Nykredit A S Acquires New Position in F5, Inc. $FFIV

Key Points

• Nykredit A/S acquired 35,090 F5 shares worth approximately $14.6 million, joining other institutional investors that have increased their positions. Institutions and hedge funds collectively own 90.66% of F5.
• F5 reported quarterly EPS of $4.73, beating estimates of $4.00, while revenue rose 10.9% year over year to $865.08 million. The stock opened at $390.47, below its 52-week high of $435.00.
• Analyst sentiment remains mixed, with a consensus rating of “Hold” and an average price target of $416.62; recent targets range from $397 to $515. Company insiders have sold 13,199 shares worth about $5.3 million over the past 90 days.

Nykredit A S acquired a new position in shares of F5, Inc. (NASDAQ:FFIV - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 35,090 shares of the network technology company's stock, valued at approximately $14,596,000. Nykredit A S owned approximately 0.06% of F5 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Norges Bank acquired a new stake in shares of F5 in the 4th quarter worth approximately $205,706,000. Jefferies Financial Group Inc. raised its holdings in F5 by 127.0% during the fourth quarter. Jefferies Financial Group Inc. now owns 34,529 shares of the network technology company's stock worth $8,814,000 after purchasing an additional 19,315 shares during the last quarter. iA Global Asset Management Inc. purchased a new stake in F5 during the first quarter worth $6,469,000. William Blair Investment Management LLC purchased a new stake in F5 during the fourth quarter worth $140,460,000. Finally, Tredje AP fonden grew its holdings in F5 by 98.2% in the fourth quarter. Tredje AP fonden now owns 7,683 shares of the network technology company's stock valued at $1,961,000 after purchasing an additional 3,807 shares during the last quarter. 90.66% of the stock is currently owned by institutional investors and hedge funds.

F5 Trading Down 0.4%

F5 stock opened at $390.47 on Friday. The stock has a market cap of $22.11 billion, a PE ratio of 31.09, a P/E/G ratio of 3.83 and a beta of 1.03. The stock has a 50-day moving average price of $404.93 and a 200 day moving average price of $356.13. F5, Inc. has a 52 week low of $223.76 and a 52 week high of $435.00.

F5 (NASDAQ:FFIV - Get Free Report) last released its earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share (EPS) for the quarter, beating 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 analyst estimates of $834.60 million. During the same period in the prior year, the firm earned $4.16 EPS. The firm's quarterly revenue 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. On average, equities analysts predict that F5, Inc. will post 13.65 EPS for the current year.

Insider Activity

In other news, EVP Angelique M. Okeke sold 515 shares of F5 stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $404.49, for a total value of $208,312.35. Following the completion of the sale, the executive vice president owned 2,240 shares of the company's stock, valued at $906,057.60. The trade was a 18.69% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Francois Locoh-Donou sold 3,782 shares of the company's stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $412.44, for a total value of $1,559,848.08. Following the completion of the transaction, the chief executive officer owned 146,989 shares of the company's stock, valued at $60,624,143.16. The trade was a 2.51% 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. Insiders have sold 13,199 shares of company stock valued at $5,316,411 in the last 90 days. Insiders own 0.48% of the company's stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on FFIV shares. Wall Street Zen upgraded F5 from a "hold" rating to a "buy" rating in a research report on Saturday, August 1st. 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. Piper Sandler restated an "overweight" rating and set a $461.00 target price (up from $423.00) on shares of F5 in a report on Tuesday, July 28th. Barclays lifted their target price on shares of F5 from $386.00 to $397.00 and gave the stock an "equal weight" rating in a research report on Tuesday, July 28th. Finally, JPMorgan Chase & Co. upped their price target on shares of F5 from $500.00 to $515.00 and gave the company an "overweight" rating in a report on Tuesday, July 28th. Five investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of "Hold" and a consensus 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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