Fiera Capital Corp Raises Stock Holdings in Palo Alto Networks, Inc. $PANW

Fiera Capital Corp raised its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 87.8% during the 3rd quarter, Holdings Channel reports. The firm owned 65,464 shares of the network technology company’s stock after buying an additional 30,605 shares during the quarter. Fiera Capital Corp’s holdings in Palo Alto Networks were worth $13,330,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in PANW. Darwin Wealth Management LLC purchased a new stake in Palo Alto Networks in the 2nd quarter worth $25,000. Whipplewood Advisors LLC increased its stake in shares of Palo Alto Networks by 6,400.0% during the second quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock worth $27,000 after purchasing an additional 128 shares in the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Palo Alto Networks during the second quarter worth about $29,000. MTM Investment Management LLC acquired a new position in shares of Palo Alto Networks during the 2nd quarter worth about $31,000. Finally, CBIZ Investment Advisory Services LLC lifted its stake in Palo Alto Networks by 39.7% in the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 176 shares of the network technology company’s stock valued at $36,000 after buying an additional 50 shares in the last quarter. 79.82% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have commented on PANW. BMO Capital Markets cut their price objective on Palo Alto Networks from $230.00 to $200.00 and set an “outperform” rating for the company in a research note on Wednesday. Susquehanna lowered their price target on Palo Alto Networks from $230.00 to $200.00 and set a “positive” rating on the stock in a research note on Wednesday. Citigroup reissued a “buy” rating and issued a $210.00 price objective (down from $235.00) on shares of Palo Alto Networks in a research note on Thursday. Northland Securities raised their price objective on Palo Alto Networks from $177.00 to $190.00 and gave the company a “market perform” rating in a report on Thursday, November 20th. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $265.00 target price (up previously from $230.00) on shares of Palo Alto Networks in a research note on Monday, January 5th. Thirty-three research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $212.51.

Palo Alto Networks Stock Down 1.5%

Shares of NASDAQ:PANW opened at $148.70 on Friday. Palo Alto Networks, Inc. has a 52-week low of $144.15 and a 52-week high of $223.61. The stock has a market cap of $121.34 billion, a P/E ratio of 82.15, a PEG ratio of 5.09 and a beta of 0.75. The business has a fifty day moving average of $178.60 and a two-hundred day moving average of $191.49.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Tuesday, February 17th. The network technology company reported $1.03 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 for the quarter, compared to analyst estimates of $2.58 billion. During the same quarter in the previous year, the firm earned $0.81 EPS. The company’s quarterly 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. On average, equities analysts anticipate that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current year.

Insider Activity

In other news, Director James J. Goetz sold 12,500 shares of the stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $195.33, for a total value of $2,441,625.00. Following the completion of the sale, the director owned 75,184 shares of the company’s stock, valued at $14,685,690.72. This represents a 14.26% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CAO Josh D. Paul sold 800 shares of Palo Alto Networks 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 sale, the chief accounting officer directly owned 46,005 shares in the company, 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 quarter, insiders have sold 260,542 shares of company stock valued at $49,910,995. Company insiders own 1.40% of the company’s stock.

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.

Palo Alto Networks 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.