State of Wyoming Invests $591,000 in F5, Inc. $FFIV

State of Wyoming bought a new position in shares of F5, Inc. (NASDAQ:FFIV) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 1,420 shares of the network technology company’s stock, valued at approximately $591,000.

Other large investors have also recently bought and sold shares of the company. Jericho Capital Asset Management L.P. purchased a new position in F5 during the 4th quarter worth approximately $579,699,000. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of F5 by 15,103.5% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,170,216 shares of the network technology company’s stock valued at $298,709,000 after acquiring an additional 1,162,519 shares during the last quarter. First Trust Advisors LP increased its stake in shares of F5 by 68.5% in the fourth quarter. First Trust Advisors LP now owns 2,753,652 shares of the network technology company’s stock worth $702,897,000 after acquiring an additional 1,119,291 shares during the period. Norges Bank acquired a new stake in shares of F5 in the fourth quarter worth $205,706,000. Finally, Deutsche Bank AG raised its holdings in shares of F5 by 175.2% during the fourth quarter. Deutsche Bank AG now owns 958,947 shares of the network technology company’s stock worth $244,781,000 after purchasing an additional 610,437 shares during the last quarter. Hedge funds and other institutional investors own 90.66% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on FFIV. Zacks Research downgraded shares of F5 from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 27th. Needham & Company LLC reissued a “hold” rating on shares of F5 in a report on Tuesday, July 28th. JPMorgan Chase & Co. upped their target price on F5 from $500.00 to $515.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 28th. Wall Street Zen upgraded F5 from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. Finally, Morgan Stanley upped their price objective on F5 from $380.00 to $415.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 28th. Five analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $416.62.

Trending Headlines about F5

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Zacks raised earnings estimates across multiple periods. The firm increased its FY2026 EPS forecast to $13.59 from $12.80, FY2027 to $13.77 from $13.02, and FY2028 to $16.16 from $13.48. It also lifted estimates for several individual quarters, including Q4 2026, Q1 and Q3 2027, and Q1 through Q3 2028. The revisions indicate improving expectations for F5’s profitability and are above the current-year consensus estimate of $13.53. Zacks Research Forecasts F5’s Q2 Earnings
• Neutral Sentiment: The estimate increases are concentrated in future periods. Although Zacks raised its Q2 2028 EPS forecast to $3.79 from $3.22 and its Q3 2028 forecast to $4.17 from $3.46, these revisions may have less impact on near-term trading than changes to current-quarter guidance or results.
• Negative Sentiment: Zacks maintained a Hold rating. The lack of an upgrade may temper investor enthusiasm, particularly after F5’s strong run toward its 52-week high. At a valuation of roughly 32 times earnings, investors may be looking for stronger near-term catalysts before assigning the stock a higher multiple.

Insider Buying and Selling at F5

In related news, CTO Kunal Anand sold 392 shares of the company’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $404.63, for a total transaction of $158,614.96. Following the completion of the transaction, the chief technology officer owned 12,586 shares in the company, valued at $5,092,673.18. This represents a 3.02% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Angelique M. Okeke sold 515 shares of the firm’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $404.49, for a total transaction of $208,312.35. Following the completion of the transaction, the executive vice president directly owned 2,240 shares in the company, valued at $906,057.60. This represents a 18.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 15,699 shares of company stock valued at $6,316,411. Corporate insiders own 0.48% of the company’s stock.

F5 Price Performance

Shares of FFIV stock opened at $403.20 on Monday. The stock has a 50 day simple moving average of $404.59 and a 200-day simple moving average of $344.58. F5, Inc. has a 1-year low of $223.76 and a 1-year high of $435.00. The company has a market cap of $22.83 billion, a price-to-earnings ratio of 32.10, a PEG ratio of 3.94 and a beta of 1.03.

F5 (NASDAQ:FFIV) last issued its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, topping the consensus estimate of $4.00 by $0.73. The company had revenue of $865.08 million during the quarter, compared to analyst estimates of $834.60 million. F5 had a net margin of 21.95% and a return on equity of 21.54%. The firm’s revenue was up 10.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.16 EPS. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. Analysts anticipate that F5, Inc. will post 13.65 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.