WELCH & FORBES LLC has added 128,927 shares of $PANW to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $PANW.
PALO ALTO NETWORKS Hedge Fund Activity
We have seen 1,342 institutional investors add shares of PALO ALTO NETWORKS stock to their portfolio, and 872 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 3,092,454 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $629,685,483
- NORGES BANK removed 2,032,182 shares (-38.1%) from their portfolio in Q2 2025, for an estimated $415,865,724
- NUVEEN, LLC added 1,981,341 shares (+41.7%) to their portfolio in Q2 2025, for an estimated $405,461,622
- MORGAN STANLEY added 1,875,083 shares (+6.5%) to their portfolio in Q2 2025, for an estimated $383,716,985
- CITIGROUP INC removed 1,817,823 shares (-40.0%) from their portfolio in Q2 2025, for an estimated $371,999,298
- JACOBS LEVY EQUITY MANAGEMENT, INC removed 1,657,434 shares (-96.6%) from their portfolio in Q2 2025, for an estimated $339,177,293
- GOLDMAN SACHS GROUP INC removed 1,534,974 shares (-21.2%) from their portfolio in Q2 2025, for an estimated $314,117,079
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
PALO ALTO NETWORKS Insider Trading Activity
PALO ALTO NETWORKS insiders have traded $PANW stock on the open market 65 times in the past 6 months. Of those trades, 0 have been purchases and 65 have been sales.
Here’s a breakdown of recent trading of $PANW stock by insiders over the last 6 months:
- NIKESH ARORA (Chief Executive Officer) has made 0 purchases and 7 sales selling 846,408 shares for an estimated $172,721,695.
- LEE KLARICH (EVP Chief Product & Tech Ofcr) has made 0 purchases and 22 sales selling 603,870 shares for an estimated $117,224,788.
- NIR ZUK (EVP, Chief Technology Officer) has made 0 purchases and 17 sales selling 200,000 shares for an estimated $37,146,511.
- DIPAK GOLECHHA (EVP, Chief Financial Officer) has made 0 purchases and 11 sales selling 10,000 shares for an estimated $2,030,185.
- WILLIAM D JR JENKINS (President) has made 0 purchases and 4 sales selling 2,687 shares for an estimated $500,197.
- JOSH D. PAUL (Chief Accounting Officer) has made 0 purchases and 3 sales selling 2,100 shares for an estimated $412,180.
- APARNA BAWA sold 526 shares for an estimated $99,940
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
PALO ALTO NETWORKS Congressional Stock Trading
Members of Congress have traded $PANW stock 8 times in the past 6 months. Of those trades, 4 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $PANW stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/24.
- SENATOR JOHN W. HICKENLOOPER purchased up to $250,000 on 09/02.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 08/19.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 07/10 and 2 sales worth up to $30,000 on 07/16, 06/09.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/08 and 1 sale worth up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
PALO ALTO NETWORKS Analyst Ratings
Wall Street analysts have issued reports on $PANW in the last several months. We have seen 22 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- JMP Securities issued a "Market Outperform" rating on 10/27/2025
- Oppenheimer issued a "Outperform" rating on 10/17/2025
- BTIG issued a "Buy" rating on 10/13/2025
- Tigress Financial issued a "Buy" rating on 09/26/2025
- Wedbush issued a "Outperform" rating on 09/15/2025
- Needham issued a "Buy" rating on 09/03/2025
- Morgan Stanley issued a "Overweight" rating on 09/02/2025
To track analyst ratings and price targets for PALO ALTO NETWORKS, check out Quiver Quantitative's $PANW forecast page.
PALO ALTO NETWORKS Price Targets
Multiple analysts have issued price targets for $PANW recently. We have seen 28 analysts offer price targets for $PANW in the last 6 months, with a median target of $222.0.
Here are some recent targets:
- Trevor Walsh from JMP Securities set a target price of $250.0 on 10/27/2025
- Ittai Kidron from Oppenheimer set a target price of $245.0 on 10/17/2025
- Gray Powell from BTIG set a target price of $248.0 on 10/13/2025
- Ivan Feinseth from Tigress Financial set a target price of $245.0 on 09/26/2025
- Daniel Ives from Wedbush set a target price of $225.0 on 09/15/2025
- Mike Cikos from Needham set a target price of $230.0 on 09/03/2025
- Hamza Fodderwala from Morgan Stanley set a target price of $216.0 on 09/02/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $PANW ticker page for more data.
