BI Asset Management Fondsmaeglerselskab A S Increases Position in F5, Inc. $FFIV

BI Asset Management Fondsmaeglerselskab A S increased its position in shares of F5, Inc. (NASDAQ:FFIV) by 74.8% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 13,901 shares of the network technology company’s stock after acquiring an additional 5,947 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in F5 were worth $4,022,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Barclays PLC grew its position in shares of F5 by 51.7% in the third quarter. Barclays PLC now owns 310,368 shares of the network technology company’s stock valued at $100,308,000 after purchasing an additional 105,738 shares during the period. Norges Bank purchased a new position in F5 during the fourth quarter worth about $205,706,000. JPMorgan Chase & Co. lifted its position in F5 by 11.5% during the third quarter. JPMorgan Chase & Co. now owns 381,350 shares of the network technology company’s stock worth $123,249,000 after buying an additional 39,445 shares during the period. Jefferies Financial Group Inc. boosted its stake in F5 by 127.0% in the 4th quarter. Jefferies Financial Group Inc. now owns 34,529 shares of the network technology company’s stock worth $8,814,000 after buying an additional 19,315 shares during the last quarter. Finally, HighTower Advisors LLC acquired a new stake in F5 in the 3rd quarter worth about $1,571,000. 90.66% of the stock is owned by hedge funds and other institutional investors.

F5 Price Performance

F5 stock opened at $391.27 on Tuesday. The stock’s 50-day moving average is $359.26 and its 200-day moving average is $304.19. The company has a market cap of $22.08 billion, a price-to-earnings ratio of 32.10, a price-to-earnings-growth ratio of 4.52 and a beta of 1.04. F5, Inc. has a 12 month low of $223.76 and a 12 month high of $411.52.

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

Insider Transactions at F5

In other news, CTO Kunal Anand sold 3,123 shares of the stock in a transaction on 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 completion of the sale, the chief technology officer owned 12,194 shares of the company’s stock, valued at $3,930,492.02. This represents a 20.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad Michael Whalen sold 6,200 shares of the stock in a transaction on Friday, May 8th. The stock was sold at an average price of $350.19, for a total transaction of $2,171,178.00. Following the completion of the sale, the executive vice president directly owned 20,832 shares of the company’s stock, valued at $7,295,158.08. The trade was a 22.94% 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. Insiders have sold a total of 22,579 shares of company stock valued at $7,836,860 in the last three months. 0.48% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

FFIV has been the subject of several recent analyst reports. Evercore upgraded F5 from an “in-line” rating to an “outperform” rating and set a $475.00 price target for the company in a report on Monday, May 18th. Bank of America increased their price objective on shares of F5 from $250.00 to $300.00 and gave the stock an “underperform” rating in a report on Tuesday, May 26th. Morgan Stanley raised their target price on shares of F5 from $340.00 to $380.00 and gave the stock an “equal weight” rating in a research report on Wednesday, May 20th. Barclays boosted their target price on shares of F5 from $292.00 to $386.00 and gave the company an “equal weight” rating in a report on Friday, May 29th. Finally, Needham & Company LLC reaffirmed a “hold” rating on shares of F5 in a research report on Wednesday, April 29th. Six analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, F5 presently has an average rating of “Hold” and a consensus price target of $382.67.

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.