United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Raises Holdings in F5, Inc. $FFIV

Key Points

• United Super Pty Ltd boosted its F5 stake by 1,216.9% in the fourth quarter, ending with 35,557 shares valued at about $9.1 million.
• F5 beat earnings and revenue expectations for the quarter, reporting EPS of $3.90 on revenue of $811.7 million, with revenue up 11% year over year.
• Analysts remain constructive on the stock: Evercore upgraded F5 to outperform, and the consensus rating is now Moderate Buy with an average price target of $358.56.

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund grew its position in shares of F5, Inc. (NASDAQ:FFIV - Free Report) by 1,216.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 35,557 shares of the network technology company's stock after purchasing an additional 32,857 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund owned approximately 0.06% of F5 worth $9,076,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Pacific Sage Partners LLC grew its position in shares of F5 by 0.6% during the fourth quarter. Pacific Sage Partners LLC now owns 7,122 shares of the network technology company's stock valued at $1,818,000 after purchasing an additional 40 shares in the last quarter. Meiji Yasuda Asset Management Co Ltd. grew its position in shares of F5 by 4.4% during the fourth quarter. Meiji Yasuda Asset Management Co Ltd. now owns 968 shares of the network technology company's stock valued at $247,000 after purchasing an additional 41 shares in the last quarter. Coldstream Capital Management Inc. grew its position in shares of F5 by 4.5% during the third quarter. Coldstream Capital Management Inc. now owns 1,047 shares of the network technology company's stock valued at $338,000 after purchasing an additional 45 shares in the last quarter. Alps Advisors Inc. grew its position in shares of F5 by 3.8% during the third quarter. Alps Advisors Inc. now owns 1,414 shares of the network technology company's stock valued at $457,000 after purchasing an additional 52 shares in the last quarter. Finally, Oregon Public Employees Retirement Fund lifted its holdings in shares of F5 by 0.8% in the 4th quarter. Oregon Public Employees Retirement Fund now owns 6,569 shares of the network technology company's stock valued at $1,677,000 after acquiring an additional 52 shares during the last quarter. Hedge funds and other institutional investors own 90.66% of the company's stock.

F5 Price Performance

Shares of NASDAQ:FFIV opened at $383.43 on Friday. F5, Inc. has a 1 year low of $223.76 and a 1 year high of $399.59. The business has a 50 day simple moving average of $325.16 and a two-hundred day simple moving average of $285.18. The firm has a market capitalization of $21.63 billion, a PE ratio of 31.45, a price-to-earnings-growth ratio of 8.92 and a beta of 1.00.

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, beating the consensus estimate of $3.47 by $0.43. F5 had a return on equity of 21.50% and a net margin of 21.96%.The business had revenue of $811.70 million during the quarter, compared to analyst estimates of $783.82 million. During the same quarter in the previous year, the business earned $3.42 earnings per share. The company's revenue for the quarter was up 11.0% compared to the same quarter last year. F5 has set its Q3 2026 guidance at 3.910-4.030 EPS and its FY 2026 guidance at 16.250-16.550 EPS. Equities research analysts expect that F5, Inc. will post 12.79 EPS for the current fiscal year.

Insider Buying and Selling at F5

In other news, CTO Kunal Anand sold 3,123 shares of F5 stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $322.33, for a total transaction of $1,006,636.59. Following the completion of the sale, the chief technology officer owned 12,194 shares of the company's stock, valued at approximately $3,930,492.02. The trade was a 20.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad Michael Whalen sold 6,200 shares of F5 stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $350.19, for a total transaction of $2,171,178.00. Following the sale, the executive vice president directly owned 20,832 shares of the company's stock, valued at $7,295,158.08. This represents a 22.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 24,491 shares of company stock valued at $7,966,227. 0.48% of the stock is owned by company insiders.

Analyst Ratings Changes

Several research analysts recently commented on FFIV shares. Evercore upgraded F5 from an "in-line" rating to an "outperform" rating and set a $475.00 price target for the company in a research report on Monday, May 18th. JPMorgan Chase & Co. lifted their price target on F5 from $355.00 to $365.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 29th. Barclays reiterated an "overweight" rating on shares of F5 in a research report on Tuesday. Needham & Company LLC reiterated a "hold" rating on shares of F5 in a research report on Wednesday, April 29th. Finally, Royal Bank Of Canada lifted their price target on F5 from $375.00 to $425.00 and gave the stock an "outperform" rating in a research report on Tuesday, May 19th. Seven research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, F5 presently has an average rating of "Moderate Buy" and an average price target of $358.56.

F5 Company 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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