Swedbank AB Raises Stock Holdings in F5, Inc. $FFIV

Swedbank AB grew its stake in F5, Inc. (NASDAQ:FFIV) by 1.8% during the 4th quarter, Holdings Channel reports. The fund owned 207,206 shares of the network technology company’s stock after acquiring an additional 3,668 shares during the period. Swedbank AB’s holdings in F5 were worth $52,891,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Pacific Sage Partners LLC lifted its position in shares of F5 by 0.6% in the fourth quarter. Pacific Sage Partners LLC now owns 7,122 shares of the network technology company’s stock valued at $1,818,000 after acquiring an additional 40 shares in the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd lifted its position in shares of F5 by 0.6% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 7,386 shares of the network technology company’s stock valued at $2,387,000 after acquiring an additional 42 shares in the last quarter. Coldstream Capital Management Inc. lifted its position in shares of F5 by 4.5% in the third quarter. Coldstream Capital Management Inc. now owns 1,047 shares of the network technology company’s stock valued at $338,000 after acquiring an additional 45 shares in the last quarter. Alps Advisors Inc. lifted its position in shares of F5 by 3.8% in the third quarter. Alps Advisors Inc. now owns 1,414 shares of the network technology company’s stock valued at $457,000 after acquiring an additional 52 shares in the last quarter. Finally, Laird Norton Wetherby Wealth Management LLC lifted its position in shares of F5 by 5.0% in the third quarter. Laird Norton Wetherby Wealth Management LLC now owns 1,180 shares of the network technology company’s stock valued at $381,000 after acquiring an additional 56 shares in the last quarter. 90.66% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the company. Piper Sandler restated an “overweight” rating on shares of F5 in a research report on Wednesday, April 29th. Needham & Company LLC restated a “hold” rating on shares of F5 in a research report on Wednesday, April 29th. Zacks Research upgraded F5 from a “strong sell” rating to a “hold” rating in a research report on Friday, January 9th. JPMorgan Chase & Co. upped their price objective on F5 from $355.00 to $365.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Finally, Royal Bank Of Canada increased their target price on F5 from $345.00 to $375.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 29th. Five investment 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 has a consensus rating of “Hold” and a consensus target price of $316.44.

F5 Trading Up 0.3%

NASDAQ FFIV opened at $341.02 on Thursday. The business’s 50-day moving average price is $295.87 and its 200 day moving average price is $273.70. F5, Inc. has a twelve month low of $223.76 and a twelve month high of $346.00. The company has a market capitalization of $19.27 billion, a PE ratio of 27.98, a price-to-earnings-growth ratio of 7.86 and a beta of 1.00.

F5 (NASDAQ:FFIV) last released its earnings results on Tuesday, April 28th. The network technology company reported $3.90 earnings per share for the quarter, topping 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 firm had revenue of $811.70 million for the quarter, compared to the consensus estimate of $783.82 million. During the same period in the prior year, the business posted $3.42 earnings per share. The firm’s revenue for the quarter 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. Equities analysts predict that F5, Inc. will post 12.71 EPS for the current year.

Key F5 News

Here are the key news stories impacting F5 this week:

• Positive Sentiment: April-quarter beat and raised outlook — F5 reported $3.90 EPS vs. $3.47 expected and $811.7M revenue vs. ~$783.8M consensus; management set Q3 FY26 EPS guidance of $3.91–4.03 and FY26 EPS of $16.25–16.55, which supports the rally. F5 (FFIV) Reports Q2 Earnings
• Positive Sentiment: Analyst support rising — Several firms raised targets (e.g., RBC to $375) and recent upgrades/price?target increases give the stock near?term upside as investors re?rate the shares after the beat. MarketBeat Coverage of FFIV
• Neutral Sentiment: International revenue dynamics under review — A Zacks deep?dive notes that overseas revenue trends and regional mix will shape future growth assumptions; this is important for modeling but not an immediate catalyst. International Markets and F5 (FFIV)
• Neutral Sentiment: Multiple insider sales, all via Rule 10b5?1 plans — CTO Kunal Anand, SVP John Maddison, EVP Angelique Okeke, EVP Chad Whalen and CFO Edward Werner sold shares (notable amounts but pre?arranged), which mutes negative signaling versus opportunistic or unscheduled selling. Insider Selling: FFIV

Insider Activity

In related news, Director Michael L. Dreyer sold 3,067 shares of the stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $282.41, for a total transaction of $866,151.47. Following the transaction, the director directly owned 1,309 shares in the company, valued at approximately $369,674.69. This represents a 70.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Francois Locoh-Donou sold 3,755 shares of the company’s stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $283.53, for a total value of $1,064,655.15. Following the sale, the chief executive officer owned 150,323 shares of the company’s stock, valued at $42,621,080.19. This represents a 2.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 19,577 shares of company stock valued at $5,762,036 in the last three months. Company insiders own 0.48% of the company’s stock.

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.