State of Wyoming Acquires Shares of 1,420 F5, Inc. $FFIV

State of Wyoming bought a new position in shares of F5, Inc. (NASDAQ:FFIV) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor bought 1,420 shares of the network technology company’s stock, valued at approximately $591,000.

A number of other large investors have also modified their holdings of the business. Millennium Management LLC lifted its stake in shares of F5 by 166.5% in the first quarter. Millennium Management LLC now owns 62,906 shares of the network technology company’s stock worth $16,750,000 after buying an additional 39,305 shares in the last quarter. NewEdge Advisors LLC grew its stake in F5 by 1,281.4% during the 1st quarter. NewEdge Advisors LLC now owns 967 shares of the network technology company’s stock valued at $257,000 after acquiring an additional 897 shares in the last quarter. Goldman Sachs Group Inc. raised its holdings in F5 by 38.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 298,297 shares of the network technology company’s stock valued at $79,428,000 after acquiring an additional 82,835 shares during the last quarter. Focus Partners Wealth acquired a new stake in F5 in the 1st quarter valued at about $257,000. Finally, Geneos Wealth Management Inc. lifted its stake in F5 by 288.1% in the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock worth $43,000 after purchasing an additional 121 shares in the last quarter. Hedge funds and other institutional investors own 90.66% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on FFIV. Evercore upgraded F5 from an “in-line” rating to an “outperform” rating and set a $475.00 target price on the stock in a report on Monday, May 18th. Barclays increased their price target on F5 from $386.00 to $397.00 and gave the company an “equal weight” rating in a report on Tuesday, July 28th. Bank of America lifted their price objective on F5 from $250.00 to $300.00 and gave the stock an “underperform” rating in a research report on Tuesday, May 26th. JPMorgan Chase & Co. boosted their price objective on F5 from $500.00 to $515.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 28th. Finally, Piper Sandler restated an “overweight” rating and issued a $461.00 target price (up from $423.00) on shares of F5 in a report on Tuesday, July 28th. Five research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, F5 presently has an average rating of “Hold” and a consensus target price of $416.62.

Insider Buying and Selling

In other F5 news, CEO Francois Locoh-Donou sold 3,782 shares of F5 stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $412.44, for a total value of $1,559,848.08. Following the sale, the chief executive officer owned 146,989 shares in the company, valued at $60,624,143.16. The trade was a 2.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Nikhil Ramesh Mehta sold 4,000 shares of the stock in a transaction on Thursday, July 30th. The stock was sold at an average price of $388.95, for a total value of $1,555,800.00. Following the transaction, the director owned 7,043 shares of the company’s stock, valued at approximately $2,739,374.85. This represents a 36.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 15,699 shares of company stock valued at $6,316,411 in the last ninety days. Company insiders own 0.48% of the company’s stock.

Trending Headlines about F5

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Zacks raised earnings estimates across multiple periods. The firm increased its FY2026 EPS forecast to $13.59 from $12.80, FY2027 to $13.77 from $13.02, and FY2028 to $16.16 from $13.48. It also lifted estimates for several individual quarters, including Q4 2026, Q1 and Q3 2027, and Q1 through Q3 2028. The revisions indicate improving expectations for F5’s profitability and are above the current-year consensus estimate of $13.53. Zacks Research Forecasts F5’s Q2 Earnings
• Neutral Sentiment: The estimate increases are concentrated in future periods. Although Zacks raised its Q2 2028 EPS forecast to $3.79 from $3.22 and its Q3 2028 forecast to $4.17 from $3.46, these revisions may have less impact on near-term trading than changes to current-quarter guidance or results.
• Negative Sentiment: Zacks maintained a Hold rating. The lack of an upgrade may temper investor enthusiasm, particularly after F5’s strong run toward its 52-week high. At a valuation of roughly 32 times earnings, investors may be looking for stronger near-term catalysts before assigning the stock a higher multiple.

F5 Price Performance

NASDAQ:FFIV opened at $403.20 on Monday. The firm has a market capitalization of $22.83 billion, a price-to-earnings ratio of 32.10, a PEG ratio of 3.94 and a beta of 1.03. The company’s 50-day moving average is $404.59 and its two-hundred day moving average is $344.58. F5, Inc. has a 1-year low of $223.76 and a 1-year high of $435.00.

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

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.