SEB Asset Management AB Takes $7.59 Million Position in F5, Inc. $FFIV

SEB Asset Management AB acquired a new position in F5, Inc. (NASDAQ:FFIV) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 26,244 shares of the network technology company’s stock, valued at approximately $7,593,000.

Other institutional investors have also recently made changes to their positions in the company. Pinnacle Wealth Management Advisory Group LLC raised its stake in F5 by 2.6% during the 1st quarter. Pinnacle Wealth Management Advisory Group LLC now owns 1,447 shares of the network technology company’s stock valued at $419,000 after purchasing an additional 36 shares during the period. Smartleaf Asset Management LLC boosted its stake in F5 by 3.4% in the 4th quarter. Smartleaf Asset Management LLC now owns 1,190 shares of the network technology company’s stock worth $309,000 after purchasing an additional 39 shares during the period. Pacific Sage Partners LLC grew its holdings in F5 by 0.6% during the 4th quarter. Pacific Sage Partners LLC now owns 7,122 shares of the network technology company’s stock valued at $1,818,000 after buying an additional 40 shares in the last quarter. Meiji Yasuda Asset Management Co Ltd. grew its holdings in F5 by 4.4% during the 4th quarter. Meiji Yasuda Asset Management Co Ltd. now owns 968 shares of the network technology company’s stock valued at $247,000 after buying an additional 41 shares in the last quarter. Finally, Coldstream Capital Management Inc. lifted its holdings in shares of F5 by 4.5% in the third quarter. Coldstream Capital Management Inc. now owns 1,047 shares of the network technology company’s stock worth $338,000 after buying an additional 45 shares in the last quarter. Hedge funds and other institutional investors own 90.66% of the company’s stock.

F5 Price Performance

Shares of FFIV opened at $408.74 on Wednesday. The stock has a market capitalization of $23.06 billion, a price-to-earnings ratio of 33.53, a price-to-earnings-growth ratio of 4.83 and a beta of 1.03. F5, Inc. has a 1 year low of $223.76 and a 1 year high of $435.00. The business’s 50 day simple moving average is $398.31 and its 200-day simple moving average is $327.04.

F5 (NASDAQ:FFIV) last posted its earnings results on Tuesday, April 28th. The network technology company reported $3.90 earnings per share for the quarter, beating analysts’ consensus estimates of $3.47 by $0.43. F5 had a net margin of 21.96% and a return on equity of 21.50%. The firm had revenue of $811.70 million during the quarter, compared to analyst estimates of $783.82 million. During the same period last year, the firm posted $3.42 earnings per share. F5’s revenue for the quarter was up 11.0% compared to the same quarter last year. 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, sell-side analysts expect that F5, Inc. will post 12.78 earnings per share for the current year.

Insider Buying and Selling at F5

In other news, CEO Francois Locoh-Donou sold 3,783 shares of the business’s stock in a transaction dated 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. The trade was a 2.51% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad Michael Whalen sold 6,200 shares of the company’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $350.19, for a total transaction of $2,171,178.00. Following the sale, the executive vice president owned 20,832 shares in the company, valued at $7,295,158.08. This represents a 22.94% 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. Insiders have sold 22,579 shares of company stock valued at $7,836,860 over the last ninety days. Corporate insiders own 0.48% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Zacks Research upgraded shares of F5 from a “hold” rating to a “strong-buy” rating in a research report on Friday, June 26th. Royal Bank Of Canada reiterated an “outperform” rating on shares of F5 in a report on Thursday, July 16th. Piper Sandler boosted their price target on shares of F5 from $356.00 to $423.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. Evercore raised shares of F5 from an “in-line” rating to an “outperform” rating and set a $475.00 price objective for the company in a report on Monday, May 18th. Finally, JPMorgan Chase & Co. raised their price objective on F5 from $355.00 to $365.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $382.67.

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.