Fisher Asset Management LLC Purchases 15,236 Shares of F5, Inc. $FFIV

Fisher Asset Management LLC lifted its position in shares of F5, Inc. (NASDAQ:FFIV) by 23.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 80,007 shares of the network technology company’s stock after purchasing an additional 15,236 shares during the quarter. Fisher Asset Management LLC’s holdings in F5 were worth $20,423,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Clearstead Advisors LLC boosted its position in shares of F5 by 23.9% during the fourth quarter. Clearstead Advisors LLC now owns 373 shares of the network technology company’s stock worth $95,000 after purchasing an additional 72 shares in the last quarter. Optimize Financial Inc raised its holdings in shares of F5 by 1.4% during the fourth quarter. Optimize Financial Inc now owns 4,442 shares of the network technology company’s stock worth $1,134,000 after acquiring an additional 60 shares during the period. Hantz Financial Services Inc. raised its holdings in shares of F5 by 109.8% during the fourth quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock worth $27,000 after acquiring an additional 56 shares during the period. Swedbank AB raised its holdings in shares of F5 by 1.8% during the fourth quarter. Swedbank AB now owns 207,206 shares of the network technology company’s stock worth $52,891,000 after acquiring an additional 3,668 shares during the period. Finally, William Blair Investment Management LLC acquired a new stake in shares of F5 during the fourth quarter worth $140,460,000. 90.66% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages recently commented on FFIV. Piper Sandler restated an “overweight” rating on shares of F5 in a report on Wednesday, April 29th. Morgan Stanley raised their price objective on shares of F5 from $340.00 to $380.00 and gave the stock an “equal weight” rating in a report on Wednesday, May 20th. Evercore upgraded shares of F5 from an “in-line” rating to an “outperform” rating and set a $475.00 price objective on the stock in a report on Monday, May 18th. Royal Bank Of Canada lifted their price target on shares of F5 from $375.00 to $425.00 and gave the company an “outperform” rating in a research note on Tuesday, May 19th. Finally, Barclays reiterated an “overweight” rating on shares of F5 in a research note on Tuesday. Seven investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, F5 currently has a consensus rating of “Moderate Buy” and an average target price of $358.56.

Insider Transactions at F5

In other F5 news, CEO Francois Locoh-Donou sold 3,783 shares of F5 stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $337.39, for a total value of $1,276,346.37. Following the sale, the chief executive officer directly owned 146,989 shares in the company, valued at approximately $49,592,618.71. The trade was a 2.51% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Kunal Anand sold 3,123 shares of the business’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $322.33, for a total transaction of $1,006,636.59. Following the transaction, the chief technology officer owned 12,194 shares in the company, valued at $3,930,492.02. This represents a 20.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 24,491 shares of company stock worth $7,966,227. 0.48% of the stock is owned by insiders.

F5 Trading Down 2.2%

Shares of FFIV stock opened at $388.15 on Thursday. F5, Inc. has a 1 year low of $223.76 and a 1 year high of $399.59. The firm’s fifty day moving average price is $323.21 and its two-hundred day moving average price is $284.21. The firm has a market capitalization of $21.90 billion, a P/E ratio of 31.84, a PEG ratio of 9.13 and a beta of 1.00.

F5 (NASDAQ:FFIV) last issued its quarterly 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 net margin of 21.96% and a return on equity of 21.50%. The firm had revenue of $811.70 million for the quarter, compared to analyst estimates of $783.82 million. During the same period in the previous year, the business earned $3.42 EPS. The company’s revenue 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. As a group, equities research analysts forecast that F5, Inc. will post 12.79 EPS for the current fiscal year.

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.