Lipe & Dalton Acquires 1,320 Shares of F5, Inc. $FFIV

Lipe & Dalton increased its holdings in F5, Inc. (NASDAQ:FFIV) by 37.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,850 shares of the network technology company’s stock after acquiring an additional 1,320 shares during the period. Lipe & Dalton’s holdings in F5 were worth $1,403,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in FFIV. Hazlett Burt & Watson Inc. acquired a new position in F5 during the 4th quarter valued at about $26,000. Hantz Financial Services Inc. lifted its holdings in shares of F5 by 109.8% in the fourth quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock valued at $27,000 after purchasing an additional 56 shares in the last quarter. Elyxium Wealth LLC bought a new position in shares of F5 in the fourth quarter valued at approximately $28,000. SJS Investment Consulting Inc. boosted its position in shares of F5 by 963.6% during the first quarter. SJS Investment Consulting Inc. now owns 117 shares of the network technology company’s stock valued at $34,000 after buying an additional 106 shares during the last quarter. Finally, Capital Advisors Ltd. LLC boosted its position in shares of F5 by 113.8% during the first quarter. Capital Advisors Ltd. LLC now owns 124 shares of the network technology company’s stock valued at $36,000 after buying an additional 66 shares during the last quarter. Institutional investors own 90.66% of the company’s stock.

Wall Street Analysts Forecast Growth

FFIV has been the subject of a number of analyst reports. Royal Bank Of Canada increased their price target on F5 from $425.00 to $450.00 and gave the company an “outperform” rating in a research report on Tuesday, June 9th. Piper Sandler lifted their price objective on shares of F5 from $356.00 to $423.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Needham & Company LLC reiterated a “hold” rating on shares of F5 in a research note on Wednesday, April 29th. Zacks Research upgraded shares of F5 from a “hold” rating to a “strong-buy” rating in a report on Friday, June 26th. Finally, Barclays lifted their price target on F5 from $292.00 to $386.00 and gave the stock an “equal weight” rating in a report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, F5 presently has an average rating of “Moderate Buy” and an average target price of $382.67.

F5 Price Performance

Shares of NASDAQ:FFIV opened at $419.14 on Thursday. The firm has a fifty day moving average price of $383.95 and a two-hundred day moving average price of $316.99. The company has a market cap of $23.65 billion, a price-to-earnings ratio of 34.38, a PEG ratio of 4.89 and a beta of 1.03. F5, Inc. has a one year low of $223.76 and a one year high of $427.54.

F5 (NASDAQ:FFIV) last issued its quarterly earnings results on Tuesday, April 28th. The network technology company reported $3.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.47 by $0.43. The firm had revenue of $811.70 million during the quarter, compared to the consensus estimate of $783.82 million. F5 had a return on equity of 21.50% and a net margin of 21.96%.The company’s revenue for the quarter was up 11.0% on a year-over-year basis. During the same quarter last year, the company posted $3.42 EPS. F5 has set its Q3 2026 guidance at 3.910-4.030 EPS and its FY 2026 guidance at 16.250-16.550 EPS. Equities research analysts expect that F5, Inc. will post 12.78 EPS for the current fiscal year.

Insider Buying and Selling at F5

In other news, EVP Thomas Dean Fountain sold 1,328 shares of F5 stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $330.58, for a total transaction of $439,010.24. Following the completion of the sale, the executive vice president directly owned 8,060 shares of the company’s stock, valued at approximately $2,664,474.80. The trade was a 14.15% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Elizabeth Buse sold 1,000 shares of the company’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $399.35, for a total transaction of $399,350.00. Following the completion of the transaction, the director owned 4,947 shares of the company’s stock, valued at $1,975,584.45. This trade represents a 16.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 22,579 shares of company stock valued at $7,836,860 over the last quarter. Company insiders own 0.48% of the company’s stock.

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.