Campbell & CO Investment Adviser LLC Increases Stock Position in F5, Inc. $FFIV

Campbell & CO Investment Adviser LLC boosted its position in shares of F5, Inc. (NASDAQ:FFIV) by 124.1% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,381 shares of the network technology company’s stock after buying an additional 4,641 shares during the quarter. Campbell & CO Investment Adviser LLC’s holdings in F5 were worth $2,467,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of FFIV. Private Advisory Group LLC purchased a new stake in shares of F5 during the first quarter worth $469,000. Vestcor Inc increased its holdings in shares of F5 by 689.3% during the 1st quarter. Vestcor Inc now owns 7,364 shares of the network technology company’s stock worth $1,961,000 after buying an additional 6,431 shares during the last quarter. Vanguard Personalized Indexing Management LLC raised its position in shares of F5 by 17.4% during the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 9,622 shares of the network technology company’s stock valued at $2,832,000 after buying an additional 1,428 shares during the period. Morningstar Investment Management LLC purchased a new stake in shares of F5 during the 2nd quarter valued at approximately $240,000. Finally, Sequoia Financial Advisors LLC lifted its holdings in F5 by 15.4% in the second quarter. Sequoia Financial Advisors LLC now owns 18,477 shares of the network technology company’s stock valued at $5,438,000 after acquiring an additional 2,461 shares during the last quarter. Institutional investors and hedge funds own 90.66% of the company’s stock.

Insider Buying and Selling

In other F5 news, insider Lyra Amber Schramm sold 1,062 shares of the stock in a transaction dated Tuesday, November 4th. The stock was sold at an average price of $246.97, for a total value of $262,282.14. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Thomas Dean Fountain sold 8,318 shares of F5 stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $249.78, for a total value of $2,077,670.04. Following the completion of the transaction, the executive vice president owned 22,493 shares of the company’s stock, valued at $5,618,301.54. The trade was a 27.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 24,117 shares of company stock valued at $6,297,504 in the last three months. 0.52% of the stock is currently owned by insiders.

F5 Stock Down 0.9%

Shares of FFIV opened at $245.74 on Monday. The company’s 50-day simple moving average is $308.24 and its 200-day simple moving average is $299.63. 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 1 year low of $227.04 and a 1 year high of $346.00. The stock has a market capitalization of $14.12 billion, a PE ratio of 20.81, a P/E/G ratio of 7.53 and a beta of 1.08.

F5 (NASDAQ:FFIV) last announced its quarterly earnings data 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 firm had revenue of $810.09 million during the quarter, compared to analysts’ expectations of $794.06 million. F5 had a net margin of 22.42% and a return on equity of 21.76%. The business’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same quarter in the previous 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. Analysts forecast that F5, Inc. will post 11.2 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have commented on the company. Piper Sandler reduced their target price on F5 from $355.00 to $277.00 and set a “neutral” rating on the stock in a research report on Tuesday, October 28th. JPMorgan Chase & Co. reduced their price objective on shares of F5 from $320.00 to $295.00 and set a “neutral” rating on the stock in a report on Tuesday, October 28th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of F5 in a research note on Wednesday, October 8th. Royal Bank Of Canada dropped 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 report on Tuesday, October 28th. Finally, Barclays reduced their price target on shares of F5 from $321.00 to $267.00 and set an “equal weight” rating on the stock in a research note on Tuesday, October 28th. Three investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, F5 currently has an average rating of “Hold” and an average target price of $295.56.

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.