133,418 Shares in F5, Inc. $FFIV Purchased by Caisse de depot et placement du Quebec

Caisse de depot et placement du Quebec acquired a new position in F5, Inc. (NASDAQ:FFIV) during the 2nd quarter, HoldingsChannel reports. The fund acquired 133,418 shares of the network technology company’s stock, valued at approximately $55,497,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Man Group plc purchased a new position in shares of F5 during the 2nd quarter valued at $26,328,000. Roberts Glore & Co. Inc. IL purchased a new stake in F5 in the 2nd quarter worth about $430,000. Jupiter Topco LLC bought a new stake in F5 in the 2nd quarter valued at about $66,161,000. Hsbc Holdings PLC bought a new stake in F5 in the 2nd quarter valued at about $208,277,000. Finally, Canada Pension Plan Investment Board purchased a new stake in F5 during the second quarter valued at about $18,556,000. 90.66% of the stock is owned by institutional investors.

F5 Trading Up 2.7%

Shares of FFIV opened at $410.22 on Friday. F5, Inc. has a 12-month low of $223.76 and a 12-month high of $435.00. The company has a market cap of $23.23 billion, a PE ratio of 32.66, a price-to-earnings-growth ratio of 3.90 and a beta of 1.03. The stock has a 50-day moving average price of $404.14 and a 200-day moving average price of $351.66.

F5 (NASDAQ:FFIV) last issued its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, beating analysts’ consensus estimates of $4.00 by $0.73. F5 had a net margin of 21.95% and a return on equity of 21.54%. The business had revenue of $865.08 million for the quarter, compared to analysts’ expectations of $834.60 million. During the same period last year, the business earned $4.16 earnings per share. The business’s quarterly revenue 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. As a group, analysts predict that F5, Inc. will post 13.65 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider John Anthony Maddison sold 1,000 shares of the business’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $405.85, for a total transaction of $405,850.00. Following the sale, the insider owned 1,353 shares of the company’s stock, valued at $549,115.05. The trade was a 42.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Francois Locoh-Donou sold 3,782 shares of the company’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $412.44, for a total transaction of $1,559,848.08. Following the completion of the sale, the chief executive officer owned 146,989 shares in the company, valued at approximately $60,624,143.16. 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. Over the last ninety days, insiders sold 15,699 shares of company stock worth $6,316,411. 0.48% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several research firms have recently weighed in on FFIV. Bank of America lifted their target price on shares of F5 from $250.00 to $300.00 and gave the stock an “underperform” rating in a research note on Tuesday, May 26th. Barclays upped their price target on shares of F5 from $386.00 to $397.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 28th. Morgan Stanley raised their price objective on shares of F5 from $380.00 to $415.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 28th. Evercore raised shares of 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. Finally, Zacks Research downgraded F5 from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 27th. Five analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, F5 presently has a consensus rating of “Hold” and an average target price of $416.62.

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.