NewEdge Advisors LLC Has $1.66 Million Position in F5, Inc. $FFIV

NewEdge Advisors LLC lifted its holdings in F5, Inc. (NASDAQ:FFIV) by 244.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,747 shares of the network technology company’s stock after acquiring an additional 4,078 shares during the period. NewEdge Advisors LLC’s holdings in F5 were worth $1,663,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Hazlett Burt & Watson Inc. acquired a new stake in F5 during the fourth quarter worth approximately $26,000. Hantz Financial Services Inc. lifted its stake in F5 by 109.8% in the fourth quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock valued at $27,000 after buying an additional 56 shares during the period. Elyxium Wealth LLC acquired a new position in F5 in the fourth quarter valued at approximately $28,000. SJS Investment Consulting Inc. lifted its stake in F5 by 963.6% in the first quarter. SJS Investment Consulting Inc. now owns 117 shares of the network technology company’s stock valued at $34,000 after buying an additional 106 shares during the period. Finally, Capital Advisors Ltd. LLC boosted its holdings in shares of F5 by 113.8% during the 1st quarter. Capital Advisors Ltd. LLC now owns 124 shares of the network technology company’s stock worth $36,000 after buying an additional 66 shares in the last quarter. 90.66% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on FFIV shares. Weiss Ratings upgraded shares of F5 from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday. JPMorgan Chase & Co. increased their target price on shares of F5 from $500.00 to $515.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 28th. Needham & Company LLC reissued a “hold” rating on shares of F5 in a research note on Tuesday, July 28th. Zacks Research cut shares of F5 from a “strong-buy” rating to a “hold” rating in a report on Monday, July 27th. Finally, Morgan Stanley lifted their price target on shares of F5 from $380.00 to $415.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 28th. Five investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, F5 presently has an average rating of “Hold” and an average target price of $416.62.

F5 Stock Down 3.1%

NASDAQ FFIV opened at $403.20 on Friday. The company has a market cap of $22.83 billion, a price-to-earnings ratio of 32.10, a P/E/G ratio of 3.97 and a beta of 1.03. F5, Inc. has a 52 week low of $223.76 and a 52 week high of $435.00. The business has a 50 day moving average price of $404.59 and a 200-day moving average price of $344.04.

F5 (NASDAQ:FFIV) last issued its earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, topping analysts’ consensus estimates of $4.00 by $0.73. F5 had a return on equity of 21.54% and a net margin of 21.95%.The company had revenue of $865.08 million for the quarter, compared to analyst estimates of $834.60 million. During the same period in the prior year, the firm earned $4.16 earnings per share. F5’s revenue for the quarter was up 10.9% on a year-over-year basis. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. On average, equities research analysts anticipate that F5, Inc. will post 13.65 earnings per share for the current year.

Insider Buying and Selling at F5

In other F5 news, insider John Anthony Maddison sold 1,000 shares of the company’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $405.85, for a total transaction of $405,850.00. Following the transaction, the insider owned 1,353 shares in the company, valued at approximately $549,115.05. This represents a 42.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Kunal Anand sold 392 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $404.63, for a total transaction of $158,614.96. Following the completion of the transaction, the chief technology officer directly owned 12,586 shares in the company, valued at $5,092,673.18. This trade represents a 3.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 15,699 shares of company stock worth $6,316,411 in the last ninety days. 0.48% of the stock is currently owned by corporate insiders.

F5 News Summary

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Zacks raised earnings forecasts across multiple periods. Estimates increased for fiscal 2026 EPS to $13.59 from $12.80, fiscal 2027 EPS to $13.77 from $13.02, and fiscal 2028 EPS to $16.16 from $13.48. Quarterly estimates were also raised, including Q4 2026 to $3.25, Q1 2027 to $3.37, Q3 2027 to $3.42, Q4 2027 to $3.86, and Q1–Q3 2028 estimates to $3.79, $3.79, and $4.17, respectively. The revisions suggest improving confidence in F5’s earnings trajectory.
• Positive Sentiment: The revisions build on F5’s latest quarterly performance, when the network technology company reported $4.73 in EPS and $865.08 million in revenue, exceeding analyst expectations. Revenue increased 10.9% year over year, supporting the case for continued earnings growth.
• Neutral Sentiment: The estimate changes were issued August 10 and reported again in several substantially similar research notes, so they represent one analyst’s updated outlook rather than a series of new developments. Zacks Research still rates FFIV “Hold,” while the broader current-year consensus is $13.53 EPS.
• Negative Sentiment: Valuation and momentum may be weighing on the stock. F5 trades at roughly 32 times earnings and near its $435 52-week high, leaving less room for disappointment. With shares positioned well above their 200-day moving average, some investors may be locking in gains despite the higher long-term earnings estimates.

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.