Commerce Bank Purchases New Position in F5, Inc. $FFIV

Commerce Bank purchased a new position in F5, Inc. (NASDAQ:FFIV) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 2,819 shares of the network technology company’s stock, valued at approximately $1,173,000.

A number of other hedge funds also recently bought and sold shares of the business. Millennium Management LLC raised its stake in shares of F5 by 166.5% during the 1st quarter. Millennium Management LLC now owns 62,906 shares of the network technology company’s stock worth $16,750,000 after buying an additional 39,305 shares during the period. NewEdge Advisors LLC lifted its position in shares of F5 by 1,281.4% during the 1st quarter. NewEdge Advisors LLC now owns 967 shares of the network technology company’s stock valued at $257,000 after buying an additional 897 shares in the last quarter. Goldman Sachs Group Inc. lifted its position in shares of F5 by 38.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 298,297 shares of the network technology company’s stock valued at $79,428,000 after buying an additional 82,835 shares in the last quarter. Focus Partners Wealth acquired a new stake in F5 in the 1st quarter valued at $257,000. Finally, Geneos Wealth Management Inc. grew its stake in F5 by 288.1% in the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock valued at $43,000 after acquiring an additional 121 shares during the period. Hedge funds and other institutional investors own 90.66% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Francois Locoh-Donou sold 3,782 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $412.44, for a total transaction of $1,559,848.08. Following the sale, the chief executive officer directly owned 146,989 shares of the company’s stock, valued at $60,624,143.16. This represents a 2.51% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Edward Cooper Werner sold 2,500 shares of the business’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $400.00, for a total transaction of $1,000,000.00. Following the completion of the transaction, the chief financial officer owned 406 shares of the company’s stock, valued at approximately $162,400. This trade represents a 86.03% 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 quarter, insiders have sold 15,699 shares of company stock valued at $6,316,411. 0.48% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on FFIV. Piper Sandler restated an “overweight” rating and set a $461.00 price objective (up from $423.00) on shares of F5 in a research report on Tuesday, July 28th. Zacks Research lowered shares of F5 from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 27th. Wall Street Zen raised shares of F5 from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. JPMorgan Chase & Co. upped their price target on shares of F5 from $500.00 to $515.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 28th. Finally, Bank of America raised their price target on shares of F5 from $250.00 to $300.00 and gave the company an “underperform” rating in a research note on Tuesday, May 26th. Five investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, F5 currently has a consensus rating of “Hold” and a consensus target price of $416.62.

F5 Stock Performance

NASDAQ:FFIV opened at $382.75 on Wednesday. The company has a 50 day moving average price of $403.35 and a 200 day moving average price of $349.82. F5, Inc. has a fifty-two week low of $223.76 and a fifty-two week high of $435.00. The stock has a market capitalization of $21.68 billion, a P/E ratio of 30.47, a PEG ratio of 3.70 and a beta of 1.03.

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