Welcome to our dedicated page for Palo Alto Networks 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. filings document formal disclosures for a Nasdaq-listed cybersecurity company, including 8-K reports on operating results, material agreements, acquisitions, capital structure and governance matters. The company's common stock is registered under the symbol PANW.
Recent filings cover quarterly financial results, completed acquisition-related agreements, convertible senior note obligations connected to CyberArk, share repurchase authorizations, campus lease amendments and shareholder meeting results. Proxy and compensation-related disclosures address director elections, equity incentive plan amendments, equity award information and security-holder voting outcomes.
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.
Palo Alto Networks reported strong fiscal second quarter 2026 results, with revenue rising 15% year over year to $2.6 billion and GAAP net income increasing to $432 million, or $0.61 per diluted share. Non-GAAP net income grew to $732 million, or $1.03 per diluted share, and non-GAAP operating margin reached 30.3%.
Next-Generation Security annual recurring revenue climbed 33% to $6.3 billion, and remaining performance obligation rose 23% to $16.0 billion, highlighting growing contracted revenue. For the fiscal third quarter and full year 2026, the company expects revenue growth in the high‑20% range, Next-Generation Security ARR growth above 50%, non-GAAP operating margin around the high‑20% range, and an adjusted free cash flow margin of 37%.
Palo Alto Networks has completed its acquisition of CyberArk, making identity security a core part of its cybersecurity platform. CyberArk shareholders will receive $45.00 in cash plus 2.2005 Palo Alto Networks shares for each CyberArk ordinary share.
CyberArk’s 0.00% Convertible Senior Notes due 2030 are now exchangeable into Palo Alto Networks common stock and cash, and Palo Alto Networks has guaranteed CyberArk’s obligations under these notes. Related capped call transactions were amended so dealers deliver Palo Alto Networks shares instead of CyberArk shares.
Palo Alto Networks also announced its intent to seek a secondary listing on the Tel Aviv Stock Exchange under the “CYBR” ticker while remaining listed on Nasdaq as “PANW.” The company plans to discuss results and updates on its Q2 FY2026 earnings call on February 17, 2026.
Palo Alto Networks, Inc. completed its previously announced acquisition of Chronosphere, Inc. on January 29, 2026. Merger Sub, a wholly owned Palo Alto Networks subsidiary, merged with and into Chronosphere, with Chronosphere surviving as a wholly owned subsidiary of the company.
The company furnished a press release about the closing as an exhibit, noting that this information is provided under Regulation FD and is not deemed filed for liability purposes under the Exchange Act.