Nissay Asset Management Corp Japan Lowers Stock Holdings in F5, Inc. $FFIV

Nissay Asset Management Corp Japan reduced its stake in F5, Inc. (NASDAQ:FFIV) by 39.2% during the second quarter, HoldingsChannel.com reports. The firm owned 32,925 shares of the network technology company’s stock after selling 21,221 shares during the quarter. Nissay Asset Management Corp Japan’s holdings in F5 were worth $13,695,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in FFIV. BlackRock Inc. bought a new position in F5 during the 2nd quarter valued at approximately $2,611,637,000. Jericho Capital Asset Management L.P. purchased a new position in F5 during the fourth quarter valued at $579,699,000. Northwestern Mutual Wealth Management Co. boosted its holdings in F5 by 15,103.5% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,170,216 shares of the network technology company’s stock worth $298,709,000 after acquiring an additional 1,162,519 shares in the last quarter. First Trust Advisors LP boosted its holdings in F5 by 68.5% in the fourth quarter. First Trust Advisors LP now owns 2,753,652 shares of the network technology company’s stock worth $702,897,000 after acquiring an additional 1,119,291 shares in the last quarter. Finally, Norges Bank purchased a new stake in shares of F5 in the fourth quarter worth $205,706,000. Hedge funds and other institutional investors own 90.66% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on FFIV. Weiss Ratings upgraded F5 from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, August 11th. JPMorgan Chase & Co. upped their price target on shares of F5 from $500.00 to $515.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 28th. Evercore raised shares of F5 from an “in-line” rating to an “outperform” rating and set a $475.00 price objective on the stock in a research report on Monday, May 18th. Bank of America raised their price objective on shares of F5 from $250.00 to $300.00 and gave the company an “underperform” rating in a research note on Tuesday, May 26th. Finally, Needham & Company LLC reaffirmed a “hold” rating on shares of F5 in a report on Tuesday, July 28th. Five 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 stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $416.62.

Insider Activity

In other news, insider John Anthony Maddison sold 1,000 shares of F5 stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $405.85, for a total value of $405,850.00. Following the completion of the sale, the insider directly owned 1,353 shares in the company, valued at $549,115.05. The trade was a 42.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Angelique M. Okeke sold 515 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $404.49, for a total transaction of $208,312.35. Following the transaction, the executive vice president directly owned 2,240 shares of the company’s stock, valued at $906,057.60. The trade was a 18.69% 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. Over the last 90 days, insiders have sold 15,699 shares of company stock worth $6,316,411. 0.48% of the stock is owned by corporate insiders.

F5 Price Performance

FFIV stock opened at $394.24 on Friday. F5, Inc. has a 1-year low of $223.76 and a 1-year high of $435.00. The business has a fifty day moving average price of $404.32 and a 200-day moving average price of $351.96. The stock has a market capitalization of $22.33 billion, a P/E ratio of 31.39, a P/E/G ratio of 3.85 and a beta of 1.03.

F5 (NASDAQ:FFIV) last released its quarterly earnings data on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $834.60 million. During the same period last year, the firm posted $4.16 earnings per share. F5’s revenue was up 10.9% compared to the same quarter last year. 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, analysts anticipate that F5, Inc. will post 13.65 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.