Voya Investment Management LLC Has $94.89 Million Position in F5, Inc. $FFIV

Voya Investment Management LLC grew its holdings in shares of F5, Inc. (NASDAQ:FFIV) by 61.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 356,362 shares of the network technology company’s stock after acquiring an additional 136,071 shares during the period. Voya Investment Management LLC’s holdings in F5 were worth $94,889,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in FFIV. GAMMA Investing LLC grew its stake in shares of F5 by 34,698.9% in the 1st quarter. GAMMA Investing LLC now owns 746,089 shares of the network technology company’s stock valued at $198,661,000 after buying an additional 743,945 shares during the period. Hotchkis & Wiley Capital Management LLC grew its stake in shares of F5 by 6.2% in the 1st quarter. Hotchkis & Wiley Capital Management LLC now owns 5,387,700 shares of the network technology company’s stock valued at $1,434,583,000 after buying an additional 312,415 shares during the period. Robeco Institutional Asset Management B.V. grew its stake in shares of F5 by 110.4% in the 1st quarter. Robeco Institutional Asset Management B.V. now owns 560,493 shares of the network technology company’s stock valued at $149,242,000 after buying an additional 294,050 shares during the period. Pacer Advisors Inc. grew its stake in shares of F5 by 659.3% in the 1st quarter. Pacer Advisors Inc. now owns 316,992 shares of the network technology company’s stock valued at $84,405,000 after buying an additional 275,244 shares during the period. Finally, AQR Capital Management LLC grew its stake in shares of F5 by 37.5% in the 1st quarter. AQR Capital Management LLC now owns 828,900 shares of the network technology company’s stock valued at $216,757,000 after buying an additional 226,231 shares during the period. 90.66% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other F5 news, EVP Chad Michael Whalen sold 5,297 shares of F5 stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $322.24, for a total transaction of $1,706,905.28. Following the transaction, the executive vice president owned 23,591 shares of the company’s stock, valued at $7,601,963.84. This trade represents a 18.34% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Thomas Dean Fountain sold 1,347 shares of F5 stock in a transaction that occurred on Monday, August 4th. The stock was sold at an average price of $309.73, for a total transaction of $417,206.31. Following the transaction, the executive vice president directly owned 20,699 shares in the company, valued at approximately $6,411,101.27. This represents a 6.11% decrease in their position. The disclosure for this sale can be found here. Insiders sold 11,945 shares of company stock worth $3,762,365 in the last quarter. 0.52% of the stock is owned by corporate insiders.

F5 Stock Performance

Shares of NASDAQ FFIV opened at $321.67 on Friday. F5, Inc. has a fifty-two week low of $206.10 and a fifty-two week high of $337.39. The stock has a market cap of $18.48 billion, a price-to-earnings ratio of 28.34, a PEG ratio of 3.86 and a beta of 1.08. The firm’s 50-day simple moving average is $310.97 and its 200 day simple moving average is $287.96.

F5 (NASDAQ:FFIV) last posted its earnings results on Wednesday, July 30th. The network technology company reported $4.16 EPS for the quarter, topping the consensus estimate of $3.49 by $0.67. F5 had a net margin of 22.06% and a return on equity of 21.77%. The firm had revenue of $780.37 million for the quarter, compared to analysts’ expectations of $750.64 million. During the same quarter last year, the firm earned $3.36 EPS. The company’s quarterly revenue was up 12.2% compared to the same quarter last year. F5 has set its FY 2025 guidance at 15.240-15.380 EPS. Q4 2025 guidance at 3.870-3.990 EPS. On average, sell-side analysts predict that F5, Inc. will post 11.2 EPS for the current year.

Wall Street Analysts Forecast Growth

FFIV has been the subject of several research reports. Wall Street Zen downgraded F5 from a “strong-buy” rating to a “buy” rating in a research note on Thursday, May 22nd. Barclays raised their target price on F5 from $274.00 to $321.00 and gave the company an “equal weight” rating in a research note on Thursday, July 31st. Morgan Stanley raised their price target on shares of F5 from $305.00 to $312.00 and gave the company an “equal weight” rating in a research report on Thursday, July 31st. Piper Sandler raised their price target on shares of F5 from $304.00 to $355.00 and gave the company a “neutral” rating in a research report on Thursday, July 31st. Finally, JPMorgan Chase & Co. raised their price target on shares of F5 from $285.00 to $305.00 and gave the company a “neutral” rating in a research report on Thursday, July 17th. Three research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, F5 has a consensus rating of “Hold” and an average price target of $309.89.

F5 Profile

F5, Inc provides multi-cloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region. The company’s distributed cloud services enable its customers to deploy, secure, and operate applications in any architecture, from on-premises to the public cloud.