Buffalo Business & Estate Services Ltd. Invests $7.45 Million in Palo Alto Networks, Inc. $PANW

Buffalo Business & Estate Services Ltd. acquired a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 40,454 shares of the network technology company’s stock, valued at approximately $7,452,000. Palo Alto Networks makes up approximately 1.1% of Buffalo Business & Estate Services Ltd.’s holdings, making the stock its 17th biggest position.

Other hedge funds also recently made changes to their positions in the company. Victory Capital Management Inc. increased its stake in Palo Alto Networks by 108.3% in the third quarter. Victory Capital Management Inc. now owns 2,467,692 shares of the network technology company’s stock valued at $502,263,000 after acquiring an additional 1,282,738 shares during the last quarter. Vanguard Group Inc. lifted its stake in Palo Alto Networks by 2.0% during the third quarter. Vanguard Group Inc. now owns 65,269,963 shares of the network technology company’s stock worth $13,290,270,000 after purchasing an additional 1,253,589 shares during the last quarter. California Public Employees Retirement System boosted its holdings in shares of Palo Alto Networks by 97.9% in the 2nd quarter. California Public Employees Retirement System now owns 2,104,939 shares of the network technology company’s stock worth $430,755,000 after purchasing an additional 1,041,145 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new position in shares of Palo Alto Networks during the 3rd quarter valued at about $162,161,000. Finally, Danske Bank A S purchased a new position in shares of Palo Alto Networks during the 3rd quarter valued at about $151,682,000. 79.82% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the business’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $160.42, for a total value of $802,100.00. Following the transaction, the executive vice president owned 150,250 shares in the company, valued at approximately $24,103,105. The trade was a 3.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Josh D. Paul sold 1,100 shares of the company’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $161.40, for a total transaction of $177,540.00. Following the transaction, the chief accounting officer directly owned 83,136 shares of the company’s stock, valued at approximately $13,418,150.40. This trade represents a 1.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 149,552 shares of company stock worth $27,779,427. 1.40% of the stock is currently owned by insiders.

Palo Alto Networks Stock Performance

Shares of PANW stock opened at $163.21 on Monday. The company has a market capitalization of $133.18 billion, a P/E ratio of 90.17, a PEG ratio of 5.89 and a beta of 0.77. Palo Alto Networks, Inc. has a fifty-two week low of $139.57 and a fifty-two week high of $223.61. The stock has a 50 day moving average price of $162.13 and a two-hundred day moving average price of $185.89.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Wednesday, February 18th. The network technology company reported $1.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.94 by $0.09. Palo Alto Networks had a net margin of 12.96% and a return on equity of 17.60%. The firm had revenue of $2.59 billion for the quarter, compared to analysts’ expectations of $2.58 billion. During the same quarter last year, the business earned $0.81 earnings per share. The business’s revenue was up 14.9% on a year-over-year basis. As a group, equities analysts predict that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

More Palo Alto Networks News

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

• Positive Sentiment: An insider reportedly bought about US$10.0m of PANW stock, a sign of confidence from management or insiders that can reassure investors and provide upward support to the share price. Insider Buy Article
• Positive Sentiment: Zacks published a note highlighting that PANW outperformed the broader market in the latest session, reflecting short‑term buying momentum and attention on the name. That positive market reaction can amplify interest from momentum and quant-driven flows. Zacks Upswing Article
• Neutral Sentiment: Benchmark initiated coverage of PANW (coverage initiation often brings increased analyst visibility and trading volume). Investors should watch the new rating and price target for directional cues. Coverage Initiation
• Neutral Sentiment: Local law‑firm hiring news (Arman Pahlavan joining Dorsey & Whitney in Palo Alto) is peripheral to PANW fundamentals and unlikely to move the stock materially. Business Wire Article
• Negative Sentiment: Two senior executives disclosed open‑market sales on April 1: EVP Dipak Golechha sold 5,000 shares at ~$160.42 and CAO Josh D. Paul sold 1,100 shares at ~$161.40. Insider sales can create near‑term selling pressure or raise governance/rotation questions, even when not unusual for executives. SEC Filing
• Negative Sentiment: Analyst/market commentary pointing out a roughly 12% decline over three months highlights near‑term downside and investor concern, even as some pieces note SASE momentum and enterprise wins that could stabilize revenue longer term. Persistent share‑price weakness can prompt re‑rating risk. Zacks Decline Article

Analyst Ratings Changes

Several analysts have issued reports on PANW shares. Citizens Jmp reaffirmed a “market outperform” rating and issued a $250.00 target price on shares of Palo Alto Networks in a research note on Wednesday, February 18th. Piper Sandler restated 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. Morgan Stanley reaffirmed an “overweight” rating and issued a $223.00 price objective (down from $245.00) on shares of Palo Alto Networks in a research note on Wednesday, February 18th. Arete Research raised shares of Palo Alto Networks from a “sell” rating to a “buy” rating and set a $185.00 target price on the stock in a report on Tuesday, March 3rd. Finally, 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 report on Wednesday, February 18th. Two analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and an average price target of $209.95.

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.