Palo Alto Networks, Inc. $PANW Shares Acquired by Sava Infond d.o.o.

Sava Infond d.o.o. increased its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 8.1% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 80,430 shares of the network technology company’s stock after purchasing an additional 6,000 shares during the quarter. Palo Alto Networks makes up about 2.3% of Sava Infond d.o.o.’s investment portfolio, making the stock its 11th largest position. Sava Infond d.o.o.’s holdings in Palo Alto Networks were worth $16,377,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Norges Bank acquired a new stake in shares of Palo Alto Networks in the second quarter valued at approximately $675,865,000. ABN AMRO Bank N.V. purchased a new stake in Palo Alto Networks in the 2nd quarter valued at approximately $340,883,000. Vanguard Group Inc. grew its holdings in Palo Alto Networks by 2.0% during the 3rd quarter. Vanguard Group Inc. now owns 65,269,963 shares of the network technology company’s stock valued at $13,290,270,000 after buying an additional 1,253,589 shares during the last quarter. California Public Employees Retirement System increased its position in Palo Alto Networks by 97.9% during the second quarter. California Public Employees Retirement System now owns 2,104,939 shares of the network technology company’s stock worth $430,755,000 after buying an additional 1,041,145 shares in the last quarter. Finally, Bessemer Group Inc. raised its holdings in shares of Palo Alto Networks by 3,881.4% in the third quarter. Bessemer Group Inc. now owns 721,157 shares of the network technology company’s stock worth $146,842,000 after acquiring an additional 703,044 shares during the last quarter. 79.82% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Palo Alto Networks

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.

Analysts Set New Price Targets

Several analysts have recently issued reports on the company. Robert W. Baird set a $220.00 price objective on Palo Alto Networks and gave the company an “outperform” rating in a research report on Wednesday. Piper Sandler reissued an “overweight” rating and issued a $265.00 target price (up previously from $230.00) on shares of Palo Alto Networks in a research note on Monday, January 5th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Palo Alto Networks in a research note on Wednesday, February 4th. Deutsche Bank Aktiengesellschaft lowered their price target on shares of Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating for the company in a report on Wednesday. Finally, Scotiabank reissued an “outperform” rating on shares of Palo Alto Networks in a research report on Wednesday. Thirty-three investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $212.51.

Insider Transactions at Palo Alto Networks

In other news, CAO Josh D. Paul sold 800 shares of the company’s stock in a transaction on Friday, January 2nd. The stock was 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 directly owned 46,005 shares in the company, valued at $8,502,184.05. This represents a 1.71% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total value of $940,900.00. Following the completion of the transaction, the executive vice president owned 155,119 shares in the company, valued at $29,190,293.42. The trade was a 3.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 260,542 shares of company stock valued at $49,910,995. Corporate insiders own 1.40% of the company’s stock.

Palo Alto Networks Price Performance

NASDAQ PANW opened at $148.70 on Friday. The company has a 50-day moving average of $178.60 and a 200-day moving average of $191.49. 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 P/E 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 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.94 by $0.09. Palo Alto Networks had a net margin of 12.96% and a return on equity of 17.60%. The firm had revenue of $2.59 billion during the quarter, compared to the consensus estimate of $2.58 billion. During the same period in the previous year, the firm earned $0.81 earnings per share. 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. As a group, equities research analysts anticipate that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

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.