F5, Inc. $FFIV Shares Purchased by Sei Investments Co.

Sei Investments Co. raised its stake in shares of F5, Inc. (NASDAQ:FFIV) by 30.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 256,408 shares of the network technology company’s stock after acquiring an additional 60,203 shares during the quarter. Sei Investments Co.’s holdings in F5 were worth $74,190,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Norges Bank bought a new position in shares of F5 in the 4th quarter worth about $205,706,000. Jefferies Financial Group Inc. boosted its holdings in shares of F5 by 127.0% in 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 buying an additional 19,315 shares during the period. William Blair Investment Management LLC bought a new stake in shares of F5 during the 4th quarter valued at about $140,460,000. iA Global Asset Management Inc. bought a new stake in shares of F5 during the 1st quarter valued at about $6,469,000. Finally, Tredje AP fonden raised its stake in F5 by 98.2% during the fourth quarter. Tredje AP fonden now owns 7,683 shares of the network technology company’s stock worth $1,961,000 after acquiring an additional 3,807 shares during the period. 90.66% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other F5 news, CTO Kunal Anand sold 3,123 shares of the company’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $322.33, for a total value of $1,006,636.59. Following the completion of the sale, the chief technology officer directly owned 12,194 shares of the company’s stock, valued at approximately $3,930,492.02. This represents a 20.39% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thomas Dean Fountain sold 1,328 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $330.58, for a total transaction of $439,010.24. Following the transaction, the executive vice president owned 8,060 shares of the company’s stock, valued at approximately $2,664,474.80. This trade represents a 14.15% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 22,579 shares of company stock valued at $7,836,860 over the last quarter. Insiders own 0.48% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on FFIV shares. Needham & Company LLC reissued a “hold” rating on shares of F5 in a report on Wednesday, April 29th. Barclays upped their target price on F5 from $292.00 to $386.00 and gave the company an “equal weight” rating in a report on Friday, May 29th. Weiss Ratings reiterated a “buy (b-)” rating on shares of F5 in a research report on Friday, June 26th. Evercore raised F5 from an “in-line” rating to an “outperform” rating and set a $475.00 price target on the stock in a report on Monday, May 18th. Finally, JPMorgan Chase & Co. boosted their price objective on F5 from $355.00 to $365.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, F5 has an average rating of “Moderate Buy” and a consensus target price of $382.67.

F5 Trading Up 1.1%

FFIV stock opened at $392.21 on Friday. The firm’s 50-day moving average is $400.23 and its two-hundred day moving average is $329.44. The company has a market capitalization of $22.13 billion, a price-to-earnings ratio of 32.17, a price-to-earnings-growth ratio of 4.55 and a beta of 1.03. F5, Inc. has a 52 week low of $223.76 and a 52 week high of $435.00.

F5 (NASDAQ:FFIV) last posted its quarterly earnings data on Tuesday, April 28th. The network technology company reported $3.90 EPS for the quarter, beating analysts’ consensus estimates of $3.47 by $0.43. F5 had a net margin of 21.96% and a return on equity of 21.50%. The business had revenue of $811.70 million for the quarter, compared to analyst estimates of $783.82 million. During the same quarter last year, the business earned $3.42 earnings per share. The business’s revenue for the quarter 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. On average, equities research analysts predict that F5, Inc. will post 12.78 earnings per share for the current 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.