Schroder Investment Management Group Boosts Stock Position in F5, Inc. $FFIV

Schroder Investment Management Group raised its holdings in F5, Inc. (NASDAQ:FFIV) by 1.8% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 111,311 shares of the network technology company’s stock after purchasing an additional 1,963 shares during the period. Schroder Investment Management Group’s holdings in F5 were worth $35,975,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in FFIV. Sumitomo Mitsui DS Asset Management Company Ltd increased its stake in shares of F5 by 0.6% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 7,386 shares of the network technology company’s stock worth $2,387,000 after buying an additional 42 shares during the last quarter. Coldstream Capital Management Inc. boosted its stake in F5 by 4.9% during the 2nd quarter. Coldstream Capital Management Inc. now owns 1,002 shares of the network technology company’s stock valued at $295,000 after acquiring an additional 47 shares during the last quarter. Allworth Financial LP grew its holdings in F5 by 13.7% during the 2nd quarter. Allworth Financial LP now owns 414 shares of the network technology company’s stock worth $122,000 after acquiring an additional 50 shares in the last quarter. Alps Advisors Inc. grew its holdings in F5 by 3.8% during the 3rd quarter. Alps Advisors Inc. now owns 1,414 shares of the network technology company’s stock worth $457,000 after acquiring an additional 52 shares in the last quarter. Finally, Salomon & Ludwin LLC increased its position in shares of F5 by 42.1% in the 3rd quarter. Salomon & Ludwin LLC now owns 189 shares of the network technology company’s stock worth $61,000 after purchasing an additional 56 shares during the last quarter. Institutional investors and hedge funds own 90.66% of the company’s stock.

F5 Stock Performance

F5 stock opened at $289.52 on Thursday. F5, Inc. has a 1 year low of $223.76 and a 1 year high of $346.00. The firm’s 50-day moving average is $273.90 and its 200-day moving average is $280.33. The company has a market cap of $16.36 billion, a P/E ratio of 23.95, a PEG ratio of 8.10 and a beta of 1.01.

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

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on FFIV. Zacks Research upgraded shares of F5 from a “strong sell” rating to a “hold” rating in a research note on Friday, January 9th. Morgan Stanley decreased their price target on F5 from $336.00 to $296.00 and set an “equal weight” rating for the company in a research note on Wednesday, December 17th. The Goldman Sachs Group boosted their price objective on F5 from $285.00 to $320.00 and gave the company a “neutral” rating in a report on Wednesday, January 28th. Royal Bank Of Canada upped their price objective on F5 from $325.00 to $345.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. Finally, JPMorgan Chase & Co. upgraded F5 from a “neutral” rating to an “overweight” rating and lifted their target price for the stock from $295.00 to $345.00 in a research report on Thursday, January 15th. Five analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $309.89.

Insider Buying and Selling

In related news, Director Michael L. Dreyer sold 3,067 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $282.41, for a total value of $866,151.47. Following the sale, the director owned 1,309 shares of the company’s stock, valued at approximately $369,674.69. This trade represents a 70.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Thomas Dean Fountain sold 3,343 shares of the business’s stock in a transaction that occurred on Monday, January 26th. The shares were sold at an average price of $261.87, for a total value of $875,431.41. Following the transaction, the executive vice president owned 8,060 shares of the company’s stock, valued at $2,110,672.20. This represents a 29.32% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 23,501 shares of company stock valued at $6,415,370. 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.