EDENTREE ASSET MANAGEMENT Ltd Grows Stock Position in Palo Alto Networks, Inc. $PANW

EDENTREE ASSET MANAGEMENT Ltd grew its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 30.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 70,700 shares of the network technology company’s stock after acquiring an additional 16,640 shares during the quarter. Palo Alto Networks makes up approximately 3.5% of EDENTREE ASSET MANAGEMENT Ltd’s holdings, making the stock its 7th largest position. EDENTREE ASSET MANAGEMENT Ltd’s holdings in Palo Alto Networks were worth $14,392,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Klingman & Associates LLC boosted its holdings in shares of Palo Alto Networks by 2.2% in the 3rd quarter. Klingman & Associates LLC now owns 2,131 shares of the network technology company’s stock valued at $434,000 after buying an additional 46 shares during the period. Contravisory Investment Management Inc. boosted its stake in Palo Alto Networks by 1.8% in the third quarter. Contravisory Investment Management Inc. now owns 2,742 shares of the network technology company’s stock valued at $558,000 after acquiring an additional 48 shares during the period. Mattern Wealth Management LLC boosted its stake in Palo Alto Networks by 2.9% in the third quarter. Mattern Wealth Management LLC now owns 1,692 shares of the network technology company’s stock valued at $345,000 after acquiring an additional 48 shares during the period. PTM Wealth Management LLC raised its position in shares of Palo Alto Networks by 4.0% during the 3rd quarter. PTM Wealth Management LLC now owns 1,300 shares of the network technology company’s stock worth $276,000 after purchasing an additional 50 shares during the period. Finally, Arlington Trust Co LLC lifted its holdings in shares of Palo Alto Networks by 4.8% in the 3rd quarter. Arlington Trust Co LLC now owns 1,088 shares of the network technology company’s stock worth $222,000 after purchasing an additional 50 shares during the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Insider Transactions at Palo Alto Networks

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the business’s stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total value of $940,900.00. Following the sale, the executive vice president directly owned 155,119 shares in the company, valued at approximately $29,190,293.42. The trade was a 3.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Lee Klarich sold 120,774 shares of the company’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $191.91, for a total transaction of $23,177,738.34. Following the completion of the sale, the executive vice president directly owned 327,645 shares of the company’s stock, valued at $62,878,351.95. The trade was a 26.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 260,542 shares of company stock valued at $49,910,995 in the last three months. 1.40% of the stock is currently owned by insiders.

Palo Alto Networks News Summary

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.

Analyst Ratings Changes

A number of research analysts recently commented on the company. Wolfe Research upped their price objective on Palo Alto Networks from $225.00 to $250.00 and gave the stock an “outperform” rating in a research note on Monday, December 15th. Mizuho set a $200.00 price target on shares of Palo Alto Networks in a research report on Wednesday. Jefferies Financial Group reiterated a “buy” rating on shares of Palo Alto Networks in a research report on Wednesday, February 4th. Susquehanna reduced their target price on shares of Palo Alto Networks from $230.00 to $200.00 and set a “positive” rating for the company in a research note on Wednesday. Finally, Robert W. Baird set a $220.00 price target on shares of Palo Alto Networks and gave the company an “outperform” rating in a research note on Wednesday. Thirty-three research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $212.51.

Palo Alto Networks Trading Down 1.5%

Palo Alto Networks stock opened at $148.70 on Friday. Palo Alto Networks, Inc. has a 52 week low of $144.15 and a 52 week high of $223.61. The stock has a market cap of $121.34 billion, a price-to-earnings ratio of 82.15, a PEG ratio of 5.02 and a beta of 0.75. The company’s 50-day moving average price is $178.60 and its two-hundred day moving average price is $191.65.

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 return on equity of 17.60% and a net margin of 12.96%.The firm had revenue of $2.59 billion for the quarter, compared to analysts’ expectations of $2.58 billion. During the same quarter in the previous year, the company earned $0.81 earnings per share. The firm’s quarterly 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. Research analysts expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

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.