Neuberger Berman Group LLC Has $5.40 Million Stock Position in F5, Inc. $FFIV

Neuberger Berman Group LLC lifted its position in shares of F5, Inc. (NASDAQ:FFIV) by 60.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 18,360 shares of the network technology company’s stock after purchasing an additional 6,914 shares during the period. Neuberger Berman Group LLC’s holdings in F5 were worth $5,404,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Whipplewood Advisors LLC grew its stake in shares of 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 buying an additional 66 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC lifted its stake in shares of F5 by 134.1% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 103 shares of the network technology company’s stock valued at $27,000 after acquiring an additional 59 shares during the last quarter. Groupe la Francaise acquired a new stake in shares of F5 during the 1st quarter valued at $34,000. Flaharty Asset Management LLC bought a new stake in F5 during the 1st quarter worth $35,000. Finally, Geneos Wealth Management Inc. boosted its stake in shares of F5 by 288.1% during the first quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock valued at $43,000 after purchasing an additional 121 shares in the last quarter. Institutional investors own 90.66% of the company’s stock.

F5 Stock Performance

NASDAQ:FFIV opened at $239.41 on Friday. The company has a quick ratio of 1.56, a current ratio of 1.56 and a debt-to-equity ratio of 0.22. F5, Inc. has a twelve month low of $223.76 and a twelve month high of $346.00. The company has a fifty day moving average of $282.32 and a 200-day moving average of $295.72. The firm has a market capitalization of $13.75 billion, a P/E ratio of 20.27, a P/E/G ratio of 7.53 and a beta of 1.08.

F5 (NASDAQ:FFIV) last posted its quarterly earnings results on Monday, October 27th. The network technology company reported $4.39 earnings per share for the quarter, beating the consensus estimate of $3.96 by $0.43. F5 had a net margin of 22.42% and a return on equity of 21.76%. The firm had revenue of $810.09 million during the quarter, compared to the consensus estimate of $794.06 million. During the same period in the previous year, the firm posted $3.67 earnings per share. The business’s revenue was up 8.5% compared to the same quarter last year. 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 year.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on FFIV. Piper Sandler reduced their price objective on shares of F5 from $355.00 to $277.00 and set a “neutral” rating on the stock in a research note on Tuesday, October 28th. Needham & Company LLC reaffirmed a “hold” rating on shares of F5 in a research note on Tuesday, October 28th. Zacks Research downgraded shares of F5 from a “hold” rating to a “strong sell” rating in a research report on Tuesday, November 11th. Weiss Ratings restated a “buy (b)” rating on shares of F5 in a research report on Wednesday, October 8th. Finally, Morgan Stanley reduced their price objective on shares of F5 from $352.00 to $336.00 and set an “equal weight” rating on the stock in a research note on Tuesday, October 28th. Three equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $295.56.

Insider Buying and Selling at F5

In related news, EVP Thomas Dean Fountain sold 1,110 shares of F5 stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $234.91, for a total transaction of $260,750.10. Following the transaction, the executive vice president owned 20,273 shares of the company’s stock, valued at $4,762,330.43. The trade was a 5.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Francois Locoh-Donou sold 1,300 shares of F5 stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $252.98, for a total transaction of $328,874.00. Following the transaction, the chief executive officer directly owned 151,623 shares in the company, valued at $38,357,586.54. This represents a 0.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 26,337 shares of company stock worth $6,810,713. 0.52% of the stock is owned by company insiders.

F5 Company 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.