Fisher Asset Management LLC Purchases 15,236 Shares of F5, Inc. $FFIV

Key Points

• Fisher Asset Management increased its stake in F5 by 23.5% in the fourth quarter, buying 15,236 additional shares and bringing its total holdings to 80,007 shares worth about $20.4 million.
• Wall Street sentiment on F5 is mixed but generally positive: analysts currently rate the stock a “Moderate Buy,” with an average target price of $358.56, though recent ratings ranged from Buy to Sell.
• F5 beat earnings expectations in its latest quarterly report, posting EPS of $3.90 versus $3.47 expected and revenue of $811.7 million, while also guiding for strong EPS growth in fiscal 2026.

Fisher Asset Management LLC lifted its holdings in F5, Inc. (NASDAQ:FFIV - Free Report) by 23.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 80,007 shares of the network technology company's stock after acquiring an additional 15,236 shares during the quarter. Fisher Asset Management LLC owned approximately 0.14% of F5 worth $20,423,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of FFIV. Hantz Financial Services Inc. boosted its holdings in shares of F5 by 109.8% in the 4th quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company's stock worth $27,000 after acquiring an additional 56 shares in the last quarter. Elyxium Wealth LLC acquired a new position in shares of F5 in the 4th quarter worth approximately $28,000. Abich Financial Wealth Management LLC acquired a new position in shares of F5 in the 3rd quarter worth approximately $37,000. Torren Management LLC acquired a new position in shares of F5 in the 4th quarter worth approximately $43,000. Finally, Geneos Wealth Management Inc. boosted its holdings in shares of F5 by 288.1% in the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company's stock worth $43,000 after acquiring an additional 121 shares in the last quarter. 90.66% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

FFIV has been the topic of several recent analyst reports. The Goldman Sachs Group boosted their target price on F5 from $285.00 to $320.00 and gave the stock a "neutral" rating in a report on Wednesday, January 28th. Evercore raised F5 from an "in-line" rating to an "outperform" rating and set a $475.00 target price on the stock in a report on Monday, May 18th. Bank of America boosted their target price on F5 from $250.00 to $300.00 and gave the stock an "underperform" rating in a report on Tuesday. Barclays reissued an "overweight" rating on shares of F5 in a report on Tuesday. Finally, Piper Sandler reissued an "overweight" rating on shares of F5 in a report on Wednesday, April 29th. Seven equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $358.56.

Insider Transactions at F5

In other F5 news, CFO Edward Cooper Werner sold 1,500 shares of the firm's stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $350.00, for a total value of $525,000.00. Following the transaction, the chief financial officer directly owned 2,906 shares of the company's stock, valued at approximately $1,017,100. This trade represents a 34.04% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad Michael Whalen sold 6,200 shares of the firm's stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $350.19, for a total transaction of $2,171,178.00. Following the completion of the transaction, the executive vice president directly owned 20,832 shares in the company, valued at approximately $7,295,158.08. The trade was a 22.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 24,491 shares of company stock valued at $7,966,227. 0.48% of the stock is currently owned by company insiders.

F5 Price Performance

Shares of F5 stock opened at $388.15 on Thursday. The firm has a market cap of $21.90 billion, a P/E ratio of 31.84, a P/E/G ratio of 9.13 and a beta of 1.00. The firm has a 50 day simple moving average of $323.21 and a 200 day simple moving average of $284.21. F5, Inc. has a fifty-two week low of $223.76 and a fifty-two week high of $399.59.

F5 (NASDAQ:FFIV - Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The network technology company reported $3.90 earnings per share for the quarter, beating analysts' consensus estimates of $3.47 by $0.43. F5 had a net margin of 21.96% and a return on equity of 21.50%. The business had revenue of $811.70 million during the quarter, compared to analyst estimates of $783.82 million. During the same quarter last year, the business posted $3.42 earnings per share. F5's revenue for the quarter was up 11.0% compared to the same quarter last year. F5 has set its Q3 2026 guidance at 3.910-4.030 EPS and its FY 2026 guidance at 16.250-16.550 EPS. On average, sell-side analysts expect that F5, Inc. will post 12.79 EPS for the current year.

F5 Company 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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