F5, Inc. $FFIV Shares Bought by Railway Pension Investments Ltd

Railway Pension Investments Ltd boosted its stake in shares of F5, Inc. (NASDAQ:FFIV) by 245.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 91,010 shares of the network technology company’s stock after acquiring an additional 64,680 shares during the quarter. Railway Pension Investments Ltd’s holdings in F5 were worth $37,857,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Millennium Management LLC raised its position in F5 by 166.5% during the first quarter. Millennium Management LLC now owns 62,906 shares of the network technology company’s stock worth $16,750,000 after acquiring an additional 39,305 shares during the last quarter. NewEdge Advisors LLC increased its holdings in F5 by 1,281.4% in the 1st quarter. NewEdge Advisors LLC now owns 967 shares of the network technology company’s stock valued at $257,000 after purchasing an additional 897 shares in the last quarter. Goldman Sachs Group Inc. grew its holdings in F5 by 38.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 298,297 shares of the network technology company’s stock valued at $79,428,000 after purchasing an additional 82,835 shares in the last quarter. Focus Partners Wealth purchased a new position in shares of F5 during the 1st quarter valued at approximately $257,000. Finally, Geneos Wealth Management Inc. increased its holdings in F5 by 288.1% in 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 last quarter. Hedge funds and other institutional investors own 90.66% of the company’s stock.

F5 Trading Up 3.3%

Shares of NASDAQ FFIV opened at $407.13 on Tuesday. The company has a market cap of $23.06 billion, a price-to-earnings ratio of 32.41, a PEG ratio of 3.85 and a beta of 1.03. The stock has a 50-day moving average price of $404.64 and a two-hundred day moving average price of $353.35. F5, Inc. has a 12 month low of $223.76 and a 12 month high of $435.00.

F5 (NASDAQ:FFIV) last announced its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share (EPS) for the quarter, topping 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 company had revenue of $865.08 million during the quarter, compared to the consensus estimate of $834.60 million. During the same period in the prior year, the business earned $4.16 earnings per share. The company’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, sell-side analysts predict that F5, Inc. will post 13.65 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on FFIV. Barclays upped their price target on shares of F5 from $386.00 to $397.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 28th. Morgan Stanley lifted their price objective on F5 from $380.00 to $415.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 28th. Piper Sandler reissued an “overweight” rating and issued a $461.00 price target (up from $423.00) on shares of F5 in a research report on Tuesday, July 28th. Weiss Ratings raised F5 from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, August 11th. Finally, Evercore upgraded F5 from an “in-line” rating to an “outperform” rating and set a $475.00 target price on the stock in a report on Monday, May 18th. Five equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $416.62.

Insider Activity

In other F5 news, Director Nikhil Ramesh Mehta sold 4,000 shares of the business’s stock in a transaction that occurred on Thursday, July 30th. The stock was sold at an average price of $388.95, for a total value of $1,555,800.00. Following the transaction, the director directly owned 7,043 shares of the company’s stock, valued at approximately $2,739,374.85. The trade was a 36.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Francois Locoh-Donou sold 3,782 shares of the business’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $412.44, for a total transaction of $1,559,848.08. Following the transaction, the chief executive officer owned 146,989 shares in the company, valued at $60,624,143.16. The trade was a 2.51% 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. In the last quarter, insiders have sold 13,199 shares of company stock worth $5,316,411. 0.48% of the stock is owned by insiders.

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.