Focus Partners Advisor Solutions LLC Makes New Investment in F5, Inc. $FFIV

Focus Partners Advisor Solutions LLC purchased a new stake in shares of F5, Inc. (NASDAQ:FFIV) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 1,399 shares of the network technology company’s stock, valued at approximately $582,000.

A number of other institutional investors and hedge funds have also made changes to their positions in FFIV. Vanguard Group Inc. lifted its holdings in shares of F5 by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 7,357,293 shares of the network technology company’s stock worth $1,878,023,000 after acquiring an additional 114,533 shares during the last quarter. State Street Corp increased its holdings in F5 by 1.7% in the 3rd quarter. State Street Corp now owns 3,226,326 shares of the network technology company’s stock valued at $1,042,716,000 after purchasing an additional 53,712 shares during the last quarter. First Trust Advisors LP increased its holdings in F5 by 68.5% in the 4th quarter. First Trust Advisors LP now owns 2,753,652 shares of the network technology company’s stock valued at $702,897,000 after purchasing an additional 1,119,291 shares during the last quarter. Jericho Capital Asset Management L.P. purchased a new stake in F5 in the fourth quarter valued at approximately $579,699,000. Finally, Invesco Ltd. raised its position in F5 by 7.5% in the fourth quarter. Invesco Ltd. now owns 1,537,680 shares of the network technology company’s stock valued at $392,508,000 after purchasing an additional 106,616 shares during the period. 90.66% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. JPMorgan Chase & Co. raised their price target on F5 from $500.00 to $515.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 28th. Zacks Research downgraded F5 from a “strong-buy” rating to a “hold” rating in a report on Monday, July 27th. Bank of America increased their target price on F5 from $250.00 to $300.00 and gave the stock an “underperform” rating in a research note on Tuesday, May 26th. Needham & Company LLC restated a “hold” rating on shares of F5 in a report on Tuesday, July 28th. Finally, Piper Sandler restated an “overweight” rating and set a $461.00 target price (up from $423.00) on shares of F5 in a report on Tuesday, July 28th. Five analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, F5 presently has an average rating of “Hold” and a consensus target price of $416.62.

Insider Buying and Selling at F5

In related news, Director Nikhil Ramesh Mehta sold 4,000 shares of F5 stock in a transaction that occurred on Thursday, July 30th. The shares were sold at an average price of $388.95, for a total value of $1,555,800.00. Following the completion of the transaction, the director owned 7,043 shares in the company, valued at $2,739,374.85. The trade was a 36.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider John Anthony Maddison sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $405.85, for a total transaction of $405,850.00. Following the transaction, the insider owned 1,353 shares of the company’s stock, valued at $549,115.05. This trade represents a 42.50% 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. In the last 90 days, insiders sold 15,699 shares of company stock valued at $6,316,411. 0.48% of the stock is currently owned by company insiders.

F5 Trading Down 1.9%

NASDAQ:FFIV opened at $395.54 on Tuesday. The firm has a market cap of $22.40 billion, a PE ratio of 31.49, a price-to-earnings-growth ratio of 3.94 and a beta of 1.03. The stock has a fifty day moving average price of $404.58 and a 200 day moving average price of $345.46. F5, Inc. has a 12-month low of $223.76 and a 12-month high of $435.00.

F5 (NASDAQ:FFIV) last issued its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, topping the consensus estimate of $4.00 by $0.73. The company had revenue of $865.08 million for the quarter, compared to the consensus estimate of $834.60 million. F5 had a return on equity of 21.54% and a net margin of 21.95%.F5’s revenue was up 10.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.16 EPS. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. Equities analysts forecast that F5, Inc. will post 13.65 EPS for the current year.

F5 Company Profile

F5 Inc (NASDAQ:FFIV) specializes in application services and delivery networking, helping organizations ensure the availability, performance and security of their applications. The company’s core offerings include advanced load balancing, traffic management and application security solutions designed to optimize user experiences and protect against threats such as distributed denial-of-service (DDoS) attacks and web application exploits.

At the heart of F5’s product portfolio is the BIG-IP platform, which provides a suite of software modules for local and global traffic management, secure web application firewalling and DNS service delivery.