Seizert Capital Partners LLC Acquires 10,798 Shares of F5, Inc. $FFIV

Key Points

• Seizert Capital Partners LLC boosted its stake in F5 by 26.6% in Q4, acquiring 10,798 shares to hold 51,456 shares worth about $13.14 million (≈0.09% of the company).
• Company insiders have been net sellers recently — including Director Alan Higginson and CEO Francois Locoh-Donou — with 13,508 shares sold in the past 90 days for roughly $3.79 million, leaving insiders with just 0.48% ownership.
• F5 beat quarterly estimates with $3.90 EPS (vs. $3.47 expected) and $811.7M revenue (up 11% YoY), but analysts are mixed overall, giving a consensus "Hold" and a $316.44 target after several price-target raises.

Seizert Capital Partners LLC boosted its holdings in shares of F5, Inc. (NASDAQ:FFIV - Free Report) by 26.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 51,456 shares of the network technology company's stock after acquiring an additional 10,798 shares during the period. Seizert Capital Partners LLC owned 0.09% of F5 worth $13,135,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of FFIV. Millennium Management LLC boosted its position in shares of F5 by 166.5% in the 1st quarter. Millennium Management LLC now owns 62,906 shares of the network technology company's stock worth $16,750,000 after purchasing an additional 39,305 shares in the last quarter. NewEdge Advisors LLC boosted its holdings in F5 by 1,281.4% in the first quarter. NewEdge Advisors LLC now owns 967 shares of the network technology company's stock worth $257,000 after acquiring an additional 897 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in shares of F5 by 38.4% in the first quarter. Goldman Sachs Group Inc. now owns 298,297 shares of the network technology company's stock worth $79,428,000 after acquiring an additional 82,835 shares during the last quarter. Focus Partners Wealth bought a new position in shares of F5 during the first quarter valued at $257,000. Finally, Geneos Wealth Management Inc. increased its holdings in shares of F5 by 288.1% during the first 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. Hedge funds and other institutional investors own 90.66% of the company's stock.

Insider Buying and Selling at F5

In other news, Director Alan Higginson sold 1,770 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $275.25, for a total transaction of $487,192.50. Following the transaction, the director directly owned 6,840 shares of the company's stock, valued at $1,882,710. This represents a 20.56% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Francois Locoh-Donou sold 3,755 shares of F5 stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $283.53, for a total value of $1,064,655.15. Following the completion of the sale, the chief executive officer directly owned 150,323 shares of the company's stock, valued at $42,621,080.19. The trade was a 2.44% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 13,508 shares of company stock worth $3,792,053. 0.48% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages recently issued reports on FFIV. The Goldman Sachs Group upped their price target on shares of F5 from $285.00 to $320.00 and gave the stock a "neutral" rating in a research note on Wednesday, January 28th. Royal Bank Of Canada lifted their target price on shares of F5 from $345.00 to $375.00 and gave the stock an "outperform" rating in a report on Wednesday. Barclays upped their target price on shares of F5 from $283.00 to $292.00 and gave the stock an "equal weight" rating in a research note on Wednesday. Zacks Research raised shares of F5 from a "strong sell" rating to a "hold" rating in a research report on Friday, January 9th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of F5 from $355.00 to $365.00 and gave the stock an "overweight" rating in a report on Wednesday, April 29th. Five investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, F5 has an average rating of "Hold" and a consensus target price of $316.44.

F5 Stock Performance

FFIV opened at $323.20 on Monday. The company's 50-day simple moving average is $293.21 and its two-hundred day simple moving average is $273.31. The stock has a market capitalization of $18.27 billion, a P/E ratio of 26.51, a P/E/G 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 quarterly earnings results on Tuesday, April 28th. The network technology company reported $3.90 EPS for the quarter, topping 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 firm had revenue of $811.70 million during the quarter, compared to analyst estimates of $783.82 million. During the same period in the previous year, the business posted $3.42 earnings per share. The business's revenue for the quarter was up 11.0% on a year-over-year basis. F5 has set its Q3 2026 guidance at 3.910-4.030 EPS and its FY 2026 guidance at 16.250-16.550 EPS. Research analysts forecast that F5, Inc. will post 12.62 EPS for the current fiscal year.

F5 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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