Nippon Life Global Investors Americas Inc. purchased a new position in F5, Inc. (NASDAQ:FFIV - Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 148,290 shares of the network technology company's stock, valued at approximately $61,683,000. F5 makes up about 2.5% of Nippon Life Global Investors Americas Inc.'s portfolio, making the stock its 13th biggest holding. Nippon Life Global Investors Americas Inc. owned approximately 0.26% of F5 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors and hedge funds have also recently bought and sold shares of FFIV. Vanguard Group Inc. increased its holdings in F5 by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 7,357,293 shares of the network technology company's stock worth $1,878,023,000 after purchasing an additional 114,533 shares during the last quarter. State Street Corp raised its position in shares of F5 by 1.7% in 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 in the last quarter. First Trust Advisors LP boosted its stake 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 buying an additional 1,119,291 shares during the last quarter. Jericho Capital Asset Management L.P. purchased a new position in shares of F5 during the 4th quarter valued at approximately $579,699,000. Finally, Invesco Ltd. grew its position in shares of F5 by 7.5% during the fourth quarter. Invesco Ltd. now owns 1,537,680 shares of the network technology company's stock worth $392,508,000 after buying an additional 106,616 shares in the last quarter. Hedge funds and other institutional investors own 90.66% of the company's stock.
Insider Buying and Selling at F5
In other news, EVP Angelique M. Okeke sold 515 shares of the company's stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $404.49, for a total transaction of $208,312.35. Following the completion of the transaction, the executive vice president directly owned 2,240 shares of the company's stock, valued at approximately $906,057.60. This represents a 18.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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 Thomas Dean Fountain sold 1,208 shares of the company's stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $414.63, for a total value of $500,873.04. Following the transaction, the executive vice president directly owned 8,060 shares of the company's stock, valued at $3,341,917.80. This trade represents a 13.03% 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. Over the last quarter, insiders have sold 15,699 shares of company stock worth $6,316,411. 0.48% of the stock is owned by company insiders.
Analyst Upgrades and Downgrades
A number of analysts recently issued reports on the stock. Royal Bank Of Canada restated an "outperform" rating on shares of F5 in a research note on Thursday, July 16th. Morgan Stanley increased their price objective on shares of F5 from $380.00 to $415.00 and gave the company 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. Evercore raised shares of F5 from an "in-line" rating to an "outperform" rating and set a $475.00 price target on the stock in a research report on Monday, May 18th. Finally, Barclays lifted their price target on F5 from $386.00 to $397.00 and gave the stock an "equal weight" rating in a research note on Tuesday, July 28th. Five investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and an average price target of $416.62.
Check Out Our Latest Stock Analysis on F5
F5 Price Performance
F5 stock opened at $403.20 on Monday. F5, Inc. has a 12 month low of $223.76 and a 12 month high of $435.00. The company has a fifty day moving average price of $404.59 and a two-hundred day moving average price of $344.58. The company has a market cap of $22.83 billion, a PE ratio of 32.10, a P/E/G ratio of 3.94 and a beta of 1.03.
F5 (NASDAQ:FFIV - Get Free Report) last issued its earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, topping analysts' consensus estimates of $4.00 by $0.73. F5 had a net margin of 21.95% and a return on equity of 21.54%. The company had revenue of $865.08 million for the quarter, compared to analysts' expectations of $834.60 million. During the same period in the prior year, the company earned $4.16 earnings per share. The firm's revenue was up 10.9% compared to the same quarter last year. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. Equities research analysts anticipate that F5, Inc. will post 13.65 earnings per share for the current year.
Key F5 News
Here are the key news stories impacting F5 this week:
- Positive Sentiment: Zacks raised earnings estimates across multiple periods. The firm increased its FY2026 EPS forecast to $13.59 from $12.80, FY2027 to $13.77 from $13.02, and FY2028 to $16.16 from $13.48. It also lifted estimates for several individual quarters, including Q4 2026, Q1 and Q3 2027, and Q1 through Q3 2028. The revisions indicate improving expectations for F5’s profitability and are above the current-year consensus estimate of $13.53. Zacks Research Forecasts F5's Q2 Earnings
- Neutral Sentiment: The estimate increases are concentrated in future periods. Although Zacks raised its Q2 2028 EPS forecast to $3.79 from $3.22 and its Q3 2028 forecast to $4.17 from $3.46, these revisions may have less impact on near-term trading than changes to current-quarter guidance or results.
- Negative Sentiment: Zacks maintained a Hold rating. The lack of an upgrade may temper investor enthusiasm, particularly after F5’s strong run toward its 52-week high. At a valuation of roughly 32 times earnings, investors may be looking for stronger near-term catalysts before assigning the stock a higher multiple.
F5 Company Profile
(
Free Report)
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.
See Also
Want to see what other hedge funds are holding FFIV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for F5, Inc. (NASDAQ:FFIV - Free Report).
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
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