PFA Pension Forsikringsaktieselskab Buys New Shares in F5, Inc. $FFIV

Key Points

• PFA Pension Forsikringsaktieselskab bought 121,515 shares of F5 in Q4 — about $31.5 million worth, representing roughly 0.21% of the company.
• Corporate insiders have been net sellers recently; CEO Francois Locoh-Donou sold 3,755 shares (≈$1.06M) and insiders sold 13,508 shares (~$3.79M) in the last 90 days, leaving insiders with about 0.48% ownership.
• F5 beat quarterly expectations with $3.90 EPS vs. $3.47 expected and $811.7M revenue, provided FY2026 guidance, and holds a consensus analyst rating of "Hold" with an average price target of $316.44.

PFA Pension Forsikringsaktieselskab bought a new stake in shares of F5, Inc. (NASDAQ:FFIV - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 121,515 shares of the network technology company's stock, valued at approximately $31,517,000. PFA Pension Forsikringsaktieselskab owned about 0.21% of F5 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Abich Financial Wealth Management LLC acquired a new stake in F5 during the third quarter valued at approximately $37,000. Torren Management LLC purchased a new stake in shares of F5 in the 4th quarter valued at approximately $43,000. Geneos Wealth Management Inc. lifted its position 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 valued at $43,000 after acquiring an additional 121 shares in the last quarter. Root Financial Partners LLC purchased a new stake in shares of F5 in the 3rd quarter valued at approximately $49,000. Finally, MUFG Securities EMEA plc purchased a new stake in shares of F5 in the 2nd quarter valued at approximately $50,000. 90.66% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at F5

In other news, CEO Francois Locoh-Donou sold 3,755 shares of F5 stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $283.53, for a total transaction of $1,064,655.15. Following the completion of the sale, the chief executive officer owned 150,323 shares in the company, valued at $42,621,080.19. The trade was a 2.44% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Chad Michael Whalen sold 688 shares of F5 stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $277.05, for a total transaction of $190,610.40. Following the sale, the executive vice president owned 26,329 shares of the company's stock, valued at approximately $7,294,449.45. This represents a 2.55% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 13,508 shares of company stock worth $3,792,053. Corporate insiders own 0.48% of the company's stock.

Analysts Set New Price Targets

FFIV has been the subject of several research analyst reports. Needham & Company LLC restated a "hold" rating on shares of F5 in a research report on Wednesday, April 29th. Piper Sandler reiterated an "overweight" rating on shares of F5 in a research note on Wednesday. Royal Bank Of Canada upped their price objective on shares of F5 from $345.00 to $375.00 and gave the company an "outperform" rating in a research note on Wednesday. The Goldman Sachs Group upped their price objective on shares of F5 from $285.00 to $320.00 and gave the company a "neutral" rating in a research note on Wednesday, January 28th. Finally, Weiss Ratings upgraded shares of F5 from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, March 30th. Five investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, F5 presently has a consensus rating of "Hold" and an average price target of $316.44.

F5 Stock Performance

NASDAQ:FFIV opened at $323.20 on Monday. The company has a 50-day moving average of $293.21 and a 200-day moving average of $273.31. The company has a market capitalization of $18.27 billion, a price-to-earnings ratio of 26.51, a PEG ratio of 7.53 and a beta of 1.00. F5, Inc. has a 52 week low of $223.76 and a 52 week high of $346.00.

F5 (NASDAQ:FFIV - Get Free Report) last announced its earnings results on Tuesday, April 28th. The network technology company reported $3.90 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.47 by $0.43. The business had revenue of $811.70 million during the quarter, compared to analysts' expectations of $783.82 million. F5 had a net margin of 21.96% and a return on equity of 21.50%. The firm's revenue for the quarter was up 11.0% on a year-over-year basis. During the same quarter last year, the company posted $3.42 EPS. F5 has set its Q3 2026 guidance at 3.910-4.030 EPS and its FY 2026 guidance at 16.250-16.550 EPS. Sell-side analysts forecast that F5, Inc. will post 12.62 EPS for the current year.

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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