Rep. Jonathan L. Jackson Sells Palo Alto Networks, Inc. (NASDAQ:PANW) Shares

Representative Jonathan L. Jackson (Democratic-Illinois) recently sold shares of Palo Alto Networks, Inc. (NASDAQ:PANW). In a filing disclosed on March 12th, the Representative disclosed that they had sold between $50,001 and $100,000 in Palo Alto Networks stock on February 5th. The trade occurred in the Representative’s “MORGAN STANLEY TRUST ACCOUNT” account.

Representative Jonathan L. Jackson also recently made the following trade(s):

• Purchased $50,001 – $100,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of International Business Machines (NYSE:IBM) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/17/2026.
• Sold $50,001 – $100,000 in shares of International Business Machines (NYSE:IBM) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/11/2026.
• Purchased $1,001 – $15,000 in shares of Welltower (NYSE:WELL) on 2/11/2026.
• Sold $1,001 – $15,000 in shares of Tenet Healthcare (NYSE:THC) on 2/11/2026.
• Purchased $1,001 – $15,000 in shares of Citigroup (NYSE:C) on 2/11/2026.
• Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/5/2026.
• Purchased $50,001 – $100,000 in shares of Citigroup (NYSE:C) on 2/5/2026.

Palo Alto Networks Price Performance

Shares of NASDAQ PANW opened at $157.21 on Wednesday. The stock’s 50-day moving average is $166.60 and its two-hundred day moving average is $188.24. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $223.61. The company has a market cap of $128.28 billion, a price-to-earnings ratio of 86.86, a price-to-earnings-growth ratio of 5.92 and a beta of 0.78.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Wednesday, February 18th. The network technology company reported $1.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.94 by $0.09. The company had revenue of $2.59 billion for the quarter, compared to analyst estimates of $2.58 billion. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.Palo Alto Networks’s revenue for the quarter was up 14.9% compared to the same quarter last year. During the same quarter last year, the company earned $0.81 EPS. Equities research analysts anticipate that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several analysts recently weighed in on PANW shares. Mizuho set a $200.00 target price on shares of Palo Alto Networks in a report on Wednesday, February 18th. Daiwa Securities Group lowered their price target on shares of Palo Alto Networks from $212.00 to $175.00 and set an “outperform” rating for the company in a report on Tuesday, February 24th. Argus raised shares of Palo Alto Networks to a “strong-buy” rating in a research report on Friday, February 20th. BTIG Research restated a “buy” rating and issued a $200.00 price objective on shares of Palo Alto Networks in a report on Wednesday, February 18th. Finally, Susquehanna decreased their price objective on shares of Palo Alto Networks from $230.00 to $200.00 and set a “positive” rating for the company in a research report on Wednesday, February 18th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $210.19.

Hedge Funds Weigh In On Palo Alto Networks

Several hedge funds have recently added to or reduced their stakes in PANW. Darwin Wealth Management LLC acquired a new position in shares of Palo Alto Networks in the 2nd quarter valued at $25,000. Steph & Co. raised its stake in Palo Alto Networks by 88.2% during the 4th quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after acquiring an additional 67 shares in the last quarter. Knuff & Co LLC purchased a new stake in Palo Alto Networks in the fourth quarter valued at $26,000. Sittner & Nelson LLC lifted its position in Palo Alto Networks by 73.8% in the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after acquiring an additional 62 shares during the last quarter. Finally, Luken Investment Analytics LLC boosted its stake in Palo Alto Networks by 196.2% in the fourth quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock valued at $28,000 after acquiring an additional 102 shares in the last quarter. 79.82% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Palo Alto Networks

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Company rolled out Prisma AIRS 3.0, positioning PANW to secure “agentic” / autonomous AI agents across discovery, risk assessment and protection — a direct product play into the growing AI‑security spending cycle that could drive upsells and stickier enterprise relationships. Read More.
• Positive Sentiment: Multiple simultaneous launches (Next‑Generation Trust Security for certificate lifecycle automation, an industry‑focused secure browser for agentic AI, and Prisma Browser for Business for SMBs) broaden PANW’s platform coverage — reinforcing the company’s “platform consolidation” thesis that supports long‑term ARR and margin expansion. Read More.
• Positive Sentiment: Market commentary highlights PANW as a leading beneficiary of the shift to autonomous security (alongside CRWD), framing recent product launches as durable growth catalysts that strengthen investor case for platform incumbents. Read More.
• Neutral Sentiment: Analyst activity: Freedom Capital maintained a Buy rating but lowered the price target (from $230 to $210), signaling continued confidence in demand yet a slightly reduced near‑term valuation outlook. Read More.
• Neutral Sentiment: Scotiabank posted an FY2027 earnings estimate for PANW — an incremental data point for modeling but not a clear directional catalyst by itself. Read More.
• Neutral Sentiment: Several outlets (PR Newswire, MSN) amplified the new product releases — positive PR flow that supports awareness but may take quarters to translate into material ARR upside. Read More.
• Negative Sentiment: Datafeed entries show a large increase in “short interest” but report zero shares / NaN values — indicating a likely reporting error. Still, any perceived rise in short activity or noisy headlines can pressure the stock short‑term if investors interpret the data as negative. (No reliable link available.)

Insiders Place Their Bets

In other news, CAO Josh D. Paul sold 800 shares of Palo Alto Networks stock in a transaction dated 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 approximately $8,502,184.05. The trade was a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Lee Klarich sold 120,768 shares of the business’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 completion of the sale, the executive vice president directly owned 298,887 shares of the company’s stock, valued at $57,096,383.61. The trade was a 28.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 144,252 shares of company stock valued at $26,947,635. 1.40% of the stock is currently owned by insiders.

About Representative Jackson

Jonathan Jackson (Democratic Party) is a member of the U.S. House, representing Illinois’ 1st Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Jackson (Democratic Party) is running for re-election to the U.S. House to represent Illinois’ 1st Congressional District. He declared candidacy for the 2026 election.

Jonathan Jackson was born in Chicago, Illinois. Jackson graduated from Whitney Young High School. He earned an M.B.A. from Northwestern University. Jackson’s career experience includes working as an investment analyst and an entrepreneur.

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.