3Chopt Investment Partners LLC Makes New Investment in F5, Inc. $FFIV

3Chopt Investment Partners LLC 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 institutional investor acquired 1,187 shares of the network technology company’s stock, valued at approximately $349,000.

Several other large investors have also recently bought and sold shares of the company. IFP Advisors Inc lifted its holdings in F5 by 23.9% during the 2nd quarter. IFP Advisors Inc now owns 2,604 shares of the network technology company’s stock worth $779,000 after buying an additional 503 shares in the last quarter. Callan Family Office LLC acquired a new position in F5 during the 2nd quarter worth $285,000. Venturi Wealth Management LLC acquired a new position in F5 during the 2nd quarter worth $278,000. Shell Asset Management Co. lifted its holdings in F5 by 21.9% during the 2nd quarter. Shell Asset Management Co. now owns 20,322 shares of the network technology company’s stock worth $5,981,000 after buying an additional 3,655 shares in the last quarter. Finally, KLP Kapitalforvaltning AS lifted its holdings in F5 by 6.9% during the 2nd quarter. KLP Kapitalforvaltning AS now owns 120,334 shares of the network technology company’s stock worth $35,417,000 after buying an additional 7,800 shares in the last quarter. Institutional investors and hedge funds own 90.66% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. Wolfe Research assumed coverage on F5 in a report on Monday, July 7th. They set an “outperform” rating on the stock. Wall Street Zen downgraded F5 from a “strong-buy” rating to a “buy” rating in a research note on Friday, October 3rd. Needham & Company LLC increased their price target on F5 from $320.00 to $345.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Morgan Stanley increased their price target on F5 from $312.00 to $352.00 and gave the company an “equal weight” rating in a research note on Friday. Finally, Barclays increased their price target on F5 from $274.00 to $321.00 and gave the company an “equal weight” rating in a research note on Thursday, July 31st. Four 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 data from MarketBeat.com, F5 has an average rating of “Hold” and a consensus target price of $314.33.

Insider Activity at F5

In related news, EVP Thomas Dean Fountain sold 1,347 shares of the firm’s stock in a transaction on Monday, August 4th. The shares were sold at an average price of $309.73, for a total transaction of $417,206.31. Following the sale, the executive vice president directly owned 20,699 shares in the company, valued at $6,411,101.27. This trade represents a 6.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Francois Locoh-Donou sold 1,300 shares of the firm’s stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $320.61, for a total transaction of $416,793.00. Following the sale, the chief executive officer owned 107,553 shares in the company, valued at approximately $34,482,567.33. The trade was a 1.19% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 11,945 shares of company stock valued at $3,796,542. Insiders own 0.52% of the company’s stock.

F5 Price Performance

NASDAQ FFIV opened at $331.75 on Friday. F5, Inc. has a one year low of $213.24 and a one year high of $346.00. The firm has a market cap of $19.06 billion, a P/E ratio of 29.23, a P/E/G ratio of 3.76 and a beta of 1.06. The stock’s 50-day moving average is $322.28 and its 200-day moving average is $295.40.

F5 (NASDAQ:FFIV) last posted its earnings results on Wednesday, July 30th. The network technology company reported $4.16 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.49 by $0.67. F5 had a return on equity of 21.77% and a net margin of 22.06%.The business had revenue of $780.37 million during the quarter, compared to analysts’ expectations of $750.64 million. During the same period in the prior year, the business earned $3.36 EPS. F5’s revenue for the quarter 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. Equities analysts anticipate that F5, Inc. will post 11.2 EPS for the current year.

About F5

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.