UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Purchases 706,003 Shares of Palo Alto Networks, Inc. $PANW

Posted by Francis Steltz on Aug 30th, 2026

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 8.7% during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 8,778,963 shares of the network technology company’s stock after buying an additional 706,003 shares during the quarter. Palo Alto Networks makes up 0.5% of UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings, making the stock its 28th largest holding. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned 1.08% of Palo Alto Networks worth $2,993,802,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. New Mexico Educational Retirement Board increased its stake in Palo Alto Networks by 32.2% in the 2nd quarter. New Mexico Educational Retirement Board now owns 40,200 shares of the network technology company’s stock worth $13,709,000 after buying an additional 9,800 shares in the last quarter. Royal London Asset Management Ltd. lifted its position in shares of Palo Alto Networks by 1.7% in the second quarter. Royal London Asset Management Ltd. now owns 388,809 shares of the network technology company’s stock valued at $132,592,000 after acquiring an additional 6,478 shares in the last quarter. Mufg Securities Americas Inc. lifted its position in shares of Palo Alto Networks by 9.2% in the second quarter. Mufg Securities Americas Inc. now owns 24,426 shares of the network technology company’s stock valued at $8,330,000 after acquiring an additional 2,066 shares in the last quarter. Ferguson Wellman Capital Management Inc. boosted its stake in shares of Palo Alto Networks by 14.4% in the second quarter. Ferguson Wellman Capital Management Inc. now owns 226,065 shares of the network technology company’s stock worth $77,093,000 after acquiring an additional 28,536 shares during the period. Finally, Nissay Asset Management Corp Japan boosted its stake in shares of Palo Alto Networks by 6.7% in the second quarter. Nissay Asset Management Corp Japan now owns 240,842 shares of the network technology company’s stock worth $82,132,000 after acquiring an additional 15,079 shares during the period. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Wall Street Analyst Weigh In

PANW has been the topic of several recent analyst reports. Weiss Ratings downgraded Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a research note on Thursday, June 4th. Jefferies Financial Group restated a “buy” rating and issued a $450.00 price target (up from $335.00) on shares of Palo Alto Networks in a research note on Friday. Piper Sandler reaffirmed an “overweight” rating and set a $345.00 price objective (up from $265.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. William Blair reissued an “outperform” rating on shares of Palo Alto Networks in a report on Tuesday, June 16th. Finally, Loop Capital upped their target price on shares of Palo Alto Networks from $160.00 to $290.00 and gave the stock a “hold” rating in a research report on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Palo Alto Networks has an average rating of “Moderate Buy” and a consensus target price of $368.42.

Read Our Latest Analysis on Palo Alto Networks

Insiders Place Their Bets

In related news, Director Helle Thorning-Schmidt sold 700 shares of the stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total value of $242,795.00. Following the completion of the transaction, the director owned 5,898 shares of the company’s stock, valued at approximately $2,045,721.30. This trade represents a 10.61% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director James J. Goetz sold 20,000 shares of the stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $279.90, for a total transaction of $5,598,000.00. Following the completion of the transaction, the director directly owned 20,000 shares of the company’s stock, valued at approximately $5,598,000. The trade was a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 38,835 shares of company stock worth $11,127,854. Insiders own 1.40% of the company’s stock.

Key Palo Alto Networks News

Here are the key news stories impacting Palo Alto Networks this week:

Positive Sentiment: Benchmark raised its price target to $400 from $340 and maintained a Buy rating, citing potential upside to next-generation security annual recurring revenue, revenue, operating income and margins. The forecast reinforces expectations that Palo Alto Networks’ AI-security strategy is gaining traction. Palo Alto Networks Gets a $400 Target
Positive Sentiment: Investors are taking confidence from CrowdStrike’s stronger-than-expected results, which highlighted robust AI-related cybersecurity demand and lifted sentiment across the sector. Palo Alto Networks is viewed as a potential beneficiary of the same spending cycle. Palo Alto Networks Stock Trades Up
Positive Sentiment: Platformization, adoption of AI-security products and recent deal wins are expected to support fourth-quarter growth. BTIG also assigned PANW a Buy rating, adding to broadly favorable analyst coverage. Palo Alto Networks to Report Q4 Earnings
Neutral Sentiment: Earnings are the next major catalyst. Traders expect potentially significant movement after the report, while analysts are watching recurring revenue, margins, operating income and guidance—not just revenue and EPS. Expected Post-Earnings Stock Move
Negative Sentiment: Acquisition-related costs could pressure results, and the stock’s triple-digit P/E ratio—above 300 based on the supplied data—means much of the AI-growth outlook may already be reflected in the price. Any shortfall in growth or guidance could trigger profit-taking. Palo Alto’s Rally Has One Big Problem Ahead of Earnings
Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000, reducing his position by 1.21%. The transaction is small relative to his remaining holdings but may create a modest sentiment headwind. Palo Alto Networks Insider Sale

Palo Alto Networks Stock Performance

NASDAQ:PANW opened at $371.59 on Friday. The company has a market cap of $302.85 billion, a price-to-earnings ratio of 304.58, a PEG ratio of 11.74 and a beta of 0.91. Palo Alto Networks, Inc. has a 1 year low of $139.57 and a 1 year high of $398.88. The stock’s 50 day simple moving average is $344.62 and its two-hundred day simple moving average is $248.45. 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 (NASDAQ:PANW – Get Free Report) last announced its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.06. The company had revenue of $3 billion for the quarter, compared to analysts’ expectations 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 previous 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. As a group, equities analysts anticipate that Palo Alto Networks, Inc. will post 2.01 earnings per share for the current fiscal year.

Palo Alto Networks Profile

(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.