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

Posted by Stanley Muller on Jun 16th, 2026

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 45,000 shares of the network technology company’s stock, valued at approximately $8,289,000. Palo Alto Networks accounts for about 1.0% of OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC’s portfolio, making the stock its 24th biggest position.

Several other hedge funds have also recently bought and sold shares of PANW. Norges Bank acquired a new position in Palo Alto Networks in the 4th quarter valued at $1,415,364,000. Vanguard Group Inc. grew its stake in shares of Palo Alto Networks by 4.1% in the fourth quarter. Vanguard Group Inc. now owns 67,929,063 shares of the network technology company’s stock valued at $12,512,533,000 after acquiring an additional 2,659,100 shares in the last quarter. Victory Capital Management Inc. increased its position in Palo Alto Networks by 108.3% during the third quarter. Victory Capital Management Inc. now owns 2,467,692 shares of the network technology company’s stock worth $502,263,000 after acquiring an additional 1,282,738 shares during the period. Eurizon Capital SGR S.p.A. bought a new position in Palo Alto Networks during the fourth quarter worth about $164,968,000. Finally, Renaissance Technologies LLC boosted its holdings in Palo Alto Networks by 1,226.3% in the 4th quarter. Renaissance Technologies LLC now owns 908,500 shares of the network technology company’s stock valued at $167,346,000 after purchasing an additional 840,000 shares during the period. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

PANW has been the topic of several recent research reports. Citizens Jmp reaffirmed a “market outperform” rating and set a $250.00 target price on shares of Palo Alto Networks in a report on Wednesday, February 18th. Arete Research raised Palo Alto Networks from a “sell” rating to a “buy” rating and set a $185.00 price target on the stock in a research report on Tuesday, March 3rd. Daiwa Securities Group lowered their price objective on Palo Alto Networks from $212.00 to $175.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 24th. BMO Capital Markets upped their target price on Palo Alto Networks from $270.00 to $335.00 and gave the company an “outperform” rating in a research report on Wednesday, June 3rd. Finally, Susquehanna reissued a “positive” rating and set a $350.00 target price (up from $200.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Two investment 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. Based on data from MarketBeat, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and an average target price of $306.59.

View Our Latest Stock Analysis on PANW

Insider Buying and Selling at Palo Alto Networks

In other news, EVP Lee Klarich sold 62,904 shares of Palo Alto Networks 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 sale, the executive vice president directly owned 235,983 shares of the company’s stock, valued at approximately $61,037,002.95. This trade represents a 21.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of the business’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $160.42, for a total value of $802,100.00. Following the sale, the executive vice president owned 150,250 shares in the company, valued at approximately $24,103,105. This trade represents a 3.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 81,044 shares of company stock worth $20,424,722 over the last three months. 1.40% of the stock is owned by corporate insiders.

Palo Alto Networks Trading Up 1.8%

PANW opened at $284.54 on Tuesday. The company has a market cap of $231.90 billion, a P/E ratio of 233.23, a PEG ratio of 10.38 and a beta of 0.94. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. The company’s 50 day moving average is $218.86 and its 200-day moving average is $189.95. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $302.95.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last issued its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The firm had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The company’s quarterly revenue was up 31.1% on a year-over-year basis. During the same quarter last year, the business posted $0.37 earnings per share. 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. Equities research analysts predict that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

About Palo Alto Networks

(Free Report)

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.