Daiichi Life Insurance Co. Ltd. Makes New $7.66 Million Investment in F5, Inc. $FFIV

Key Points

• Daiichi Life Insurance purchased 18,418 F5 shares worth approximately $7.66 million in the second quarter, while institutional investors collectively own 90.66% of the company.
• F5 exceeded quarterly expectations, reporting $4.73 in EPS and $865.08 million in revenue, with revenue up 10.9% year over year.
• Analyst sentiment remains mixed: F5 has an average “Hold” rating and a $416.62 price target, while insiders have sold about $6.32 million of stock over the past 90 days.

Daiichi Life Insurance Co. Ltd. bought a new position in F5, Inc. (NASDAQ:FFIV - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 18,418 shares of the network technology company's stock, valued at approximately $7,661,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of FFIV. Vanguard Group Inc. increased its holdings in F5 by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 7,357,293 shares of the network technology company's stock valued at $1,878,023,000 after acquiring an additional 114,533 shares during the last quarter. BlackRock Inc. bought a new position in shares of F5 during the 2nd quarter valued at about $2,611,637,000. State Street Corp boosted its holdings in shares of F5 by 1.7% during the 3rd quarter. State Street Corp now owns 3,226,326 shares of the network technology company's stock valued at $1,042,716,000 after purchasing an additional 53,712 shares during the last quarter. First Trust Advisors LP boosted its holdings in shares of F5 by 68.5% during the 4th quarter. First Trust Advisors LP now owns 2,753,652 shares of the network technology company's stock valued at $702,897,000 after purchasing an additional 1,119,291 shares during the last quarter. Finally, Jericho Capital Asset Management L.P. purchased a new position in shares of F5 during the fourth quarter valued at about $579,699,000. Institutional investors own 90.66% of the company's stock.

F5 Price Performance

Shares of NASDAQ FFIV opened at $384.63 on Friday. F5, Inc. has a 1-year low of $223.76 and a 1-year high of $435.00. The business's 50 day moving average is $403.83 and its two-hundred day moving average is $347.86. The stock has a market capitalization of $21.78 billion, a P/E ratio of 30.62, a PEG ratio of 3.76 and a beta of 1.03.

F5 (NASDAQ:FFIV - Get Free Report) last posted its quarterly earnings data on Monday, July 27th. The network technology company reported $4.73 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.00 by $0.73. The business had revenue of $865.08 million during the quarter, compared to analyst estimates of $834.60 million. F5 had a return on equity of 21.54% and a net margin of 21.95%.The company's revenue for the quarter was up 10.9% on a year-over-year basis. During the same period last 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. As a group, equities research analysts anticipate that F5, Inc. will post 13.65 earnings per share for the current fiscal year.

Insider Activity at F5

In other F5 news, EVP Angelique M. Okeke sold 515 shares of the business's stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $404.49, for a total transaction of $208,312.35. Following the transaction, the executive vice president owned 2,240 shares in the company, valued at $906,057.60. The trade was a 18.69% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Kunal Anand sold 392 shares of the stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $404.63, for a total transaction of $158,614.96. Following the completion of the sale, the chief technology officer directly owned 12,586 shares in the company, valued at approximately $5,092,673.18. This represents a 3.02% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 15,699 shares of company stock worth $6,316,411 in the last ninety days. Corporate insiders own 0.48% of the company's stock.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the company. Weiss Ratings raised F5 from a "buy (b-)" rating to a "buy (b)" rating in a research note on Tuesday, August 11th. Piper Sandler reiterated an "overweight" rating and set a $461.00 target price (up from $423.00) on shares of F5 in a research report on Tuesday, July 28th. Barclays raised their target price on shares of F5 from $386.00 to $397.00 and gave the company an "equal weight" rating in a report on Tuesday, July 28th. Bank of America boosted their price target on shares of F5 from $250.00 to $300.00 and gave the stock an "underperform" rating in a research report on Tuesday, May 26th. Finally, Needham & Company LLC reaffirmed a "hold" rating on shares of F5 in a research note on Tuesday, July 28th. Five research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Hold" and an average target price of $416.62.

About F5

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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