Trivest Advisors Ltd Makes New Investment in Palo Alto Networks, Inc. $PANW

Trivest Advisors Ltd bought a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 31,200 shares of the network technology company’s stock, valued at approximately $6,353,000.

A number of other hedge funds have also made changes to their positions in PANW. Darwin Wealth Management LLC purchased a new position in Palo Alto Networks during the second quarter valued at approximately $25,000. Whipplewood Advisors LLC boosted its stake in shares of Palo Alto Networks by 6,400.0% during the 2nd quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock valued at $27,000 after buying an additional 128 shares during the period. Howard Hughes Medical Institute purchased a new position in shares of Palo Alto Networks during the 2nd quarter valued at $29,000. MTM Investment Management LLC acquired a new position in shares of Palo Alto Networks in the second quarter worth $31,000. Finally, CBIZ Investment Advisory Services LLC increased its stake in shares of Palo Alto Networks by 39.7% in the third quarter. CBIZ Investment Advisory Services LLC now owns 176 shares of the network technology company’s stock worth $36,000 after acquiring an additional 50 shares during the last quarter. 79.82% of the stock is owned by hedge funds and other institutional investors.

Palo Alto Networks Stock Performance

PANW opened at $148.70 on Friday. The firm has a market cap of $121.34 billion, a P/E ratio of 82.15, a price-to-earnings-growth ratio of 5.02 and a beta of 0.75. The business has a 50 day moving average price of $178.60 and a 200 day moving average price of $191.65. Palo Alto Networks, Inc. has a twelve month low of $144.15 and a twelve month high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings results on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, beating 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 company had revenue of $2.59 billion for the quarter, compared to the consensus estimate of $2.58 billion. During the same quarter last year, the company posted $0.81 earnings per share. The company’s revenue for the quarter 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. As a group, analysts anticipate that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

Trending Headlines about 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.

Wall Street Analysts Forecast Growth

PANW has been the subject of a number of research reports. Evercore lifted their price objective on Palo Alto Networks from $220.00 to $250.00 and gave the company an “outperform” rating in a research report on Thursday, November 13th. TD Cowen reaffirmed a “buy” rating on shares of Palo Alto Networks in a research note on Wednesday. Oppenheimer reissued an “outperform” rating and issued a $245.00 price target on shares of Palo Alto Networks in a research note on Thursday, November 20th. Scotiabank reaffirmed an “outperform” rating on shares of Palo Alto Networks in a research report on Wednesday. Finally, DA Davidson set a $190.00 target price on shares of Palo Alto Networks and gave the company a “buy” rating in a research note on Wednesday. Thirty-three analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $212.51.

Insider Activity

In related news, EVP Lee Klarich sold 120,774 shares of Palo Alto Networks stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $191.91, for a total value of $23,177,738.34. Following the transaction, the executive vice president owned 327,645 shares in the company, valued at $62,878,351.95. This trade represents a 26.93% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director James J. Goetz sold 12,500 shares of the company’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $195.33, for a total transaction of $2,441,625.00. Following the sale, the director owned 75,184 shares of the company’s stock, valued at $14,685,690.72. This trade represents a 14.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 260,542 shares of company stock worth $49,910,995. Insiders own 1.40% of the company’s stock.

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.