141,131 F5, Inc. $FFIV Shares Bought by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management increased its F5 stake by 23.9% in the third quarter, adding 141,131 shares to reach 732,219 shares valued at approximately $326 million. Institutional investors collectively own 90.66% of F5.
• F5 reported quarterly EPS of $4.73, beating estimates by $0.73, while revenue of $865.08 million rose 10.9% year over year and exceeded expectations.
• Analyst sentiment remains mixed, with five Buy, five Hold, and one Sell rating; the consensus rating is Hold with a $426 price target. F5 shares opened at $456.71, up 1.3%.

Robeco Institutional Asset Management B.V. grew its holdings in F5, Inc. (NASDAQ:FFIV - Free Report) by 23.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 732,219 shares of the network technology company's stock after purchasing an additional 141,131 shares during the period. Robeco Institutional Asset Management B.V. owned about 1.29% of F5 worth $325,969,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of FFIV. BlackRock Inc. purchased a new stake in shares of F5 during the second quarter valued at $2,611,637,000. William Blair Investment Management LLC purchased a new position in F5 in the 2nd quarter worth about $243,865,000. Hsbc Holdings PLC purchased a new position in F5 in the 2nd quarter worth about $208,277,000. Legal & General Group Plc purchased a new position in F5 in the 2nd quarter worth about $205,453,000. Finally, Deutsche Bank AG purchased a new position in F5 in the 2nd quarter worth about $172,297,000. Hedge funds and other institutional investors own 90.66% of the company's stock.

Insider Buying and Selling

In related news, insider John Maddison sold 204 shares of the company's stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $406.24, for a total value of $82,872.96. Following the completion of the sale, the insider directly owned 1,149 shares of the company's stock, valued at $466,769.76. This represents a 15.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Francois Locoh-Donou sold 3,782 shares of the stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $412.44, for a total transaction of $1,559,848.08. Following the transaction, the chief executive officer owned 146,989 shares in the company, valued at approximately $60,624,143.16. The trade was a 2.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 16,829 shares of company stock valued at $6,815,302 over the last quarter. 0.48% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

FFIV has been the subject of a number of research analyst reports. Royal Bank Of Canada lifted their price objective on shares of F5 from $508.00 to $525.00 and gave the company an "outperform" rating in a report on Monday, October 12th. Weiss Ratings upgraded shares of F5 from a "buy (b-)" rating to a "buy (b)" rating in a research note on Friday, October 9th. Morgan Stanley upped their target price on shares of F5 from $380.00 to $415.00 and gave the stock an "equal weight" rating in a research note on Tuesday, July 28th. Wall Street Zen raised shares of F5 from a "hold" rating to a "buy" rating in a research report on Saturday, August 1st. Finally, Needham & Company LLC reaffirmed a "hold" rating on shares of F5 in a research note on Tuesday, July 28th. Five analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, F5 currently has a consensus rating of "Hold" and a consensus price target of $426.00.

F5 Stock Up 1.3%

Shares of NASDAQ FFIV opened at $456.71 on Wednesday. F5, Inc. has a twelve month low of $223.76 and a twelve month high of $483.30. The firm has a market cap of $25.86 billion, a PE ratio of 36.36, a price-to-earnings-growth ratio of 4.27 and a beta of 1.03. The business has a fifty day simple moving average of $425.23 and a two-hundred day simple moving average of $392.46.

F5 (NASDAQ:FFIV - Get Free Report) last posted its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.00 by $0.73. The business had revenue of $865.08 million for the quarter, compared to the consensus estimate of $834.60 million. F5 had a return on equity of 21.54% and a net margin of 21.95%. The business's revenue was up 10.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $4.16 EPS. 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, research analysts expect that F5, Inc. will post 13.65 earnings per share for the current year.

F5 Profile

F5, Inc NASDAQ: FFIV provides application delivery, security and traffic management solutions for enterprises, service providers and public-sector organizations. Its offerings are designed to help customers secure, optimize and manage applications and application programming interfaces (APIs) across data centers, private and public clouds, and edge environments.

The company's portfolio includes BIG-IP software and appliances, NGINX application delivery and web server technologies, and F5 Distributed Cloud services.

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