UniSuper Management Pty Ltd Boosts Position in F5, Inc. $FFIV

Key Points

• UniSuper Management Pty Ltd has increased its holding in F5, Inc. by 71.0% during the first quarter, bringing its total shares to 26,648, valued at approximately $7.1 million.
• Notable institutional investors, including Annis Gardner Whiting Capital Advisors and Golden State Wealth Management, also significantly increased their positions in F5 during the same quarter.
• F5 reported a strong quarterly earnings result, with $4.16 earnings per share, exceeding analyst estimates and demonstrating a 12.2% revenue increase year-over-year, reflecting a robust financial performance.

UniSuper Management Pty Ltd increased its position in F5, Inc. (NASDAQ:FFIV - Free Report) by 71.0% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 26,648 shares of the network technology company's stock after purchasing an additional 11,066 shares during the period. UniSuper Management Pty Ltd's holdings in F5 were worth $7,096,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Annis Gardner Whiting Capital Advisors LLC lifted its stake in F5 by 134.1% during the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 103 shares of the network technology company's stock valued at $27,000 after acquiring an additional 59 shares in the last quarter. Golden State Wealth Management LLC lifted its stake in F5 by 275.0% during the 1st quarter. Golden State Wealth Management LLC now owns 105 shares of the network technology company's stock valued at $28,000 after acquiring an additional 77 shares in the last quarter. Park Square Financial Group LLC bought a new position in F5 during the 4th quarter valued at $31,000. Groupe la Francaise bought a new position in F5 during the 1st quarter valued at $34,000. Finally, WPG Advisers LLC bought a new position in F5 during the 1st quarter valued at $75,000. 90.66% of the stock is currently owned by institutional investors.

F5 Price Performance

Shares of F5 stock traded down $12.92 during trading hours on Friday, hitting $321.67. 439,874 shares of the company's stock traded hands, compared to its average volume of 380,601. The company has a fifty day simple moving average of $310.97 and a 200-day simple moving average of $287.96. F5, Inc. has a 12-month low of $206.10 and a 12-month high of $337.39. The stock has a market capitalization of $18.48 billion, a price-to-earnings ratio of 28.34, a PEG ratio of 3.86 and a beta of 1.08.

F5 (NASDAQ:FFIV - Get Free Report) last announced its quarterly earnings data on Wednesday, July 30th. The network technology company reported $4.16 earnings per share for the quarter, topping the consensus estimate of $3.49 by $0.67. F5 had a return on equity of 21.77% and a net margin of 22.06%.The company had revenue of $780.37 million during the quarter, compared to analyst estimates of $750.64 million. During the same quarter last year, the firm posted $3.36 EPS. The firm's revenue for the quarter was up 12.2% on a year-over-year basis. F5 has set its FY 2025 guidance at 15.240-15.380 EPS. Q4 2025 guidance at 3.870-3.990 EPS. On average, analysts forecast that F5, Inc. will post 11.2 EPS for the current fiscal year.

Analyst Ratings Changes

FFIV has been the topic of several recent analyst reports. Wolfe Research initiated coverage on F5 in a research note on Monday, July 7th. They set an "outperform" rating on the stock. Royal Bank Of Canada raised their price objective on F5 from $314.00 to $326.00 and gave the company a "sector perform" rating in a research note on Thursday, July 31st. Needham & Company LLC raised their price objective on F5 from $320.00 to $345.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. Morgan Stanley raised their target price on F5 from $305.00 to $312.00 and gave the company an "equal weight" rating in a research report on Thursday, July 31st. Finally, Barclays raised their target price on F5 from $274.00 to $321.00 and gave the company an "equal weight" rating in a research report on Thursday, July 31st. Three equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus price target of $309.89.

Insider Transactions at F5

In related news, EVP Thomas Dean Fountain sold 1,347 shares of F5 stock in a transaction dated Monday, August 4th. The stock was sold at an average price of $309.73, for a total value of $417,206.31. Following the completion of the sale, the executive vice president owned 20,699 shares of the company's stock, valued at approximately $6,411,101.27. This trade represents a 6.11% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Francois Locoh-Donou sold 1,300 shares of F5 stock in a transaction dated Friday, August 1st. The stock was sold at an average price of $308.14, for a total value of $400,582.00. Following the completion of the sale, the chief executive officer directly owned 110,153 shares of the company's stock, valued at approximately $33,942,545.42. This trade represents a 1.17% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 11,945 shares of company stock worth $3,762,365. Insiders own 0.52% of the company's stock.

About F5

F5, Inc provides multi-cloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region. The company's distributed cloud services enable its customers to deploy, secure, and operate applications in any architecture, from on-premises to the public cloud.