NEOS Investment Management LLC boosted its holdings in F5, Inc. (NASDAQ:FFIV – Free Report) by 19.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,322 shares of the network technology company’s stock after acquiring an additional 1,499 shares during the quarter. NEOS Investment Management LLC’s holdings in F5 were worth $3,878,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently bought and sold shares of FFIV. Retireful LLC bought a new position in shares of F5 during the 2nd quarter valued at about $1,348,000. Nykredit A S bought a new stake in shares of F5 in the 2nd quarter worth approximately $14,596,000. Proficio Capital Partners LLC bought a new stake in shares of F5 in the 2nd quarter worth approximately $392,000. Railway Pension Investments Ltd lifted its stake in F5 by 245.7% during the second quarter. Railway Pension Investments Ltd now owns 91,010 shares of the network technology company’s stock valued at $37,857,000 after purchasing an additional 64,680 shares during the last quarter. Finally, Susquehanna Fundamental Investments LLC acquired a new stake in F5 during the second quarter valued at approximately $3,040,000. 90.66% of the stock is owned by institutional investors and hedge funds.
Insider Transactions at F5
In other news, EVP Angelique M. Okeke sold 515 shares of the stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $404.49, for a total value of $208,312.35. Following the completion of the sale, the executive vice president directly owned 2,240 shares of the company’s stock, valued at $906,057.60. This represents a 18.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Kunal Anand sold 392 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $404.63, for a total transaction of $158,614.96. Following the sale, the chief technology officer owned 12,586 shares of the company’s stock, valued at approximately $5,092,673.18. This represents a 3.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 13,199 shares of company stock worth $5,316,411. 0.48% of the stock is currently owned by company insiders.
F5 Price Performance
F5 (NASDAQ:FFIV – Get Free Report) last issued its earnings results on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, topping the consensus estimate of $4.00 by $0.73. F5 had a return on equity of 21.54% and a net margin of 21.95%.The business had revenue of $865.08 million during the quarter, compared to analysts’ expectations of $834.60 million. During the same quarter last year, the firm posted $4.16 earnings per share. F5’s 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, analysts expect that F5, Inc. will post 13.65 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In
Several research firms have issued reports on FFIV. Zacks Research lowered shares of F5 from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 27th. Wall Street Zen upgraded F5 from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. Royal Bank Of Canada reissued an “outperform” rating on shares of F5 in a research note on Thursday, July 16th. Evercore upgraded F5 from an “in-line” rating to an “outperform” rating and set a $475.00 target price on the stock in a report on Monday, May 18th. Finally, Needham & Company LLC reaffirmed a “hold” rating on shares of F5 in a research report on Tuesday, July 28th. Five research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $416.62.
Read Our Latest Stock Analysis on FFIV
F5 Company 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.
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