Jefferies Financial Group Inc. Acquires New Shares in F5, Inc. $FFIV

Jefferies Financial Group Inc. acquired a new position in shares of F5, Inc. (NASDAQ:FFIV) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 2,904 shares of the network technology company’s stock, valued at approximately $1,208,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in FFIV. Millennium Management LLC raised its position in shares of F5 by 166.5% during the first quarter. Millennium Management LLC now owns 62,906 shares of the network technology company’s stock worth $16,750,000 after purchasing an additional 39,305 shares during the period. NewEdge Advisors LLC grew its position in shares of F5 by 1,281.4% in the 1st quarter. NewEdge Advisors LLC now owns 967 shares of the network technology company’s stock valued at $257,000 after purchasing an additional 897 shares during the period. Goldman Sachs Group Inc. increased its stake in F5 by 38.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 298,297 shares of the network technology company’s stock worth $79,428,000 after purchasing an additional 82,835 shares in the last quarter. Focus Partners Wealth bought a new stake in F5 during the 1st quarter worth approximately $257,000. Finally, Geneos Wealth Management Inc. raised its holdings in F5 by 288.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock worth $43,000 after buying an additional 121 shares during the period. 90.66% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, CEO Francois Locoh-Donou sold 3,782 shares of the stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 146,989 shares of the company’s stock, valued at approximately $60,624,143.16. This represents a 2.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Edward Cooper Werner sold 2,500 shares of the firm’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $400.00, for a total value of $1,000,000.00. Following the completion of the transaction, the chief financial officer owned 406 shares of the company’s stock, valued at approximately $162,400. This represents a 86.03% 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 15,699 shares of company stock worth $6,316,411 over the last three months. Company insiders own 0.48% of the company’s stock.

F5 Price Performance

NASDAQ:FFIV opened at $394.24 on Monday. The company has a market cap of $22.33 billion, a P/E ratio of 31.39, a price-to-earnings-growth ratio of 3.85 and a beta of 1.03. F5, Inc. has a twelve month low of $223.76 and a twelve month high of $435.00. The business has a 50 day moving average price of $404.32 and a two-hundred day moving average price of $352.48.

F5 (NASDAQ:FFIV) last posted its quarterly earnings data on Monday, July 27th. The network technology company reported $4.73 earnings per share (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 company had revenue of $865.08 million for the quarter, compared to the consensus estimate of $834.60 million. During the same period last year, the company earned $4.16 earnings per share. The firm’s revenue was up 10.9% compared to the same quarter last year. 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 anticipate that F5, Inc. will post 13.65 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts have weighed in on FFIV shares. Wall Street Zen raised shares of F5 from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. JPMorgan Chase & Co. raised their price objective on shares of F5 from $500.00 to $515.00 and gave the stock an “overweight” rating in a report on Tuesday, July 28th. Barclays boosted their price objective on shares of F5 from $386.00 to $397.00 and gave the company an “equal weight” rating in a research report on Tuesday, July 28th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of F5 in a research note on Thursday, July 16th. Finally, Morgan Stanley increased their target price on F5 from $380.00 to $415.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 28th. Five analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, F5 presently has an average rating of “Hold” and a consensus target price of $416.62.

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.