Advyzon Investment Management LLC Increases Holdings in Palo Alto Networks, Inc. $PANW

Advyzon Investment Management LLC increased its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 190.0% during the third quarter, HoldingsChannel.com reports. The fund owned 5,826 shares of the network technology company’s stock after acquiring an additional 3,817 shares during the quarter. Advyzon Investment Management LLC’s holdings in Palo Alto Networks were worth $1,186,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of PANW. Vanguard Group Inc. grew its holdings in Palo Alto Networks by 2.0% in the third quarter. Vanguard Group Inc. now owns 65,269,963 shares of the network technology company’s stock valued at $13,290,270,000 after purchasing an additional 1,253,589 shares during the last quarter. Geode Capital Management LLC grew its stake in Palo Alto Networks by 1.1% in the 2nd quarter. Geode Capital Management LLC now owns 15,174,029 shares of the network technology company’s stock valued at $3,093,262,000 after acquiring an additional 169,055 shares during the last quarter. First Trust Advisors LP grew its stake in Palo Alto Networks by 7.7% in the 2nd quarter. First Trust Advisors LP now owns 5,295,588 shares of the network technology company’s stock valued at $1,083,689,000 after acquiring an additional 377,496 shares during the last quarter. Charles Schwab Investment Management Inc. increased its holdings in Palo Alto Networks by 1.2% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 4,476,638 shares of the network technology company’s stock valued at $916,099,000 after acquiring an additional 54,601 shares in the last quarter. Finally, Norges Bank acquired a new position in Palo Alto Networks during the second quarter worth about $675,865,000. 79.82% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

PANW has been the topic of several research reports. Jefferies Financial Group reiterated a “buy” rating on shares of Palo Alto Networks in a research report on Wednesday, February 4th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Palo Alto Networks in a research note on Monday, December 29th. Rosenblatt Securities reiterated a “buy” rating and set a $225.00 target price on shares of Palo Alto Networks in a report on Wednesday. BTIG Research reissued a “buy” rating and set a $200.00 price target on shares of Palo Alto Networks in a research report on Wednesday. Finally, Susquehanna reduced their price objective on Palo Alto Networks from $230.00 to $200.00 and set a “positive” rating on the stock in a research report 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. According to data from MarketBeat, Palo Alto Networks presently has an average rating of “Moderate Buy” and an average price target of $212.51.

Palo Alto Networks Stock Down 1.5%

Shares of Palo Alto Networks stock opened at $148.70 on Friday. Palo Alto Networks, Inc. has a fifty-two week low of $144.15 and a fifty-two week high of $223.61. The business’s fifty day moving average is $178.60 and its two-hundred day moving average is $191.49. The firm has a market cap of $121.34 billion, a PE ratio of 82.15, a P/E/G ratio of 5.09 and a beta of 0.75.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, beating 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 firm had revenue of $2.59 billion during the quarter, compared to analyst estimates of $2.58 billion. During the same period in the prior year, the firm posted $0.81 earnings per share. The business’s quarterly 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. Equities research analysts anticipate that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

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.

Insider Activity at Palo Alto Networks

In related news, CAO Josh D. Paul sold 800 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $184.81, for a total value of $147,848.00. Following the completion of the sale, the chief accounting officer directly owned 46,005 shares in the company, valued at approximately $8,502,184.05. The trade was a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Lee Klarich sold 120,774 shares of the company’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $191.91, for a total transaction of $23,177,738.34. Following the transaction, the executive vice president directly owned 327,645 shares of the company’s stock, valued at $62,878,351.95. This trade represents a 26.93% 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. 1.40% of the stock is owned by insiders.

About Palo Alto Networks

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.