F5, Inc. $FFIV Shares Sold by Johnson Financial Group Inc.

Johnson Financial Group Inc. trimmed its position in shares of F5, Inc. (NASDAQ:FFIV) by 19.8% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 6,793 shares of the network technology company’s stock after selling 1,676 shares during the quarter. Johnson Financial Group Inc.’s holdings in F5 were worth $1,965,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Norges Bank acquired a new stake in F5 during the 4th quarter valued at $205,706,000. Jefferies Financial Group Inc. increased its position in F5 by 127.0% during the fourth 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 in the last quarter. William Blair Investment Management LLC acquired a new position in shares of F5 in the fourth quarter worth $140,460,000. iA Global Asset Management Inc. acquired a new position in shares of F5 in the first quarter worth $6,469,000. Finally, Tredje AP fonden lifted its position in shares of F5 by 98.2% in the fourth quarter. Tredje AP fonden now owns 7,683 shares of the network technology company’s stock valued at $1,961,000 after acquiring an additional 3,807 shares in the last quarter. Institutional investors and hedge funds own 90.66% of the company’s stock.

Insider Activity at F5

In other news, EVP Chad Michael Whalen sold 6,200 shares of the company’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $350.19, for a total transaction of $2,171,178.00. Following the completion of the transaction, the executive vice president owned 20,832 shares of the company’s stock, valued at $7,295,158.08. This represents a 22.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Edward Cooper Werner sold 2,500 shares of the firm’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $400.00, for a total transaction of $1,000,000.00. Following the completion of the sale, the chief financial officer directly owned 406 shares in the company, valued at $162,400. This represents a 86.03% decrease in their ownership of the stock. 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 90 days, insiders have sold 22,579 shares of company stock worth $7,836,860. Corporate insiders own 0.48% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on FFIV. Zacks Research raised F5 from a “hold” rating to a “strong-buy” rating in a research note on Friday, June 26th. Evercore raised shares of F5 from an “in-line” rating to an “outperform” rating and set a $475.00 target price for the company in a research note on Monday, May 18th. Needham & Company LLC restated a “hold” rating on shares of F5 in a report on Wednesday, April 29th. Piper Sandler raised their price target on shares of F5 from $356.00 to $423.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. Finally, Morgan Stanley lifted their price target on shares of F5 from $340.00 to $380.00 and gave the stock an “equal weight” rating in a report on Wednesday, May 20th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $382.67.

F5 Stock Up 0.7%

FFIV stock opened at $411.92 on Tuesday. The stock has a market capitalization of $23.24 billion, a price-to-earnings ratio of 33.79, a price-to-earnings-growth ratio of 4.80 and a beta of 1.03. F5, Inc. has a 52-week low of $223.76 and a 52-week high of $435.00. The stock’s fifty day simple moving average is $397.23 and its 200-day simple moving average is $325.96.

F5 (NASDAQ:FFIV) last released its earnings results on Tuesday, April 28th. The network technology company reported $3.90 EPS 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 firm had revenue of $811.70 million during the quarter, compared to analyst estimates of $783.82 million. During the same period in the prior year, the firm posted $3.42 earnings per share. The business’s quarterly 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 anticipate that F5, Inc. will post 12.78 earnings per share for the current fiscal year.

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.