Nippon Life Global Investors Americas Inc. Buys 44,260 Shares of F5, Inc. $FFIV

Nippon Life Global Investors Americas Inc. lifted its stake in shares of F5, Inc. (NASDAQ:FFIV) by 382.2% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 55,840 shares of the network technology company’s stock after acquiring an additional 44,260 shares during the quarter. Nippon Life Global Investors Americas Inc.’s holdings in F5 were worth $18,047,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in FFIV. Whipplewood Advisors LLC boosted its position in F5 by 275.0% during the second quarter. Whipplewood Advisors LLC now owns 90 shares of the network technology company’s stock worth $26,000 after purchasing an additional 66 shares during the period. CYBER HORNET ETFs LLC acquired a new stake in shares of F5 in the second quarter worth $45,000. SJS Investment Consulting Inc. boosted its holdings in shares of F5 by 2,128.6% during the 3rd quarter. SJS Investment Consulting Inc. now owns 156 shares of the network technology company’s stock worth $50,000 after buying an additional 149 shares during the period. Geneos Wealth Management Inc. grew its stake in F5 by 288.1% in the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock valued at $43,000 after buying an additional 121 shares during the last quarter. Finally, CNB Bank acquired a new position in F5 in the 2nd quarter valued at $49,000. 90.66% of the stock is owned by institutional investors.

Insider Buying and Selling at F5

In other F5 news, CEO Francois Locoh-Donou sold 1,300 shares of F5 stock in a transaction on Monday, December 1st. The stock was sold at an average price of $236.99, for a total transaction of $308,087.00. Following the completion of the transaction, the chief executive officer directly owned 150,323 shares of the company’s stock, valued at approximately $35,625,047.77. This trade represents a 0.86% 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 this link. Also, EVP Thomas Dean Fountain sold 8,318 shares of the stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $249.78, for a total transaction of $2,077,670.04. Following the sale, the executive vice president owned 22,493 shares of the company’s stock, valued at $5,618,301.54. This trade represents a 27.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 32,705 shares of company stock worth $8,152,655 in the last three months. 0.52% of the stock is currently owned by company insiders.

More F5 News

Here are the key news stories impacting F5 this week:

• Positive Sentiment: J.P. Morgan upgraded F5 to “overweight” and raised its price target (to $345), a bullish analyst action that can support buying interest and offset some negative headlines. Read More.
• Positive Sentiment: Product momentum: F5 highlighted advances in AI/security and NGINXaaS for Google Cloud that support long‑term cloud adoption and recurring revenue potential (business growth catalyst). Read More.
• Neutral Sentiment: Insider selling: EVP Thomas Dean Fountain sold 1,110 shares on Jan. 12 (part of a series of periodic sales) — a disclosed sale investors often view as neutral-to-mildly negative absent further context. Read More.
• Neutral Sentiment: Analyst/estimate moves: Zacks and some research houses have trimmed near‑term estimates or ratings recently, signaling caution but not large downward revisions. Read More.
• Negative Sentiment: Multiple plaintiff firms have filed or are soliciting plaintiffs in securities‑fraud suits tied to F5’s disclosed “material cybersecurity incident” (discovered Aug. 9, 2025) and subsequent revenue impacts; notices (Hagens Berman, Kuehn Law, Robbins, Rosen, Faruqi, Bragar, others) allege misstatements about security and seek lead‑plaintiff status (Feb. 17, 2026 deadline). Litigation risk, potential financial exposure, and reputational damage are the primary negative drivers today. Representative notices: Read More. Read More.

F5 Price Performance

Shares of FFIV stock opened at $268.22 on Friday. F5, Inc. has a one year low of $223.76 and a one year high of $346.00. The stock has a fifty day moving average price of $252.23 and a 200 day moving average price of $288.67. The stock has a market cap of $15.58 billion, a P/E ratio of 22.71, a price-to-earnings-growth ratio of 8.55 and a beta of 0.98.

F5 (NASDAQ:FFIV) last released its quarterly earnings data on Monday, October 27th. The network technology company reported $4.39 EPS for the quarter, topping analysts’ consensus estimates of $3.96 by $0.43. F5 had a net margin of 22.42% and a return on equity of 21.76%. The company had revenue of $810.09 million during the quarter, compared to the consensus estimate of $794.06 million. During the same period last year, the firm earned $3.67 EPS. The firm’s revenue for the quarter was up 8.5% compared to the same quarter last year. F5 has set its FY 2026 guidance at 14.500-15.500 EPS and its Q1 2026 guidance at 3.350-3.850 EPS. Equities research analysts anticipate that F5, Inc. will post 11.2 EPS for the current year.

Analyst Ratings Changes

FFIV has been the subject of a number of research analyst reports. Wall Street Zen lowered shares of F5 from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Royal Bank Of Canada upgraded F5 from a “sector perform” rating to an “outperform” rating and lifted their price objective for the stock from $315.00 to $325.00 in a research note on Monday, January 5th. Barclays decreased their target price on F5 from $321.00 to $267.00 and set an “equal weight” rating for the company in a research note on Tuesday, October 28th. Piper Sandler raised F5 from a “neutral” rating to an “overweight” rating and raised their target price for the company from $277.00 to $295.00 in a report on Monday, January 5th. Finally, Zacks Research upgraded F5 from a “strong sell” rating to a “hold” rating in a report on Friday, January 9th. Six equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $299.78.

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.