Picton Mahoney Asset Management Increases Stock Position in F5, Inc. $FFIV

Picton Mahoney Asset Management lifted its stake in F5, Inc. (NASDAQ:FFIV) by 182.6% in the third quarter, HoldingsChannel.com reports. The fund owned 3,190 shares of the network technology company’s stock after purchasing an additional 2,061 shares during the period. Picton Mahoney Asset Management’s holdings in F5 were worth $1,032,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Alberta Investment Management Corp purchased a new stake in F5 during the second quarter valued at $883,000. Railway Pension Investments Ltd boosted its position in F5 by 27.0% in the third quarter. Railway Pension Investments Ltd now owns 26,330 shares of the network technology company’s stock worth $8,510,000 after purchasing an additional 5,600 shares during the last quarter. Candriam S.C.A. grew its stake in shares of F5 by 53.0% during the 2nd quarter. Candriam S.C.A. now owns 5,204 shares of the network technology company’s stock valued at $1,532,000 after purchasing an additional 1,802 shares during the period. Convergence Investment Partners LLC grew its stake in shares of F5 by 128.1% during the 3rd quarter. Convergence Investment Partners LLC now owns 7,931 shares of the network technology company’s stock valued at $2,563,000 after purchasing an additional 4,454 shares during the period. Finally, Campbell & CO Investment Adviser LLC increased its position in shares of F5 by 124.1% during the 2nd quarter. Campbell & CO Investment Adviser LLC now owns 8,381 shares of the network technology company’s stock valued at $2,467,000 after purchasing an additional 4,641 shares during the last quarter. Institutional investors own 90.66% of the company’s stock.

F5 Price Performance

Shares of FFIV stock opened at $283.64 on Friday. The company has a market capitalization of $16.03 billion, a price-to-earnings ratio of 23.46, a PEG ratio of 8.10 and a beta of 1.01. F5, Inc. has a one year low of $223.76 and a one year high of $346.00. The company’s fifty day moving average price is $271.70 and its 200-day moving average price is $281.39.

F5 (NASDAQ:FFIV) last issued its earnings results on Tuesday, January 27th. The network technology company reported $4.45 earnings per share for the quarter, topping the consensus estimate of $3.63 by $0.82. F5 had a net margin of 22.45% and a return on equity of 22.08%. The company had revenue of $822.47 million during the quarter, compared to the consensus estimate of $755.97 million. During the same quarter in the prior year, the firm posted $3.84 EPS. F5’s quarterly revenue was up 7.3% compared to the same quarter last year. F5 has set its Q2 2026 guidance at 3.340-3.460 EPS and its FY 2026 guidance at 15.650-16.050 EPS. Equities research analysts expect that F5, Inc. will post 11.2 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts recently issued reports on FFIV shares. Piper Sandler reissued an “overweight” rating and issued a $325.00 price objective (up from $295.00) on shares of F5 in a report on Wednesday, January 28th. JPMorgan Chase & Co. upgraded shares of F5 from a “neutral” rating to an “overweight” rating and lifted their price target for the stock from $295.00 to $345.00 in a research note on Thursday, January 15th. Barclays boosted their price objective on shares of F5 from $267.00 to $283.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 28th. Royal Bank Of Canada raised their target price on F5 from $325.00 to $345.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. Finally, Zacks Research upgraded F5 from a “strong sell” rating to a “hold” rating in a research report on Friday, January 9th. Five investment analysts have rated the stock with a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, F5 presently has a consensus rating of “Hold” and an average target price of $309.89.

Insider Activity

In related news, Director Alan Higginson sold 1,770 shares of F5 stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $275.25, for a total transaction of $487,192.50. Following the sale, the director owned 6,840 shares of the company’s stock, valued at approximately $1,882,710. This trade represents a 20.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Francois Locoh-Donou sold 3,755 shares of the business’s stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $283.53, for a total value of $1,064,655.15. Following the completion of the transaction, the chief executive officer directly owned 150,323 shares in the company, valued at approximately $42,621,080.19. This represents a 2.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 23,923 shares of company stock valued at $6,500,773 in the last three months. 0.48% of the stock is currently owned by insiders.

F5 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.