Generali Asset Management SPA SGR Grows Position in F5, Inc. $FFIV

Generali Asset Management SPA SGR increased its position in shares of F5, Inc. (NASDAQ:FFIV) by 19.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 9,449 shares of the network technology company’s stock after buying an additional 1,559 shares during the quarter. Generali Asset Management SPA SGR’s holdings in F5 were worth $2,412,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Abich Financial Wealth Management LLC purchased a new position in F5 during the 3rd quarter worth approximately $37,000. Torren Management LLC purchased a new position in F5 during the 4th quarter worth approximately $43,000. Geneos Wealth Management Inc. grew its stake 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 last quarter. Root Financial Partners LLC purchased a new position in F5 during the 3rd quarter worth approximately $49,000. Finally, MUFG Securities EMEA plc purchased a new position in F5 during the 2nd quarter worth approximately $50,000. Hedge funds and other institutional investors own 90.66% of the company’s stock.

Wall Street Analyst Weigh In

FFIV has been the subject of a number of recent research reports. Royal Bank Of Canada increased their price target on shares of F5 from $345.00 to $375.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Barclays increased their price target on shares of F5 from $283.00 to $292.00 and gave the stock an “equal weight” rating in a research note on Wednesday, April 29th. Piper Sandler reiterated an “overweight” rating on shares of F5 in a research note on Wednesday, April 29th. JPMorgan Chase & Co. increased their price target on shares of F5 from $355.00 to $365.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of F5 in a research note on Wednesday, April 29th. Five research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $316.44.

F5 Price Performance

Shares of NASDAQ:FFIV opened at $354.03 on Friday. The stock has a market cap of $19.97 billion, a P/E ratio of 29.04, a P/E/G ratio of 8.19 and a beta of 1.00. The firm has a fifty day moving average price of $297.33 and a 200 day moving average price of $274.01. F5, Inc. has a 1-year low of $223.76 and a 1-year high of $354.52.

F5 (NASDAQ:FFIV) last announced its quarterly earnings data on Tuesday, April 28th. The network technology company reported $3.90 EPS for the quarter, topping analysts’ consensus estimates of $3.47 by $0.43. The company had revenue of $811.70 million during the quarter, compared to the consensus estimate of $783.82 million. F5 had a net margin of 21.96% and a return on equity of 21.50%. F5’s quarterly revenue was up 11.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.42 EPS. F5 has set its Q3 2026 guidance at 3.910-4.030 EPS and its FY 2026 guidance at 16.250-16.550 EPS. Sell-side analysts expect that F5, Inc. will post 12.71 EPS for the current fiscal year.

Insider Activity at F5

In other F5 news, CTO Kunal Anand sold 3,123 shares of the company’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $322.33, for a total transaction of $1,006,636.59. Following the completion of the transaction, the chief technology officer owned 12,194 shares in the company, valued at approximately $3,930,492.02. This represents a 20.39% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Francois Locoh-Donou sold 3,783 shares of the company’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $337.39, for a total transaction of $1,276,346.37. Following the transaction, the chief executive officer owned 146,989 shares of the company’s stock, valued at approximately $49,592,618.71. The trade was a 2.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 24,688 shares of company stock worth $7,477,392 in the last 90 days. Corporate 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: F5’s latest quarter beat expectations, with revenue and EPS coming in above estimates and management raising guidance for the next quarter and full year. That supports the view that growth and profitability remain intact. F5 (FFIV) Reports Q2 Earnings
• Positive Sentiment: FFIV is trading close to its 52-week high and well above its 50-day and 200-day moving averages, signaling strong momentum that may be drawing in traders and institutions. MarketBeat FFIV Quote
• Neutral Sentiment: Several insider sales were disclosed, including transactions by the CEO and an EVP, but at least some were made under pre-arranged Rule 10b5-1 plans, which makes the signal less clear-cut for investors. CEO Form 4 (SEC)
• Negative Sentiment: Multiple insider sales across senior executives, including the CEO, CFO, and EVPs, may create some caution around the stock, even if the trades were largely pre-scheduled. F5 Insider Sells $322,330.00

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.