45,000 Shares in Palo Alto Networks, Inc. $PANW Acquired by OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 45,000 shares of the network technology company’s stock, valued at approximately $8,289,000. Palo Alto Networks makes up about 1.0% of OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC’s investment portfolio, making the stock its 24th biggest position.

A number of other hedge funds and other institutional investors also recently made changes to their positions in PANW. Darwin Wealth Management LLC bought a new stake in shares of Palo Alto Networks during the second quarter worth approximately $25,000. Steph & Co. boosted its holdings in Palo Alto Networks by 88.2% during the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after buying an additional 67 shares during the last quarter. Knuff & Co LLC bought a new stake in shares of Palo Alto Networks in the 4th quarter valued at about $26,000. Sittner & Nelson LLC raised its position 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 acquiring an additional 62 shares during the period. Finally, Luken Investment Analytics LLC boosted its stake in Palo Alto Networks by 196.2% during the 4th quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock worth $28,000 after acquiring an additional 102 shares during the last quarter. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Palo Alto Networks Trading Up 1.8%

Shares of NASDAQ:PANW opened at $284.54 on Tuesday. The company’s 50-day moving average price is $218.86 and its two-hundred day moving average price is $189.95. 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 one year low of $139.57 and a one year high of $302.95. The stock has a market capitalization of $231.90 billion, a PE ratio of 233.23, a price-to-earnings-growth ratio of 10.38 and a beta of 0.94.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The business had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. During the same quarter in the previous year, the business earned $0.37 earnings per share. Palo Alto Networks’s quarterly revenue was up 31.1% on a year-over-year basis. 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. On average, equities analysts forecast that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

Analysts Set New Price Targets

PANW has been the subject of several recent analyst reports. UBS Group set a $300.00 target price on shares of Palo Alto Networks and gave the company a “neutral” rating in a research note on Wednesday, June 3rd. Capital One Financial raised their price objective on Palo Alto Networks from $168.00 to $248.00 and gave the stock an “equal weight” rating in a research note on Tuesday, May 19th. Stifel Nicolaus set a $340.00 price objective on Palo Alto Networks in a research report on Wednesday, June 3rd. HSBC raised their price objective on shares of Palo Alto Networks from $114.00 to $207.00 in a report on Thursday, June 4th. Finally, Robert W. Baird set a $320.00 price target on Palo Alto Networks in a research note on Wednesday, June 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $306.59.

Insider Activity at Palo Alto Networks

In other news, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $160.42, for a total value of $802,100.00. Following the completion of the sale, the executive vice president owned 150,250 shares of the company’s stock, valued at approximately $24,103,105. This represents a 3.22% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Lee Klarich sold 62,904 shares of the business’s stock in a transaction dated 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 in the company, valued at $61,037,002.95. This represents a 21.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 81,044 shares of company stock worth $20,424,722. 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.