worth $49,910,995. 1.40% of the stock is currently owned by corporate insiders.

Palo Alto Networks News Summary

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

• Positive Sentiment: Palo Alto completed its acquisition of CyberArk, adding identity-security capabilities that management says strengthen its AI-era security platform — a strategic bolt-on that supports longer-term revenue and product integration potential. Palo Alto Networks Completes Acquisition of CyberArk
• Neutral Sentiment: The company is planning a dual listing on the Tel-Aviv Stock Exchange following the CyberArk deal — a structural move that could broaden investor access but also draws attention to regional/regulatory considerations. Cybersecurity Stock in the Spotlight Ahead of Earnings
• Neutral Sentiment: Analysts have trimmed price targets but largely maintained buy ratings — suggesting confidence in long-term fundamentals even as near‑term valuation expectations are moderated. (Examples: Rosenblatt, BTIG, DA Davidson cut PTs while keeping buy ratings.) Rosenblatt Adjusts PT to $225
• Negative Sentiment: Several firms lowered their price targets this week (BTIG from $248→$200, DA Davidson $240→$210, Rosenblatt $250→$225), which puts downward pressure on the stock despite buy ratings — investors view the cuts as reduced near‑term upside. BTIG Price Target Lowered
• Negative Sentiment: Reuters reports Palo Alto chose not to explicitly attribute a recent global cyberespionage campaign to China out of concern for possible retaliation — a disclosure/PR judgment that raises geopolitical and client-risk concerns and may weigh on sentiment. Palo Alto chose not to tie China to hacking campaign
• Negative Sentiment: Market commentary noted PANW falling more steeply than the broader market and cited the dual-listing/merger headlines as drivers of the weakness; trading volume is elevated, indicating active repositioning by investors. Palo Alto Networks Falls More Steeply Than Broader Market

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.