Johnson Financial Group Inc. Lowers Stake in F5, Inc. $FFIV

Johnson Financial Group Inc. cut its position in shares of F5, Inc. (NASDAQ:FFIV) by 19.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,793 shares of the network technology company’s stock after selling 1,676 shares during the quarter. Johnson Financial Group Inc.’s holdings in F5 were worth $1,965,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of FFIV. Pinnacle Wealth Management Advisory Group LLC lifted its stake in shares of F5 by 2.6% in 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 purchasing an additional 36 shares in the last quarter. Smartleaf Asset Management LLC increased its position in F5 by 3.4% during 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 in the last quarter. Pacific Sage Partners LLC increased its position in F5 by 0.6% during the 4th quarter. Pacific Sage Partners LLC now owns 7,122 shares of the network technology company’s stock worth $1,818,000 after purchasing an additional 40 shares in the last quarter. Meiji Yasuda Asset Management Co Ltd. increased its position in 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 worth $247,000 after purchasing an additional 41 shares in the last quarter. Finally, Coldstream Capital Management Inc. raised its holdings in F5 by 4.5% in the third quarter. Coldstream Capital Management Inc. now owns 1,047 shares of the network technology company’s stock valued at $338,000 after buying an additional 45 shares during the period. 90.66% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at F5

In other news, CTO Kunal Anand sold 3,123 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $322.33, for a total transaction of $1,006,636.59. Following the transaction, the chief technology officer directly owned 12,194 shares of the company’s stock, valued at approximately $3,930,492.02. The trade was a 20.39% 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, EVP Chad Michael Whalen sold 6,200 shares of the company’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $350.19, for a total transaction of $2,171,178.00. Following the completion of the transaction, the executive vice president owned 20,832 shares of the company’s stock, valued at $7,295,158.08. This trade represents a 22.94% 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. In the last quarter, insiders sold 22,579 shares of company stock valued at $7,836,860. 0.48% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of research analysts have weighed in on FFIV shares. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of F5 in a research report on Friday, June 26th. Barclays increased their price objective on shares of F5 from $292.00 to $386.00 and gave the stock an “equal weight” rating in a research report on Friday, May 29th. Bank of America raised their target price on shares of F5 from $250.00 to $300.00 and gave the company an “underperform” rating in a research note on Tuesday, May 26th. JPMorgan Chase & Co. lifted their target price on shares of F5 from $355.00 to $365.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. Finally, Morgan Stanley upped their price target on shares of F5 from $340.00 to $380.00 and gave the stock an “equal weight” rating in a research report on Wednesday, May 20th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $382.67.

F5 Stock Performance

Shares of NASDAQ:FFIV opened at $411.92 on Tuesday. The business’s 50-day simple moving average is $397.23 and its 200 day simple moving average is $325.96. The company has a market cap of $23.24 billion, a P/E ratio of 33.79, a PEG ratio of 4.80 and a beta of 1.03. F5, Inc. has a one year low of $223.76 and a one year high of $435.00.

F5 (NASDAQ:FFIV) last released its quarterly earnings results on Tuesday, April 28th. The network technology company reported $3.90 earnings per share for the quarter, topping analysts’ consensus estimates of $3.47 by $0.43. F5 had a return on equity of 21.50% and a net margin of 21.96%.The firm had revenue of $811.70 million during the quarter, compared to analysts’ expectations of $783.82 million. During the same quarter in the prior year, the business earned $3.42 EPS. F5’s quarterly revenue was up 11.0% compared to the same quarter last year. F5 has set its Q3 2026 guidance at 3.910-4.030 EPS and its FY 2026 guidance at 16.250-16.550 EPS. Analysts predict that F5, Inc. will post 12.78 earnings per share 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.