Palo Alto Networks, Inc. $PANW Shares Sold by First American Trust FSB

First American Trust FSB trimmed its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 37.1% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 23,968 shares of the network technology company’s stock after selling 14,153 shares during the period. First American Trust FSB’s holdings in Palo Alto Networks were worth $4,880,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Exchange Traded Concepts LLC increased its holdings in shares of Palo Alto Networks by 29.4% during the 3rd quarter. Exchange Traded Concepts LLC now owns 32,155 shares of the network technology company’s stock worth $6,547,000 after buying an additional 7,301 shares during the last quarter. Silver Oak Securities Incorporated lifted its holdings in Palo Alto Networks by 240.1% in the third quarter. Silver Oak Securities Incorporated now owns 11,732 shares of the network technology company’s stock valued at $2,389,000 after acquiring an additional 8,282 shares during the last quarter. GoalVest Advisory LLC grew its position in Palo Alto Networks by 1,248.9% in the third quarter. GoalVest Advisory LLC now owns 10,899 shares of the network technology company’s stock worth $2,219,000 after acquiring an additional 10,091 shares during the period. Schroder Investment Management Group increased its stake in Palo Alto Networks by 7.9% during the second quarter. Schroder Investment Management Group now owns 2,234,551 shares of the network technology company’s stock worth $457,279,000 after acquiring an additional 163,718 shares during the last quarter. Finally, Richmond Investment Services LLC raised its position in Palo Alto Networks by 87.2% in the second quarter. Richmond Investment Services LLC now owns 3,286 shares of the network technology company’s stock valued at $672,000 after purchasing an additional 1,531 shares during the period. 79.82% of the stock is owned by hedge funds and other institutional investors.

Palo Alto Networks Price Performance

Shares of NASDAQ PANW opened at $144.14 on Tuesday. The stock’s 50-day moving average is $177.77 and its two-hundred day moving average is $191.61. The company has a market cap of $117.62 billion, a price-to-earnings ratio of 79.64, a price-to-earnings-growth ratio of 5.38 and a beta of 0.75. Palo Alto Networks, Inc. has a 1-year low of $143.30 and a 1-year high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Tuesday, February 17th. The network technology company reported $1.03 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 company had revenue of $2.59 billion during the quarter, compared to the consensus estimate of $2.58 billion. During the same quarter in the previous year, the firm earned $0.81 earnings per share. The firm’s quarterly revenue was up 14.9% on a year-over-year basis. 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. Equities research analysts anticipate that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

Palo Alto Networks News Summary

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

• Positive Sentiment: An analyst raised Palo Alto’s FY2026 EPS estimate, signaling higher expected profitability for next fiscal year. FY2026 EPS Estimate for Palo Alto Networks Raised by Analyst
• Positive Sentiment: Investor-facing coverage highlights PANW as a strong AI/security play, praising its comprehensive product portfolio and positioning against AI-driven threats — supportive narrative for longer-term demand. 1 No-Brainer Artificial Intelligence (AI) Stock to Buy With $160 and Hold for the Long Term
• Neutral Sentiment: Zacks notes PANW is a trending stock among its users and summarizes factors investors should review before taking a position; this increases attention but doesn’t by itself change fundamentals. Palo Alto Networks, Inc. (PANW) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: The Motley Fool asks whether PANW is a buy on the dip: it notes solid fiscal Q2 growth but warns recent acquisitions will pressure near-term EPS — a mixed view that supports longer-term conviction but flags short-term dilution. Is It Time to Buy Palo Alto Networks Stock on the Dip?
• Negative Sentiment: Sector weakness: CNBC reports cybersecurity stocks fell after Anthropic launched an AI tool that can scan code for vulnerabilities, stoking fears AI could automate tasks currently sold by security vendors — a direct headwind to valuation multiples. Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears
• Negative Sentiment: Analyst downgrades and price-target cuts pressured the stock: reports show PANW trading down after at least one downgrade, and HSBC slashed its price target to $114 — a steep cut that likely weighs on sentiment and selling. Palo Alto Networks (NASDAQ:PANW) Trading Down 1.5% Following Analyst Downgrade
• Negative Sentiment: Multiple firms adjusted targets lower: HSBC’s $114 target is highly negative, while New Street trimmed its target to $220 — mixed magnitude but overall adds downward pressure on consensus expectations. HSBC Cuts Palo Alto Networks (NASDAQ:PANW) Price Target to $114.00 New Street Research Cuts Palo Alto Networks (NASDAQ:PANW) Price Target to $220.00

Wall Street Analyst Weigh In

PANW has been the subject of a number of research analyst reports. Guggenheim reiterated a “neutral” rating on shares of Palo Alto Networks in a report on Wednesday, February 18th. HSBC lowered their target price on shares of Palo Alto Networks from $157.00 to $114.00 in a research note on Thursday, February 19th. Scotiabank reissued an “outperform” rating on shares of Palo Alto Networks in a research note on Wednesday, February 18th. The Goldman Sachs Group dropped their target price on shares of Palo Alto Networks from $240.00 to $224.00 and set a “buy” rating for the company in a report on Wednesday, February 18th. Finally, Needham & Company LLC lowered their target price on Palo Alto Networks from $230.00 to $200.00 and set a “buy” rating for the company in a report on Wednesday, February 18th. One analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $212.51.

Insiders Place Their Bets

In other news, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $188.18, for a total value of $940,900.00. Following the transaction, the executive vice president owned 155,119 shares in the company, valued at approximately $29,190,293.42. This represents a 3.12% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO Josh D. Paul sold 800 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $184.81, for a total value of $147,848.00. Following the sale, the chief accounting officer owned 46,005 shares of the company’s stock, valued at approximately $8,502,184.05. The trade was a 1.71% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 260,542 shares of company stock worth $49,910,995. 1.40% of the stock is owned by corporate insiders.

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.