BI Asset Management Fondsmaeglerselskab A S Purchases 5,076 Shares of F5, Inc. $FFIV

BI Asset Management Fondsmaeglerselskab A S raised its position in F5, Inc. (NASDAQ:FFIV) by 48.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 15,545 shares of the network technology company’s stock after purchasing an additional 5,076 shares during the period. BI Asset Management Fondsmaeglerselskab A S’s holdings in F5 were worth $5,024,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the business. Norges Bank bought a new stake in F5 during the second quarter valued at approximately $207,492,000. Nordea Investment Management AB increased its holdings in shares of F5 by 217.7% in the third quarter. Nordea Investment Management AB now owns 229,591 shares of the network technology company’s stock worth $74,142,000 after buying an additional 157,318 shares during the period. Assenagon Asset Management S.A. increased its stake in F5 by 503.9% in the 3rd quarter. Assenagon Asset Management S.A. now owns 163,525 shares of the network technology company’s stock worth $52,850,000 after purchasing an additional 136,445 shares during the period. Treasurer of the State of North Carolina increased its stake in shares of F5 by 223.2% in the second quarter. Treasurer of the State of North Carolina now owns 140,547 shares of the network technology company’s stock worth $41,366,000 after buying an additional 97,057 shares during the period. Finally, First Trust Advisors LP increased its position in shares of F5 by 5.8% in the second quarter. First Trust Advisors LP now owns 1,615,555 shares of the network technology company’s stock valued at $475,490,000 after acquiring an additional 87,923 shares during the period. Institutional investors own 90.66% of the company’s stock.

Key F5 News

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Q1 results and guidance: F5 reported an EPS and revenue beat for the quarter ended Dec‑2025 and provided FY‑2026 and Q2 guidance, which supports near‑term revenue and profit momentum and helps justify upgraded price targets and outperformance calls. Read More.
• Positive Sentiment: Analyst support: Several firms recently raised price targets or maintained constructive views after the quarter (Royal Bank of Canada, Goldman Sachs among them), which can attract buyer interest and limit downside.
• Neutral Sentiment: Insider activity: A disclosure shows an insider sold 199 shares (small position, Feb. 3), a modest signal that sometimes adds short‑term selling but is not materially dilutive. Read More.
• Neutral Sentiment: Analytical coverage: Recent pieces examine F5’s key metrics and reliance on international revenue — useful background for investors but not immediate catalysts. Read More.
• Negative Sentiment: Litigation and regulatory risk: Multiple law firms have filed or issued investor alerts about a securities class action alleging F5 misled the market about security of its BIG‑IP products and a long‑term undetected intrusion (claims include source‑code theft and potential nation‑state involvement). These filings increase the risk of costly litigation, regulatory probes, and customer/contract friction. Representative notices: Read More., Read More., Read More.

Insiders Place Their Bets

In other news, EVP Thomas Dean Fountain sold 3,343 shares of F5 stock in a transaction that occurred on Monday, January 26th. The shares were sold at an average price of $261.87, for a total transaction of $875,431.41. Following the sale, the executive vice president owned 8,060 shares in the company, valued at $2,110,672.20. This trade represents a 29.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Lyra Amber Schramm sold 199 shares of the firm’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $281.37, for a total transaction of $55,992.63. Following the transaction, the insider directly owned 177 shares of the company’s stock, valued at $49,802.49. The trade was a 52.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 17,241 shares of company stock worth $4,350,054. Corporate insiders own 0.48% of the company’s stock.

Analyst Ratings Changes

FFIV has been the topic of several research analyst reports. Piper Sandler reissued an “overweight” rating and set a $325.00 target price (up from $295.00) on shares of F5 in a research note on Wednesday, January 28th. Bank of America dropped their price objective on shares of F5 from $260.00 to $250.00 and set an “underperform” rating on the stock in a research note on Tuesday, October 28th. Royal Bank Of Canada increased their target price on F5 from $325.00 to $345.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 28th. Wall Street Zen cut shares of F5 from a “buy” rating to a “hold” rating in a report on Friday, November 28th. Finally, Morgan Stanley dropped their price objective on F5 from $336.00 to $296.00 and set an “equal weight” rating on the stock in a research report on Wednesday, December 17th. Five equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $309.89.

F5 Price Performance

NASDAQ:FFIV opened at $276.57 on Friday. The business has a fifty day moving average price of $263.32 and a 200-day moving average price of $286.02. F5, Inc. has a one year low of $223.76 and a one year high of $346.00. The firm has a market capitalization of $15.71 billion, a price-to-earnings ratio of 22.88, a price-to-earnings-growth ratio of 7.76 and a beta of 1.00.

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

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.