Asset Management One Co. Ltd. Purchases 4,373 Shares of F5, Inc. $FFIV

Asset Management One Co. Ltd. boosted its position in shares of F5, Inc. (NASDAQ:FFIV) by 12.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 38,550 shares of the network technology company’s stock after purchasing an additional 4,373 shares during the period. Asset Management One Co. Ltd.’s holdings in F5 were worth $11,346,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the company. Hotchkis & Wiley Capital Management LLC boosted its position in F5 by 6.2% in the 1st quarter. Hotchkis & Wiley Capital Management LLC now owns 5,387,700 shares of the network technology company’s stock valued at $1,434,583,000 after buying an additional 312,415 shares during the period. Northern Trust Corp grew its stake in F5 by 15.5% in the 1st quarter. Northern Trust Corp now owns 1,054,701 shares of the network technology company’s stock worth $280,835,000 after acquiring an additional 141,680 shares in the last quarter. Acadian Asset Management LLC grew its stake in F5 by 24.0% in the 1st quarter. Acadian Asset Management LLC now owns 828,966 shares of the network technology company’s stock worth $220,693,000 after acquiring an additional 160,708 shares in the last quarter. AQR Capital Management LLC grew its stake in F5 by 37.5% in the 1st quarter. AQR Capital Management LLC now owns 828,900 shares of the network technology company’s stock worth $216,757,000 after acquiring an additional 226,231 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. grew its stake in F5 by 40.8% in 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 acquiring an additional 228,790 shares in the last quarter. 90.66% of the stock is currently owned by institutional investors.

Insider Activity

In related news, EVP Chad Michael Whalen sold 5,297 shares of the stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $322.24, for a total transaction of $1,706,905.28. Following the completion of the sale, the executive vice president owned 23,591 shares of the company’s stock, valued at $7,601,963.84. This represents a 18.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Francois Locoh-Donou sold 1,300 shares of the stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $320.61, for a total transaction of $416,793.00. Following the sale, the chief executive officer directly owned 107,553 shares of the company’s stock, valued at $34,482,567.33. The trade was a 1.19% 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 insiders.

F5 Stock Performance

Shares of FFIV opened at $298.34 on Monday. The company has a 50 day moving average price of $320.29 and a 200-day moving average price of $299.59. F5, Inc. has a fifty-two week low of $214.10 and a fifty-two week high of $346.00. The stock has a market capitalization of $17.14 billion, a PE ratio of 26.29, a PEG ratio of 3.28 and a beta of 1.06.

F5 (NASDAQ:FFIV) last announced its quarterly earnings results on Wednesday, July 30th. The network technology company reported $4.16 earnings per share 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 firm had revenue of $780.37 million during the quarter, compared to analysts’ expectations of $750.64 million. During the same quarter in the prior year, the company earned $3.36 EPS. The company’s 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. Equities research analysts forecast that F5, Inc. will post 11.2 EPS for the current year.

Analyst Ratings Changes

FFIV has been the topic of a number of research analyst reports. Needham & Company LLC upped their target price on shares of F5 from $320.00 to $345.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Zacks Research downgraded shares of F5 from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 13th. Piper Sandler upped their target price on shares of F5 from $304.00 to $355.00 and gave the stock a “neutral” rating in a research note on Thursday, July 31st. Morgan Stanley upped their target price on shares of F5 from $312.00 to $352.00 and gave the stock an “equal weight” rating in a research note on Friday, October 10th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of F5 in a research report on Saturday. Four research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, F5 presently has a consensus rating of “Hold” and an average price target of $314.33.

F5 Company 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.