Geode Capital Management LLC Buys 64,420 Shares of F5, Inc. $FFIV

Geode Capital Management LLC lifted its stake in shares of F5, Inc. (NASDAQ:FFIV) by 3.8% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,741,117 shares of the network technology company’s stock after purchasing an additional 64,420 shares during the period. Geode Capital Management LLC’s holdings in F5 were worth $511,016,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the stock. MGO One Seven LLC increased its holdings in F5 by 0.8% during the second quarter. MGO One Seven LLC now owns 4,927 shares of the network technology company’s stock worth $1,450,000 after buying an additional 40 shares during the last quarter. Meiji Yasuda Asset Management Co Ltd. grew its position in shares of F5 by 2.5% in the 1st quarter. Meiji Yasuda Asset Management Co Ltd. now owns 1,805 shares of the network technology company’s stock valued at $481,000 after acquiring an additional 44 shares during the period. Signaturefd LLC grew its position in shares of F5 by 2.6% in the 2nd quarter. Signaturefd LLC now owns 1,834 shares of the network technology company’s stock valued at $540,000 after acquiring an additional 46 shares during the period. Ethic Inc. increased its stake in shares of F5 by 0.5% during the 2nd quarter. Ethic Inc. now owns 9,849 shares of the network technology company’s stock worth $2,913,000 after purchasing an additional 46 shares during the last quarter. Finally, Horizon Investments LLC raised its holdings in shares of F5 by 6.3% in the 1st quarter. Horizon Investments LLC now owns 845 shares of the network technology company’s stock valued at $225,000 after purchasing an additional 50 shares during the period. Institutional investors and hedge funds own 90.66% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the company. Evercore ISI reiterated a “cautious” rating on shares of F5 in a report on Tuesday, October 28th. Morgan Stanley reduced their target price on F5 from $352.00 to $336.00 and set an “equal weight” rating for the company in a research note on Tuesday, October 28th. JPMorgan Chase & Co. decreased their target price on F5 from $320.00 to $295.00 and set a “neutral” rating on the stock in a report on Tuesday, October 28th. Needham & Company LLC restated a “hold” rating on shares of F5 in a research note on Tuesday, October 28th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of F5 in a research report on Wednesday, October 8th. Three investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $295.56.

F5 Price Performance

Shares of NASDAQ FFIV opened at $234.00 on Friday. The firm has a market cap of $13.44 billion, a P/E ratio of 19.81, a price-to-earnings-growth ratio of 7.53 and a beta of 1.08. The business’s 50 day moving average is $300.90 and its 200-day moving average is $298.17. The company has a current ratio of 1.56, a quick ratio of 1.56 and a debt-to-equity ratio of 0.22. F5, Inc. has a 1-year low of $227.04 and a 1-year 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, beating analysts’ consensus estimates of $3.96 by $0.43. The firm had revenue of $810.09 million for the quarter, compared to analyst estimates of $794.06 million. F5 had a return on equity of 21.76% and a net margin of 22.42%.The company’s revenue for the quarter was up 8.5% on a year-over-year basis. During the same period in the prior year, the firm posted $3.67 EPS. F5 has set its FY 2026 guidance at 14.500-15.500 EPS. Q1 2026 guidance at 3.350-3.850 EPS. Equities research analysts predict that F5, Inc. will post 11.2 earnings per share for the current year.

Insider Buying and Selling at F5

In other F5 news, insider Lyra Amber Schramm sold 2,701 shares of the stock in a transaction that occurred on Monday, September 8th. The shares were sold at an average price of $316.57, for a total transaction of $855,055.57. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Chad Michael Whalen sold 9,436 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $249.77, for a total transaction of $2,356,829.72. Following the transaction, the executive vice president directly owned 25,641 shares in the company, valued at $6,404,352.57. This represents a 26.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders 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 owned by insiders.

About F5

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.