10,072 Shares in F5, Inc. $FFIV Purchased by Landscape Capital Management L.L.C.

Key Points

• Landscape Capital Management purchased 10,072 F5 shares worth approximately $4.19 million in the second quarter. Institutional investors and hedge funds collectively own 90.66% of the company.
• F5 exceeded quarterly expectations, reporting $4.73 in adjusted EPS versus the $4.00 consensus and revenue of $865.08 million, up 10.9% year over year.
• Insiders have sold 15,699 shares worth $6.32 million over the past 90 days, while analysts maintain a consensus “Hold” rating with an average price target of $416.62.

Landscape Capital Management L.L.C. bought a new stake in shares of F5, Inc. (NASDAQ:FFIV - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 10,072 shares of the network technology company's stock, valued at approximately $4,190,000.

Other institutional investors also recently bought and sold shares of the company. Norges Bank purchased a new position in F5 in the 4th quarter valued at approximately $205,706,000. Jefferies Financial Group Inc. increased its position in shares of F5 by 127.0% during the fourth quarter. Jefferies Financial Group Inc. now owns 34,529 shares of the network technology company's stock worth $8,814,000 after acquiring an additional 19,315 shares during the period. iA Global Asset Management Inc. purchased a new stake in shares of F5 during the first quarter worth $6,469,000. William Blair Investment Management LLC acquired a new stake in shares of F5 in the fourth quarter valued at $140,460,000. Finally, Tredje AP fonden raised its stake in shares of F5 by 98.2% in the fourth quarter. Tredje AP fonden now owns 7,683 shares of the network technology company's stock valued at $1,961,000 after acquiring an additional 3,807 shares in the last quarter. 90.66% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Nikhil Ramesh Mehta sold 4,000 shares of the business's stock in a transaction on Thursday, July 30th. The shares were sold at an average price of $388.95, for a total value of $1,555,800.00. Following the completion of the sale, the director directly owned 7,043 shares of the company's stock, valued at $2,739,374.85. The trade was a 36.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Edward Cooper Werner sold 2,500 shares of the business's stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $400.00, for a total transaction of $1,000,000.00. Following the completion of the sale, the chief financial officer directly owned 406 shares of the company's stock, valued at approximately $162,400. This trade represents a 86.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 15,699 shares of company stock worth $6,316,411. 0.48% of the stock is currently owned by company insiders.

F5 Stock Performance

Shares of NASDAQ FFIV opened at $384.63 on Friday. The stock's 50-day simple moving average is $403.83 and its 200-day simple moving average is $347.86. The firm has a market capitalization of $21.78 billion, a PE ratio of 30.62, a price-to-earnings-growth ratio of 3.69 and a beta of 1.03. F5, Inc. has a fifty-two week low of $223.76 and a fifty-two week high of $435.00.

F5 (NASDAQ:FFIV - Get Free Report) last announced its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, beating the consensus estimate of $4.00 by $0.73. F5 had a net margin of 21.95% and a return on equity of 21.54%. The company had revenue of $865.08 million for the quarter, compared to analyst estimates of $834.60 million. During the same period in the prior year, the firm posted $4.16 earnings per share. The firm's revenue was up 10.9% on a year-over-year basis. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. On average, sell-side analysts forecast that F5, Inc. will post 13.65 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research analysts recently commented on the company. Royal Bank Of Canada reissued an "outperform" rating on shares of F5 in a research note on Thursday, July 16th. Bank of America increased their price target on F5 from $250.00 to $300.00 and gave the company an "underperform" rating in a research report on Tuesday, May 26th. Piper Sandler reiterated an "overweight" rating and issued a $461.00 price objective (up from $423.00) on shares of F5 in a research note on Tuesday, July 28th. Zacks Research downgraded F5 from a "strong-buy" rating to a "hold" rating in a research report on Monday, July 27th. Finally, Barclays upped their target price on shares of F5 from $386.00 to $397.00 and gave the stock an "equal weight" rating in a research note on Tuesday, July 28th. Five equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus target price of $416.62.

F5 Profile

F5 Inc NASDAQ: FFIV specializes in application services and delivery networking, helping organizations ensure the availability, performance and security of their applications. The company's core offerings include advanced load balancing, traffic management and application security solutions designed to optimize user experiences and protect against threats such as distributed denial-of-service (DDoS) attacks and web application exploits.

At the heart of F5's product portfolio is the BIG-IP platform, which provides a suite of software modules for local and global traffic management, secure web application firewalling and DNS service delivery.

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