Palo Alto Networks, Inc. $PANW Shares Acquired by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 3.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,103,299 shares of the network technology company’s stock after buying an additional 182,863 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Palo Alto Networks were worth $1,124,228,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Darwin Wealth Management LLC acquired a new position in shares of Palo Alto Networks in the 2nd quarter valued at $25,000. Steph & Co. boosted its holdings in shares of Palo Alto Networks by 88.2% in the 4th quarter. Steph & Co. now owns 143 shares of the network technology company’s stock valued at $26,000 after buying an additional 67 shares in the last quarter. Knuff & Co LLC acquired a new position in shares of Palo Alto Networks in the 4th quarter valued at $26,000. Sittner & Nelson LLC boosted its holdings in shares of Palo Alto Networks by 73.8% in the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after buying an additional 62 shares in the last quarter. Finally, Luken Investment Analytics LLC boosted its holdings in shares of Palo Alto Networks by 196.2% in the 4th quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock valued at $28,000 after buying an additional 102 shares in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on PANW. Morgan Stanley upped their target price on shares of Palo Alto Networks from $253.00 to $320.00 and gave the company an “overweight” rating in a report on Wednesday, June 3rd. Mizuho increased their price target on shares of Palo Alto Networks from $265.00 to $305.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Wells Fargo & Company reiterated an “overweight” rating and set a $325.00 price target (up from $285.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. BMO Capital Markets increased their price target on shares of Palo Alto Networks from $270.00 to $335.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Finally, TD Cowen reiterated a “buy” rating and set a $330.00 price target (up from $255.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Palo Alto Networks has a consensus rating of “Moderate Buy” and a consensus price target of $306.59.

Palo Alto Networks Stock Up 0.0%

Shares of NASDAQ:PANW opened at $279.62 on Friday. The stock has a market cap of $227.89 billion, a P/E ratio of 229.20, a P/E/G ratio of 10.38 and a beta of 0.94. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $302.95. The firm has a fifty day moving average price of $216.44 and a 200 day moving average price of $189.22.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. The company had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. Palo Alto Networks’s quarterly revenue was up 31.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.37 EPS. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. Sell-side analysts predict that Palo Alto Networks, Inc. will post 2.03 EPS for the current year.

Insider Activity at Palo Alto Networks

In other news, CEO Nikesh Arora acquired 68,085 shares of the business’s stock in a transaction on Friday, March 27th. The stock was bought at an average price of $146.87 per share, for a total transaction of $9,999,643.95. Following the transaction, the chief executive officer owned 343,394 shares in the company, valued at $50,434,276.78. This represents a 24.73% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Lee Klarich sold 62,904 shares of the company’s stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $258.65, for a total transaction of $16,270,119.60. Following the transaction, the executive vice president owned 235,983 shares of the company’s stock, valued at approximately $61,037,002.95. The trade was a 21.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 81,044 shares of company stock worth $20,424,722 in the last 90 days. Corporate insiders own 1.40% of the company’s stock.

Palo Alto Networks Company Profile

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.