F5, Inc. $FFIV Shares Sold by Cookson Peirce & Co. Inc.

Cookson Peirce & Co. Inc. decreased its holdings in F5, Inc. (NASDAQ:FFIV) by 1.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 212,836 shares of the network technology company’s stock after selling 2,662 shares during the period. F5 makes up about 2.8% of Cookson Peirce & Co. Inc.’s investment portfolio, making the stock its 6th largest position. Cookson Peirce & Co. Inc. owned 0.37% of F5 worth $68,786,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Abich Financial Wealth Management LLC purchased a new position in shares of F5 in the 3rd quarter valued at $37,000. Assetmark Inc. increased its holdings in F5 by 116.0% in the 3rd quarter. Assetmark Inc. now owns 2,754 shares of the network technology company’s stock valued at $890,000 after purchasing an additional 1,479 shares in the last quarter. Public Sector Pension Investment Board raised its position in F5 by 11.9% in the third quarter. Public Sector Pension Investment Board now owns 6,085 shares of the network technology company’s stock valued at $1,967,000 after purchasing an additional 647 shares during the period. Illinois Municipal Retirement Fund lifted its stake in shares of F5 by 19.9% during the third quarter. Illinois Municipal Retirement Fund now owns 28,173 shares of the network technology company’s stock worth $9,105,000 after purchasing an additional 4,671 shares in the last quarter. Finally, Caprock Group LLC acquired a new position in shares of F5 during the third quarter worth about $1,800,000. 90.66% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research firms have recently issued reports on FFIV. Evercore reiterated a “cautious” rating on shares of F5 in a research note on Tuesday, October 28th. Weiss Ratings downgraded shares of F5 from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, January 27th. Barclays lifted their price objective on shares of F5 from $267.00 to $283.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 28th. Wall Street Zen downgraded shares of F5 from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Finally, Royal Bank Of Canada raised their price target on shares of F5 from $325.00 to $345.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. Five research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, F5 currently has an average rating of “Hold” and a consensus price target of $309.89.

Insiders Place Their Bets

In other F5 news, CEO Francois Locoh-Donou sold 1,300 shares of F5 stock in a transaction 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 transaction, the chief executive officer owned 150,323 shares of the company’s stock, valued at $35,625,047.77. The trade was a 0.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, Director Alan Higginson sold 1,309 shares of the business’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $237.11, for a total transaction of $310,376.99. Following the sale, the director owned 8,610 shares of the company’s stock, valued at approximately $2,041,517.10. The trade was a 13.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 20,301 shares of company stock valued at $5,204,053 in the last quarter. Insiders own 0.48% of the company’s stock.

F5 Price Performance

NASDAQ FFIV opened at $262.02 on Friday. The company has a market capitalization of $14.81 billion, a price-to-earnings ratio of 21.67, a price-to-earnings-growth ratio of 8.09 and a beta of 1.00. F5, Inc. has a 12 month low of $223.76 and a 12 month high of $346.00. The company’s fifty day moving average price is $266.22 and its two-hundred day moving average price is $285.37.

F5 (NASDAQ:FFIV) last released its earnings results on Tuesday, January 27th. The network technology company reported $4.45 earnings per share for the quarter, topping the consensus estimate of $3.63 by $0.82. F5 had a net margin of 22.45% and a return on equity of 22.08%. The company had revenue of $822.47 million during the quarter, compared to the consensus estimate of $755.97 million. During the same quarter in the previous year, the firm earned $3.84 EPS. The company’s revenue was up 7.3% on a year-over-year basis. F5 has set its Q2 2026 guidance at 3.340-3.460 EPS and its FY 2026 guidance at 15.650-16.050 EPS. As a group, analysts anticipate that F5, Inc. will post 11.2 EPS for the current year.

More F5 News

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Strong quarterly results and guidance — F5 reported a January-quarter revenue and EPS beat and issued FY‑26 guidance that underpins the bull case for margin and cash‑flow strength. MarketBeat FFIV coverage
• Positive Sentiment: Heavy institutional accumulation in Q4 — large new/additional stakes (Northwestern Mutual, Norges Bank, Deutsche Bank, UBS and others) suggest strong fund conviction that can provide a stabilizing holder base. MarketBeat FFIV coverage
• Positive Sentiment: Product momentum narrative — third‑party writeups highlight F5’s multi‑cloud pipeline and product refresh as drivers for license/subscription growth. MSN: F5 multi-cloud coverage
• Neutral Sentiment: Short‑interest data shows anomalous zero values in recent daily snapshots (likely reporting glitches). Treat the zero figures with caution and rely on month‑end published short interest for positioning context.
• Negative Sentiment: Clustered insider selling — multiple senior executives filed Form 4s reporting sales (including EVP John Maddison and others). Even routine liquidity sales can unsettle the market when combined with other negative headlines. SEC Form 4 (Maddison)
• Negative Sentiment: Multiple securities‑law firms have filed or solicited lead‑plaintiff claims alleging misrepresentations and possible long‑term security issues (claims reference BIG‑IP exposures and alleged nation‑state infiltration). The February 17 lead‑plaintiff deadline increases near‑term litigation visibility and reputational risk. PRNewsWire: Class action filed GlobeNewswire: Hagens Berman notice

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.