Krilogy Financial LLC Acquires Shares of 6,658 Palo Alto Networks, Inc. $PANW

Krilogy Financial LLC bought a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) in the third quarter, Holdings Channel.com reports. The firm bought 6,658 shares of the network technology company’s stock, valued at approximately $1,419,000.

Several other hedge funds and other institutional investors also recently modified their holdings of PANW. Advisors Asset Management Inc. boosted its holdings in Palo Alto Networks by 2.8% in the 3rd quarter. Advisors Asset Management Inc. now owns 95,952 shares of the network technology company’s stock worth $19,538,000 after buying an additional 2,578 shares during the period. ABC Arbitrage SA bought a new position in shares of Palo Alto Networks in the third quarter worth $294,000. Stratos Wealth Partners LTD. boosted its holdings in shares of Palo Alto Networks by 11.5% in the third quarter. Stratos Wealth Partners LTD. now owns 52,499 shares of the network technology company’s stock worth $10,690,000 after acquiring an additional 5,429 shares during the period. Stratos Wealth Advisors LLC grew its position in shares of Palo Alto Networks by 25.7% in the third quarter. Stratos Wealth Advisors LLC now owns 61,604 shares of the network technology company’s stock valued at $12,544,000 after purchasing an additional 12,597 shares in the last quarter. Finally, Liberty Capital Management Inc. raised its stake in shares of Palo Alto Networks by 5.7% during the 3rd quarter. Liberty Capital Management Inc. now owns 19,028 shares of the network technology company’s stock valued at $3,874,000 after purchasing an additional 1,034 shares during the period. Institutional investors own 79.82% of the company’s stock.

Wall Street Analyst Weigh In

PANW has been the subject of several analyst reports. Stephens raised their target price on Palo Alto Networks from $205.00 to $215.00 and gave the stock an “equal weight” rating in a research note on Thursday, November 20th. Jefferies Financial Group restated a “buy” rating on shares of Palo Alto Networks in a research report on Wednesday, February 4th. Mizuho set a $220.00 price objective on shares of Palo Alto Networks in a research note on Tuesday, December 16th. The Goldman Sachs Group reiterated a “buy” rating and issued a $240.00 target price (up from $236.00) on shares of Palo Alto Networks in a research note on Thursday, November 20th. Finally, Northland Securities raised their price target on shares of Palo Alto Networks from $177.00 to $190.00 and gave the company a “market perform” rating in a report on Thursday, November 20th. Thirty-one investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $224.74.

More Palo Alto Networks News

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

• Positive Sentiment: Palo Alto completed its acquisition of CyberArk, adding identity-security capabilities that management says strengthen its AI-era security platform — a strategic bolt-on that supports longer-term revenue and product integration potential. Palo Alto Networks Completes Acquisition of CyberArk
• Neutral Sentiment: The company is planning a dual listing on the Tel-Aviv Stock Exchange following the CyberArk deal — a structural move that could broaden investor access but also draws attention to regional/regulatory considerations. Cybersecurity Stock in the Spotlight Ahead of Earnings
• Neutral Sentiment: Analysts have trimmed price targets but largely maintained buy ratings — suggesting confidence in long-term fundamentals even as near‑term valuation expectations are moderated. (Examples: Rosenblatt, BTIG, DA Davidson cut PTs while keeping buy ratings.) Rosenblatt Adjusts PT to $225
• Negative Sentiment: Several firms lowered their price targets this week (BTIG from $248→$200, DA Davidson $240→$210, Rosenblatt $250→$225), which puts downward pressure on the stock despite buy ratings — investors view the cuts as reduced near‑term upside. BTIG Price Target Lowered
• Negative Sentiment: Reuters reports Palo Alto chose not to explicitly attribute a recent global cyberespionage campaign to China out of concern for possible retaliation — a disclosure/PR judgment that raises geopolitical and client-risk concerns and may weigh on sentiment. Palo Alto chose not to tie China to hacking campaign
• Negative Sentiment: Market commentary noted PANW falling more steeply than the broader market and cited the dual-listing/merger headlines as drivers of the weakness; trading volume is elevated, indicating active repositioning by investors. Palo Alto Networks Falls More Steeply Than Broader Market

Insider Transactions at Palo Alto Networks

In related news, EVP Dipak Golechha sold 5,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $188.18, for a total value of $940,900.00. Following the completion of the sale, the executive vice president owned 155,119 shares in the company, valued at $29,190,293.42. The trade was a 3.12% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CAO Josh D. Paul sold 800 shares of the stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $184.81, for a total transaction of $147,848.00. Following the transaction, the chief accounting officer owned 46,005 shares in the company, valued at $8,502,184.05. The trade was a 1.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 260,542 shares of company stock worth $49,910,995. 1.40% of the stock is currently owned by company insiders.

Palo Alto Networks Price Performance

Shares of Palo Alto Networks stock opened at $162.76 on Friday. Palo Alto Networks, Inc. has a 1 year low of $144.15 and a 1 year high of $223.61. The firm has a market cap of $113.44 billion, a PE ratio of 103.01, a PEG ratio of 3.94 and a beta of 0.75. The company has a 50 day simple moving average of $182.90 and a two-hundred day simple moving average of $192.53.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Thursday, November 20th. The network technology company reported $0.93 earnings per share for the quarter, beating the consensus estimate of $0.89 by $0.04. Palo Alto Networks had a net margin of 11.69% and a return on equity of 17.05%. The firm had revenue of $2.47 billion for the quarter, compared to analysts’ expectations of $2.46 billion. During the same quarter last year, the company posted $1.56 EPS. The business’s quarterly revenue was up 15.7% on a year-over-year basis. As a group, research analysts anticipate that Palo Alto Networks, Inc. will post 1.76 earnings per share 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.