Dillon & Associates Inc. Purchases 6,159 Shares of Palo Alto Networks, Inc. $PANW

Dillon & Associates Inc. increased its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 5.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 114,149 shares of the network technology company’s stock after purchasing an additional 6,159 shares during the quarter. Palo Alto Networks makes up 3.0% of Dillon & Associates Inc.’s holdings, making the stock its 7th largest position. Dillon & Associates Inc.’s holdings in Palo Alto Networks were worth $23,286,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Darwin Wealth Management LLC acquired a new stake in shares of Palo Alto Networks in the second quarter valued at approximately $25,000. Whipplewood Advisors LLC raised its stake in Palo Alto Networks by 6,400.0% in the 2nd 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 during the period. Briaud Financial Planning Inc bought a new stake in Palo Alto Networks in the 2nd quarter valued at $28,000. Howard Hughes Medical Institute acquired a new stake in Palo Alto Networks during the 2nd quarter valued at $29,000. Finally, MTM Investment Management LLC bought a new position in Palo Alto Networks during the second quarter worth $31,000. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks News Summary

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

• Positive Sentiment: Analyst optimism: recent articles highlight Wall Street bullishness on PANW and discuss whether the stock is a buy, supporting positive sentiment around the name. Wall Street Bulls Look Optimistic About Palo Alto (PANW): Should You Buy?
• Positive Sentiment: Pre-market strength: PANW was mentioned among names rising in premarket trade, a short-term technical/flow positive that can lift momentum. Bank of America, Honeywell and Palo Alto rise premarket; Wells Fargo falls
• Neutral Sentiment: Earnings‑surprise scanner note: Zacks promoted its Earnings ESP tool as a way to find potential beats in the computer & technology sector — useful for investors but not specific proof PANW will surprise. These 2 Computer and Technology Stocks Could Beat Earnings
• Neutral Sentiment: Competitive/sector development: CrowdStrike’s $740M SGNL acquisition highlights identity/security consolidation and product evolution in the endpoint/identity market — a strategic move that shifts competitive dynamics but is not an immediate PANW-specific earnings event. Investors should watch how PANW responds strategically. Why CrowdStrike’s SGNL Acquisition Matters for CRWD Stock
• Negative Sentiment: KeyCorp lowered/issued quarterly EPS forecasts for 2027: analyst E. Heath provided Q1–Q4 2027 EPS estimates (Q1 $0.60, Q2 $0.61, Q3 $0.55, Q4 $0.73) implying full‑year pressure versus recent results; lower near‑term EPS expectations can weigh on shares if investors had higher growth assumptions. KeyCorp Q1–Q4 2027 EPS Estimates for Palo Alto Networks
• Negative Sentiment: Insider selling: Lee Klarich, a senior executive, sold 120,768 PANW shares — a sale of this size can be interpreted negatively by the market even if it’s routine diversification. Lee Klarich Sells 120,768 Shares of Palo Alto Networks (NASDAQ:PANW) Stock

Analyst Upgrades and Downgrades

PANW has been the topic of several research analyst reports. Citigroup reissued a “buy” rating on shares of Palo Alto Networks in a research report on Monday. HSBC lowered shares of Palo Alto Networks from a “hold” rating to a “reduce” rating and set a $157.00 price target on the stock. in a research note on Thursday, November 20th. TD Cowen raised their price objective on shares of Palo Alto Networks from $230.00 to $255.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. JMP Securities upped their target price on Palo Alto Networks from $212.00 to $250.00 and gave the company a “market outperform” rating in a research report on Monday, October 27th. Finally, Jefferies Financial Group reiterated a “buy” rating and set a $250.00 target price (up previously from $235.00) on shares of Palo Alto Networks in a research note on Tuesday, November 11th. Thirty-one investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Palo Alto Networks presently has an average rating of “Moderate Buy” and an average price target of $229.09.

Palo Alto Networks Price Performance

Shares of NASDAQ:PANW opened at $187.73 on Friday. The business’s 50 day simple moving average is $191.84 and its 200 day simple moving average is $195.80. Palo Alto Networks, Inc. has a 1 year low of $144.15 and a 1 year high of $223.61. The company has a market capitalization of $130.85 billion, a P/E ratio of 118.82, a P/E/G ratio of 4.55 and a beta of 0.76.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Thursday, November 20th. The network technology company reported $0.93 earnings per share 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 company’s revenue was up 15.7% compared to the same quarter last year. During the same period in the prior year, the company posted $1.56 EPS. On average, sell-side analysts anticipate that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Insider Activity

In other Palo Alto Networks news, CAO Josh D. Paul sold 800 shares of the firm’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $184.81, for a total value of $147,848.00. Following the transaction, the chief accounting officer directly owned 46,005 shares of the company’s stock, valued at $8,502,184.05. This trade represents a 1.71% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director James J. Goetz sold 12,500 shares of the business’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $195.33, for a total transaction of $2,441,625.00. Following the completion of the transaction, the director owned 75,184 shares of the company’s stock, valued at $14,685,690.72. The trade was a 14.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 382,016 shares of company stock valued at $76,386,460. Corporate insiders own 1.40% of the company’s stock.

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.