Mitsubishi UFJ Asset Management Co. Ltd. Takes $57.75 Million Position in F5, Inc. $FFIV

Key Points

• Mitsubishi UFJ Asset Management acquired 138,827 F5 shares worth approximately $57.75 million, giving it a 0.25% stake. Institutional investors and hedge funds collectively own 90.66% of F5.
• F5 exceeded quarterly expectations, reporting adjusted earnings of $4.73 per share versus the $4.00 consensus and revenue of $865.08 million versus $834.60 million. Revenue increased 10.9% year over year.
• Analyst sentiment remains mixed, with a consensus rating of “Hold” and an average price target of $416.62. F5 shares recently opened at $382.63, while insiders sold roughly $6.3 million of stock over the past 90 days.

Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of F5, Inc. (NASDAQ:FFIV - Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 138,827 shares of the network technology company's stock, valued at approximately $57,746,000. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.25% of F5 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. Hazlett Burt & Watson Inc. purchased a new stake in F5 during the 4th quarter worth about $26,000. Hantz Financial Services Inc. boosted its stake 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 valued at $27,000 after buying an additional 56 shares during the period. Elyxium Wealth LLC acquired a new position in shares of F5 during the fourth quarter worth about $28,000. SJS Investment Consulting Inc. grew its position in shares of F5 by 963.6% during the first quarter. SJS Investment Consulting Inc. now owns 117 shares of the network technology company's stock worth $34,000 after buying an additional 106 shares in the last quarter. Finally, Capital Advisors Ltd. LLC increased its stake in shares of F5 by 113.8% during the first quarter. Capital Advisors Ltd. LLC now owns 124 shares of the network technology company's stock worth $36,000 after buying an additional 66 shares during the period. 90.66% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the stock. Evercore upgraded shares of F5 from an "in-line" rating to an "outperform" rating and set a $475.00 price target for the company in a research note on Monday, May 18th. Weiss Ratings raised shares of F5 from a "buy (b-)" rating to a "buy (b)" rating in a research report on Tuesday, August 11th. Wall Street Zen upgraded shares of F5 from a "hold" rating to a "buy" rating in a report on Saturday, August 1st. Zacks Research downgraded shares of F5 from a "strong-buy" rating to a "hold" rating in a research note on Monday, July 27th. Finally, Piper Sandler reissued an "overweight" rating and issued a $461.00 target price (up from $423.00) on shares of F5 in a report 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 company's stock. According to data from MarketBeat.com, F5 has an average rating of "Hold" and a consensus target price of $416.62.

F5 Price Performance

Shares of F5 stock opened at $382.63 on Thursday. The firm's fifty day simple moving average is $404.38 and its 200-day simple moving average is $346.88. F5, Inc. has a 12 month low of $223.76 and a 12 month high of $435.00. The stock has a market capitalization of $21.67 billion, a price-to-earnings ratio of 30.46, a PEG ratio of 3.85 and a beta of 1.03.

F5 (NASDAQ:FFIV - Get Free Report) last issued its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, topping the consensus estimate of $4.00 by $0.73. F5 had a return on equity of 21.54% and a net margin of 21.95%.The firm had revenue of $865.08 million during the quarter, compared to the consensus estimate of $834.60 million. During the same period last year, the company earned $4.16 earnings per share. The company's revenue for the quarter 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. Analysts anticipate that F5, Inc. will post 13.65 earnings per share for the current year.

Insider Buying and Selling

In other F5 news, Director Nikhil Ramesh Mehta sold 4,000 shares of the stock in a transaction dated 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 transaction, the director directly owned 7,043 shares of the company's stock, valued at approximately $2,739,374.85. This trade represents a 36.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Francois Locoh-Donou sold 3,782 shares of F5 stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $412.44, for a total transaction of $1,559,848.08. Following the sale, the chief executive officer owned 146,989 shares of the company's stock, 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 a total of 15,699 shares of company stock valued at $6,316,411 in the last 90 days. 0.48% of the stock is owned by corporate insiders.

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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