F5, Inc. $FFIV Shares Sold by Groupe la Francaise

Groupe la Francaise trimmed its holdings in shares of F5, Inc. (NASDAQ:FFIV) by 4.0% in the first quarter, HoldingsChannel reports. The firm owned 34,990 shares of the network technology company’s stock after selling 1,442 shares during the period. Groupe la Francaise’s holdings in F5 were worth $10,124,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of FFIV. Pinnacle Wealth Management Advisory Group LLC raised its holdings in shares of F5 by 2.6% in the first quarter. Pinnacle Wealth Management Advisory Group LLC now owns 1,447 shares of the network technology company’s stock worth $419,000 after acquiring an additional 36 shares during the last quarter. Smartleaf Asset Management LLC lifted its position in shares of F5 by 3.4% in the fourth quarter. Smartleaf Asset Management LLC now owns 1,190 shares of the network technology company’s stock valued at $309,000 after acquiring an additional 39 shares in the last quarter. Pacific Sage Partners LLC lifted its position in shares of F5 by 0.6% in the fourth quarter. Pacific Sage Partners LLC now owns 7,122 shares of the network technology company’s stock valued at $1,818,000 after acquiring an additional 40 shares in the last quarter. Meiji Yasuda Asset Management Co Ltd. boosted its stake in shares of F5 by 4.4% during the fourth quarter. Meiji Yasuda Asset Management Co Ltd. now owns 968 shares of the network technology company’s stock valued at $247,000 after acquiring an additional 41 shares during the last quarter. Finally, Coldstream Capital Management Inc. boosted its stake in shares of F5 by 4.5% during 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 last quarter. 90.66% of the stock is currently owned by institutional investors and hedge funds.

F5 Stock Up 0.5%

Shares of NASDAQ:FFIV opened at $388.75 on Friday. The company has a market cap of $21.93 billion, a P/E ratio of 30.95, a P/E/G ratio of 4.04 and a beta of 1.03. F5, Inc. has a 52 week low of $223.76 and a 52 week high of $435.00. The business has a fifty day simple moving average of $401.39 and a 200-day simple moving average of $333.43.

F5 (NASDAQ:FFIV) last released its earnings results on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, beating the consensus estimate of $4.00 by $0.73. F5 had a return on equity of 21.54% and a net margin of 21.95%.The firm had revenue of $865.08 million during the quarter, compared to analyst estimates of $834.60 million. During the same period in the prior year, the firm posted $4.16 earnings per share. The business’s quarterly revenue was up 10.9% compared to the same quarter last year. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. Sell-side analysts expect that F5, Inc. will post 12.78 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

FFIV has been the subject of several analyst reports. Zacks Research downgraded shares of F5 from a “strong-buy” rating to a “hold” rating in a research note on Monday. JPMorgan Chase & Co. raised their price target on shares of F5 from $500.00 to $515.00 and gave the stock an “overweight” rating in a research note on Tuesday. Morgan Stanley lifted their price target on shares of F5 from $380.00 to $415.00 and gave the stock an “equal weight” rating in a report on Tuesday. Weiss Ratings reissued a “buy (b-)” rating on shares of F5 in a research report on Friday, June 26th. Finally, 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 report on Tuesday, May 26th. Five analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $416.62.

Insider Buying and Selling

In other news, CFO Edward Cooper Werner sold 2,500 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $400.00, for a total transaction of $1,000,000.00. Following the completion of the transaction, the chief financial officer owned 406 shares of the company’s stock, valued at $162,400. This represents a 86.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Francois Locoh-Donou sold 3,783 shares of the stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $337.39, for a total transaction of $1,276,346.37. Following the transaction, the chief executive officer owned 146,989 shares in the company, valued at approximately $49,592,618.71. The trade was a 2.51% decrease in their ownership of the stock. 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 have sold 22,579 shares of company stock worth $7,836,860 over the last ninety days. Insiders own 0.48% of the company’s stock.

Key F5 News

Here are the key news stories impacting F5 this week:

• Positive Sentiment: JPMorgan raised its price target for F5 to $515, implying substantial upside from the current trading level and signaling confidence in the company’s earnings and growth prospects. JPMorgan Chase & Co. Increases F5 Price Target to $515
• Positive Sentiment: Morgan Stanley increased its F5 price target to $415, indicating a more constructive view despite the stock’s elevated valuation. Morgan Stanley Increases F5 Price Target to $415
• Positive Sentiment: A new Buy rating from an analyst adds support to the bullish case for F5 and its technology-market position. New Buy Rating for F5
• Positive Sentiment: F5 launched AI Fleet Management to accelerate BIG-IP security fixes, potentially improving customer security operations and creating additional demand for its AI-enabled offerings. F5 Launches AI Fleet Management
• Positive Sentiment: The integration of F5 AI Guardrails with NVIDIA NeMo Guardrails expands runtime protection for enterprise AI applications, strengthening F5’s positioning in the growing AI-security market. F5 Integrates AI Guardrails with NVIDIA NeMo Guardrails
• Neutral Sentiment: Barclays said F5’s stock is expected to rise, but separately maintained a Hold rating, suggesting upside may be balanced by valuation or execution risks. Barclays Says F5 Stock Price Expected to Rise Barclays Gives F5 a Hold Rating
• Negative Sentiment: Zacks downgraded F5 from Strong Buy to Hold, reflecting caution after the stock’s strong run and potentially demanding valuation. Zacks Research

About F5

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.