Welcome to our dedicated page for Palo Alto SEC filings (Ticker: PANW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Palo Alto Networks, Inc. (NASDAQ: PANW) uses its SEC filings to disclose material events, financial results, governance decisions and strategic transactions related to its AI and cybersecurity business. As a Nasdaq-listed company, it files current reports on Form 8-K, annual proxy statements on Schedule 14A and other documents that together provide a detailed regulatory record of its operations and corporate actions.
Recent 8-K filings illustrate how Palo Alto Networks reports key developments. The company has filed 8-Ks describing an Agreement and Plan of Merger with CyberArk Software Ltd., under which a wholly owned subsidiary of Palo Alto Networks will merge with CyberArk, subject to customary closing conditions and regulatory approvals. Other 8-Ks outline a definitive agreement to acquire Chronosphere, a next-generation observability platform, and an extension of a share repurchase authorization. Additional 8-Ks report quarterly and annual financial results, changes in board composition, amendments to bylaws and updates to equity incentive plans.
The definitive proxy statement on Schedule 14A provides further insight into governance, executive compensation and strategy. In that document, Palo Alto Networks discusses its platformization approach, its focus on AI-era security and its view of identity security as a new pillar following the proposed CyberArk transaction. The proxy also details shareholder proposals and voting outcomes, such as approval of amendments to the 2021 Equity Incentive Plan and a shareholder proposal to elect each director annually.
On Stock Titan’s SEC filings page for PANW, users can review these filings as they are made available through EDGAR and use AI-powered summaries to interpret complex documents. Filings such as 10-K annual reports and 10-Q quarterly reports (when available), along with 8-K current reports and proxy materials, can be analyzed to understand how Palo Alto Networks describes risks, reports financial performance, structures equity compensation and documents acquisitions. Investors can also monitor disclosures about share repurchase authorizations and material agreements that affect the company’s capital structure and strategic direction.
Paul Josh D. reported acquisition or exercise transactions in this Form 4 filing.
Palo Alto Networks Inc reported that Chief Accounting Officer Josh D. Paul received a grant of 26,369 shares of common stock in the form of restricted stock units. This is a compensation-related award at a price of $0.00 per share, not an open-market purchase.
The RSUs will vest in equal quarterly installments over a two-and-a-half-year period, as long as he continues in service on each vesting date. Following this grant, Paul directly holds 85,183 shares of Palo Alto Networks common stock, showing an increased equity stake tied to ongoing employment.
Palo Alto Networks, Inc. authorized an additional $1.0 billion share repurchase program, increasing its total buyback authorization from $4.1 billion. The earlier authorization was fully used, with $0.0 million remaining as of March 6, 2026. The company repurchased $1.0 billion of stock between February 20 and 24, 2026, buying approximately 6.8 million shares at an average price of $147.69 per share. The new authorization, funded from working capital, runs through December 31, 2026 and permits opportunistic open-market and privately negotiated transactions. Shares outstanding were about 811 million as of March 6, 2026.
Palo Alto Networks director James J. Goetz reported indirect open-market sales of 22,684 shares of common stock on March 6, 2026 through his family trust. The shares were sold at weighted-average prices of $163.83 and $164.76, in multiple trades between $163.27 and $165.19 per share.
After these transactions, the family trust held 52,500 shares indirectly, while Goetz also held 314,580 shares directly. He disclaims beneficial ownership of the trust’s shares except to the extent of his pecuniary interest, so these sales cover only a portion of his overall economic exposure to Palo Alto Networks.
Morgan Stanley Smith Barney LLC reported proposed sales of Common stock under Rule 144, listing specific lots distributed by Sequoia Capital on 04/11/2005 and 01/12/2006. The filing also lists recent Common sales by GOETZ 1998 IR CH TR on 12/08/2025 and 12/09/2025.
Palo Alto Networks Chief Accounting Officer Josh D. Paul reported an open-market sale of 1,700 shares of common stock at a price of $147.90 per share. After this planned transaction, he continued to hold 58,814 shares, which include stock acquired through the company’s Employee Stock Purchase Plan.
The sale was executed under a Rule 10b5-1 trading plan that he adopted on September 17, 2025, indicating the sale was pre-arranged rather than a discretionary market-timing decision. This filing simply records the insider’s programmed share sale and updated ownership position.
Palo Alto Networks Inc director Helle Thorning-Schmidt reported a tax-related share disposition. On March 1, 2026, 345 shares of common stock at $148.92 per share were withheld by the company to cover income tax obligations from vested restricted stock units, leaving her with 6,809 shares held directly.
Palo Alto Networks filed a Schedule TO to implement a tender offer permitting holders of CyberArk Software Ltd. 0.00% Convertible Senior Notes due 2030 to require repurchase for cash on March 24, 2026. The repurchase right follows Palo Alto Networks’ acquisition of CyberArk, which closed on February 11, 2026. Holders may tender until March 20, 2026. The Schedule TO incorporates the Offer to Purchase dated February 19, 2026 and states the Repurchase Right is "not subject to any financing conditions."
Palo Alto Networks delivered solid growth for the quarter ended January 31, 2026, with revenue rising to $2.6 billion from $2.3 billion, a 15% increase. Product revenue grew 22% to $514 million, while subscription and support revenue rose 13% to $2.1 billion, keeping gross margin steady at about 74%.
Net income increased to $432 million from $267 million, and diluted EPS improved to $0.61 from $0.38. Next-Generation Security annualized recurring revenue reached $6.3 billion and remaining performance obligations were $16.0 billion, highlighting a large future revenue base. The company generated $2.3 billion of operating cash flow and closed the $3.0 billion Chronosphere observability acquisition, while subsequently completing the CyberArk identity security acquisition for $2.3 billion in cash plus 112 million shares.
Klarich Lee reported acquisition or exercise transactions in a Form 4 filing for PANW. The filing lists transactions totaling 70 shares. Following the reported transactions, holdings were 640,070 shares.
Palo Alto Networks Inc. chief executive Nikesh Arora reported receiving 165 shares of common stock on February 12, 2026, recorded as an acquisition at a price of $0.00 per share. The filing states these securities were received as merger consideration in Palo Alto Networks’ acquisition of CyberArk Software Ltd.
Following this grant, Arora directly beneficially owned 275,178 shares of Palo Alto Networks common stock. He also had indirect beneficial ownership of 32,010 shares held by Bacchey Investments L.P. and 726,542 shares held by the Nikesh Arora 2025 Annuity Trust, both entities for which he serves in managerial or trustee roles.