Nissay Asset Management Corp Japan Cuts Stake in F5, Inc. $FFIV

Nissay Asset Management Corp Japan cut its holdings in F5, Inc. (NASDAQ:FFIV) by 39.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 32,925 shares of the network technology company’s stock after selling 21,221 shares during the period. Nissay Asset Management Corp Japan owned approximately 0.06% of F5 worth $13,695,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Hazlett Burt & Watson Inc. bought a new stake in shares of F5 in the 4th quarter valued at about $26,000. Hantz Financial Services Inc. increased its stake in F5 by 109.8% in the 4th quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock worth $27,000 after purchasing an additional 56 shares during the period. Elyxium Wealth LLC bought a new stake in F5 in the fourth quarter valued at approximately $28,000. SJS Investment Consulting Inc. lifted its position in F5 by 963.6% in the first quarter. SJS Investment Consulting Inc. now owns 117 shares of the network technology company’s stock valued at $34,000 after purchasing an additional 106 shares during the last quarter. Finally, Capital Advisors Ltd. LLC boosted its stake in shares of F5 by 113.8% during the first quarter. Capital Advisors Ltd. LLC now owns 124 shares of the network technology company’s stock valued at $36,000 after purchasing an additional 66 shares during the period. 90.66% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, Director Nikhil Ramesh Mehta sold 4,000 shares of F5 stock in a transaction that occurred on Thursday, July 30th. The stock was sold at an average price of $388.95, for a total transaction of $1,555,800.00. Following the sale, the director directly owned 7,043 shares in the company, valued at $2,739,374.85. The trade was a 36.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider John Anthony Maddison sold 1,000 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $405.85, for a total value of $405,850.00. Following the transaction, the insider directly owned 1,353 shares of the company’s stock, valued at $549,115.05. This represents a 42.50% 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. Insiders sold 15,699 shares of company stock valued at $6,316,411 over the last quarter. 0.48% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

FFIV has been the topic of several analyst reports. Zacks Research downgraded shares of F5 from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Bank of America boosted their price objective on shares of F5 from $250.00 to $300.00 and gave the company an “underperform” rating in a research report on Tuesday, May 26th. JPMorgan Chase & Co. upped their price objective on shares of F5 from $500.00 to $515.00 and gave the company an “overweight” rating in a research note on Tuesday, July 28th. Evercore raised shares of F5 from an “in-line” rating to an “outperform” rating and set a $475.00 price objective for the company in a research note on Monday, May 18th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of F5 in a report on Tuesday, July 28th. Five investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $416.62.

F5 Stock Down 3.9%

Shares of F5 stock opened at $394.24 on Friday. The company has a market cap of $22.33 billion, a PE ratio of 31.39, a P/E/G ratio of 3.85 and a beta of 1.03. The business has a 50 day moving average of $404.32 and a 200 day moving average of $351.96. F5, Inc. has a 52 week low of $223.76 and a 52 week high of $435.00.

F5 (NASDAQ:FFIV) last released its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, beating the consensus estimate of $4.00 by $0.73. F5 had a net margin of 21.95% and a return on equity of 21.54%. The business had revenue of $865.08 million for the quarter, compared to analysts’ expectations of $834.60 million. During the same quarter in the previous year, the business posted $4.16 earnings per share. The firm’s revenue for the quarter was up 10.9% compared to the same quarter last year. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. On average, research analysts anticipate that F5, Inc. will post 13.65 earnings per share for the current 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.