ASR Vermogensbeheer N.V. Grows Stock Holdings in F5, Inc. $FFIV

ASR Vermogensbeheer N.V. boosted its position in F5, Inc. (NASDAQ:FFIV) by 19.9% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 2,351 shares of the network technology company’s stock after acquiring an additional 390 shares during the period. ASR Vermogensbeheer N.V.’s holdings in F5 were worth $692,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in the stock. CHURCHILL MANAGEMENT Corp acquired a new stake in shares of F5 during the 2nd quarter worth $7,762,000. Robeco Institutional Asset Management B.V. increased its holdings in shares of F5 by 40.8% during the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 789,283 shares of the network technology company’s stock worth $232,302,000 after buying an additional 228,790 shares during the last quarter. One Wealth Advisors LLC increased its holdings in shares of F5 by 36.7% during the 2nd quarter. One Wealth Advisors LLC now owns 1,299 shares of the network technology company’s stock worth $382,000 after buying an additional 349 shares during the last quarter. Eagle Wealth Strategies LLC acquired a new stake in shares of F5 during the 2nd quarter worth $209,000. Finally, Addenda Capital Inc. increased its holdings in shares of F5 by 2.0% during the 2nd quarter. Addenda Capital Inc. now owns 54,161 shares of the network technology company’s stock worth $15,941,000 after buying an additional 1,063 shares during the last quarter. 90.66% of the stock is owned by hedge funds and other institutional investors.

F5 Stock Performance

Shares of FFIV stock opened at $324.98 on Friday. F5, Inc. has a one year low of $213.24 and a one year high of $337.39. The company’s 50-day simple moving average is $319.17 and its 200-day simple moving average is $293.35. The stock has a market capitalization of $18.67 billion, a price-to-earnings ratio of 28.63, a PEG ratio of 3.57 and a beta of 1.06.

F5 (NASDAQ:FFIV) last issued its quarterly earnings results on Wednesday, July 30th. The network technology company reported $4.16 EPS for the quarter, topping the consensus estimate of $3.49 by $0.67. F5 had a net margin of 22.06% and a return on equity of 21.77%. The business had revenue of $780.37 million for the quarter, compared to analysts’ expectations of $750.64 million. During the same quarter last year, the company posted $3.36 earnings per share. The company’s quarterly revenue was up 12.2% compared to the same quarter last year. F5 has set its FY 2025 guidance at 15.240-15.380 EPS. Q4 2025 guidance at 3.870-3.990 EPS. As a group, research analysts forecast that F5, Inc. will post 11.2 EPS for the current year.

Insider Activity at F5

In other news, insider Lyra Amber Schramm sold 2,701 shares of the stock in a transaction dated Monday, September 8th. The shares were sold at an average price of $316.57, for a total transaction of $855,055.57. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Chad Michael Whalen sold 5,297 shares of the firm’s stock in a transaction dated Monday, August 11th. The stock was sold at an average price of $322.24, for a total transaction of $1,706,905.28. Following the completion of the transaction, the executive vice president directly owned 23,591 shares in the company, valued at $7,601,963.84. This represents a 18.34% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 11,945 shares of company stock worth $3,796,542. 0.52% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

FFIV has been the subject of a number of research analyst reports. Morgan Stanley upped their price objective on F5 from $305.00 to $312.00 and gave the stock an “equal weight” rating in a report on Thursday, July 31st. Royal Bank Of Canada upped their price objective on F5 from $314.00 to $326.00 and gave the stock a “sector perform” rating in a report on Thursday, July 31st. Wall Street Zen downgraded F5 from a “strong-buy” rating to a “buy” rating in a report on Friday. Piper Sandler upped their price objective on F5 from $304.00 to $355.00 and gave the stock a “neutral” rating in a report on Thursday, July 31st. Finally, JPMorgan Chase & Co. upped their price target on shares of F5 from $285.00 to $305.00 and gave the stock a “neutral” rating in a research report on Thursday, July 17th. Four equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $309.89.

F5 Profile

F5, Inc provides multi-cloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region. The company’s distributed cloud services enable its customers to deploy, secure, and operate applications in any architecture, from on-premises to the public cloud.