Machina Capital S.A.S. Acquires 2,661 Shares of F5, Inc. $FFIV

Machina Capital S.A.S. increased its stake in shares of F5, Inc. (NASDAQ:FFIV) by 102.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,250 shares of the network technology company’s stock after buying an additional 2,661 shares during the period. Machina Capital S.A.S.’s holdings in F5 were worth $1,697,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Whipplewood Advisors LLC raised its stake in shares of F5 by 275.0% in the second quarter. Whipplewood Advisors LLC now owns 90 shares of the network technology company’s stock worth $26,000 after acquiring an additional 66 shares during the last quarter. CYBER HORNET ETFs LLC acquired a new stake in shares of F5 in the second quarter valued at approximately $45,000. Root Financial Partners LLC bought a new position in F5 in the 3rd quarter worth approximately $49,000. SJS Investment Consulting Inc. lifted its holdings in F5 by 2,128.6% during the 3rd quarter. SJS Investment Consulting Inc. now owns 156 shares of the network technology company’s stock worth $50,000 after buying an additional 149 shares in the last quarter. Finally, Geneos Wealth Management Inc. lifted its holdings in F5 by 288.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock worth $43,000 after buying an additional 121 shares in the last quarter. Institutional investors own 90.66% of the company’s stock.

F5 Trading Up 0.7%

F5 stock opened at $276.49 on Thursday. The firm has a market capitalization of $15.71 billion, a P/E ratio of 22.87, a PEG ratio of 7.86 and a beta of 1.00. The business has a 50-day moving average of $261.92 and a 200-day moving average of $286.29. F5, Inc. has a 1 year low of $223.76 and a 1 year high of $346.00.

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

Insider Activity

In related news, EVP Thomas Dean Fountain sold 3,343 shares of the company’s stock in a transaction on Monday, January 26th. The shares were sold at an average price of $261.87, for a total value of $875,431.41. Following the completion of the sale, the executive vice president owned 8,060 shares in the company, valued at $2,110,672.20. This represents a 29.32% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Alan Higginson sold 1,309 shares of F5 stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $237.11, for a total value of $310,376.99. Following the transaction, the director owned 8,610 shares in the company, valued at approximately $2,041,517.10. This represents a 13.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 17,042 shares of company stock valued at $4,294,061 in the last quarter. Company insiders own 0.48% of the company’s stock.

Trending Headlines about 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

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on FFIV shares. Morgan Stanley lowered their target price on F5 from $336.00 to $296.00 and set an “equal weight” rating for the company in a research note on Wednesday, December 17th. Zacks Research upgraded F5 from a “strong sell” rating to a “hold” rating in a research report on Friday, January 9th. Evercore ISI restated a “cautious” rating on shares of F5 in a research report on Tuesday, October 28th. Royal Bank Of Canada raised their target price on shares of F5 from $325.00 to $345.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. Finally, Weiss Ratings downgraded shares of 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 given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $309.89.

About F5

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.