Caisse de depot et placement du Quebec Makes New $55.50 Million Investment in F5, Inc. $FFIV

Caisse de depot et placement du Quebec purchased a new stake in F5, Inc. (NASDAQ:FFIV) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 133,418 shares of the network technology company’s stock, valued at approximately $55,497,000. Caisse de depot et placement du Quebec owned about 0.24% of F5 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Man Group plc bought a new stake in F5 in the second quarter valued at approximately $26,328,000. Roberts Glore & Co. Inc. IL bought a new position in F5 during the 2nd quarter worth approximately $430,000. Jupiter Topco LLC bought a new position in F5 during the 2nd quarter worth approximately $66,161,000. Hsbc Holdings PLC acquired a new position in shares of F5 in the 2nd quarter worth approximately $208,277,000. Finally, Canada Pension Plan Investment Board bought a new stake in shares of F5 in the 2nd quarter valued at $18,556,000. Institutional investors and hedge funds own 90.66% of the company’s stock.

F5 Price Performance

FFIV stock opened at $410.22 on Friday. The stock has a market capitalization of $23.23 billion, a PE ratio of 32.66, a price-to-earnings-growth ratio of 3.90 and a beta of 1.03. The company’s 50-day moving average is $404.14 and its 200-day moving average is $351.66. F5, Inc. has a 1 year low of $223.76 and a 1 year high of $435.00.

F5 (NASDAQ:FFIV) last posted its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, topping analysts’ consensus estimates of $4.00 by $0.73. The business had revenue of $865.08 million for the quarter, compared to the consensus estimate of $834.60 million. F5 had a return on equity of 21.54% and a net margin of 21.95%.The firm’s revenue for the quarter was up 10.9% on a year-over-year basis. During the same period in the prior year, the business 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. On average, analysts anticipate that F5, Inc. will post 13.65 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other F5 news, EVP Angelique M. Okeke sold 515 shares of F5 stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $404.49, for a total transaction of $208,312.35. Following the transaction, the executive vice president directly owned 2,240 shares of the company’s stock, valued at $906,057.60. The trade was a 18.69% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Kunal Anand sold 392 shares of the business’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $404.63, for a total transaction of $158,614.96. Following the transaction, the chief technology officer owned 12,586 shares in the company, valued at approximately $5,092,673.18. This trade represents a 3.02% 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. Insiders sold a total of 15,699 shares of company stock worth $6,316,411 in the last three months. 0.48% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

FFIV has been the topic of several recent analyst reports. Weiss Ratings upgraded shares of F5 from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, August 11th. Bank of America lifted their price objective on F5 from $250.00 to $300.00 and gave the stock an “underperform” rating in a research report on Tuesday, May 26th. Needham & Company LLC reissued a “hold” rating on shares of F5 in a research note on Tuesday, July 28th. Evercore raised F5 from an “in-line” rating to an “outperform” rating and set a $475.00 target price for the company in a research note on Monday, May 18th. Finally, Morgan Stanley lifted their target price on F5 from $380.00 to $415.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 28th. Five research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $416.62.

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.