Palo Alto Networks, Inc. $PANW Shares Sold by Silver Oak Securities Incorporated

Silver Oak Securities Incorporated cut its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 28.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,353 shares of the network technology company’s stock after selling 3,379 shares during the period. Silver Oak Securities Incorporated’s holdings in Palo Alto Networks were worth $1,561,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Exchange Traded Concepts LLC lifted its holdings in shares of Palo Alto Networks by 29.4% in the 3rd quarter. Exchange Traded Concepts LLC now owns 32,155 shares of the network technology company’s stock worth $6,547,000 after acquiring an additional 7,301 shares during the last quarter. Westfield Capital Management Co. LP acquired a new stake in Palo Alto Networks in the 3rd quarter valued at approximately $75,412,000. American Century Companies Inc. increased its holdings in Palo Alto Networks by 134.1% in the 3rd quarter. American Century Companies Inc. now owns 672,129 shares of the network technology company’s stock valued at $136,859,000 after purchasing an additional 384,985 shares during the last quarter. US Bancorp DE raised its position in Palo Alto Networks by 0.6% in the third quarter. US Bancorp DE now owns 1,364,442 shares of the network technology company’s stock valued at $277,828,000 after purchasing an additional 8,344 shares during the period. Finally, Generali Investments Management Co LLC raised its position in Palo Alto Networks by 38.4% in the third quarter. Generali Investments Management Co LLC now owns 54,401 shares of the network technology company’s stock valued at $11,077,000 after purchasing an additional 15,091 shares during the period. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, Director James J. Goetz sold 22,684 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $164.41, for a total transaction of $3,729,476.44. Following the sale, the director directly owned 52,500 shares in the company, valued at approximately $8,631,525. This represents a 30.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Josh D. Paul sold 800 shares of the firm’s 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 completion of the sale, the chief accounting officer directly owned 46,005 shares in the company, valued at approximately $8,502,184.05. This trade represents a 1.71% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 144,252 shares of company stock worth $26,947,635. 1.40% of the stock is owned by corporate insiders.

Trending Headlines about Palo Alto Networks

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

• Positive Sentiment: CEO Nikesh Arora bought about $10M of PANW stock in an open?market purchase (first disclosed purchase since 2019), a direct bullish signal that sparked buying interest and a short-term rally. CEO Nikesh Arora buys shares (CNBC)
• Positive Sentiment: JPMorgan described the CEO purchase as a “substantial vote of confidence,” reinforcing institutional support and helping sentiment around the stock. JPMorgan: insider buy is substantial vote (24/7 Wall St.)
• Positive Sentiment: Company product momentum: Prisma AIRS is showing rapid customer growth and rising bookings, suggesting a tangible AI?security growth driver that could support future revenues and offset valuation concerns. Prisma AIRS growth (Zacks)
• Neutral Sentiment: Analyst views are mixed on valuation: some market commentators see select tech names as “cheap” but potentially value traps, so investors should weigh growth durability versus current multiples. Analyst caution on tech valuations (Barron’s)
• Negative Sentiment: Broader AI-driven software selloff has pressured PANW (shares were down earlier in 2026), as some investors worry AI could disrupt legacy security vendors; that selling pressure is the principal headwind the insider buy seeks to counter. Selloff and AI concerns (Yahoo Finance)

Palo Alto Networks Trading Up 3.9%

Shares of NASDAQ PANW opened at $160.32 on Wednesday. The stock has a market cap of $130.82 billion, a P/E ratio of 88.57, a PEG ratio of 5.57 and a beta of 0.78. Palo Alto Networks, Inc. has a 12-month low of $139.57 and a 12-month high of $223.61. The business’s fifty day simple moving average is $163.27 and its 200-day simple moving average is $186.72.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Wednesday, February 18th. The network technology company reported $1.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $2.59 billion during the quarter, compared to analyst estimates of $2.58 billion. During the same period last year, the business posted $0.81 earnings per share. Palo Alto Networks’s revenue was up 14.9% compared to the same quarter last year. On average, equities analysts forecast that Palo Alto Networks, Inc. will post 1.76 EPS for the current fiscal year.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Royal Bank Of Canada restated an “outperform” rating and set a $220.00 price target on shares of Palo Alto Networks in a research report on Wednesday, February 18th. Loop Capital decreased their target price on Palo Alto Networks from $190.00 to $160.00 and set a “hold” rating on the stock in a research note on Wednesday, February 18th. Wedbush restated an “outperform” rating and set a $225.00 target price on shares of Palo Alto Networks in a report on Wednesday, February 18th. TD Cowen reaffirmed a “buy” rating on shares of Palo Alto Networks in a research report on Wednesday, February 18th. Finally, Scotiabank reiterated an “outperform” rating on shares of Palo Alto Networks in a research note on Wednesday, February 18th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $210.19.

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.