F5, Inc. $FFIV Shares Acquired by NEOS Investment Management LLC

NEOS Investment Management LLC lifted its holdings in shares of F5, Inc. (NASDAQ:FFIV) by 19.2% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 9,322 shares of the network technology company’s stock after buying an additional 1,499 shares during the period. NEOS Investment Management LLC’s holdings in F5 were worth $3,878,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Retireful LLC acquired a new position in F5 in the second quarter valued at approximately $1,348,000. Nykredit A S bought a new stake in shares of F5 in the 2nd quarter worth approximately $14,596,000. Proficio Capital Partners LLC bought a new stake in shares of F5 in the 2nd quarter worth approximately $392,000. Railway Pension Investments Ltd boosted its position in F5 by 245.7% during the 2nd quarter. Railway Pension Investments Ltd now owns 91,010 shares of the network technology company’s stock valued at $37,857,000 after purchasing an additional 64,680 shares during the period. Finally, Susquehanna Fundamental Investments LLC acquired a new position in F5 during the 2nd quarter valued at approximately $3,040,000. Institutional investors and hedge funds own 90.66% of the company’s stock.

Insider Transactions at F5

In other F5 news, EVP Thomas Fountain sold 1,208 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $414.63, for a total transaction of $500,873.04. Following the transaction, the executive vice president owned 8,060 shares of the company’s stock, valued at approximately $3,341,917.80. This trade represents a 13.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Francois Locoh-Donou sold 3,782 shares of the business’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $412.44, for a total transaction of $1,559,848.08. Following the sale, the chief executive officer owned 146,989 shares in the company, valued at $60,624,143.16. This trade represents a 2.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 13,199 shares of company stock worth $5,316,411 over the last ninety days. Insiders own 0.48% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently commented on FFIV. Wall Street Zen upgraded F5 from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. JPMorgan Chase & Co. boosted their price target on shares of F5 from $500.00 to $515.00 and gave the company an “overweight” rating in a report on Tuesday, July 28th. Weiss Ratings upgraded shares of F5 from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, August 11th. Barclays increased their price objective on shares of F5 from $386.00 to $397.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 28th. Finally, Zacks Research lowered shares of F5 from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Five analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $416.62.

F5 Price Performance

Shares of F5 stock opened at $390.47 on Monday. F5, Inc. has a 1-year low of $223.76 and a 1-year high of $435.00. The business’s fifty day moving average price is $404.93 and its two-hundred day moving average price is $356.71. The company has a market capitalization of $22.11 billion, a P/E ratio of 31.09, a PEG ratio of 3.82 and a beta of 1.03.

F5 (NASDAQ:FFIV) last released its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.00 by $0.73. The company had revenue of $865.08 million during the quarter, compared to analysts’ expectations of $834.60 million. F5 had a return on equity of 21.54% and a net margin of 21.95%.The company’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same quarter in the prior year, the business 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. On average, research analysts expect that F5, Inc. will post 13.65 earnings per share 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.