Wolf Hill Capital Management LP Invests $22.88 Billion in F5, Inc. $FFIV

Wolf Hill Capital Management LP acquired a new stake in shares of F5, Inc. (NASDAQ:FFIV) during the second quarter, HoldingsChannel reports. The firm acquired 55,000 shares of the network technology company’s stock, valued at approximately $22,877,800,000. F5 accounts for 1.9% of Wolf Hill Capital Management LP’s holdings, making the stock its 16th largest holding.

A number of other large investors have also modified their holdings of the company. L2 Asset Management LLC bought a new position in F5 in the second quarter worth $1,700,000. OMERS ADMINISTRATION Corp acquired a new stake in F5 during the second quarter worth $6,027,000. Osmosis Investment Management UK Ltd acquired a new stake in F5 during the second quarter worth $446,000. Sanctuary Advisors LLC acquired a new position in shares of F5 in the 2nd quarter valued at $1,246,000. Finally, Meiji Yasuda Asset Management Co Ltd. acquired a new position in shares of F5 in the 2nd quarter valued at $306,000. 90.66% of the stock is currently owned by institutional investors and hedge funds.

F5 Stock Performance

Shares of FFIV opened at $379.04 on Tuesday. The stock has a fifty day moving average price of $403.48 and a two-hundred day moving average price of $349.07. F5, Inc. has a 52-week low of $223.76 and a 52-week high of $435.00. The company has a market cap of $21.47 billion, a price-to-earnings ratio of 30.18, a PEG ratio of 3.76 and a beta of 1.03.

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

Insider Buying and Selling at F5

In other F5 news, CFO Edward Cooper Werner sold 2,500 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $400.00, for a total transaction of $1,000,000.00. Following the sale, the chief financial officer owned 406 shares of the company’s stock, valued at $162,400. This represents a 86.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thomas Dean Fountain sold 1,208 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $414.63, for a total transaction of $500,873.04. Following the completion of the sale, the executive vice president owned 8,060 shares of the company’s stock, valued at $3,341,917.80. The trade was a 13.03% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 15,699 shares of company stock worth $6,316,411 over the last quarter. Corporate insiders own 0.48% of the company’s stock.

Analysts Set New Price Targets

FFIV has been the subject of a number of analyst reports. Weiss Ratings raised shares of F5 from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, August 11th. Wall Street Zen raised shares of F5 from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Morgan Stanley increased their price target on shares of F5 from $380.00 to $415.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 28th. Bank of America raised their price target on shares of F5 from $250.00 to $300.00 and gave the stock an “underperform” rating in a research note on Tuesday, May 26th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of F5 in a report on Thursday, July 16th. Five equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $416.62.

F5 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.