Fjarde AP Fonden Fourth Swedish National Pension Fund Purchases 36,629 Shares of Palo Alto Networks, Inc. $PANW

Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 30.4% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 157,025 shares of the network technology company’s stock after buying an additional 36,629 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Palo Alto Networks were worth $31,973,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. Exchange Traded Concepts LLC grew its stake in shares of Palo Alto Networks by 29.4% in the 3rd quarter. Exchange Traded Concepts LLC now owns 32,155 shares of the network technology company’s stock worth $6,547,000 after buying an additional 7,301 shares in the last quarter. Silver Oak Securities Incorporated lifted its holdings in shares of Palo Alto Networks by 240.1% in the 3rd quarter. Silver Oak Securities Incorporated now owns 11,732 shares of the network technology company’s stock valued at $2,389,000 after acquiring an additional 8,282 shares during the last quarter. GoalVest Advisory LLC grew its position in Palo Alto Networks by 1,248.9% in the third quarter. GoalVest Advisory LLC now owns 10,899 shares of the network technology company’s stock worth $2,219,000 after acquiring an additional 10,091 shares in the last quarter. Schroder Investment Management Group increased its stake in Palo Alto Networks by 7.9% during the second quarter. Schroder Investment Management Group now owns 2,234,551 shares of the network technology company’s stock worth $457,279,000 after acquiring an additional 163,718 shares during the last quarter. Finally, Richmond Investment Services LLC raised its position in Palo Alto Networks by 87.2% during the second quarter. Richmond Investment Services LLC now owns 3,286 shares of the network technology company’s stock valued at $672,000 after purchasing an additional 1,531 shares during the period. 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: 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

Insider Transactions at Palo Alto Networks

In other Palo Alto Networks news, EVP Lee Klarich sold 120,774 shares of the firm’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $217.94, for a total transaction of $26,321,485.56. Following the transaction, the executive vice president directly owned 356,409 shares in the company, valued at $77,675,777.46. This trade represents a 25.31% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, 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 value 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 represents a 1.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 382,016 shares of company stock worth $76,386,460 in the last ninety days. 1.40% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on PANW. TD Cowen lifted their target price on Palo Alto Networks from $230.00 to $255.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. BTIG Research restated a “buy” rating on shares of Palo Alto Networks in a research report on Wednesday, December 17th. HSBC lowered shares of Palo Alto Networks from a “hold” rating to a “reduce” rating and set a $157.00 price objective for the company. in a research note on Thursday, November 20th. Morgan Stanley reissued an “overweight” rating and issued a $245.00 target price (up previously from $228.00) on shares of Palo Alto Networks in a research note on Thursday, December 18th. Finally, UBS Group set a $215.00 price target on shares of Palo Alto Networks and gave the stock a “neutral” rating in a research note on Tuesday. Thirty-one investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $229.09.

Palo Alto Networks Trading Down 1.7%

Shares of PANW opened at $187.73 on Friday. The firm has a fifty day moving average price of $191.84 and a 200-day moving average price of $195.80. The firm 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, Inc. has a 12-month low of $144.15 and a 12-month high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data 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 company had revenue of $2.47 billion during the quarter, compared to analyst estimates of $2.46 billion. Palo Alto Networks had a net margin of 11.69% and a return on equity of 17.05%. The firm’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same quarter last year, the business posted $1.56 EPS. Analysts predict that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

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.