Bessemer Group Inc. Sells 3,343 Shares of F5, Inc. $FFIV

Bessemer Group Inc. decreased its holdings in shares of F5, Inc. (NASDAQ:FFIV) by 54.7% in the second quarter, Holdings Channel reports. The firm owned 2,766 shares of the network technology company’s stock after selling 3,343 shares during the quarter. Bessemer Group Inc.’s holdings in F5 were worth $813,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Ashton Thomas Private Wealth LLC bought a new position in F5 during the second quarter worth about $225,000. Nisa Investment Advisors LLC lifted its stake in F5 by 0.5% during the second quarter. Nisa Investment Advisors LLC now owns 30,248 shares of the network technology company’s stock worth $8,903,000 after purchasing an additional 160 shares during the period. Whipplewood Advisors LLC lifted its stake 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. Brighton Jones LLC bought a new position in F5 during the second quarter worth about $307,000. Finally, Linden Thomas Advisory Services LLC lifted its stake in F5 by 137.1% during the second quarter. Linden Thomas Advisory Services LLC now owns 25,674 shares of the network technology company’s stock worth $7,556,000 after purchasing an additional 14,845 shares during the period. Institutional investors own 90.66% of the company’s stock.

F5 Stock Performance

NASDAQ:FFIV opened at $253.05 on Friday. The company has a current ratio of 1.56, a quick ratio of 1.56 and a debt-to-equity ratio of 0.22. The stock has a market capitalization of $14.54 billion, a P/E ratio of 21.43, a price-to-earnings-growth ratio of 7.53 and a beta of 1.06. The firm has a 50 day moving average of $315.24 and a 200-day moving average of $299.73. F5, Inc. has a 1 year low of $227.04 and a 1 year high of $346.00.

F5 (NASDAQ:FFIV) last issued its quarterly earnings results on Monday, October 27th. The network technology company reported $4.39 earnings per share for the quarter, beating analysts’ consensus estimates of $3.96 by $0.43. The business had revenue of $810.09 million during the quarter, compared to analyst estimates of $794.06 million. F5 had a net margin of 22.42% and a return on equity of 21.76%. F5’s revenue for the quarter was up 8.5% compared to the same quarter last year. During the same quarter last year, the business posted $3.67 earnings per share. F5 has set its FY 2026 guidance at 14.500-15.500 EPS. Q1 2026 guidance at 3.350-3.850 EPS. As a group, sell-side analysts anticipate that F5, Inc. will post 11.2 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have commented on FFIV shares. Barclays cut their price target on shares of F5 from $321.00 to $267.00 and set an “equal weight” rating for the company in a research note on Tuesday, October 28th. Royal Bank Of Canada cut their price target on shares of F5 from $350.00 to $315.00 and set a “sector perform” rating for the company in a research note on Tuesday, October 28th. Piper Sandler cut their price target on shares of F5 from $355.00 to $277.00 and set a “neutral” rating for the company in a research note on Tuesday, October 28th. Needham & Company LLC reiterated a “hold” rating on shares of F5 in a research note on Tuesday, October 28th. Finally, Zacks Research cut shares of F5 from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 13th. Three equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $295.56.

Insider Activity at F5

In related news, insider Lyra Amber Schramm sold 2,701 shares of the firm’s stock in a transaction that occurred on Monday, September 8th. The shares were sold at an average price of $316.57, for a total value of $855,055.57. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Thomas Dean Fountain sold 1,347 shares of the firm’s stock in a transaction that occurred on Monday, August 4th. The shares were sold at an average price of $309.73, for a total transaction of $417,206.31. Following the completion of the sale, the executive vice president directly owned 20,699 shares of the company’s stock, valued at approximately $6,411,101.27. This represents a 6.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 10,645 shares of company stock worth $3,395,960. 0.52% of the stock is currently owned by company insiders.

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.