Voya Investment Management LLC Boosts Stock Position in F5, Inc. $FFIV

Voya Investment Management LLC boosted its position in F5, Inc. (NASDAQ:FFIV) by 15.8% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 488,413 shares of the network technology company’s stock after purchasing an additional 66,500 shares during the quarter. Voya Investment Management LLC’s holdings in F5 were worth $157,850,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Norges Bank purchased a new position in shares of F5 in the 2nd quarter worth approximately $207,492,000. Hotchkis & Wiley Capital Management LLC boosted its stake in F5 by 6.2% in the first 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 acquiring an additional 312,415 shares in the last quarter. Robeco Institutional Asset Management B.V. boosted its stake in F5 by 40.8% in the second quarter. Robeco Institutional Asset Management B.V. now owns 789,283 shares of the network technology company’s stock valued at $232,302,000 after acquiring an additional 228,790 shares in the last quarter. AQR Capital Management LLC grew its holdings in F5 by 37.5% in the first quarter. AQR Capital Management LLC now owns 828,900 shares of the network technology company’s stock worth $216,757,000 after purchasing an additional 226,231 shares during the last quarter. Finally, Acadian Asset Management LLC increased its position in shares of F5 by 24.0% during the first quarter. Acadian Asset Management LLC now owns 828,966 shares of the network technology company’s stock worth $220,693,000 after purchasing an additional 160,708 shares in the last quarter. 90.66% of the stock is currently owned by institutional investors.

Insider Buying and Selling at F5

In other F5 news, Director Alan Higginson sold 1,309 shares of F5 stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $237.11, for a total transaction of $310,376.99. Following the completion of the transaction, the director owned 8,610 shares in the company, valued at approximately $2,041,517.10. This trade represents a 13.20% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Francois Locoh-Donou sold 1,300 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $252.98, for a total value of $328,874.00. Following the completion of the sale, the chief executive officer owned 151,623 shares in the company, valued at $38,357,586.54. The trade was a 0.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 29,575 shares of company stock valued at $7,407,076. Company insiders own 0.52% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on the company. Barclays lowered their price objective on F5 from $321.00 to $267.00 and set an “equal weight” rating for the company in a research report on Tuesday, October 28th. Zacks Research downgraded F5 from a “hold” rating to a “strong sell” rating in a report on Tuesday, November 11th. Needham & Company LLC restated a “hold” rating on shares of F5 in a research note on Tuesday, October 28th. Piper Sandler decreased their price objective on shares of F5 from $355.00 to $277.00 and set a “neutral” rating for the company in a research report on Tuesday, October 28th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of F5 in a research report on Monday. Three research analysts have rated the stock with a Buy rating, seven have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $291.11.

F5 Stock Up 1.2%

Shares of NASDAQ FFIV opened at $259.11 on Friday. F5, Inc. has a 52 week low of $223.76 and a 52 week high of $346.00. The business’s 50 day moving average price is $261.09 and its 200 day moving average price is $292.70. The firm has a market cap of $15.05 billion, a P/E ratio of 21.94, a P/E/G ratio of 8.16 and a beta of 0.99.

F5 (NASDAQ:FFIV) last announced its quarterly earnings data on Monday, October 27th. The network technology company reported $4.39 EPS for the quarter, beating the consensus estimate of $3.96 by $0.43. The business had revenue of $810.09 million during the quarter, compared to analysts’ expectations of $794.06 million. F5 had a net margin of 22.42% and a return on equity of 21.76%. The business’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same period in the previous year, the business posted $3.67 EPS. F5 has set its FY 2026 guidance at 14.500-15.500 EPS and its Q1 2026 guidance at 3.350-3.850 EPS. As a group, research analysts expect that F5, Inc. will post 11.2 earnings per share 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.