Eurizon Capital SGR S.p.A. Takes Position in F5, Inc. $FFIV

Eurizon Capital SGR S.p.A. bought a new stake in shares of F5, Inc. (NASDAQ:FFIV) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 91,123 shares of the network technology company’s stock, valued at approximately $23,265,000.

A number of other institutional investors have also recently modified their holdings of FFIV. Millennium Management LLC lifted its position in shares of F5 by 166.5% during the 1st quarter. Millennium Management LLC now owns 62,906 shares of the network technology company’s stock valued at $16,750,000 after acquiring an additional 39,305 shares during the period. NewEdge Advisors LLC lifted its position in shares of F5 by 1,281.4% during the 1st quarter. NewEdge Advisors LLC now owns 967 shares of the network technology company’s stock valued at $257,000 after acquiring an additional 897 shares during the period. Goldman Sachs Group Inc. lifted its position in shares of F5 by 38.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 298,297 shares of the network technology company’s stock valued at $79,428,000 after acquiring an additional 82,835 shares during the period. Focus Partners Wealth bought a new stake in shares of F5 during the 1st quarter valued at $257,000. Finally, Geneos Wealth Management Inc. lifted its position in shares of F5 by 288.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock valued at $43,000 after acquiring an additional 121 shares during the period. 90.66% of the stock is currently owned by institutional investors.

F5 Stock Up 0.0%

Shares of FFIV stock opened at $383.45 on Friday. F5, Inc. has a twelve month low of $223.76 and a twelve month high of $399.59. The company has a market cap of $21.63 billion, a P/E ratio of 31.46, a P/E/G ratio of 8.82 and a beta of 1.00. The business has a fifty day simple moving average of $327.19 and a 200 day simple moving average of $285.86.

F5 (NASDAQ:FFIV) last announced its quarterly earnings data on Tuesday, April 28th. The network technology company reported $3.90 earnings per share for the quarter, topping the consensus estimate of $3.47 by $0.43. F5 had a return on equity of 21.50% and a net margin of 21.96%.The business had revenue of $811.70 million during the quarter, compared to the consensus estimate of $783.82 million. During the same period in the prior year, the company earned $3.42 EPS. F5’s revenue for the quarter was up 11.0% on a year-over-year basis. F5 has set its Q3 2026 guidance at 3.910-4.030 EPS and its FY 2026 guidance at 16.250-16.550 EPS. As a group, equities research analysts anticipate that F5, Inc. will post 12.79 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the company. Barclays upped their target price on F5 from $292.00 to $386.00 and gave the company an “equal weight” rating in a research report on Friday. Bank of America upped their target price on F5 from $250.00 to $300.00 and gave the company an “underperform” rating in a research report on Tuesday, May 26th. Morgan Stanley upped their target price on F5 from $340.00 to $380.00 and gave the company an “equal weight” rating in a research report on Wednesday, May 20th. Needham & Company LLC reiterated a “hold” rating on shares of F5 in a research report on Wednesday, April 29th. Finally, Piper Sandler upped their price objective on F5 from $356.00 to $423.00 and gave the stock an “overweight” rating in a research report on Friday. Six 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, the stock has a consensus rating of “Hold” and an average target price of $379.89.

Insider Buying and Selling at F5

In related news, CFO Edward Cooper Werner sold 1,500 shares of the company’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $350.00, for a total transaction of $525,000.00. Following the completion of the sale, the chief financial officer directly owned 2,906 shares in the company, valued at $1,017,100. This represents a 34.04% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Francois Locoh-Donou sold 3,783 shares of the company’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $337.39, for a total value of $1,276,346.37. Following the sale, the chief executive officer owned 146,989 shares of the company’s stock, valued at approximately $49,592,618.71. This represents a 2.51% 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 24,491 shares of company stock worth $7,966,227 over the last quarter. 0.48% of the stock is currently owned by company insiders.

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.