WELCH & FORBES LLC has added 86,897 shares of $PANW to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 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 1,346 institutional investors add shares of PALO ALTO NETWORKS stock to their portfolio, and 959 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 4,423,091 shares (+59.6%) to their portfolio in Q3 2025, for an estimated $900,629,789
- NORGES BANK added 4,381,138 shares (+132.7%) to their portfolio in Q4 2025, for an estimated $807,005,619
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 2,882,007 shares (+568.5%) to their portfolio in Q3 2025, for an estimated $586,834,265
- FMR LLC removed 2,772,474 shares (-26.7%) from their portfolio in Q3 2025, for an estimated $564,531,155
- VANGUARD GROUP INC added 2,659,100 shares (+4.1%) to their portfolio in Q4 2025, for an estimated $489,806,219
- JANE STREET GROUP, LLC added 2,608,526 shares (+169384.8%) to their portfolio in Q3 2025, for an estimated $531,148,064
- ROYAL BANK OF CANADA added 2,454,869 shares (+32.9%) to their portfolio in Q3 2025, for an estimated $499,860,425
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 51 times in the past 6 months. Of those trades, 0 have been purchases and 51 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 28 sales selling 603,864 shares for an estimated $121,245,786.
- JAMES J GOETZ has made 0 purchases and 5 sales selling 25,000 shares for an estimated $4,880,042.
- DIPAK GOLECHHA (EVP, Chief Financial Officer) has made 0 purchases and 6 sales selling 10,000 shares for an estimated $1,961,852.
- WILLIAM D JR JENKINS (President) has made 0 purchases and 2 sales selling 6,218 shares for an estimated $1,169,423.
- JOSH D. PAUL (Chief Accounting Officer) has made 0 purchases and 3 sales selling 2,100 shares for an estimated $415,492.
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 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $PANW stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 12/11.
- 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.
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:
- Needham issued a "Buy" rating on 01/28/2026
- Morgan Stanley issued a "Overweight" rating on 12/18/2025
- JP Morgan issued a "Overweight" rating on 12/17/2025
- Goldman Sachs issued a "Buy" rating on 11/21/2025
- HSBC issued a "Reduce" rating on 11/21/2025
- Wedbush issued a "Outperform" rating on 11/20/2025
- Bernstein issued a "Outperform" rating on 11/20/2025
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 $233.5.
Here are some recent targets:
- Saket Kalia from Barclays set a target price of $200.0 on 02/09/2026
- Mike Cikos from Needham set a target price of $230.0 on 01/28/2026
- Roger Boyd from UBS set a target price of $215.0 on 01/13/2026
- Rob Owens from Piper Sandler set a target price of $265.0 on 01/05/2026
- Hamza Fodderwala from Morgan Stanley set a target price of $245.0 on 12/18/2025
- Brian Essex from JP Morgan set a target price of $235.0 on 12/17/2025
- Gabriela Borges from Goldman Sachs set a target price of $240.0 on 11/21/2025
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.
