$590,000 of PALO ALTO NETWORKS INC. lobbying was just disclosed, from Q1 of 2026, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Educate the House, Senate, and the Department of Defense on cybersecurity threats to the Department of Defense networks; advocate for cyber resilience and funding in FY2027 Department of Defense appropriations legislation, national defense authorization legislation, and intelligence authorization legislation. Educate the House and Senate and the Department of Homeland Security on cybersecurity threats to federal government, state and local government, and critical infrastructure networks; advocate for funding to support federal network cyber resilience in FY2027 homeland security appropriations legislation, financial services appropriations legislation, general government appropriations legislation, transportations appropriations legislation, housing and urban development appropriations legislation, interior appropriations legislation, and commerce, justice, and science appropriations legislation. Educate the House and Senate and executive branch agencies including the Department of Commerce, the Department of Homeland Security, and the Executive Office of the President (Office of Management and Budget/Office of Federal Chief Information Officer, Office of the National Cyber Director) on cybersecurity considerations for federal IT network security, artificial intelligence, and quantum computing; advocate before Congress for clear definitions, the consideration of cyber resilience and data security, and risk-based AI policy considerations in pending legislation."
You can find more data on corporate lobbying on Quiver Quantitative.
PANW Congressional Stock Trading
Members of Congress have traded $PANW stock 5 times in the past 6 months. Of those trades, 3 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $PANW stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 03/13.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 02/27.
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $100,000 on 02/05.
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 12/11.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
PANW Insider Trading Activity
PANW insiders have traded $PANW stock on the open market 37 times in the past 6 months. Of those trades, 2 have been purchases and 35 have been sales.
Here’s a breakdown of recent trading of $PANW stock by insiders over the last 6 months:
- LEE KLARICH (EVP Chief Product & Tech Ofcr) has made 0 purchases and 18 sales selling 362,316 shares for an estimated $72,569,886.
- NIKESH ARORA (Chief Executive Officer) has made 2 purchases buying 68,085 shares for an estimated $9,999,976 and 0 sales.
- JAMES J GOETZ has made 0 purchases and 7 sales selling 47,684 shares for an estimated $8,609,553.
- DIPAK GOLECHHA (EVP, Chief Financial Officer) has made 0 purchases and 4 sales selling 10,000 shares for an estimated $1,742,986.
- 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 2,500 shares for an estimated $464,092.
- JOHN P. KEY sold 1,572 shares for an estimated $272,459
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
PANW Hedge Fund Activity
We have seen 1,278 institutional investors add shares of PANW stock to their portfolio, and 989 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 removed 17,578,445 shares (-74.2%) from their portfolio in Q4 2025, for an estimated $3,237,949,569
- NORGES BANK added 4,381,138 shares (+132.7%) to their portfolio in Q4 2025, for an estimated $807,005,619
- JPMORGAN CHASE & CO removed 4,247,119 shares (-27.0%) from their portfolio in Q4 2025, for an estimated $782,319,319
- BLACKROCK, INC. added 4,123,075 shares (+7.4%) to their portfolio in Q4 2025, for an estimated $759,470,415
- VANGUARD GROUP INC added 2,659,100 shares (+4.1%) to their portfolio in Q4 2025, for an estimated $489,806,219
- ROYAL BANK OF CANADA removed 2,318,487 shares (-23.4%) from their portfolio in Q4 2025, for an estimated $427,065,305
- JANE STREET GROUP, LLC removed 1,967,263 shares (-75.4%) from their portfolio in Q4 2025, for an estimated $362,369,844
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
PANW Analyst Ratings
Wall Street analysts have issued reports on $PANW in the last several months. We have seen 16 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 02/18/2026
- Needham issued a "Buy" rating on 02/18/2026
- Morgan Stanley issued a "Overweight" rating on 02/18/2026
- JP Morgan issued a "Overweight" rating on 12/17/2025
- HSBC issued a "Reduce" rating on 11/21/2025
- Goldman Sachs issued a "Buy" rating on 11/21/2025
- Cantor Fitzgerald issued a "Overweight" rating on 11/20/2025
To track analyst ratings and price targets for PANW, check out Quiver Quantitative's $PANW forecast page.
PANW Price Targets
Multiple analysts have issued price targets for $PANW recently. We have seen 30 analysts offer price targets for $PANW in the last 6 months, with a median target of $217.5.
Here are some recent targets:
- Richard Poland from Wells Fargo set a target price of $200.0 on 03/03/2026
- Fatima Boolani from Citigroup set a target price of $210.0 on 02/19/2026
- Brian Essex from JP Morgan set a target price of $200.0 on 02/19/2026
- Catharine Trebnick from Rosenblatt set a target price of $225.0 on 02/18/2026
- Gray Powell from BTIG set a target price of $200.0 on 02/18/2026
- Mike Cikos from Needham set a target price of $200.0 on 02/18/2026
- Hamza Fodderwala from Morgan Stanley set a target price of $223.0 on 02/18/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
