F5, Inc. $FFIV Shares Purchased by Allianz Asset Management GmbH

Allianz Asset Management GmbH raised its holdings in F5, Inc. (NASDAQ:FFIV) by 93.9% in the third quarter, Holdings Channel reports. The fund owned 164,632 shares of the network technology company’s stock after buying an additional 79,747 shares during the period. Allianz Asset Management GmbH’s holdings in F5 were worth $53,207,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of FFIV. State Street Corp grew its position in shares of F5 by 1.5% in the second quarter. State Street Corp now owns 3,172,614 shares of the network technology company’s stock valued at $933,764,000 after purchasing an additional 48,057 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of F5 by 3.8% in the 2nd quarter. Geode Capital Management LLC now owns 1,741,117 shares of the network technology company’s stock worth $511,016,000 after acquiring an additional 64,420 shares during the last quarter. First Trust Advisors LP raised its holdings in shares of F5 by 5.8% during the 2nd quarter. First Trust Advisors LP now owns 1,615,555 shares of the network technology company’s stock worth $475,490,000 after acquiring an additional 87,923 shares during the period. Robeco Institutional Asset Management B.V. boosted its position in shares of F5 by 6.4% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 839,561 shares of the network technology company’s stock valued at $271,338,000 after acquiring an additional 50,278 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of F5 in the second quarter valued at about $207,492,000. 90.66% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

FFIV has been the topic of several recent analyst reports. Barclays boosted their target price on shares of F5 from $267.00 to $283.00 and gave the company an “equal weight” rating in a report on Wednesday, January 28th. Piper Sandler reaffirmed an “overweight” rating and set a $325.00 price target (up previously from $295.00) on shares of F5 in a research report on Wednesday, January 28th. Evercore ISI reiterated a “cautious” rating on shares of F5 in a research report on Tuesday, October 28th. The Goldman Sachs Group raised their target price on F5 from $285.00 to $320.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 28th. Finally, Weiss Ratings lowered F5 from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, January 27th. Five research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $309.89.

F5 Stock Up 0.7%

Shares of NASDAQ FFIV opened at $276.49 on Thursday. The firm has a market cap of $15.71 billion, a price-to-earnings ratio of 22.87, a PEG ratio of 7.86 and a beta of 1.00. 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 is $261.92 and its two-hundred day moving average is $286.29.

F5 (NASDAQ:FFIV) last released its quarterly earnings results on Tuesday, January 27th. The network technology company reported $4.45 EPS for the quarter, topping the consensus estimate of $3.63 by $0.82. The business had revenue of $822.47 million during the quarter, compared to analyst estimates of $755.97 million. F5 had a return on equity of 22.08% and a net margin of 22.45%.The company’s quarterly revenue was up 7.3% on a year-over-year basis. During the same period last year, the business posted $3.84 earnings per share. F5 has set its Q2 2026 guidance at 3.340-3.460 EPS and its FY 2026 guidance at 15.650-16.050 EPS. Analysts anticipate that F5, Inc. will post 11.2 EPS for the current fiscal year.

Insider Buying and Selling at F5

In other F5 news, Director Alan Higginson sold 1,309 shares of the business’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $237.11, for a total transaction of $310,376.99. Following the sale, the director directly owned 8,610 shares in the company, valued at $2,041,517.10. This represents a 13.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Francois Locoh-Donou sold 1,300 shares of the stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $236.99, for a total transaction of $308,087.00. Following the sale, the chief executive officer directly owned 150,323 shares in the company, valued at $35,625,047.77. This represents a 0.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 17,042 shares of company stock valued at $4,294,061 in the last three months. 0.48% of the stock is owned by corporate insiders.

Key Headlines Impacting F5

Here are the key news stories impacting F5 this week:

• Neutral Sentiment: Analyst / earnings follow‑up: Coverage of “5 must‑read analyst questions from F5’s Q4 earnings call” highlights investor focus on management commentary after F5’s recent beat and guidance, which likely underpins some buying interest today. 5 must-read analyst questions from F5’s Q4 earnings call
• Negative Sentiment: Law firms file/announce investor lawsuits and deadline alerts alleging F5 misled the market about BIG‑IP security and an alleged long‑term, undetected hack — multiple firms are soliciting lead plaintiffs, increasing the chance of consolidated litigation and potential damages exposure. (Lead plaintiff deadline: Feb 17, 2026.) LEVI & KORSINSKY, LLP: CYBERSECURITY BREACH PRACTICES AT CENTER OF F5, INC. SECURITIES LITIGATION
• Negative Sentiment: Hagens Berman has repeatedly issued deadline alerts and is investigating claims that F5 executives downplayed product security and nation‑state infiltration — such high‑profile plaintiff firms raise the probability of sustained legal scrutiny and associated costs or settlements. FFIV 13-DAY DEADLINE ALERT: Hagens Berman Alerts F5 (FFIV) Investors…
• Negative Sentiment: Multiple other plaintiff firms (Rosen, Faruqi & Faruqi, Glancy Prongay, Pomerantz, Kahn Swick & Foti, Bronstein Gewirtz & Grossman, Portnoy, Kirby McInerney) have issued notices urging investors to join the class action — broad solicitor activity suggests widespread investor losses are being asserted. Representative alerts: Faruqi & Faruqi deadline reminder and Hagens Berman investor alert (GlobeNewswire)
• Negative Sentiment: Class action claim framing includes alleged stock decline (one notice cites a ~24% drop) tied to the breach disclosures — if plaintiffs prevail, potential financial liability, reputational damage, and increased compliance costs could pressure FFIV valuation. F5, Inc. Securities Fraud Class Action…24% Stock Decline

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.