Trivest Advisors Ltd Takes $6.35 Million Position in Palo Alto Networks, Inc. $PANW

Trivest Advisors Ltd acquired a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 31,200 shares of the network technology company’s stock, valued at approximately $6,353,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of PANW. Darwin Wealth Management LLC bought a new stake in shares of Palo Alto Networks during the 2nd quarter worth about $25,000. Whipplewood Advisors LLC boosted its holdings 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 in the last quarter. Howard Hughes Medical Institute acquired a new position in shares of Palo Alto Networks during the second quarter valued at approximately $29,000. MTM Investment Management LLC bought a new stake in Palo Alto Networks during the second quarter worth approximately $31,000. Finally, CBIZ Investment Advisory Services LLC raised its holdings in Palo Alto Networks by 39.7% during the third quarter. CBIZ Investment Advisory Services LLC now owns 176 shares of the network technology company’s stock worth $36,000 after purchasing an additional 50 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on PANW. Deutsche Bank Aktiengesellschaft decreased their price target on Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating for the company in a research note on Wednesday. Truist Financial set a $200.00 price objective on Palo Alto Networks and gave the company a “buy” rating in a report on Tuesday. Piper Sandler reaffirmed an “overweight” rating and set a $265.00 target price (up previously from $230.00) on shares of Palo Alto Networks in a research note on Monday, January 5th. Stephens lifted their target price 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, Guggenheim reissued a “neutral” rating on shares of Palo Alto Networks in a report on Wednesday. Thirty-three equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $212.51.

Insider Activity

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks 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 transaction, the executive vice president directly owned 155,119 shares in the company, valued at approximately $29,190,293.42. The trade was a 3.12% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Lee Klarich sold 120,768 shares of the business’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 sale, the executive vice president directly owned 298,887 shares in the company, valued at approximately $57,096,383.61. This trade represents a 28.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 260,542 shares of company stock worth $49,910,995 over the last three months. 1.40% of the stock is owned by insiders.

Palo Alto Networks Stock Down 1.5%

Shares of NASDAQ PANW opened at $148.70 on Friday. Palo Alto Networks, Inc. has a 12 month low of $144.15 and a 12 month high of $223.61. The company has a market cap of $121.34 billion, a price-to-earnings ratio of 82.15, a P/E/G ratio of 5.02 and a beta of 0.75. The business has a fifty day simple moving average of $178.60 and a 200-day simple moving average of $191.65.

Palo Alto Networks (NASDAQ:PANW) last issued 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 return on equity of 17.60% and a net margin of 12.96%.The firm had revenue of $2.59 billion for the quarter, compared to analysts’ expectations of $2.58 billion. During the same quarter last year, the business posted $0.81 EPS. Palo Alto Networks’s revenue was up 14.9% on a year-over-year basis. 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, sell-side analysts expect that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Key Palo Alto Networks News

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 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.