Jefferies Financial Group Inc. Takes Position in F5, Inc. $FFIV

Jefferies Financial Group Inc. purchased a new position in F5, Inc. (NASDAQ:FFIV) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,904 shares of the network technology company’s stock, valued at approximately $1,208,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in FFIV. Pinnacle Wealth Management Advisory Group LLC raised its holdings in shares of F5 by 2.6% in the 1st quarter. Pinnacle Wealth Management Advisory Group LLC now owns 1,447 shares of the network technology company’s stock worth $419,000 after buying an additional 36 shares in the last quarter. Smartleaf Asset Management LLC boosted its stake in F5 by 3.4% in the 4th quarter. Smartleaf Asset Management LLC now owns 1,190 shares of the network technology company’s stock valued at $309,000 after buying an additional 39 shares in the last quarter. Meiji Yasuda Asset Management Co Ltd. boosted its stake in F5 by 4.4% in the 4th quarter. Meiji Yasuda Asset Management Co Ltd. now owns 968 shares of the network technology company’s stock valued at $247,000 after buying an additional 41 shares in the last quarter. Coldstream Capital Management Inc. grew its position in F5 by 4.5% in the third quarter. Coldstream Capital Management Inc. now owns 1,047 shares of the network technology company’s stock valued at $338,000 after acquiring an additional 45 shares during the period. Finally, Optas LLC grew its position in F5 by 4.7% in the first quarter. Optas LLC now owns 1,035 shares of the network technology company’s stock valued at $299,000 after acquiring an additional 46 shares during the period. Institutional investors own 90.66% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Thomas Dean Fountain sold 1,208 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $414.63, for a total value of $500,873.04. Following the completion of the transaction, the executive vice president owned 8,060 shares in the company, valued at $3,341,917.80. The trade was a 13.03% decrease in their position. 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, EVP Angelique M. Okeke sold 515 shares of the company’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $404.49, for a total value of $208,312.35. Following the transaction, the executive vice president directly owned 2,240 shares in the company, valued at approximately $906,057.60. This represents a 18.69% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 15,699 shares of company stock valued at $6,316,411 over the last quarter. Company insiders own 0.48% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the stock. Bank of America upped their target price on shares of F5 from $250.00 to $300.00 and gave the stock an “underperform” rating in a report on Tuesday, May 26th. Weiss Ratings raised shares of F5 from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, August 11th. Wall Street Zen upgraded shares of F5 from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. Zacks Research cut shares of F5 from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Finally, Morgan Stanley raised their price objective on shares of F5 from $380.00 to $415.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 28th. Five research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $416.62.

F5 Stock Performance

Shares of NASDAQ:FFIV opened at $394.24 on Monday. F5, Inc. has a twelve month low of $223.76 and a twelve month high of $435.00. The firm has a market cap of $22.33 billion, a PE ratio of 31.39, a price-to-earnings-growth ratio of 3.85 and a beta of 1.03. The business has a fifty day moving average of $404.32 and a 200-day moving average of $352.48.

F5 (NASDAQ:FFIV) last issued 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 business had revenue of $865.08 million for the quarter, compared to the consensus estimate of $834.60 million. During the same quarter in the prior year, the company earned $4.16 EPS. The firm’s quarterly revenue was up 10.9% on a year-over-year basis. 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, analysts anticipate that F5, Inc. will post 13.65 EPS for the current fiscal year.

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.