$740,000 of PALO ALTO NETWORKS INC. lobbying was just disclosed, from Q4 of 2025, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Educate the House and Senate on cybersecurity threats to the Department of Defense networks; advocate for cyber resilience and funding in FY2026 Department of Defense appropriations legislation (S.2572 and H.R.4016), and FY2026 National Defense Authorization Act (Pub. L. 119-60). 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 cyber resilience in FY2026 Homeland Security Appropriations Legislation (H.R.4213) and FY2026 Financial Services and General Government Appropriations Legislation (H.R.5166). Educate the House and Senate and executive branch agencies including the Department of Commerce, the Department of Homeland Security, and the EOP / Office of the National Cyber Director on cybersecurity considerations for federal IT network security, artificial intelligence, and quantum computing; and advocate before Congress for clear definitions, the consideration of cyber resilience and data security, and risk-based AI policy considerations in pending legislation. Educate the House and State Department on global cybersecurity threats; advocate for bolstering State Department cyber threat intelligence sharing and cyber capacity building efforts."
You can find more data on corporate lobbying on Quiver Quantitative.
PANW 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.
PANW Insider Trading Activity
PANW insiders have traded $PANW stock on the open market 64 times in the past 6 months. Of those trades, 0 have been purchases and 64 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 33 sales selling 724,638 shares for an estimated $141,968,402.
- NIR ZUK (EVP, Chief Technology Officer) has made 0 purchases and 8 sales selling 100,000 shares for an estimated $17,280,449.
- 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.
PANW Hedge Fund Activity
We have seen 1,398 institutional investors add shares of PANW stock to their portfolio, and 847 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
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 3,092,454 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $629,685,483
- 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
- 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
- CITADEL ADVISORS LLC added 2,271,937 shares (+882.5%) to their portfolio in Q3 2025, for an estimated $462,611,811
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 25 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- DA Davidson issued a "Buy" rating on 11/20/2025
- BTIG issued a "Buy" rating on 11/20/2025
- Needham issued a "Buy" 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 29 analysts offer price targets for $PANW in the last 6 months, with a median target of $232.0.
Here are some recent targets:
- 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
- Stephen Bersey from HSBC set a target price of $157.0 on 11/21/2025
- Peter Weed from Bernstein set a target price of $210.0 on 11/20/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
