SG Americas Securities LLC Increases Stock Holdings in F5, Inc. $FFIV

SG Americas Securities LLC boosted its holdings in shares of F5, Inc. (NASDAQ:FFIV) by 233.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 118,072 shares of the network technology company’s stock after acquiring an additional 82,620 shares during the period. SG Americas Securities LLC’s holdings in F5 were worth $34,162,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of FFIV. Barclays PLC boosted its stake in F5 by 51.7% in the 3rd quarter. Barclays PLC now owns 310,368 shares of the network technology company’s stock worth $100,308,000 after buying an additional 105,738 shares during the last quarter. Norges Bank acquired a new position in shares of F5 during the 4th quarter valued at about $205,706,000. Jefferies Financial Group Inc. increased its stake in shares of F5 by 127.0% during the 4th quarter. Jefferies Financial Group Inc. now owns 34,529 shares of the network technology company’s stock valued at $8,814,000 after acquiring an additional 19,315 shares during the last quarter. HighTower Advisors LLC purchased a new position in shares of F5 during the 3rd quarter worth about $1,571,000. Finally, TD Asset Management Inc lifted its holdings in shares of F5 by 52.4% during the 3rd quarter. TD Asset Management Inc now owns 33,620 shares of the network technology company’s stock worth $10,866,000 after acquiring an additional 11,563 shares during the period. Hedge funds and other institutional investors own 90.66% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on FFIV shares. Bank of America boosted their price objective on shares of F5 from $250.00 to $300.00 and gave the company an “underperform” rating in a research note on Tuesday, May 26th. Piper Sandler increased their target price on F5 from $356.00 to $423.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. JPMorgan Chase & Co. lifted their target price on F5 from $355.00 to $365.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. Barclays boosted their price target on F5 from $292.00 to $386.00 and gave the company an “equal weight” rating in a research report on Friday, May 29th. Finally, Royal Bank Of Canada upped their price target on F5 from $425.00 to $450.00 and gave the stock an “outperform” rating in a research note on Tuesday, June 9th. Six investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $382.67.

Insider Activity

In related news, Director Elizabeth Buse sold 1,000 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $399.35, for a total value of $399,350.00. Following the completion of the transaction, the director directly owned 4,947 shares of the company’s stock, valued at $1,975,584.45. This represents a 16.82% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Francois Locoh-Donou sold 3,783 shares of the stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $337.39, for a total value of $1,276,346.37. Following the completion of the transaction, the chief executive officer directly owned 146,989 shares of the company’s stock, valued at approximately $49,592,618.71. 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. Insiders have sold 22,579 shares of company stock valued at $7,836,860 over the last quarter. Corporate insiders own 0.48% of the company’s stock.

F5 Price Performance

F5 stock opened at $389.53 on Wednesday. F5, Inc. has a 12-month low of $223.76 and a 12-month high of $411.52. The company has a market capitalization of $21.98 billion, a price-to-earnings ratio of 31.95, a price-to-earnings-growth ratio of 4.59 and a beta of 1.04. The firm’s fifty day moving average price is $361.25 and its 200 day moving average price is $305.24.

F5 (NASDAQ:FFIV) last released its earnings results on Tuesday, April 28th. The network technology company reported $3.90 EPS for the quarter, beating the consensus estimate of $3.47 by $0.43. F5 had a return on equity of 21.50% and a net margin of 21.96%.The company had revenue of $811.70 million during the quarter, compared to analysts’ expectations of $783.82 million. During the same period in the prior year, the business posted $3.42 EPS. The business’s revenue was up 11.0% on a year-over-year basis. F5 has set its Q3 2026 guidance at 3.910-4.030 EPS and its FY 2026 guidance at 16.250-16.550 EPS. Analysts forecast that F5, Inc. will post 12.78 earnings per share for the current fiscal year.

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.