Raiffeisen Bank International AG Boosts Holdings in Palo Alto Networks, Inc. $PANW

Raiffeisen Bank International AG increased its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 28.1% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 341,184 shares of the network technology company’s stock after purchasing an additional 74,890 shares during the period. Palo Alto Networks makes up about 0.9% of Raiffeisen Bank International AG’s holdings, making the stock its 22nd biggest holding. Raiffeisen Bank International AG owned approximately 0.05% of Palo Alto Networks worth $69,588,000 at the end of the most recent quarter.

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

Analyst Ratings Changes

Several research firms have issued reports on PANW. Barclays set a $200.00 target price on shares of Palo Alto Networks and gave the company an “overweight” rating in a research note on Monday, February 9th. Citigroup restated a “buy” rating and set a $210.00 price objective (down previously from $235.00) on shares of Palo Alto Networks in a research report on Thursday. Loop Capital cut their target price on shares of Palo Alto Networks from $190.00 to $160.00 and set a “hold” rating for the company in a research report on Wednesday. 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. Finally, HSBC dropped their price target on Palo Alto Networks from $157.00 to $114.00 in a research note on Thursday. Thirty-three research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $212.51.

More Palo Alto Networks News

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 Price Performance

Shares of PANW stock opened at $148.70 on Friday. The company has a market cap of $121.34 billion, a price-to-earnings ratio of 82.15, a PEG ratio of 5.09 and a beta of 0.75. Palo Alto Networks, Inc. has a 1 year low of $144.15 and a 1 year high of $223.61. The firm has a fifty day moving average price of $178.60 and a 200-day moving average price of $191.49.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Tuesday, February 17th. The network technology company reported $1.03 earnings per share 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 period in the previous year, the business earned $0.81 earnings per share. Palo Alto Networks’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. Equities research analysts expect that Palo Alto Networks, Inc. will post 1.76 EPS for the current year.

Insider Activity

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total transaction of $940,900.00. Following 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director James J. Goetz sold 12,500 shares of the company’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $195.33, for a total transaction of $2,441,625.00. Following the transaction, the director owned 75,184 shares of the company’s stock, valued at approximately $14,685,690.72. This represents a 14.26% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 260,542 shares of company stock valued at $49,910,995. 1.40% of the stock is owned by insiders.

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.