Jupiter Topco LLC Takes Position in F5, Inc. $FFIV

Jupiter Topco LLC bought a new stake in F5, Inc. (NASDAQ:FFIV) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 159,008 shares of the network technology company’s stock, valued at approximately $66,161,000. Jupiter Topco LLC owned approximately 0.28% of F5 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the business. Pinnacle Wealth Management Advisory Group LLC raised its position in shares of F5 by 2.6% during the 1st quarter. Pinnacle Wealth Management Advisory Group LLC now owns 1,447 shares of the network technology company’s stock valued at $419,000 after buying an additional 36 shares in the last quarter. Smartleaf Asset Management LLC boosted its holdings in shares of F5 by 3.4% in the 4th quarter. Smartleaf Asset Management LLC now owns 1,190 shares of the network technology company’s stock worth $309,000 after purchasing an additional 39 shares during the period. Meiji Yasuda Asset Management Co Ltd. increased its position in shares of F5 by 4.4% during the 4th quarter. Meiji Yasuda Asset Management Co Ltd. now owns 968 shares of the network technology company’s stock valued at $247,000 after purchasing an additional 41 shares during the last quarter. Coldstream Capital Management Inc. increased its position in shares of F5 by 4.5% during the 3rd quarter. Coldstream Capital Management Inc. now owns 1,047 shares of the network technology company’s stock valued at $338,000 after purchasing an additional 45 shares during the last quarter. Finally, Optas LLC raised its holdings in F5 by 4.7% during the 1st quarter. Optas LLC now owns 1,035 shares of the network technology company’s stock valued at $299,000 after buying an additional 46 shares during the period. Institutional investors own 90.66% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on FFIV. Royal Bank Of Canada reiterated an “outperform” rating on shares of F5 in a research report on Thursday, July 16th. Evercore raised shares of F5 from an “in-line” rating to an “outperform” rating and set a $475.00 price objective on the stock in a research report on Monday, May 18th. Zacks Research lowered F5 from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 27th. Morgan Stanley raised their price target on F5 from $380.00 to $415.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 28th. Finally, Weiss Ratings raised F5 from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, August 11th. Five 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 company’s stock. According to MarketBeat, F5 presently has an average rating of “Hold” and a consensus target price of $416.62.

Insider Activity

In other F5 news, CTO Kunal Anand sold 392 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $404.63, for a total value of $158,614.96. Following the completion of the sale, the chief technology officer owned 12,586 shares of the company’s stock, valued at approximately $5,092,673.18. This trade represents a 3.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Francois Locoh-Donou sold 3,782 shares of the company’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $412.44, for a total transaction of $1,559,848.08. Following the transaction, the chief executive officer owned 146,989 shares in the company, valued at approximately $60,624,143.16. This trade represents a 2.51% 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. In the last 90 days, insiders have sold 15,699 shares of company stock worth $6,316,411. Company insiders own 0.48% of the company’s stock.

F5 Stock Up 2.7%

Shares of NASDAQ:FFIV opened at $410.22 on Friday. The firm has a 50 day moving average of $404.14 and a 200 day moving average of $351.66. The company has a market capitalization of $23.23 billion, a price-to-earnings ratio of 32.66, a price-to-earnings-growth ratio of 3.90 and a beta of 1.03. F5, Inc. has a 52 week low of $223.76 and a 52 week high of $435.00.

F5 (NASDAQ:FFIV) last issued its quarterly earnings data on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, beating analysts’ consensus estimates of $4.00 by $0.73. The company had revenue of $865.08 million for the quarter, compared to the consensus estimate of $834.60 million. F5 had a return on equity of 21.54% and a net margin of 21.95%.The firm’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same quarter last 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 expect that F5, Inc. will post 13.65 EPS for the current 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.