40,011 Shares in F5, Inc. $FFIV Purchased by Atom Investors LP

Atom Investors LP acquired a new position in F5, Inc. (NASDAQ:FFIV) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 40,011 shares of the network technology company’s stock, valued at approximately $10,213,000. F5 accounts for 0.8% of Atom Investors LP’s investment portfolio, making the stock its 13th largest holding.

A number of other institutional investors have also modified their holdings of the stock. Fred Alger Management LLC purchased a new position in shares of F5 during the fourth quarter worth approximately $320,000. &PARTNERS increased its position in shares of F5 by 49.4% during the fourth quarter. &PARTNERS now owns 4,707 shares of the network technology company’s stock worth $1,190,000 after acquiring an additional 1,556 shares during the period. Cynosure Group LLC purchased a new position in shares of F5 during the fourth quarter worth approximately $391,000. Talos Eurisko Asset Management LP purchased a new position in shares of F5 during the fourth quarter worth approximately $18,215,000. Finally, Alberta Investment Management Corp increased its position in shares of F5 by 35.4% during the fourth quarter. Alberta Investment Management Corp now owns 11,100 shares of the network technology company’s stock worth $2,833,000 after acquiring an additional 2,900 shares during the period. 90.66% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the stock. Weiss Ratings raised shares of F5 from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 30th. Royal Bank Of Canada raised their target price on shares of F5 from $425.00 to $450.00 and gave the stock an “outperform” rating in a research report on Tuesday, June 9th. Needham & Company LLC reaffirmed a “hold” rating on shares of F5 in a research report on Wednesday, April 29th. JPMorgan Chase & Co. raised their target price on shares of F5 from $355.00 to $365.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 29th. Finally, Bank of America raised their target price on shares of F5 from $250.00 to $300.00 and gave the stock an “underperform” rating in a research report on Tuesday, May 26th. Six equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $382.67.

Insider Activity at F5

In related news, CFO Edward Cooper Werner sold 2,500 shares of F5 stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $400.00, for a total transaction of $1,000,000.00. Following the transaction, the chief financial officer directly owned 406 shares of the company’s stock, valued at $162,400. This trade represents a 86.03% decrease in their ownership of the stock. The sale was disclosed in a 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 Thomas Dean Fountain sold 1,328 shares of F5 stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $330.58, for a total transaction of $439,010.24. Following the transaction, the executive vice president directly 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. Insiders sold a total of 22,579 shares of company stock valued at $7,836,860 over the last quarter. 0.48% of the stock is owned by insiders.

F5 Stock Down 2.0%

Shares of FFIV stock opened at $388.85 on Wednesday. The firm has a market cap of $21.94 billion, a price-to-earnings ratio of 31.90, a PEG ratio of 4.65 and a beta of 1.04. The company’s 50 day moving average is $352.64 and its 200 day moving average is $300.02. F5, Inc. has a 52-week low of $223.76 and a 52-week high of $411.52.

F5 (NASDAQ:FFIV) last issued its quarterly earnings data on Tuesday, April 28th. The network technology company reported $3.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.47 by $0.43. The company had revenue of $811.70 million for the quarter, compared to analyst estimates of $783.82 million. F5 had a net margin of 21.96% and a return on equity of 21.50%. F5’s revenue was up 11.0% compared to the same quarter last year. During the same period last year, the company posted $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. Analysts anticipate that F5, Inc. will post 12.78 EPS for the current fiscal year.

About F5

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.