Mitsubishi UFJ Asset Management Co. Ltd. Buys 10,168 Shares of F5, Inc. $FFIV

Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in F5, Inc. (NASDAQ:FFIV) by 8.9% in the fourth quarter, Holdings Channel.com reports. The fund owned 123,982 shares of the network technology company’s stock after purchasing an additional 10,168 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in F5 were worth $31,818,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in FFIV. Millennium Management LLC boosted its stake in F5 by 166.5% during the first quarter. Millennium Management LLC now owns 62,906 shares of the network technology company’s stock valued at $16,750,000 after buying an additional 39,305 shares during the period. NewEdge Advisors LLC boosted its stake in F5 by 1,281.4% during the first quarter. NewEdge Advisors LLC now owns 967 shares of the network technology company’s stock valued at $257,000 after buying an additional 897 shares during the period. Goldman Sachs Group Inc. boosted its stake in F5 by 38.4% during the first quarter. Goldman Sachs Group Inc. now owns 298,297 shares of the network technology company’s stock valued at $79,428,000 after buying an additional 82,835 shares during the period. Focus Partners Wealth bought a new stake in F5 during the first quarter valued at $257,000. Finally, Geneos Wealth Management Inc. boosted its stake in 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 buying an additional 121 shares during the period. Institutional investors own 90.66% of the company’s stock.

F5 Price Performance

Shares of NASDAQ FFIV opened at $354.03 on Friday. F5, Inc. has a one year low of $223.76 and a one year high of $354.52. The firm’s 50 day simple moving average is $297.33 and its two-hundred day simple moving average is $274.01. The stock has a market capitalization of $19.97 billion, a P/E ratio of 29.04, a PEG ratio of 8.19 and a beta of 1.00.

F5 (NASDAQ:FFIV) last announced its quarterly earnings data on Tuesday, April 28th. The network technology company reported $3.90 earnings per share 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 EPS. The business’s quarterly revenue 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. As a group, equities analysts expect that F5, Inc. will post 12.71 earnings per share for the current fiscal year.

F5 News Summary

Here are the key news stories impacting F5 this week:

• Positive Sentiment: F5’s latest quarter beat expectations, with revenue and EPS coming in above estimates and management raising guidance for the next quarter and full year. That supports the view that growth and profitability remain intact. F5 (FFIV) Reports Q2 Earnings
• Positive Sentiment: FFIV is trading close to its 52-week high and well above its 50-day and 200-day moving averages, signaling strong momentum that may be drawing in traders and institutions. MarketBeat FFIV Quote
• Neutral Sentiment: Several insider sales were disclosed, including transactions by the CEO and an EVP, but at least some were made under pre-arranged Rule 10b5-1 plans, which makes the signal less clear-cut for investors. CEO Form 4 (SEC)
• Negative Sentiment: Multiple insider sales across senior executives, including the CEO, CFO, and EVPs, may create some caution around the stock, even if the trades were largely pre-scheduled. F5 Insider Sells $322,330.00

Analysts Set New Price Targets

Several equities research analysts recently issued reports on FFIV shares. Royal Bank Of Canada lifted their price objective on F5 from $345.00 to $375.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. JPMorgan Chase & Co. lifted their price objective on F5 from $355.00 to $365.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. Piper Sandler reissued an “overweight” rating on shares of F5 in a research note on Wednesday, April 29th. Weiss Ratings raised F5 from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 30th. Finally, Barclays lifted their price objective on F5 from $283.00 to $292.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 29th. Five investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $316.44.

Insider Buying and Selling

In other F5 news, EVP Thomas Dean Fountain sold 1,328 shares of the business’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $330.58, for a total value of $439,010.24. Following the completion of the sale, the executive vice president directly owned 8,060 shares of the company’s stock, valued at $2,664,474.80. The trade was a 14.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael L. Dreyer sold 3,067 shares of the company’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $282.41, for a total transaction of $866,151.47. Following the sale, the director owned 1,309 shares of the company’s stock, valued at approximately $369,674.69. The trade was a 70.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 24,688 shares of company stock worth $7,477,392 over the last 90 days. Insiders own 0.48% of the company’s stock.

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.