F5, Inc. $FFIV Holdings Increased by Two Sigma Securities LLC

Two Sigma Securities LLC lifted its stake in F5, Inc. (NASDAQ:FFIV) by 291.3% in the second quarter, HoldingsChannel reports. The fund owned 3,944 shares of the network technology company’s stock after purchasing an additional 2,936 shares during the quarter. Two Sigma Securities LLC’s holdings in F5 were worth $1,641,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in FFIV. Pinnacle Wealth Management Advisory Group LLC raised its holdings in F5 by 2.6% during the first quarter. Pinnacle Wealth Management Advisory Group LLC now owns 1,447 shares of the network technology company’s stock worth $419,000 after purchasing an additional 36 shares in the last quarter. Smartleaf Asset Management LLC boosted its stake in F5 by 3.4% during the 4th quarter. Smartleaf Asset Management LLC now owns 1,190 shares of the network technology company’s stock valued at $309,000 after purchasing an additional 39 shares in the last quarter. Meiji Yasuda Asset Management Co Ltd. boosted its stake in F5 by 4.4% during the 4th quarter. Meiji Yasuda Asset Management Co Ltd. now owns 968 shares of the network technology company’s stock valued at $247,000 after purchasing an additional 41 shares in the last quarter. Coldstream Capital Management Inc. increased its position in shares of F5 by 4.5% during the 3rd quarter. Coldstream Capital Management Inc. now owns 1,047 shares of the network technology company’s stock valued at $338,000 after purchasing an additional 45 shares during the period. Finally, Optas LLC increased its position in shares of F5 by 4.7% during the 1st quarter. Optas LLC now owns 1,035 shares of the network technology company’s stock valued at $299,000 after purchasing an additional 46 shares during the period. 90.66% of the stock is currently owned by institutional investors.

F5 Stock Performance

Shares of NASDAQ:FFIV opened at $394.24 on Monday. F5, Inc. has a one year low of $223.76 and a one year high of $435.00. The stock has a fifty day moving average of $404.32 and a 200-day moving average of $352.48. The company has a market capitalization of $22.33 billion, a PE ratio of 31.39, a price-to-earnings-growth ratio of 3.85 and a beta of 1.03.

F5 (NASDAQ:FFIV) last issued its earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.00 by $0.73. The business had revenue of $865.08 million for the quarter, compared to analysts’ expectations of $834.60 million. F5 had a return on equity of 21.54% and a net margin of 21.95%.The company’s quarterly revenue was up 10.9% on a year-over-year basis. During the same period in the previous year, the firm posted $4.16 EPS. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. As a group, research analysts forecast that F5, Inc. will post 13.65 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. Morgan Stanley upped their price objective on F5 from $380.00 to $415.00 and gave the company an “equal weight” rating in a report on Tuesday, July 28th. Weiss Ratings raised F5 from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, August 11th. Zacks Research cut shares of F5 from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 27th. Bank of America upped their price target on shares of F5 from $250.00 to $300.00 and gave the company an “underperform” rating in a report on Tuesday, May 26th. Finally, JPMorgan Chase & Co. raised their price objective on shares of F5 from $500.00 to $515.00 and gave the company an “overweight” rating in a research report on Tuesday, July 28th. Five investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $416.62.

Insiders Place Their Bets

In related news, EVP Thomas Dean Fountain sold 1,208 shares of F5 stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $414.63, for a total value of $500,873.04. Following the transaction, the executive vice president owned 8,060 shares of the company’s stock, valued at approximately $3,341,917.80. This trade represents a 13.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Francois Locoh-Donou sold 3,782 shares of the business’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $412.44, for a total value of $1,559,848.08. Following the sale, the chief executive officer owned 146,989 shares in the company, valued at approximately $60,624,143.16. The trade was a 2.51% decrease in their position. 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 a total of 15,699 shares of company stock worth $6,316,411 over the last three months. Company insiders own 0.48% of the company’s stock.

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.