Palo Alto Networks, Inc. $PANW Shares Sold by Intech Investment Management LLC

Intech Investment Management LLC trimmed its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 31.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 114,212 shares of the network technology company’s stock after selling 51,915 shares during the quarter. Intech Investment Management LLC’s holdings in Palo Alto Networks were worth $23,256,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. Darwin Wealth Management LLC purchased a new stake in shares of Palo Alto Networks in the second quarter worth about $25,000. Howard Hughes Medical Institute acquired a new stake in Palo Alto Networks during the second quarter worth about $29,000. MTM Investment Management LLC purchased a new position in Palo Alto Networks during the second quarter valued at approximately $31,000. CBIZ Investment Advisory Services LLC lifted its holdings in Palo Alto Networks by 39.7% in the third quarter. CBIZ Investment Advisory Services LLC now owns 176 shares of the network technology company’s stock valued at $36,000 after acquiring an additional 50 shares during the period. Finally, Spurstone Advisory Services LLC acquired a new position in Palo Alto Networks in the second quarter valued at approximately $41,000. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the stock. Susquehanna dropped their price objective on shares of Palo Alto Networks from $230.00 to $200.00 and set a “positive” rating on the stock in a research note on Wednesday, February 18th. Wolfe Research increased their price target on shares of Palo Alto Networks from $225.00 to $250.00 and gave the stock an “outperform” rating in a report on Monday, December 15th. Northland Securities lifted their price objective on shares of Palo Alto Networks from $177.00 to $190.00 and gave the company a “market perform” rating in a report on Thursday, November 20th. Sanford C. Bernstein set a $209.00 price objective on shares of Palo Alto Networks and gave the stock an “outperform” rating in a research report on Wednesday, February 18th. Finally, Daiwa Securities Group lowered their target price on shares of Palo Alto Networks from $212.00 to $175.00 and set an “outperform” rating on the stock in a research note on Tuesday. One analyst has rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $211.62.

Palo Alto Networks Stock Up 2.2%

PANW stock opened at $144.84 on Thursday. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $223.61. The firm has a 50-day simple moving average of $176.09 and a 200-day simple moving average of $191.11. The stock has a market capitalization of $118.19 billion, a P/E ratio of 80.02, a P/E/G ratio of 5.12 and a beta of 0.75.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Tuesday, February 17th. The network technology company reported $1.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.94 by $0.09. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.The company had revenue of $2.59 billion for the quarter, compared to analysts’ expectations of $2.58 billion. During the same period in the previous year, the firm posted $0.81 EPS. Palo Alto Networks’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. On average, analysts expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Insider Transactions at Palo Alto Networks

In other news, EVP Lee Klarich sold 120,768 shares of the company’s stock in a transaction on Thursday, January 8th. The shares were 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 owned 298,887 shares of the company’s stock, valued at $57,096,383.61. This represents a 28.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Josh D. Paul sold 800 shares of the stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $184.81, for a total transaction 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 trade represents a 1.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 260,542 shares of company stock valued at $49,910,995 over the last ninety days. Company insiders own 1.40% of the company’s stock.

Key Headlines Impacting Palo Alto Networks

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

• Positive Sentiment: Big drop in short interest — Short interest fell roughly 50.8% in February to ~22.8M shares (2.8% of float) and a short-interest ratio of ~1.3 days, reducing immediate short-squeeze risk and removing a pressure point on the shares. (no link)
• Positive Sentiment: Analyst consensus still generally constructive — PANW has received an average analyst rating around “Moderate Buy,” supporting a baseline of continued institutional interest. Palo Alto Networks Receives Average Rating of Moderate Buy
• Neutral Sentiment: Media pieces pitching the AI/security upside — Commentary argues PANW’s AI-security investments could drive a turnaround, but these are thematic narratives rather than new fundamental beats. PANW Is Down 19% But Its AI Security Bet May Change That
• Neutral Sentiment: Competitive context vs. CrowdStrike — Coverage compares Palo Alto’s platform strategy to CrowdStrike’s M&A growth path; useful for positioning but not an immediate catalyst. Cybersecurity Showdown: CrowdStrike vs Palo Alto
• Neutral Sentiment: High-profile commentary — Jim Cramer discussed PANW on air, increasing retail visibility but not adding new company-guidance information. Jim Cramer Discusses Palo Alto Networks’ Earnings
• Neutral Sentiment: Daiwa cuts price target but keeps outperform rating — PT lowered from $212 to $175, signaling reduced near-term upside expectations from that shop while still endorsing the name. Daiwa Securities Adjusts PT on Palo Alto Networks to $175
• Negative Sentiment: Q3/organic growth commentary; EPS dilution concern — Analysis notes organic growth normalizing and that a Q3 EPS miss was driven by share dilution, which could pressure near-term EPS multiples if buybacks don’t offset dilution. Palo Alto Networks: Organic Growth Begins To Normalize

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.