UBS Group AG Boosts Position in F5, Inc. $FFIV

UBS Group AG raised its stake in F5, Inc. (NASDAQ:FFIV) by 141.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,023,869 shares of the network technology company’s stock after purchasing an additional 599,384 shares during the period. UBS Group AG’s holdings in F5 were worth $261,353,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. M&T Bank Corp lifted its position in shares of F5 by 17,181.1% during the 4th quarter. M&T Bank Corp now owns 309,158 shares of the network technology company’s stock worth $78,916,000 after buying an additional 307,369 shares during the last quarter. Caisse de depot et placement du Quebec raised its stake in F5 by 169.2% during the 3rd quarter. Caisse de depot et placement du Quebec now owns 462,740 shares of the network technology company’s stock worth $149,553,000 after acquiring an additional 290,828 shares in the last quarter. Victory Capital Management Inc. raised its stake in F5 by 422.7% during the 3rd quarter. Victory Capital Management Inc. now owns 347,125 shares of the network technology company’s stock worth $112,187,000 after acquiring an additional 280,719 shares in the last quarter. Nordea Investment Management AB lifted its position in F5 by 217.7% in the third quarter. Nordea Investment Management AB now owns 229,591 shares of the network technology company’s stock valued at $74,142,000 after acquiring an additional 157,318 shares during the last quarter. Finally, Vanguard Group Inc. boosted its stake in F5 by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 7,357,293 shares of the network technology company’s stock valued at $1,878,023,000 after acquiring an additional 114,533 shares in the last quarter. Institutional investors and hedge funds own 90.66% of the company’s stock.

Key Stories Impacting F5

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Q2 EPS and revenue beat — F5 reported non?GAAP EPS of $3.90 (above consensus) and revenue of ~$812M, with reported margin strength that topped estimates. This is the proximate driver for the stock move as it validates execution and profitability. F5 Networks (FFIV) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management raised FY26 guidance — F5 increased its full?year revenue growth and non?GAAP EPS outlook (EPS guided to $16.25–$16.55 vs. street below), signaling stronger demand and giving investors greater confidence in the topline/earnings trajectory. F5 Q2 earnings surpass expectations; increases full-year guidance
• Positive Sentiment: Revenue growth driven by products and security spending — Q2 revenue grew ~11% YoY with product revenue up ~22% (systems and software strong), underpinning management’s comments that security spending is boosting demand. That mix improves recurring and higher?margin revenue. F5 raises annual revenue growth forecast on strong security spending
• Positive Sentiment: Upbeat Q3 guide — F5 provided Q3 revenue and EPS guidance above consensus ranges (revenue ~$820–840M; non?GAAP EPS ~$3.91–4.03), which reduces near?term execution risk and supports multiple expansion. F5 jumps 6.5% as revenue growth accelerates and FY2026 outlook is raised
• Neutral Sentiment: Board addition — F5 appointed Anand Eswaran to the board, highlighting focus on AI/enterprise software expertise; strategically positive long term but not an immediate earnings driver. F5 Adds Anand Eswaran to its Board of Directors
• Neutral Sentiment: Investor meeting scheduled — F5 set an Analyst & Investor Meeting for May 28 (webcast available), offering another forum for management to reinforce the story and provide longer?term detail. F5 to Host Analyst and Investor Meeting on May 28, 2026
• Negative Sentiment: Significant insider selling noted — recent filings show multiple insiders selling shares (no recent purchases), which some investors view as a cautionary signal on near?term insider conviction. This can temper enthusiasm despite strong results. F5 jumps 6.5% as revenue growth accelerates and FY2026 outlook is raised

Wall Street Analyst Weigh In

A number of research firms have recently commented on FFIV. JPMorgan Chase & Co. lifted their target price on F5 from $345.00 to $355.00 and gave the stock an “overweight” rating in a research report on Thursday, April 16th. Royal Bank Of Canada raised their price target on F5 from $325.00 to $345.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 28th. Zacks Research upgraded F5 from a “strong sell” rating to a “hold” rating in a research note on Friday, January 9th. Piper Sandler reissued an “overweight” rating and issued a $325.00 price objective (up from $295.00) on shares of F5 in a report on Wednesday, January 28th. Finally, The Goldman Sachs Group boosted their price target on F5 from $285.00 to $320.00 and gave the company a “neutral” rating in a research report on Wednesday, January 28th. Five analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $311.00.

F5 Price Performance

NASDAQ:FFIV opened at $304.35 on Wednesday. The firm has a market cap of $17.20 billion, a price-to-earnings ratio of 25.17, a price-to-earnings-growth ratio of 8.30 and a beta of 0.93. The firm’s fifty day moving average price is $291.31 and its 200 day moving average price is $273.53. F5, Inc. has a 1-year low of $223.76 and a 1-year high of $346.00.

F5 (NASDAQ:FFIV) last announced its quarterly earnings data on Tuesday, April 28th. The network technology company reported $3.90 EPS for the quarter, beating analysts’ consensus estimates of $3.44 by $0.46. F5 had a net margin of 22.45% and a return on equity of 22.08%. The firm had revenue of $811.70 million during the quarter, compared to the consensus estimate of $782.19 million. During the same quarter last year, the firm earned $3.42 earnings per share. The firm’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. As a group, analysts expect that F5, Inc. will post 12.32 earnings per share for the current fiscal year.

Insider Buying and Selling at F5

In related news, CEO Francois Locoh-Donou sold 3,755 shares of the company’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $283.53, for a total transaction of $1,064,655.15. Following the completion of the transaction, the chief executive officer owned 150,323 shares of the company’s stock, valued at approximately $42,621,080.19. This represents a 2.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Michael L. Dreyer sold 3,067 shares of F5 stock in a transaction on Friday, February 20th. The shares were sold at an average price of $282.41, for a total transaction of $866,151.47. Following the completion of the transaction, the director owned 1,309 shares in the company, valued at approximately $369,674.69. This trade represents a 70.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 13,508 shares of company stock worth $3,792,053. 0.48% of the stock is currently owned by insiders.

F5 Company 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.