Lbp Am Sa Takes $1.78 Million Position in F5, Inc. $FFIV

Lbp Am Sa acquired a new stake in shares of F5, Inc. (NASDAQ:FFIV) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 5,500 shares of the network technology company’s stock, valued at approximately $1,778,000.

A number of other hedge funds have also recently bought and sold shares of FFIV. Whipplewood Advisors LLC lifted its stake in shares of F5 by 275.0% during the 2nd quarter. Whipplewood Advisors LLC now owns 90 shares of the network technology company’s stock worth $26,000 after purchasing an additional 66 shares during the period. CYBER HORNET ETFs LLC acquired a new position in F5 in the second quarter valued at $45,000. Root Financial Partners LLC acquired a new stake in F5 in the 3rd quarter worth about $49,000. SJS Investment Consulting Inc. boosted its stake in F5 by 2,128.6% in the 3rd quarter. SJS Investment Consulting Inc. now owns 156 shares of the network technology company’s stock worth $50,000 after buying an additional 149 shares during the last quarter. Finally, Geneos Wealth Management Inc. grew its holdings in F5 by 288.1% in the 1st 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 period. Institutional investors and hedge funds own 90.66% of the company’s stock.

Insider Buying and Selling

In other F5 news, CEO Francois Locoh-Donou sold 1,300 shares of the stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $236.99, for a total value of $308,087.00. Following the completion of the sale, the chief executive officer owned 150,323 shares of the company’s stock, valued at $35,625,047.77. This trade represents a 0.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Chad Michael Whalen sold 9,436 shares of the business’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $249.77, for a total transaction of $2,356,829.72. Following the transaction, the executive vice president directly owned 25,641 shares in the company, valued at approximately $6,404,352.57. The trade was a 26.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 33,815 shares of company stock worth $8,444,286 in the last 90 days. 0.52% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. Morgan Stanley decreased their target price on shares of F5 from $336.00 to $296.00 and set an “equal weight” rating on the stock in a research report on Wednesday, December 17th. Wall Street Zen downgraded shares of F5 from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Evercore ISI reissued a “cautious” rating on shares of F5 in a research note on Tuesday, October 28th. Needham & Company LLC reiterated a “hold” rating on shares of F5 in a report on Tuesday, October 28th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of F5 in a research report on Monday, December 29th. Six investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, F5 presently has an average rating of “Hold” and a consensus target price of $299.78.

F5 Trading Up 1.1%

Shares of NASDAQ FFIV opened at $270.43 on Wednesday. The stock has a fifty day moving average price of $256.24 and a 200 day moving average price of $286.88. The company has a market cap of $15.71 billion, a P/E ratio of 22.90, a P/E/G ratio of 8.39 and a beta of 0.98. F5, Inc. has a 12-month low of $223.76 and a 12-month high of $346.00.

F5 (NASDAQ:FFIV) last issued its earnings results on Monday, October 27th. The network technology company reported $4.39 earnings per share for the quarter, topping the consensus estimate of $3.96 by $0.43. The company had revenue of $810.09 million during the quarter, compared to the consensus estimate of $794.06 million. F5 had a return on equity of 21.76% and a net margin of 22.42%.The company’s revenue was up 8.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.67 earnings per share. On average, sell-side analysts forecast that F5, Inc. will post 11.2 EPS for the current fiscal year.

Key F5 News

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Q1 beat — F5 reported $4.45 EPS and $822.5M in revenue, both well above consensus, signaling better margin and top‑line execution. Quarterly results & conference call
• Positive Sentiment: Raised guidance — F5 set Q2 EPS guidance of $3.34–$3.46 (vs. ~3.05 consensus) and FY 2026 EPS of $15.65–$16.05 (vs. ~13.81 consensus); revenue guidance also topped or matched Street views, which materially improves FY outlook. View Press Release
• Positive Sentiment: Shares jumped in after‑hours trading on the beat + guidance combo, reflecting strong investor enthusiasm and a re‑rating of growth prospects. F5 stock surges 13% after topping estimates
• Negative Sentiment: Legal risk — Multiple law firms have filed or are soliciting lead‑plaintiff motions in securities class actions related to a previously disclosed “material cybersecurity incident” and its impact on 2026 revenue expectations; this raises potential litigation costs and distraction risk. Hagens Berman investor alert on FFIV
• Negative Sentiment: Ongoing investor reminders — Several firms (Rosen, Pomerantz, Bernstein, others) are issuing deadline alerts to F5 shareholders about joining class actions, keeping legal headlines and potential settlements in play. ROSEN investor alert

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.