Nomura Holdings Inc. Grows Position in F5, Inc. $FFIV

Key Points

• Nomura Holdings Inc. increased its position in F5, Inc. by 125.3% in the first quarter, owning 4,316 shares valued at $1,149,000.
• F5 reported a quarterly EPS of $4.16, exceeding estimates by $0.67, with revenue up 12.2% year-over-year.
• Insider transactions revealed sales totaling approximately $3.35 million in the last quarter, indicating a decrease in holdings by key executives.

Nomura Holdings Inc. raised its stake in F5, Inc. (NASDAQ:FFIV - Free Report) by 125.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,316 shares of the network technology company's stock after acquiring an additional 2,400 shares during the period. Nomura Holdings Inc.'s holdings in F5 were worth $1,149,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Annis Gardner Whiting Capital Advisors LLC increased its position in shares of F5 by 134.1% during the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 103 shares of the network technology company's stock worth $27,000 after purchasing an additional 59 shares in the last quarter. Golden State Wealth Management LLC raised its position in F5 by 275.0% in the first quarter. Golden State Wealth Management LLC now owns 105 shares of the network technology company's stock valued at $28,000 after purchasing an additional 77 shares during the period. Park Square Financial Group LLC acquired a new position in F5 during the 4th quarter worth $31,000. Groupe la Francaise acquired a new position in shares of F5 during the 1st quarter worth about $34,000. Finally, WPG Advisers LLC acquired a new stake in shares of F5 in the 1st quarter valued at about $75,000. 90.66% of the stock is currently owned by institutional investors.

F5 Trading Up 1.2%

FFIV stock traded up $3.67 on Monday, hitting $319.56. The company's stock had a trading volume of 151,563 shares, compared to its average volume of 534,709. F5, Inc. has a 1 year low of $197.34 and a 1 year high of $334.00. The stock has a market cap of $18.36 billion, a price-to-earnings ratio of 28.15, a price-to-earnings-growth ratio of 3.65 and a beta of 1.08. The firm has a 50 day moving average of $308.12 and a two-hundred day moving average of $286.76.

F5 (NASDAQ:FFIV - Get Free Report) last released its quarterly earnings results on Wednesday, July 30th. The network technology company reported $4.16 earnings per share for the quarter, topping analysts' consensus estimates of $3.49 by $0.67. The business had revenue of $780.37 million during the quarter, compared to the consensus estimate of $750.64 million. F5 had a net margin of 22.06% and a return on equity of 21.77%. The business's quarterly revenue was up 12.2% compared to the same quarter last year. During the same quarter last year, the company earned $3.36 earnings per share. F5 has set its FY 2025 guidance at 15.240-15.380 EPS. Q4 2025 guidance at 3.870-3.990 EPS. As a group, equities analysts forecast that F5, Inc. will post 11.2 EPS for the current fiscal year.

Insider Transactions at F5

In other F5 news, EVP Thomas Dean Fountain sold 1,347 shares of the stock in a transaction on Monday, August 4th. The shares were sold at an average price of $309.73, for a total value of $417,206.31. Following the sale, the executive vice president directly owned 20,699 shares in the company, valued at approximately $6,411,101.27. This trade represents a 6.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Francois Locoh-Donou sold 1,300 shares of F5 stock in a transaction on Friday, August 1st. The stock was sold at an average price of $308.14, for a total transaction of $400,582.00. Following the transaction, the chief executive officer directly owned 110,153 shares of the company's stock, valued at approximately $33,942,545.42. This trade represents a 1.17% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 10,744 shares of company stock worth $3,347,605 in the last quarter. 0.52% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several analysts have recently issued reports on FFIV shares. Piper Sandler boosted their price objective on shares of F5 from $304.00 to $355.00 and gave the company a "neutral" rating in a research note on Thursday, July 31st. JPMorgan Chase & Co. boosted their price target on F5 from $285.00 to $305.00 and gave the stock a "neutral" rating in a research report on Thursday, July 17th. Needham & Company LLC upped their target price on shares of F5 from $320.00 to $345.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Wall Street Zen downgraded F5 from a "strong-buy" rating to a "buy" rating in a research report on Thursday, May 22nd. Finally, Wolfe Research initiated coverage on shares of F5 in a research report on Monday, July 7th. They set an "outperform" rating for the company. Three research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, F5 has an average rating of "Hold" and a consensus target price of $309.89.

F5 Profile

F5, Inc provides multi-cloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region. The company's distributed cloud services enable its customers to deploy, secure, and operate applications in any architecture, from on-premises to the public cloud.