F5, Inc. $FFIV Shares Sold by Bank of New York Mellon Corp

Bank of New York Mellon Corp reduced its stake in F5, Inc. (NASDAQ:FFIV) by 2.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 413,788 shares of the network technology company’s stock after selling 9,723 shares during the period. Bank of New York Mellon Corp’s holdings in F5 were worth $105,623,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Millennium Management LLC boosted its stake in F5 by 166.5% during the 1st quarter. Millennium Management LLC now owns 62,906 shares of the network technology company’s stock valued at $16,750,000 after purchasing an additional 39,305 shares in the last quarter. NewEdge Advisors LLC lifted its holdings in F5 by 1,281.4% in the 1st quarter. NewEdge Advisors LLC now owns 967 shares of the network technology company’s stock valued at $257,000 after acquiring an additional 897 shares during the last quarter. Goldman Sachs Group Inc. lifted its holdings in F5 by 38.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 298,297 shares of the network technology company’s stock valued at $79,428,000 after acquiring an additional 82,835 shares during the last quarter. Focus Partners Wealth bought a new position in shares of F5 during the 1st quarter valued at about $257,000. Finally, Geneos Wealth Management Inc. grew its stake in shares of F5 by 288.1% in the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock worth $43,000 after purchasing an additional 121 shares during the last quarter. 90.66% of the stock is currently owned by institutional investors.

Insider Transactions at F5

In other F5 news, EVP Thomas Dean Fountain sold 1,328 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $330.58, for a total transaction of $439,010.24. Following the completion of the sale, the executive vice president directly owned 8,060 shares in the company, valued at approximately $2,664,474.80. This trade represents a 14.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Kunal Anand sold 3,123 shares of F5 stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $322.33, for a total value of $1,006,636.59. Following the transaction, the chief technology officer directly owned 12,194 shares in the company, valued at approximately $3,930,492.02. This trade represents a 20.39% 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. In the last 90 days, insiders sold 21,579 shares of company stock worth $7,437,510. 0.48% of the stock is currently owned by company insiders.

F5 Stock Performance

F5 stock opened at $393.35 on Monday. F5, Inc. has a 52 week low of $223.76 and a 52 week high of $411.52. The firm has a market capitalization of $22.19 billion, a price-to-earnings ratio of 32.27, a P/E/G ratio of 9.05 and a beta of 1.04. The company has a 50 day moving average price of $338.41 and a 200 day moving average price of $292.04.

F5 (NASDAQ:FFIV) last announced its earnings results on Tuesday, April 28th. The network technology company reported $3.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.47 by $0.43. The company had revenue of $811.70 million for the quarter, compared to the consensus estimate of $783.82 million. F5 had a net margin of 21.96% and a return on equity of 21.50%. The company’s revenue was up 11.0% on a year-over-year basis. During the same period in the previous year, the business earned $3.42 EPS. F5 has set its Q3 2026 guidance at 3.910-4.030 EPS and its FY 2026 guidance at 16.250-16.550 EPS. Equities analysts forecast that F5, Inc. will post 12.78 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

FFIV has been the topic of a number of research reports. Weiss Ratings upgraded shares of F5 from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 30th. Bank of America raised their target price on shares of F5 from $250.00 to $300.00 and gave the stock an “underperform” rating in a report on Tuesday, May 26th. Piper Sandler upped their price target on F5 from $356.00 to $423.00 and gave the company an “overweight” rating in a report on Friday, May 29th. Barclays increased their price objective on F5 from $292.00 to $386.00 and gave the company an “equal weight” rating in a research report on Friday, May 29th. Finally, Morgan Stanley raised their price objective on F5 from $340.00 to $380.00 and gave the stock an “equal weight” rating in a research note on Wednesday, May 20th. Six investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, F5 has an average rating of “Hold” and an average target price of $379.89.

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.