F5, Inc. $FFIV Shares Bought by Two Sigma Securities LLC

Two Sigma Securities LLC raised its position in F5, Inc. (NASDAQ:FFIV) by 291.3% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,944 shares of the network technology company’s stock after purchasing an additional 2,936 shares during the quarter. Two Sigma Securities LLC’s holdings in F5 were worth $1,641,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Millennium Management LLC raised its holdings in F5 by 166.5% in the first quarter. Millennium Management LLC now owns 62,906 shares of the network technology company’s stock valued at $16,750,000 after buying an additional 39,305 shares during the period. NewEdge Advisors LLC grew its stake 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 buying an additional 897 shares during the period. Goldman Sachs Group Inc. grew its stake in F5 by 38.4% during the first quarter. Goldman Sachs Group Inc. now owns 298,297 shares of the network technology company’s stock worth $79,428,000 after buying an additional 82,835 shares during the period. Focus Partners Wealth acquired a new stake in shares of F5 in the first quarter worth $257,000. Finally, Geneos Wealth Management Inc. increased its position in shares of F5 by 288.1% in the first 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. 90.66% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on FFIV shares. Zacks Research lowered shares of F5 from a “strong-buy” rating to a “hold” rating in a report on Monday, July 27th. Weiss Ratings raised F5 from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, August 11th. Royal Bank Of Canada restated an “outperform” rating on shares of F5 in a research note on Thursday, July 16th. Morgan Stanley raised their target price on F5 from $380.00 to $415.00 and gave the company an “equal weight” rating in a report on Tuesday, July 28th. Finally, Barclays upped their price target on F5 from $386.00 to $397.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 28th. Five investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, F5 currently has an average rating of “Hold” and a consensus target price of $416.62.

F5 Price Performance

Shares of F5 stock opened at $394.24 on Monday. The firm has a market cap of $22.33 billion, a P/E ratio of 31.39, a P/E/G ratio of 3.85 and a beta of 1.03. F5, Inc. has a fifty-two week low of $223.76 and a fifty-two week high of $435.00. The business has a 50-day moving average price of $404.32 and a 200 day moving average price of $352.48.

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

Insider Activity at F5

In other news, CTO Kunal Anand sold 392 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $404.63, for a total transaction of $158,614.96. Following the completion of the transaction, the chief technology officer directly owned 12,586 shares in the company, valued at approximately $5,092,673.18. The trade was a 3.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Anthony Maddison sold 1,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $405.85, for a total value of $405,850.00. Following the completion of the transaction, the insider directly owned 1,353 shares of the company’s stock, valued at $549,115.05. This trade represents a 42.50% 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. In the last 90 days, insiders have sold 15,699 shares of company stock valued at $6,316,411. Company insiders own 0.48% of the company’s stock.

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.