Susquehanna Fundamental Investments LLC Invests $3.04 Million in F5, Inc. $FFIV

Susquehanna Fundamental Investments LLC acquired a new position in F5, Inc. (NASDAQ:FFIV) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 7,309 shares of the network technology company’s stock, valued at approximately $3,040,000.

A number of other hedge funds have also recently made changes to their positions in FFIV. BlackRock Inc. purchased a new position in shares of F5 during the second quarter worth $2,611,637,000. Jericho Capital Asset Management L.P. purchased a new stake in shares of F5 in the 4th quarter valued at $579,699,000. Northwestern Mutual Wealth Management Co. raised its holdings in shares of F5 by 15,103.5% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,170,216 shares of the network technology company’s stock valued at $298,709,000 after buying an additional 1,162,519 shares during the period. First Trust Advisors LP lifted its stake in F5 by 68.5% during the 4th quarter. First Trust Advisors LP now owns 2,753,652 shares of the network technology company’s stock worth $702,897,000 after acquiring an additional 1,119,291 shares in the last quarter. Finally, Norges Bank acquired a new position in F5 during the 4th quarter worth about $205,706,000. Hedge funds and other institutional investors own 90.66% of the company’s stock.

Analysts Set New Price Targets

FFIV has been the subject of several research reports. JPMorgan Chase & Co. lifted their target price on F5 from $500.00 to $515.00 and gave the company an “overweight” rating in a research report on Tuesday, July 28th. Piper Sandler reissued an “overweight” rating and set a $461.00 price target (up from $423.00) on shares of F5 in a research report on Tuesday, July 28th. Weiss Ratings raised shares of F5 from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday, August 11th. Evercore upgraded shares of F5 from an “in-line” rating to an “outperform” rating and set a $475.00 price objective for the company in a report on Monday, May 18th. Finally, Zacks Research downgraded shares of F5 from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Five analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $416.62.

Insider Activity

In other F5 news, CTO Kunal Anand sold 392 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $404.63, for a total transaction of $158,614.96. Following the completion of the transaction, the chief technology officer owned 12,586 shares in the company, valued at $5,092,673.18. The trade was a 3.02% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 three months, insiders sold 13,199 shares of company stock valued at $5,316,411. 0.48% of the stock is owned by corporate insiders.

F5 Trading Up 3.3%

NASDAQ:FFIV opened at $407.13 on Tuesday. F5, Inc. has a 12-month low of $223.76 and a 12-month high of $435.00. The firm has a market cap of $23.06 billion, a PE ratio of 32.41, a price-to-earnings-growth ratio of 3.85 and a beta of 1.03. The stock has a fifty day moving average price of $404.64 and a 200 day moving average price of $353.35.

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 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.