Nippon Life Global Investors Americas Inc. Buys Shares of 148,290 F5, Inc. $FFIV

Nippon Life Global Investors Americas Inc. purchased a new stake in shares of F5, Inc. (NASDAQ:FFIV) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 148,290 shares of the network technology company’s stock, valued at approximately $61,683,000. F5 accounts for approximately 2.5% of Nippon Life Global Investors Americas Inc.’s portfolio, making the stock its 13th biggest holding.

Several other institutional investors have also modified their holdings of FFIV. Bank of New York Mellon Corp acquired a new stake in shares of F5 in the 2nd quarter worth about $154,007,000. Focus Partners Advisor Solutions LLC bought a new stake in F5 in the 2nd quarter valued at about $582,000. State of Wyoming acquired a new position in F5 during the 2nd quarter valued at about $591,000. ABN AMRO Bank N.V. acquired a new position in F5 during the 2nd quarter valued at about $205,000. Finally, GSA Capital Partners LLP acquired a new position in F5 during the 2nd quarter valued at about $879,000. Institutional investors own 90.66% of the company’s stock.

Insider Activity at F5

In other news, insider John Anthony Maddison sold 1,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $405.85, for a total value of $405,850.00. Following the completion of the sale, the insider directly owned 1,353 shares of the company’s stock, valued at $549,115.05. This represents a 42.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through 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 firm’s 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 sale, the chief executive officer 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 15,699 shares of company stock worth $6,316,411. Company insiders own 0.48% of the company’s stock.

F5 Price Performance

FFIV opened at $403.20 on Monday. The firm has a market capitalization of $22.83 billion, a P/E ratio of 32.10, a PEG ratio of 3.94 and a beta of 1.03. The stock has a fifty day moving average of $404.59 and a 200-day moving average of $344.58. F5, Inc. has a 12-month low of $223.76 and a 12-month high of $435.00.

F5 (NASDAQ:FFIV) last issued its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, beating analysts’ consensus estimates of $4.00 by $0.73. The business had revenue of $865.08 million for the quarter, compared to the consensus estimate of $834.60 million. F5 had a return on equity of 21.54% and a net margin of 21.95%.F5’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $4.16 earnings per share. 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, analysts expect that F5, Inc. will post 13.65 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

FFIV has been the topic of several analyst reports. Wall Street Zen upgraded shares of F5 from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Bank of America boosted 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. Royal Bank Of Canada reissued an “outperform” rating on shares of F5 in a report on Thursday, July 16th. JPMorgan Chase & Co. lifted their price target on F5 from $500.00 to $515.00 and gave the company an “overweight” rating in a research report on Tuesday, July 28th. Finally, Barclays lifted their target price on F5 from $386.00 to $397.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 28th. Five investment 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. According to data from MarketBeat.com, F5 currently has a consensus rating of “Hold” and a consensus price target of $416.62.

More F5 News

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.

About F5

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.