OP Asset Management Ltd Takes $1.70 Million Position in F5, Inc. $FFIV

OP Asset Management Ltd purchased a new position in F5, Inc. (NASDAQ:FFIV) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm purchased 5,857 shares of the network technology company’s stock, valued at approximately $1,695,000.

A number of other institutional investors have also made changes to their positions in the stock. Hazlett Burt & Watson Inc. acquired a new position in F5 in the fourth quarter valued at about $26,000. Hantz Financial Services Inc. boosted its holdings in F5 by 109.8% during the fourth quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock worth $27,000 after buying an additional 56 shares during the last quarter. Elyxium Wealth LLC acquired a new position in shares of F5 during the 4th quarter worth about $28,000. Capital Advisors Ltd. LLC grew its position in shares of F5 by 113.8% during the 1st quarter. Capital Advisors Ltd. LLC now owns 124 shares of the network technology company’s stock worth $36,000 after buying an additional 66 shares during the period. Finally, UMB Bank n.a. increased its stake in shares of F5 by 64.5% in the 4th quarter. UMB Bank n.a. now owns 153 shares of the network technology company’s stock valued at $39,000 after acquiring an additional 60 shares during the last quarter. 90.66% of the stock is owned by institutional investors and hedge funds.

Insider Activity at F5

In related news, CFO Edward Cooper Werner sold 2,500 shares of the business’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $400.00, for a total value of $1,000,000.00. Following the sale, the chief financial officer directly owned 406 shares of the company’s stock, valued at approximately $162,400. The trade was a 86.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad Michael Whalen sold 6,200 shares of the company’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $350.19, for a total transaction of $2,171,178.00. Following the completion of the transaction, the executive vice president directly owned 20,832 shares of the company’s stock, valued at approximately $7,295,158.08. The trade was a 22.94% decrease in their ownership of the stock. 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. Insiders have sold 22,579 shares of company stock valued at $7,836,860 over the last three months. Insiders own 0.48% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently weighed in on FFIV. Bank of America increased their price target on shares of F5 from $250.00 to $300.00 and gave the company an “underperform” rating in a research report on Tuesday, May 26th. Royal Bank Of Canada boosted their price objective on shares of F5 from $425.00 to $450.00 and gave the company an “outperform” rating in a report on Tuesday, June 9th. Weiss Ratings raised shares of F5 from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 30th. Morgan Stanley increased their target price on shares of F5 from $340.00 to $380.00 and gave the stock an “equal weight” rating in a report on Wednesday, May 20th. Finally, Evercore raised shares of F5 from an “in-line” rating to an “outperform” rating and set a $475.00 price target on the stock in a research report on Monday, May 18th. Six equities 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 company’s stock. According to data from MarketBeat.com, F5 has a consensus rating of “Hold” and an average price target of $382.67.

F5 Price Performance

NASDAQ:FFIV opened at $394.53 on Monday. The business’s 50-day simple moving average is $366.71 and its 200-day simple moving average is $308.23. F5, Inc. has a fifty-two week low of $223.76 and a fifty-two week high of $411.52. The stock has a market capitalization of $22.26 billion, a PE ratio of 32.37, a price-to-earnings-growth ratio of 4.63 and a beta of 1.04.

F5 (NASDAQ:FFIV) last posted its earnings results on Tuesday, April 28th. The network technology company reported $3.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.47 by $0.43. The business had revenue of $811.70 million during the quarter, compared to analysts’ expectations of $783.82 million. F5 had a return on equity of 21.50% and a net margin of 21.96%.F5’s revenue for the quarter was up 11.0% compared to the same quarter last year. During the same period in the prior year, the business earned $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. On average, research analysts expect that F5, Inc. will post 12.78 earnings per share for the current year.

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.