Burney Co. Trims Position in F5, Inc. $FFIV

Burney Co. decreased its position in F5, Inc. (NASDAQ:FFIV) by 3.3% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 19,113 shares of the network technology company’s stock after selling 651 shares during the quarter. Burney Co.’s holdings in F5 were worth $5,625,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in FFIV. Private Advisory Group LLC purchased a new stake in F5 in the 1st quarter worth $469,000. Vestcor Inc lifted its position in shares of F5 by 689.3% in the first quarter. Vestcor Inc now owns 7,364 shares of the network technology company’s stock valued at $1,961,000 after acquiring an additional 6,431 shares in the last quarter. Vanguard Personalized Indexing Management LLC boosted its stake in shares of F5 by 17.4% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 9,622 shares of the network technology company’s stock worth $2,832,000 after acquiring an additional 1,428 shares during the period. Morningstar Investment Management LLC purchased a new stake in shares of F5 during the second quarter worth about $240,000. Finally, Sequoia Financial Advisors LLC grew its position in shares of F5 by 15.4% during the second quarter. Sequoia Financial Advisors LLC now owns 18,477 shares of the network technology company’s stock worth $5,438,000 after purchasing an additional 2,461 shares in the last quarter. 90.66% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

FFIV has been the topic of a number of research analyst reports. Barclays lowered their price target on F5 from $321.00 to $267.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 28th. Evercore ISI reissued a “cautious” rating on shares of F5 in a report on Tuesday, October 28th. Needham & Company LLC restated a “hold” rating on shares of F5 in a research report on Tuesday, October 28th. Weiss Ratings reiterated a “buy (b)” rating on shares of F5 in a report on Wednesday, October 8th. 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 analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, F5 presently has a consensus rating of “Hold” and a consensus target price of $295.56.

Insider Buying and Selling

In other F5 news, EVP Chad Michael Whalen sold 5,297 shares of the business’s stock in a transaction that occurred on Monday, August 11th. The stock was sold at an average price of $322.24, for a total transaction of $1,706,905.28. Following the sale, the executive vice president directly owned 23,591 shares of the company’s stock, valued at $7,601,963.84. The trade was a 18.34% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Lyra Amber Schramm sold 2,701 shares of the company’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 disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 9,298 shares of company stock worth $2,978,754. Corporate insiders own 0.52% of the company’s stock.

F5 Trading Down 1.4%

Shares of FFIV opened at $253.05 on Monday. The stock has a market capitalization of $14.54 billion, a PE ratio of 21.43, a P/E/G ratio of 7.53 and a beta of 1.06. The company’s fifty day moving average is $315.24 and its 200 day moving average is $300.02. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.56 and a current ratio of 1.56. F5, Inc. has a fifty-two week low of $227.04 and a fifty-two week high of $346.00.

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

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.