Advyzon Investment Management LLC Increases Stock Holdings in Palo Alto Networks, Inc. $PANW

Advyzon Investment Management LLC lifted its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 190.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,826 shares of the network technology company’s stock after buying an additional 3,817 shares during the quarter. Advyzon Investment Management LLC’s holdings in Palo Alto Networks were worth $1,186,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of PANW. Brighton Jones LLC increased its position in shares of 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 worth $1,230,000 after purchasing an additional 4,031 shares in the last quarter. Bison Wealth LLC boosted its position in shares of Palo Alto Networks by 169.1% in the 4th 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 grew its stake in Palo Alto Networks by 66.3% during the 2nd 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 during the last quarter. Forum Financial Management LP grew its stake in Palo Alto Networks by 11.6% during the 2nd quarter. Forum Financial Management LP now owns 3,879 shares of the network technology company’s stock worth $794,000 after buying an additional 403 shares during the last quarter. Finally, Bleakley Financial Group LLC increased its position in Palo Alto Networks by 16.9% during the second quarter. Bleakley Financial Group LLC now owns 16,929 shares of the network technology company’s stock worth $3,464,000 after buying an additional 2,452 shares during the period. Institutional investors and hedge funds own 79.82% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Piper Sandler reissued an “overweight” rating and issued a $265.00 price objective (up from $230.00) on shares of Palo Alto Networks in a report on Monday, January 5th. Deutsche Bank Aktiengesellschaft reduced 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 research report on Wednesday. BMO Capital Markets decreased their price target on shares of Palo Alto Networks from $230.00 to $200.00 and set an “outperform” rating for the company in a research note on Wednesday. Citigroup restated a “buy” rating and issued a $210.00 price objective (down from $235.00) on shares of Palo Alto Networks in a research note on Thursday. Finally, Stifel Nicolaus reduced their target price on shares of Palo Alto Networks from $200.00 to $185.00 and set a “buy” rating for the company in a report on Wednesday. Thirty-three investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $212.51.

Insiders Place Their Bets

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction on Tuesday, December 23rd. The stock was 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 approximately $29,190,293.42. This represents a 3.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO Josh D. Paul sold 800 shares of the business’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 sale, the chief accounting officer owned 46,005 shares in the company, valued at $8,502,184.05. The trade was a 1.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 260,542 shares of company stock valued at $49,910,995 over the last 90 days. 1.40% of the stock is owned by corporate insiders.

Key Headlines Impacting 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.

Palo Alto Networks Stock Performance

PANW stock opened at $148.70 on Friday. The stock has a market capitalization of $121.34 billion, a PE ratio of 82.15, a price-to-earnings-growth ratio of 5.09 and a beta of 0.75. The company has a fifty day moving average of $178.60 and a 200-day moving average of $191.49. Palo Alto Networks, Inc. has a one year low of $144.15 and a one year high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Tuesday, February 17th. The network technology company reported $1.03 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.94 by $0.09. The business had revenue of $2.59 billion for the quarter, compared to analyst estimates of $2.58 billion. Palo Alto Networks had a net margin of 12.96% and a return on equity of 17.60%. The business’s revenue was up 14.9% compared to the same quarter last year. During the same period in the previous year, the business posted $0.81 earnings per share. 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 fiscal 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.