Daymark Wealth Partners LLC Grows Stock Position in Palo Alto Networks, Inc. $PANW

Daymark Wealth Partners LLC increased its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 450.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 39,510 shares of the network technology company’s stock after acquiring an additional 32,327 shares during the period. Daymark Wealth Partners LLC’s holdings in Palo Alto Networks were worth $7,278,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. Darwin Wealth Management LLC purchased a new position in Palo Alto Networks in the 2nd quarter worth approximately $25,000. Howard Hughes Medical Institute purchased a new stake in shares of Palo Alto Networks during the second quarter valued at approximately $29,000. Winch Advisory Services LLC grew its holdings in shares of Palo Alto Networks by 96.1% in the third quarter. Winch Advisory Services LLC now owns 149 shares of the network technology company’s stock worth $30,000 after purchasing an additional 73 shares during the last quarter. Painted Porch Advisors LLC grew its holdings in shares of Palo Alto Networks by 72.7% in the third quarter. Painted Porch Advisors LLC now owns 152 shares of the network technology company’s stock worth $31,000 after purchasing an additional 64 shares during the last quarter. Finally, Caitlin John LLC purchased a new position in shares of Palo Alto Networks in the third quarter worth $31,000. 79.82% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP Lee Klarich sold 120,768 shares of Palo Alto Networks stock in a transaction dated Thursday, January 8th. The stock was sold at an average price of $191.03, for a total value of $23,070,311.04. Following the completion of the transaction, the executive vice president owned 298,887 shares of the company’s stock, valued at $57,096,383.61. The trade was a 28.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director James J. Goetz sold 22,684 shares of the company’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $164.41, for a total transaction of $3,729,476.44. Following the completion of the transaction, the director owned 52,500 shares in the company, valued at approximately $8,631,525. The trade was a 30.17% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 144,252 shares of company stock worth $26,947,635 over the last three months. 1.40% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

PANW has been the subject of a number of recent analyst reports. BTIG Research reiterated a “buy” rating and set a $200.00 price target on shares of Palo Alto Networks in a report on Wednesday, February 18th. Argus upgraded shares of Palo Alto Networks to a “strong-buy” rating in a research report on Friday, February 20th. Needham & Company LLC lowered their price objective on shares of Palo Alto Networks from $230.00 to $200.00 and set a “buy” rating for the company in a research note on Wednesday, February 18th. Morgan Stanley reaffirmed an “overweight” rating and set a $223.00 price target (down from $245.00) on shares of Palo Alto Networks in a research report on Wednesday, February 18th. Finally, Scotiabank reissued an “outperform” rating on shares of Palo Alto Networks in a research note on Wednesday, February 18th. Two research 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. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $210.19.

Palo Alto Networks News Summary

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.)

Palo Alto Networks Stock Down 4.2%

Shares of PANW opened at $157.21 on Wednesday. The stock has a market cap of $128.28 billion, a P/E ratio of 86.86, a P/E/G ratio of 5.92 and a beta of 0.78. The business’s 50 day moving average price is $166.60 and its 200-day moving average price is $188.24. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Wednesday, February 18th. The network technology company reported $1.03 earnings per share for the quarter, beating analysts’ consensus estimates of $0.94 by $0.09. The company had revenue of $2.59 billion during 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%.The firm’s revenue for the quarter was up 14.9% on a year-over-year basis. During the same quarter last year, the company earned $0.81 EPS. On average, equities analysts anticipate that Palo Alto Networks, Inc. will post 1.76 EPS for the current 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.