Korea Investment CORP Purchases New Stake in F5, Inc. $FFIV

Korea Investment CORP acquired a new position in shares of F5, Inc. (NASDAQ:FFIV) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 35,888 shares of the network technology company’s stock, valued at approximately $14,928,000.

Several other hedge funds have also added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its stake in F5 by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 7,357,293 shares of the network technology company’s stock valued at $1,878,023,000 after acquiring an additional 114,533 shares during the last quarter. BlackRock Inc. bought a new position in shares of F5 during the 2nd quarter valued at approximately $2,611,637,000. State Street Corp increased its stake in shares of F5 by 1.7% during the 3rd quarter. State Street Corp now owns 3,226,326 shares of the network technology company’s stock worth $1,042,716,000 after purchasing an additional 53,712 shares during the last quarter. First Trust Advisors LP increased its stake in shares of F5 by 68.5% during the 4th quarter. First Trust Advisors LP now owns 2,753,652 shares of the network technology company’s stock worth $702,897,000 after purchasing an additional 1,119,291 shares during the last quarter. Finally, Jericho Capital Asset Management L.P. bought a new stake in shares of F5 in the 4th quarter worth approximately $579,699,000. Institutional investors own 90.66% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently commented on FFIV. Needham & Company LLC reiterated a “hold” rating on shares of F5 in a research note on Tuesday, July 28th. Bank of America raised their target price on F5 from $250.00 to $300.00 and gave the stock an “underperform” rating in a research report on Tuesday, May 26th. Weiss Ratings upgraded F5 from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday, August 11th. Wall Street Zen raised F5 from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. Finally, Zacks Research downgraded F5 from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Five investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $416.62.

F5 Stock Performance

Shares of F5 stock opened at $384.63 on Monday. F5, Inc. has a 12-month low of $223.76 and a 12-month high of $435.00. The company has a market cap of $21.78 billion, a price-to-earnings ratio of 30.62, a PEG ratio of 3.76 and a beta of 1.03. The company’s 50-day moving average price is $403.83 and its 200-day moving average price is $348.33.

F5 (NASDAQ:FFIV) last released its quarterly earnings data on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, beating analysts’ consensus estimates of $4.00 by $0.73. The company had revenue of $865.08 million during the quarter, compared to analyst estimates of $834.60 million. F5 had a net margin of 21.95% and a return on equity of 21.54%. F5’s revenue was up 10.9% compared to the same quarter last year. During the same period last year, the business earned $4.16 earnings per share. 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.

Insiders Place Their Bets

In other F5 news, CEO Francois Locoh-Donou sold 3,782 shares of the firm’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $412.44, for a total value of $1,559,848.08. Following the completion of the transaction, the chief executive officer directly owned 146,989 shares of the company’s stock, valued at $60,624,143.16. This trade represents a 2.51% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Anthony Maddison sold 1,000 shares of the business’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $405.85, for a total transaction of $405,850.00. Following the transaction, the insider owned 1,353 shares of the company’s stock, valued at $549,115.05. This trade represents a 42.50% 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. Over the last ninety days, insiders sold 15,699 shares of company stock worth $6,316,411. Company insiders own 0.48% of the company’s stock.

About F5

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.