4,086 Shares in F5, Inc. $FFIV Acquired by L2 Asset Management LLC

L2 Asset Management LLC bought a new stake in shares of F5, Inc. (NASDAQ:FFIV) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,086 shares of the network technology company’s stock, valued at approximately $1,700,000.

Other institutional investors also recently bought and sold shares of the company. BlackRock Inc. purchased a new position in F5 in the second quarter worth $2,611,637,000. Jericho Capital Asset Management L.P. purchased a new stake in shares of F5 during the 4th quarter valued at $579,699,000. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of F5 by 15,103.5% during 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 purchasing an additional 1,162,519 shares during the last quarter. First Trust Advisors LP boosted its position in shares of F5 by 68.5% in the 4th quarter. First Trust Advisors LP now owns 2,753,652 shares of the network technology company’s stock worth $702,897,000 after purchasing an additional 1,119,291 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of F5 in the 4th quarter worth $205,706,000. 90.66% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on FFIV. Morgan Stanley boosted their target price on F5 from $380.00 to $415.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 28th. JPMorgan Chase & Co. raised their price target on F5 from $500.00 to $515.00 and gave the stock an “overweight” rating in a report on Tuesday, July 28th. Barclays boosted their price target on F5 from $386.00 to $397.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 28th. Piper Sandler restated an “overweight” rating and set a $461.00 price objective (up from $423.00) on shares of F5 in a report on Tuesday, July 28th. Finally, Wall Street Zen upgraded shares of F5 from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. Five analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $416.62.

Insider Transactions at F5

In other news, Director Nikhil Ramesh Mehta sold 4,000 shares of the firm’s stock in a transaction dated Thursday, July 30th. The stock was sold at an average price of $388.95, for a total value of $1,555,800.00. Following the completion of the transaction, the director directly owned 7,043 shares in the company, valued at $2,739,374.85. This trade represents a 36.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider John Anthony Maddison sold 1,000 shares of F5 stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $405.85, for a total value of $405,850.00. Following the sale, the insider directly owned 1,353 shares of the company’s stock, valued at $549,115.05. This trade represents a 42.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 15,699 shares of company stock valued at $6,316,411. 0.48% of the stock is owned by company insiders.

F5 Price Performance

Shares of FFIV opened at $379.04 on Tuesday. The firm has a market capitalization of $21.47 billion, a PE ratio of 30.18, a price-to-earnings-growth ratio of 3.76 and a beta of 1.03. F5, Inc. has a 1-year low of $223.76 and a 1-year high of $435.00. The company’s fifty day moving average price is $403.48 and its 200-day moving average price is $349.07.

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