USA Financial Formulas Makes New Investment in F5, Inc. $FFIV

USA Financial Formulas purchased a new stake in shares of F5, Inc. (NASDAQ:FFIV) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 1,705 shares of the network technology company’s stock, valued at approximately $759,000.

Other institutional investors have also bought and sold shares of the company. Mather Group LLC. grew its stake in shares of F5 by 2.5% in the 3rd quarter. Mather Group LLC. now owns 1,365 shares of the network technology company’s stock worth $608,000 after buying an additional 33 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC raised its position in shares of F5 by 2.6% during the 1st quarter. Pinnacle Wealth Management Advisory Group LLC now owns 1,447 shares of the network technology company’s stock valued at $419,000 after buying an additional 36 shares in the last quarter. Optas LLC raised its position in shares of F5 by 4.7% during the 1st quarter. Optas LLC now owns 1,035 shares of the network technology company’s stock valued at $299,000 after buying an additional 46 shares in the last quarter. Kesler Norman & Wride LLC raised its position in shares of F5 by 1.4% during the 1st quarter. Kesler Norman & Wride LLC now owns 3,718 shares of the network technology company’s stock valued at $1,076,000 after buying an additional 52 shares in the last quarter. Finally, Empirical Finance LLC raised its position in shares of F5 by 3.0% during the 2nd quarter. Empirical Finance LLC now owns 2,128 shares of the network technology company’s stock valued at $885,000 after buying an additional 61 shares in the last quarter. Institutional investors own 90.66% of the company’s stock.

Insider Buying and Selling

In other F5 news, CTO Kunal Anand sold 392 shares of the firm’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $404.63, for a total value of $158,614.96. Following the completion of the sale, the chief technology officer owned 12,586 shares of the company’s stock, valued at $5,092,673.18. This trade represents a 3.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Michael Montoya sold 4,426 shares of the business’s stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $410.16, for a total value of $1,815,368.16. Following the transaction, the chief technology officer owned 1,309 shares of the company’s stock, valued at $536,899.44. This trade represents a 77.18% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 16,829 shares of company stock worth $6,815,302 over the last three months. 0.48% of the stock is currently owned by company insiders.

F5 Trading Down 3.2%

Shares of FFIV opened at $442.03 on Friday. The company’s fifty day simple moving average is $423.56 and its 200-day simple moving average is $389.42. The company has a market cap of $25.03 billion, a P/E ratio of 35.19, a P/E/G ratio of 4.19 and a beta of 1.03. F5, Inc. has a twelve month low of $223.76 and a twelve month high of $483.30.

F5 (NASDAQ:FFIV) last released its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, topping 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 firm had revenue of $865.08 million during the quarter, compared to analysts’ expectations of $834.60 million. During the same period in the previous year, the company earned $4.16 EPS. The firm’s revenue for the quarter 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. Analysts predict that F5, Inc. will post 13.65 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts recently commented on FFIV shares. Royal Bank Of Canada increased their price target on shares of F5 from $508.00 to $525.00 and gave the company an “outperform” rating in a report on Monday, October 12th. Barclays boosted their price objective on F5 from $386.00 to $397.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 28th. Zacks Research downgraded F5 from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 27th. Piper Sandler restated an “overweight” rating and set a $461.00 price objective (up from $423.00) on shares of F5 in a research report on Tuesday, July 28th. Finally, Morgan Stanley raised their price objective on F5 from $380.00 to $415.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 28th. Five equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, F5 currently has an average rating of “Hold” and an average target price of $426.00.

F5 Company Profile

F5, Inc develops application delivery, security and management technologies that help organizations deploy, protect and optimize applications across data centers, public clouds, edge environments and distributed networks. Its offerings are designed to support application availability, performance, scalability and security across hybrid and multi-cloud architectures.

The company’s portfolio includes BIG-IP application delivery and security solutions, NGINX web and application delivery technologies, and F5 Distributed Cloud services.