Encompass More Asset Management Purchases Shares of 1,571 F5, Inc. $FFIV

Encompass More Asset Management purchased a new stake in F5, Inc. (NASDAQ:FFIV) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 1,571 shares of the network technology company’s stock, valued at approximately $401,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of FFIV. UBS Group AG increased its stake in F5 by 141.2% in the fourth quarter. UBS Group AG now owns 1,023,869 shares of the network technology company’s stock valued at $261,353,000 after purchasing an additional 599,384 shares in the last quarter. M&T Bank Corp increased its position in shares of F5 by 17,181.1% during the fourth quarter. M&T Bank Corp now owns 309,158 shares of the network technology company’s stock worth $78,916,000 after acquiring an additional 307,369 shares in the last quarter. Caisse de depot et placement du Quebec increased its position in shares of F5 by 169.2% during the third quarter. Caisse de depot et placement du Quebec now owns 462,740 shares of the network technology company’s stock worth $149,553,000 after acquiring an additional 290,828 shares in the last quarter. Victory Capital Management Inc. increased its position in shares of F5 by 422.7% during the third quarter. Victory Capital Management Inc. now owns 347,125 shares of the network technology company’s stock worth $112,187,000 after acquiring an additional 280,719 shares in the last quarter. Finally, Nordea Investment Management AB increased its position in shares of F5 by 217.7% during the third quarter. Nordea Investment Management AB now owns 229,591 shares of the network technology company’s stock worth $74,142,000 after acquiring an additional 157,318 shares in the last quarter. 90.66% of the stock is owned by institutional investors.

Insider Transactions at F5

In other F5 news, CTO Kunal Anand sold 3,123 shares of the business’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $322.33, for a total value of $1,006,636.59. Following the transaction, the chief technology officer directly owned 12,194 shares in the company, valued at $3,930,492.02. The trade was a 20.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thomas Dean Fountain sold 1,328 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $330.58, for a total transaction of $439,010.24. Following the completion of the transaction, the executive vice president owned 8,060 shares in the company, valued at approximately $2,664,474.80. The trade was a 14.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 24,688 shares of company stock valued at $7,477,392. Corporate insiders own 0.48% of the company’s stock.

F5 Stock Up 1.2%

FFIV opened at $345.02 on Friday. The stock has a market cap of $19.47 billion, a price-to-earnings ratio of 28.30, a PEG ratio of 7.89 and a beta of 1.00. F5, Inc. has a twelve month low of $223.76 and a twelve month high of $347.47. The company’s 50-day moving average price is $297.33 and its two-hundred day moving average price is $274.01.

F5 (NASDAQ:FFIV) last released its earnings results on Tuesday, April 28th. The network technology company reported $3.90 earnings per share for the quarter, beating analysts’ consensus estimates of $3.47 by $0.43. The firm had revenue of $811.70 million for the quarter, compared to analysts’ expectations of $783.82 million. F5 had a net margin of 21.96% and a return on equity of 21.50%. The company’s quarterly revenue was up 11.0% on a year-over-year basis. During the same period in the previous year, the company earned $3.42 earnings per share. 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, sell-side analysts anticipate that F5, Inc. will post 12.71 earnings per share for the current year.

Analyst Ratings Changes

Several equities research analysts have recently commented on FFIV shares. Royal Bank Of Canada boosted their target price on shares of F5 from $345.00 to $375.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 29th. Needham & Company LLC restated a “hold” rating on shares of F5 in a report on Wednesday, April 29th. Piper Sandler restated an “overweight” rating on shares of F5 in a report on Wednesday, April 29th. Weiss Ratings upgraded shares of F5 from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 30th. Finally, Barclays boosted their target price on shares of F5 from $283.00 to $292.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 29th. Five research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $316.44.

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.