Mitsubishi UFJ Trust & Banking Corp Lowers Position in F5, Inc. $FFIV

Mitsubishi UFJ Trust & Banking Corp trimmed its position in shares of F5, Inc. (NASDAQ:FFIV) by 70.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 57,524 shares of the network technology company’s stock after selling 135,892 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in F5 were worth $14,684,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the business. Millennium Management LLC raised its stake in shares of F5 by 166.5% during the 1st quarter. Millennium Management LLC now owns 62,906 shares of the network technology company’s stock worth $16,750,000 after buying an additional 39,305 shares in the last quarter. NewEdge Advisors LLC grew its holdings in F5 by 1,281.4% during the first quarter. NewEdge Advisors LLC now owns 967 shares of the network technology company’s stock worth $257,000 after acquiring an additional 897 shares during the period. Goldman Sachs Group Inc. increased its holdings in shares of F5 by 38.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 298,297 shares of the network technology company’s stock valued at $79,428,000 after purchasing an additional 82,835 shares in the last quarter. Focus Partners Wealth acquired a new stake in shares of F5 during the 1st quarter valued at approximately $257,000. Finally, Geneos Wealth Management Inc. boosted its stake in shares of F5 by 288.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock worth $43,000 after acquiring an additional 121 shares in the last quarter. Hedge funds and other institutional investors own 90.66% of the company’s stock.

F5 Stock Down 1.3%

Shares of FFIV opened at $323.90 on Friday. F5, Inc. has a fifty-two week low of $223.76 and a fifty-two week high of $346.00. The company’s fifty day moving average is $293.21 and its two-hundred day moving average is $274.26. The firm has a market cap of $18.31 billion, a PE ratio of 26.57, a price-to-earnings-growth ratio of 9.15 and a beta of 0.93.

F5 (NASDAQ:FFIV) last issued its earnings results on Tuesday, April 28th. The network technology company reported $3.90 earnings per share for the quarter, topping the consensus estimate of $3.47 by $0.43. F5 had a return on equity of 21.50% and a net margin of 21.96%.The business had revenue of $811.70 million for the quarter, compared to analyst estimates of $783.82 million. During the same period last year, the company posted $3.42 EPS. The business’s quarterly revenue was up 11.0% on a year-over-year basis. F5 has set its Q3 2026 guidance at 3.910-4.030 EPS and its FY 2026 guidance at 16.250-16.550 EPS. As a group, equities research analysts anticipate that F5, Inc. will post 12.32 earnings per share for the current year.

Insider Activity

In other news, Director Michael L. Dreyer sold 3,067 shares of the stock in a transaction on Friday, February 20th. The shares were sold at an average price of $282.41, for a total value of $866,151.47. Following the completion of the sale, the director owned 1,309 shares of the company’s stock, valued at $369,674.69. This represents a 70.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Edward Cooper Werner sold 969 shares of F5 stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $282.20, for a total transaction of $273,451.80. Following the transaction, the chief financial officer owned 5,305 shares in the company, valued at $1,497,071. The trade was a 15.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 13,508 shares of company stock worth $3,792,053. Insiders own 0.48% of the company’s stock.

F5 News Roundup

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Q2 results beat consensus: F5 topped revenue and EPS estimates, reported double‑digit revenue growth, record free cash flow and raised FY26 guidance — a clear positive fundamental shock. F5 Beats Q2 Earnings Estimates on Systems Strength, Raises View
• Positive Sentiment: Analysts and coverage point to accelerating AI and hybrid‑multicloud demand (management highlighted AI‑related revenue growth and added AI‑focused director Anand Eswaran), supporting the upside narrative. F5 (FFIV) Is Up 5.5% After Boosting 2026 Guidance And Adding AI-Focused Director Anand Eswaran – Has The Bull Case Changed?
• Positive Sentiment: JPMorgan raised its price target to $365 and moved to an Overweight rating, signaling another institutional endorsement and about a double‑digit upside to prior levels. F5 (NASDAQ:FFIV) Given New $365.00 Price Target at JPMorgan Chase & Co.
• Positive Sentiment: Product partnerships and ecosystem traction continue (Sectigo partnership for automated certificate lifecycle management), which supports enterprise adoption and recurring revenue expansion. Sectigo Partners with F5 to Deliver Automated Certificate Lifecycle Management Across F5 ADSP
• Neutral Sentiment: Analyst/street coverage includes bullish writeups and deep dives (useful for investors but not new fundamental news). Is F5, Inc. (FFIV) A Good Stock To Buy Now?
• Neutral Sentiment: Some firms reaffirm neutral/hold ratings (Needham reaffirmed a Hold), which can cap upside until more conviction arrives. Needham Reaffirms Hold on F5
• Neutral Sentiment: Full earnings materials and transcripts are available for investors who want detail from the call (useful for modeling but no new headline). F5, Inc. 2026 Q2 – Results – Earnings Call Presentation
• Negative Sentiment: Some analysts flag elevated stock‑based compensation and related margin/expense issues — a structural cost item that could weigh on longer‑term margin expansion if it continues. F5: EMEA Regulatory Tailwinds, But High Stock-Based Comp Is Worth Considering
• Negative Sentiment: Valuation and recent run‑up (forward P/E elevated vs. historical) create scope for near‑term profit‑taking, which appears to be what investors are seeing today. Is F5, Inc. (FFIV) A Good Stock To Buy Now?

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the stock. Weiss Ratings upgraded shares of F5 from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 30th. Barclays lifted their price objective on F5 from $283.00 to $292.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Needham & Company LLC restated a “hold” rating on shares of F5 in a report on Wednesday. Zacks Research upgraded shares of F5 from a “strong sell” rating to a “hold” rating in a report on Friday, January 9th. Finally, Royal Bank Of Canada upped their price objective on shares of F5 from $345.00 to $375.00 and gave the company an “outperform” rating in a research note on Wednesday. Five investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $316.44.

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.