Mitsubishi UFJ Trust & Banking Corp Reduces Holdings in F5, Inc. $FFIV

Mitsubishi UFJ Trust & Banking Corp reduced its stake in shares of F5, Inc. (NASDAQ:FFIV) by 1.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 193,416 shares of the network technology company’s stock after selling 3,763 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned about 0.34% of F5 worth $62,510,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Whipplewood Advisors LLC grew its holdings in shares of F5 by 275.0% during the second quarter. Whipplewood Advisors LLC now owns 90 shares of the network technology company’s stock worth $26,000 after purchasing an additional 66 shares during the last quarter. Geneos Wealth Management Inc. boosted its position in shares of F5 by 288.1% in the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock valued at $43,000 after purchasing an additional 121 shares during the period. CYBER HORNET ETFs LLC purchased a new position in F5 during the 2nd quarter worth approximately $45,000. CNB Bank acquired a new position in F5 during the second quarter worth approximately $49,000. Finally, Root Financial Partners LLC acquired a new position in F5 during the third quarter worth approximately $49,000. Institutional investors and hedge funds own 90.66% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently commented on FFIV. Piper Sandler raised shares of F5 from a “neutral” rating to an “overweight” rating and lifted their target price for the company from $277.00 to $295.00 in a report on Monday, January 5th. Wall Street Zen lowered shares of F5 from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Royal Bank Of Canada raised shares of F5 from a “sector perform” rating to an “outperform” rating and upped their target price for the company from $315.00 to $325.00 in a report on Monday, January 5th. JPMorgan Chase & Co. raised F5 from a “neutral” rating to an “overweight” rating and raised their price target for the stock from $295.00 to $345.00 in a report on Thursday, January 15th. Finally, Barclays dropped their price target on F5 from $321.00 to $267.00 and set an “equal weight” rating on the stock in a research report on Tuesday, October 28th. Six investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, F5 presently has a consensus rating of “Hold” and a consensus price target of $299.78.

Insiders Place Their Bets

In other news, CEO Francois Locoh-Donou sold 1,300 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $236.99, for a total value of $308,087.00. Following the completion of the sale, the chief executive officer directly owned 150,323 shares of the company’s stock, valued at $35,625,047.77. This trade represents a 0.86% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Alan Higginson sold 1,309 shares of F5 stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $237.11, for a total value of $310,376.99. Following the completion of the sale, the director owned 8,610 shares in the company, valued at approximately $2,041,517.10. This trade represents a 13.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 33,815 shares of company stock valued at $8,444,286. Corporate insiders own 0.52% of the company’s stock.

Key Headlines Impacting F5

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Analysts expect F5 to beat or at least print resilient metrics in the coming Q1 release; commentary highlights the company’s history of earnings surprises and favorable metric-level projections that could support upside if results and guidance come in strong. Read More.
• Positive Sentiment: Preview pieces are flagging the upcoming Q1 report as a catalyst — if F5 repeats its recent earnings-beat pattern or raises forward assumptions, sentiment and the stock could recover from the current pullback. Read More.
• Neutral Sentiment: Insider activity: EVP Thomas Dean Fountain sold 1,110 shares at roughly $262.7 on Jan. 20 — part of a sequence of routine sales; such disposals are often portfolio management and not a definitive signal on company fundamentals. Read More.
• Negative Sentiment: Multiple law firms have launched or solicited participation in securities class actions following F5’s disclosure of a material cybersecurity incident (discovered Aug. 9, 2025) and the company’s guidance hit — litigation risk and potential settlements could be costly and create headline-driven volatility. Read More.
• Negative Sentiment: Additional plaintiff firm notices (Hagens Berman, Rosen, Faruqi, Bragar Eagel & Squire, Pomerantz, Bernstein Liebhard, etc.) are circulating and reminding investors of a Feb. 17, 2026 lead‑plaintiff deadline — continued legal solicitations keep the issue in the news and increase the odds of protracted litigation and settlement costs. Read More.
• Negative Sentiment: Firms highlighting alleged investor harm point to the prior share decline after the breach disclosure; until the company resolves the revenue impact and legal exposure, valuation may face downward pressure and elevated volatility. Read More.

F5 Stock Performance

FFIV stock opened at $259.26 on Friday. The stock has a market capitalization of $15.06 billion, a PE ratio of 21.95, a price-to-earnings-growth ratio of 8.13 and a beta of 0.98. The company has a fifty day moving average of $254.60 and a 200-day moving average of $287.37. F5, Inc. has a one year low of $223.76 and a one year high of $346.00.

F5 (NASDAQ:FFIV) last posted its quarterly earnings results on Monday, October 27th. The network technology company reported $4.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.96 by $0.43. The firm had revenue of $810.09 million during the quarter, compared to analysts’ expectations of $794.06 million. F5 had a net margin of 22.42% and a return on equity of 21.76%. The firm’s revenue for the quarter was up 8.5% on a year-over-year basis. During the same period in the prior year, the company posted $3.67 earnings per share. F5 has set its FY 2026 guidance at 14.500-15.500 EPS and its Q1 2026 guidance at 3.350-3.850 EPS. Equities analysts forecast that F5, Inc. will post 11.2 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.