Mitsubishi UFJ Asset Management Co. Ltd. Takes Position in F5, Inc. $FFIV

Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of F5, Inc. (NASDAQ:FFIV) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 138,827 shares of the network technology company’s stock, valued at approximately $57,746,000.

A number of other hedge funds have also recently bought and sold shares of FFIV. Vanguard Group Inc. grew its stake in F5 by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 7,357,293 shares of the network technology company’s stock worth $1,878,023,000 after acquiring an additional 114,533 shares during the period. State Street Corp lifted its stake in shares of F5 by 1.7% during the 3rd quarter. State Street Corp now owns 3,226,326 shares of the network technology company’s stock worth $1,042,716,000 after purchasing an additional 53,712 shares during the period. First Trust Advisors LP boosted its holdings in shares of F5 by 68.5% during 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 purchasing an additional 1,119,291 shares during the last quarter. Jericho Capital Asset Management L.P. acquired a new stake in shares of F5 during the fourth quarter worth $579,699,000. Finally, Invesco Ltd. grew its position in shares of F5 by 7.5% in the fourth quarter. Invesco Ltd. now owns 1,537,680 shares of the network technology company’s stock valued at $392,508,000 after purchasing an additional 106,616 shares during the period. Institutional investors and hedge funds own 90.66% of the company’s stock.

Insider Activity

In other F5 news, CEO Francois Locoh-Donou sold 3,782 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $412.44, for a total value of $1,559,848.08. Following the completion of the sale, the chief executive officer directly owned 146,989 shares in the company, valued at $60,624,143.16. This represents a 2.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Anthony Maddison sold 1,000 shares of the company’s stock in a transaction 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 owned 1,353 shares of the company’s stock, valued at approximately $549,115.05. This trade represents a 42.50% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 15,699 shares of company stock valued at $6,316,411 over the last 90 days. Corporate insiders own 0.48% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on FFIV shares. JPMorgan Chase & Co. upped their target price on F5 from $500.00 to $515.00 and gave the company an “overweight” rating in a research note on Tuesday, July 28th. Wall Street Zen upgraded shares of F5 from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. Piper Sandler restated an “overweight” rating and issued a $461.00 price target (up from $423.00) on shares of F5 in a report on Tuesday, July 28th. Needham & Company LLC reiterated a “hold” rating on shares of F5 in a report on Tuesday, July 28th. Finally, Weiss Ratings upgraded shares of F5 from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, August 11th. Five research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $416.62.

F5 Trading Down 2.8%

Shares of FFIV opened at $382.63 on Thursday. F5, Inc. has a 52 week low of $223.76 and a 52 week high of $435.00. The stock has a 50 day moving average of $404.38 and a 200-day moving average of $346.88. The firm has a market cap of $21.67 billion, a price-to-earnings ratio of 30.46, a PEG ratio of 3.85 and a beta of 1.03.

F5 (NASDAQ:FFIV) last posted its earnings results 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. The company had revenue of $865.08 million during the quarter, compared to analyst estimates of $834.60 million. F5 had a return on equity of 21.54% and a net margin of 21.95%.The business’s revenue was up 10.9% compared to the same quarter last year. During the same period in the prior year, the company earned $4.16 earnings per share. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. On average, sell-side analysts predict that F5, Inc. will post 13.65 earnings per share for the current fiscal 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.