OMERS ADMINISTRATION Corp Has $3.71 Million Stock Position in F5, Inc. $FFIV

OMERS ADMINISTRATION Corp grew its holdings in F5, Inc. (NASDAQ:FFIV) by 23.6% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 12,823 shares of the network technology company’s stock after acquiring an additional 2,446 shares during the quarter. OMERS ADMINISTRATION Corp’s holdings in F5 were worth $3,710,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Hazlett Burt & Watson Inc. acquired a new stake in F5 in the 4th quarter worth about $26,000. Hantz Financial Services Inc. boosted its holdings in F5 by 109.8% in the 4th quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock valued at $27,000 after purchasing an additional 56 shares during the period. Elyxium Wealth LLC acquired a new position in shares of F5 during the 4th quarter worth approximately $28,000. SJS Investment Consulting Inc. grew its position in shares of F5 by 963.6% during the 1st quarter. SJS Investment Consulting Inc. now owns 117 shares of the network technology company’s stock worth $34,000 after purchasing an additional 106 shares in the last quarter. Finally, Capital Advisors Ltd. LLC increased its holdings in shares of F5 by 113.8% during the first quarter. Capital Advisors Ltd. LLC now owns 124 shares of the network technology company’s stock worth $36,000 after purchasing an additional 66 shares during the period. 90.66% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the stock. Needham & Company LLC reiterated a “hold” rating on shares of F5 in a research report on Wednesday, April 29th. Piper Sandler increased their price target on F5 from $356.00 to $423.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. Barclays lifted their price objective on F5 from $292.00 to $386.00 and gave the company an “equal weight” rating in a report on Friday, May 29th. Evercore upgraded F5 from an “in-line” rating to an “outperform” rating and set a $475.00 target price for the company in a research report on Monday, May 18th. Finally, Morgan Stanley increased their target price on F5 from $340.00 to $380.00 and gave the stock an “equal weight” rating in a report on Wednesday, May 20th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $382.67.

Insiders Place Their Bets

In other F5 news, CEO Francois Locoh-Donou sold 3,783 shares of the business’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $337.39, for a total transaction 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. The trade was a 2.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thomas Dean Fountain sold 1,328 shares of the company’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $330.58, for a total transaction of $439,010.24. Following the transaction, the executive vice president owned 8,060 shares of the company’s stock, valued at $2,664,474.80. This trade represents a 14.15% 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 22,579 shares of company stock worth $7,836,860 over the last 90 days. Insiders own 0.48% of the company’s stock.

F5 Trading Up 4.0%

Shares of NASDAQ FFIV opened at $407.96 on Tuesday. The company has a market cap of $23.02 billion, a price-to-earnings ratio of 33.47, a PEG ratio of 4.60 and a beta of 1.03. F5, Inc. has a 12 month low of $223.76 and a 12 month high of $435.00. The stock has a 50-day moving average price of $400.80 and a two-hundred day moving average price of $330.81.

F5 (NASDAQ:FFIV) last posted its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, beating analysts’ consensus estimates of $4.00 by $0.73. F5 had a net margin of 21.96% and a return on equity of 21.50%. The company had revenue of $865.08 million for the quarter, compared to the consensus estimate of $834.60 million. During the same period last year, the company posted $4.16 EPS. The firm’s quarterly revenue was up 10.9% compared to the same quarter last year. 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, sell-side analysts predict that F5, Inc. will post 12.78 earnings per share for the current year.

F5 News Summary

Here are the key news stories impacting F5 this week:

• Positive Sentiment: F5 exceeded quarterly expectations. Fiscal Q3 2026 EPS was $4.73, up from $4.16 a year earlier and above the roughly $4.00 analyst consensus. Revenue reached $865.1 million, topping estimates of approximately $834.6 million. F5 Networks Beats Q3 Earnings and Revenue Estimates
• Positive Sentiment: Product growth remained strong. F5 reported 19% year-over-year product-revenue growth and 11% total-revenue growth, marking its eighth consecutive quarter of double-digit product growth. Management said customers continue to prioritize secure application and API delivery amid rising cybersecurity risks associated with artificial intelligence adoption. F5 Reports Third Quarter Results
• Positive Sentiment: Management raised its outlook again. F5 increased its full-year revenue-growth forecast for the third time this year, reflecting robust demand for its secure networking solutions. Fiscal 2026 EPS guidance of $17.21–$17.33 exceeds the $15.75 consensus, while fourth-quarter EPS guidance of $4.14–$4.26 is above the $3.95 consensus. Fourth-quarter revenue guidance of $870 million–$890 million also exceeds expectations. F5 Raises Annual Revenue Growth Forecast
• Neutral Sentiment: Pre-earnings coverage had anticipated approximately $4.00 in EPS and $833.6 million in revenue, leaving the focus on whether F5 could deliver an earnings beat and raise its outlook—both of which occurred. F5 Earnings Preview

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.