Diversified Trust Co. Sells 3,407 Shares of Palo Alto Networks, Inc. $PANW

Diversified Trust Co. lessened its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 23.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,400 shares of the network technology company’s stock after selling 3,407 shares during the quarter. Diversified Trust Co.’s holdings in Palo Alto Networks were worth $2,100,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of the business. Brighton Jones LLC lifted its position in Palo Alto Networks by 147.7% during the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after purchasing an additional 4,031 shares in the last quarter. Bison Wealth LLC grew its holdings in Palo Alto Networks by 169.1% during the fourth quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after purchasing an additional 3,275 shares during the period. Sivia Capital Partners LLC increased its position in Palo Alto Networks by 66.3% in the second quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock worth $713,000 after buying an additional 1,389 shares in the last quarter. Edmond DE Rothschild Holding S.A. raised its stake in shares of Palo Alto Networks by 1.7% in the second quarter. Edmond DE Rothschild Holding S.A. now owns 47,123 shares of the network technology company’s stock worth $9,643,000 after buying an additional 804 shares during the period. Finally, Laurel Wealth Advisors LLC raised its stake in shares of Palo Alto Networks by 20,370.0% in the second quarter. Laurel Wealth Advisors LLC now owns 2,047 shares of the network technology company’s stock worth $419,000 after buying an additional 2,037 shares during the period. 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: Prisma AIRS 3.0 launch — Palo Alto rolled out Prisma AIRS 3.0 to secure autonomous AI agents, strengthening its position in AI-native security and widening its platform coverage (helps deepen customer relationships and supports higher recurring revenue). Palo Alto Networks blog: Prisma AIRS 3.0
• Positive Sentiment: Prisma Browser / SASE adoption — Analyst commentary highlights Prisma Browser as a growth engine for PANW’s SASE strategy as enterprises look for integrated security for users, apps and cloud — a tailwind for subscription and platform expansion. Zacks: Prisma Browser and SASE growth
• Positive Sentiment: Analyst Buy rating remains — Freedom Capital Markets reiterated a Buy on PANW after strong Q2 results, signaling continued institutional conviction even as it trimmed its price target. Yahoo / Finance: Buy rating
• Neutral Sentiment: Industry narrative supports long-term demand — Market commentary frames autonomous security as a durable spending cycle benefiting incumbents like PANW; this is a strategic positive but not an immediate price catalyst on its own.
• Neutral Sentiment: Short-interest reporting anomalies — Multiple data feeds flagged a “large increase” in March short interest but show 0 shares / NaN changes, indicating unreliable or erroneous data; ambiguous near-term impact until clarified by exchanges or the data provider.
• Negative Sentiment: Near-term selling pressure — Coverage noting the stock dropped despite broader market gains points to profit-taking, valuation concerns and short-term technical weakness that are pressuring the share price today. Zacks: Stock drops despite market gains

Palo Alto Networks Trading Down 2.5%

NASDAQ:PANW opened at $153.22 on Thursday. The company has a market capitalization of $125.03 billion, a P/E ratio of 84.65, a P/E/G ratio of 5.67 and a beta of 0.78. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 month high of $223.61. The business’s 50-day moving average is $165.85 and its 200 day moving average is $188.00.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings results on Wednesday, February 18th. The network technology company reported $1.03 earnings per share 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 business had revenue of $2.59 billion during the quarter, compared to analysts’ expectations of $2.58 billion. During the same quarter last year, the business posted $0.81 EPS. The firm’s revenue for the quarter was up 14.9% compared to the same quarter last year. On average, research analysts forecast that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Jefferies Financial Group reiterated a “buy” rating on shares of Palo Alto Networks in a research note on Wednesday, February 4th. Deutsche Bank Aktiengesellschaft decreased their target price on shares of Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating on the stock in a research note on Wednesday, February 18th. HSBC lowered their price target on shares of Palo Alto Networks from $157.00 to $114.00 in a report on Thursday, February 19th. DA Davidson set a $190.00 price objective on shares of Palo Alto Networks and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Finally, Truist Financial set a $200.00 price objective on shares of Palo Alto Networks and gave the company a “buy” rating in a research report on Tuesday, February 17th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat, Palo Alto Networks has an average rating of “Moderate Buy” and a consensus target price of $210.19.

Insider Activity

In related news, EVP Lee Klarich sold 120,768 shares of the company’s stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $191.03, for a total transaction of $23,070,311.04. Following the sale, the executive vice president owned 298,887 shares of the company’s stock, valued at $57,096,383.61. This represents a 28.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director James J. Goetz sold 22,684 shares of the stock in a transaction on Friday, March 6th. The shares were sold at an average price of $164.41, for a total transaction of $3,729,476.44. Following the transaction, the director owned 52,500 shares of the company’s stock, valued at $8,631,525. This trade represents a 30.17% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 144,252 shares of company stock worth $26,947,635. 1.40% of the stock is currently owned by insiders.

Palo Alto Networks Company 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.