Rockefeller Capital Management L.P. Purchases 26,604 Shares of F5, Inc. $FFIV

Rockefeller Capital Management L.P. grew its position in F5, Inc. (NASDAQ:FFIV) by 1,271.7% during the 4th quarter, HoldingsChannel reports. The fund owned 28,696 shares of the network technology company’s stock after purchasing an additional 26,604 shares during the period. Rockefeller Capital Management L.P.’s holdings in F5 were worth $7,325,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the company. Barclays PLC raised its holdings in shares of F5 by 51.7% in the third quarter. Barclays PLC now owns 310,368 shares of the network technology company’s stock worth $100,308,000 after buying an additional 105,738 shares during the period. Norges Bank purchased a new position in F5 during the 4th quarter valued at $205,706,000. Jefferies Financial Group Inc. grew its position in F5 by 127.0% in the 4th quarter. Jefferies Financial Group Inc. now owns 34,529 shares of the network technology company’s stock valued at $8,814,000 after acquiring an additional 19,315 shares during the last quarter. HighTower Advisors LLC purchased a new stake in F5 in the third quarter worth $1,571,000. Finally, TD Asset Management Inc lifted its position in shares of F5 by 52.4% during the third quarter. TD Asset Management Inc now owns 33,620 shares of the network technology company’s stock worth $10,866,000 after purchasing an additional 11,563 shares during the last quarter. 90.66% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other F5 news, EVP Thomas Dean Fountain sold 1,328 shares of the company’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $330.58, for a total transaction of $439,010.24. Following the completion of the sale, the executive vice president owned 8,060 shares in the company, valued at $2,664,474.80. This represents a 14.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Francois Locoh-Donou sold 3,783 shares of the stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $337.39, for a total value of $1,276,346.37. Following the sale, the chief executive officer directly owned 146,989 shares in the company, valued at $49,592,618.71. This trade represents a 2.51% decrease in their position. 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 quarter, insiders sold 22,579 shares of company stock valued at $7,836,860. 0.48% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

FFIV has been the topic of a number of research analyst reports. Piper Sandler upped their price target on shares of F5 from $356.00 to $423.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Needham & Company LLC reiterated a “hold” rating on shares of F5 in a report on Wednesday, April 29th. Morgan Stanley boosted their price objective on shares of F5 from $340.00 to $380.00 and gave the company an “equal weight” rating in a research report on Wednesday, May 20th. Weiss Ratings raised shares of F5 from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 30th. Finally, Barclays lifted their price target on shares of F5 from $292.00 to $386.00 and gave the company an “equal weight” rating in a research note on Friday, May 29th. Six equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $382.67.

F5 Price Performance

FFIV stock opened at $386.01 on Friday. F5, Inc. has a 1-year low of $223.76 and a 1-year high of $411.52. The business has a 50-day moving average price of $364.80 and a 200 day moving average price of $307.20. The company has a market capitalization of $21.78 billion, a P/E ratio of 31.67, a PEG ratio of 4.51 and a beta of 1.04.

F5 (NASDAQ:FFIV) last issued its earnings results on Tuesday, April 28th. The network technology company reported $3.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.47 by $0.43. The company had revenue of $811.70 million for the quarter, compared to analysts’ expectations of $783.82 million. F5 had a net margin of 21.96% and a return on equity of 21.50%. The firm’s quarterly revenue was up 11.0% on a year-over-year basis. During the same period in the prior year, the business earned $3.42 EPS. F5 has set its Q3 2026 guidance at 3.910-4.030 EPS and its FY 2026 guidance at 16.250-16.550 EPS. On average, analysts anticipate that F5, Inc. will post 12.79 earnings per share for the current fiscal year.

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.