Clearstead Advisors LLC Has $24.39 Million Position in Palo Alto Networks, Inc. $PANW

Clearstead Advisors LLC lifted its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 4.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 119,800 shares of the network technology company’s stock after acquiring an additional 4,648 shares during the period. Clearstead Advisors LLC’s holdings in Palo Alto Networks were worth $24,394,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the company. Exchange Traded Concepts LLC boosted its holdings in shares of Palo Alto Networks by 29.4% in the third quarter. Exchange Traded Concepts LLC now owns 32,155 shares of the network technology company’s stock valued at $6,547,000 after buying an additional 7,301 shares during the period. Silver Oak Securities Incorporated boosted its stake in 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 worth $2,389,000 after purchasing an additional 8,282 shares during the period. GoalVest Advisory LLC increased its holdings in Palo Alto Networks by 1,248.9% during the 3rd quarter. GoalVest Advisory LLC now owns 10,899 shares of the network technology company’s stock worth $2,219,000 after purchasing an additional 10,091 shares in the last quarter. Schroder Investment Management Group raised its stake in shares of Palo Alto Networks by 7.9% in the 2nd quarter. Schroder Investment Management Group now owns 2,234,551 shares of the network technology company’s stock valued at $457,279,000 after purchasing an additional 163,718 shares during the period. Finally, Richmond Investment Services LLC raised its stake in shares of Palo Alto Networks by 87.2% in the 2nd 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. Institutional investors and hedge funds own 79.82% of the company’s stock.

Analysts Set New Price Targets

PANW has been the subject of a number of recent research reports. Barclays set a $200.00 price target on Palo Alto Networks and gave the stock an “overweight” rating in a research report on Monday, February 9th. TD Cowen restated a “buy” rating on shares of Palo Alto Networks in a report on Wednesday. Guggenheim reiterated a “neutral” rating on shares of Palo Alto Networks in a research note on Wednesday, February 18th. UBS Group set a $183.00 price target on shares of Palo Alto Networks in a research report on Thursday. Finally, HSBC reduced their price objective on shares of Palo Alto Networks from $157.00 to $114.00 in a research note on Thursday. Thirty-three analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $212.51.

Insider Transactions at Palo Alto Networks

In related news, EVP Lee Klarich sold 120,768 shares of the company’s stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $191.03, for a total value of $23,070,311.04. Following the transaction, the executive vice president directly owned 298,887 shares in the company, valued at approximately $57,096,383.61. This represents a 28.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director James J. Goetz sold 12,500 shares of the business’s stock in a transaction dated 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 sale, the director directly owned 75,184 shares of the company’s stock, valued at $14,685,690.72. This represents a 14.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 260,542 shares of company stock worth $49,910,995 over the last ninety days. Corporate insiders own 1.40% of the company’s stock.

Palo Alto Networks Trading Down 1.5%

PANW opened at $148.70 on Monday. The stock has a market cap of $121.34 billion, a PE ratio of 82.15, a price-to-earnings-growth ratio of 5.38 and a beta of 0.75. The stock’s fifty day simple moving average is $178.60 and its 200 day simple moving average is $191.78. Palo Alto Networks, Inc. has a 1-year low of $144.15 and a 1-year high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, topping the consensus estimate 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 business had revenue of $2.59 billion during the quarter, compared to the consensus estimate of $2.58 billion. During the same quarter in the previous year, the firm posted $0.81 EPS. 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. Equities analysts forecast that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

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.

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.