Pacific Sage Partners LLC Invests $2.94 Million in F5, Inc. $FFIV

Pacific Sage Partners LLC purchased a new position in shares of F5, Inc. (NASDAQ:FFIV) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 7,077 shares of the network technology company’s stock, valued at approximately $2,944,000. F5 comprises about 0.4% of Pacific Sage Partners LLC’s investment portfolio, making the stock its 24th largest position.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank acquired a new position in shares of F5 during the fourth quarter valued at approximately $205,706,000. Jefferies Financial Group Inc. boosted its stake in shares of F5 by 127.0% in the fourth quarter. Jefferies Financial Group Inc. now owns 34,529 shares of the network technology company’s stock worth $8,814,000 after acquiring an additional 19,315 shares during the last quarter. iA Global Asset Management Inc. acquired a new stake in shares of F5 in the first quarter worth approximately $6,469,000. William Blair Investment Management LLC acquired a new stake in shares of F5 in the fourth quarter worth approximately $140,460,000. Finally, Tredje AP fonden increased its position in shares of F5 by 98.2% during the fourth quarter. Tredje AP fonden now owns 7,683 shares of the network technology company’s stock worth $1,961,000 after purchasing an additional 3,807 shares in the last quarter. 90.66% of the stock is owned by hedge funds and other institutional investors.

F5 News Summary

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Zacks raised earnings forecasts across multiple periods. Estimates increased for fiscal 2026 EPS to $13.59 from $12.80, fiscal 2027 EPS to $13.77 from $13.02, and fiscal 2028 EPS to $16.16 from $13.48. Quarterly estimates were also raised, including Q4 2026 to $3.25, Q1 2027 to $3.37, Q3 2027 to $3.42, Q4 2027 to $3.86, and Q1–Q3 2028 estimates to $3.79, $3.79, and $4.17, respectively. The revisions suggest improving confidence in F5’s earnings trajectory.
• Positive Sentiment: The revisions build on F5’s latest quarterly performance, when the network technology company reported $4.73 in EPS and $865.08 million in revenue, exceeding analyst expectations. Revenue increased 10.9% year over year, supporting the case for continued earnings growth.
• Neutral Sentiment: The estimate changes were issued August 10 and reported again in several substantially similar research notes, so they represent one analyst’s updated outlook rather than a series of new developments. Zacks Research still rates FFIV “Hold,” while the broader current-year consensus is $13.53 EPS.
• Negative Sentiment: Valuation and momentum may be weighing on the stock. F5 trades at roughly 32 times earnings and near its $435 52-week high, leaving less room for disappointment. With shares positioned well above their 200-day moving average, some investors may be locking in gains despite the higher long-term earnings estimates.

Insiders Place Their Bets

In other news, EVP Angelique M. Okeke sold 515 shares of F5 stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $404.49, for a total transaction of $208,312.35. Following the transaction, the executive vice president owned 2,240 shares in the company, valued at $906,057.60. The trade was a 18.69% decrease in their position. 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, CEO Francois Locoh-Donou sold 3,782 shares of the business’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $412.44, for a total transaction of $1,559,848.08. Following the transaction, the chief executive officer directly owned 146,989 shares in the company, valued at approximately $60,624,143.16. The trade was a 2.51% 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. Over the last ninety days, insiders sold 15,699 shares of company stock worth $6,316,411. 0.48% of the stock is currently owned by company insiders.

F5 Price Performance

FFIV stock opened at $403.20 on Friday. F5, Inc. has a 1 year low of $223.76 and a 1 year high of $435.00. The firm has a market capitalization of $22.83 billion, a PE ratio of 32.10, a price-to-earnings-growth ratio of 3.97 and a beta of 1.03. The business has a 50 day simple moving average of $404.59 and a 200-day simple moving average of $344.04.

F5 (NASDAQ:FFIV) last announced its quarterly earnings data on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, topping analysts’ consensus estimates of $4.00 by $0.73. The firm had revenue of $865.08 million for the quarter, compared to the consensus estimate of $834.60 million. F5 had a return on equity of 21.54% and a net margin of 21.95%.The firm’s revenue was up 10.9% compared to the same quarter last year. During the same quarter last year, the business posted $4.16 earnings per share. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. On average, equities research analysts expect that F5, Inc. will post 13.65 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on FFIV shares. Barclays increased their price objective on F5 from $386.00 to $397.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 28th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of F5 in a research note on Thursday, July 16th. Zacks Research lowered shares of F5 from a “strong-buy” rating to a “hold” rating in a report on Monday, July 27th. Weiss Ratings upgraded shares of F5 from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday. Finally, Wall Street Zen upgraded shares of F5 from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. Five investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $416.62.

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.