Y.D. More Investments Ltd Has $16.83 Million Holdings in Palo Alto Networks, Inc. $PANW

Y.D. More Investments Ltd boosted its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 32.1% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 82,679 shares of the network technology company’s stock after purchasing an additional 20,096 shares during the period. Palo Alto Networks comprises approximately 0.9% of Y.D. More Investments Ltd’s holdings, making the stock its 18th largest position. Y.D. More Investments Ltd’s holdings in Palo Alto Networks were worth $16,834,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Darwin Wealth Management LLC bought a new stake in shares of Palo Alto Networks during the second quarter valued at approximately $25,000. Whipplewood Advisors LLC boosted its stake in 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 worth $27,000 after acquiring an additional 128 shares during the last quarter. Briaud Financial Planning Inc bought a new stake in shares of Palo Alto Networks in the 2nd quarter valued at $28,000. Howard Hughes Medical Institute acquired a new stake in shares of Palo Alto Networks during the second quarter worth about $29,000. Finally, MTM Investment Management LLC acquired a new position in shares of Palo Alto Networks in the second quarter valued at approximately $31,000. 79.82% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Palo Alto Networks

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

• Positive Sentiment: Q2 results beat estimates — revenue and EPS topped expectations and management raised revenue guidance, highlighting durable ARR and Next‑Gen Security momentum. Analysts cite platform strength as a longer‑term tailwind. PANW Q2 beat (Zacks)
• Positive Sentiment: Catalyst view: some strategists call the pullback a buy‑the‑dip given strong cash flow, institutional ownership and the company’s M&A that could drive longer‑term value. MarketBeat: Dip Might Be a Gift
• Positive Sentiment: Certain brokers reiterated Outperform/Buy ratings (Citizens Jmp, Wedbush, RBC, Rosenblatt), signaling sustained conviction among some desks despite cuts. Citizens Jmp Reiterates Market Outperform
• Neutral Sentiment: Palo Alto announced an offer related to CyberArk’s convertible notes as part of the acquisition close — a corporate housekeeping step tied to its M&A activity. This is part of integration/financing rather than new operating guidance. PR Newswire: Offer to Purchase CyberArk Notes
• Neutral Sentiment: Commentary from management (CEO defending the strategy) aims to distinguish Palo Alto from AI‑tech volatility — useful context but hasn’t quelled near‑term selling. CNBC: CEO defends strategy
• Negative Sentiment: Major broker downgrades and price‑target cuts hit in force (Goldman, HSBC, Scotiabank, Stifel, Deutsche Bank, Susquehanna, JPMorgan among others), citing weaker profit guidance and integration costs — this directly pressured the stock. Analyst downgrade roundup (American Banking News)
• Negative Sentiment: Guidance and margins are the chief worry: management flagged integration costs from recent acquisitions that will weigh on near‑term EPS, prompting several firms to trim FY26 EPS/targets. Globe and Mail: In line results but stock drops
• Negative Sentiment: Unusually large put buying (≈174k puts, +399% vs. normal volume) signals elevated downside hedging/speculation, increasing short‑term selling pressure and volatility. (options volume report)

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on PANW. Rosenblatt Securities reiterated a “buy” rating and issued a $225.00 price objective on shares of Palo Alto Networks in a report on Wednesday. Sanford C. Bernstein set a $209.00 target price on Palo Alto Networks and gave the stock an “outperform” rating in a report on Wednesday. Westpark Capital restated a “hold” rating on shares of Palo Alto Networks in a research report on Thursday, November 20th. New Street Research reduced their target price on shares of Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating for the company in a research report on Thursday. Finally, BTIG Research restated a “buy” rating and set a $200.00 price objective on shares of Palo Alto Networks in a research note on Wednesday. Thirty-three equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $212.51.

Palo Alto Networks Price Performance

Shares of Palo Alto Networks stock traded up $3.78 during trading on Friday, reaching $154.77. 2,588,848 shares of the company traded hands, compared to its average volume of 10,662,681. 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 capitalization of $107.87 billion, a PE ratio of 85.62, a P/E/G ratio of 3.64 and a beta of 0.75. The company has a 50 day moving average price of $179.46 and a 200-day moving average price of $191.65.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings results on Tuesday, February 17th. 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 return on equity of 17.60% and a net margin of 12.96%.The business had revenue of $2.59 billion during the quarter, compared to the consensus estimate of $2.58 billion. During the same quarter in the prior year, the company posted $0.81 earnings per share. Palo Alto Networks’s revenue 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. Equities research analysts expect that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Insider Buying and Selling at Palo Alto Networks

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $188.18, for a total transaction of $940,900.00. Following the completion of the transaction, the executive vice president owned 155,119 shares of the company’s stock, 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 Securities & Exchange Commission, which is available through this link. Also, CAO Josh D. Paul sold 800 shares of the company’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $184.81, for a total value of $147,848.00. Following the completion of the transaction, the chief accounting officer owned 46,005 shares in the company, valued at $8,502,184.05. This represents a 1.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 260,542 shares of company stock worth $49,910,995. 1.40% of the stock is owned by 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.