OMERS ADMINISTRATION Corp Has $3.71 Million Stock Position in F5, Inc. $FFIV

OMERS ADMINISTRATION Corp raised its holdings in shares of F5, Inc. (NASDAQ:FFIV) by 23.6% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,823 shares of the network technology company’s stock after acquiring an additional 2,446 shares during the quarter. OMERS ADMINISTRATION Corp’s holdings in F5 were worth $3,710,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Hazlett Burt & Watson Inc. bought a new stake in shares of F5 in the fourth quarter worth $26,000. Hantz Financial Services Inc. boosted its holdings in F5 by 109.8% during the fourth quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock worth $27,000 after purchasing an additional 56 shares during the last quarter. Elyxium Wealth LLC bought a new position in F5 in the fourth quarter valued at $28,000. SJS Investment Consulting Inc. grew its position in F5 by 963.6% in the first quarter. SJS Investment Consulting Inc. now owns 117 shares of the network technology company’s stock valued at $34,000 after purchasing an additional 106 shares in the last quarter. Finally, Capital Advisors Ltd. LLC increased its stake in F5 by 113.8% in the 1st quarter. Capital Advisors Ltd. LLC now owns 124 shares of the network technology company’s stock valued at $36,000 after buying an additional 66 shares during the last quarter. 90.66% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting F5

Here are the key news stories impacting F5 this week:

• Positive Sentiment: F5 exceeded quarterly expectations. Fiscal Q3 2026 EPS was $4.73, up from $4.16 a year earlier and above the roughly $4.00 analyst consensus. Revenue reached $865.1 million, topping estimates of approximately $834.6 million. F5 Networks Beats Q3 Earnings and Revenue Estimates
• Positive Sentiment: Product growth remained strong. F5 reported 19% year-over-year product-revenue growth and 11% total-revenue growth, marking its eighth consecutive quarter of double-digit product growth. Management said customers continue to prioritize secure application and API delivery amid rising cybersecurity risks associated with artificial intelligence adoption. F5 Reports Third Quarter Results
• Positive Sentiment: Management raised its outlook again. F5 increased its full-year revenue-growth forecast for the third time this year, reflecting robust demand for its secure networking solutions. Fiscal 2026 EPS guidance of $17.21–$17.33 exceeds the $15.75 consensus, while fourth-quarter EPS guidance of $4.14–$4.26 is above the $3.95 consensus. Fourth-quarter revenue guidance of $870 million–$890 million also exceeds expectations. F5 Raises Annual Revenue Growth Forecast
• Neutral Sentiment: Pre-earnings coverage had anticipated approximately $4.00 in EPS and $833.6 million in revenue, leaving the focus on whether F5 could deliver an earnings beat and raise its outlook—both of which occurred. F5 Earnings Preview

Wall Street Analyst Weigh In

Several equities research analysts have commented on the stock. Evercore raised shares of F5 from an “in-line” rating to an “outperform” rating and set a $475.00 price target on the stock in a research report on Monday, May 18th. Zacks Research upgraded F5 from a “hold” rating to a “strong-buy” rating in a report on Friday, June 26th. Piper Sandler lifted their target price on F5 from $356.00 to $423.00 and gave the company an “overweight” rating in a research report on Friday, May 29th. Barclays upped their target price on F5 from $292.00 to $386.00 and gave the stock an “equal weight” rating in a report on Friday, May 29th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of F5 in a research report on Friday, June 26th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $382.67.

Insider Transactions at F5

In other news, EVP Thomas Dean Fountain sold 1,328 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $330.58, for a total value of $439,010.24. Following the transaction, the executive vice president owned 8,060 shares of the company’s stock, valued at approximately $2,664,474.80. This represents a 14.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $400.00, for a total value of $1,000,000.00. Following the transaction, the chief financial officer owned 406 shares in the company, valued at approximately $162,400. This trade represents a 86.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 22,579 shares of company stock worth $7,836,860. 0.48% of the stock is currently owned by insiders.

F5 Price Performance

FFIV stock opened at $407.96 on Tuesday. F5, Inc. has a one year low of $223.76 and a one year high of $435.00. The stock has a market cap of $23.02 billion, a price-to-earnings ratio of 33.47, a price-to-earnings-growth ratio of 4.60 and a beta of 1.03. The company has a fifty day moving average price of $400.80 and a two-hundred day moving average price of $330.81.

F5 (NASDAQ:FFIV) last posted its earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.00 by $0.73. The company had revenue of $865.08 million during the quarter, compared to analysts’ expectations of $834.60 million. F5 had a net margin of 21.96% and a return on equity of 21.50%. F5’s quarterly revenue was up 10.9% compared to the same quarter last year. During the same quarter last year, the company posted $4.16 EPS. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. Research analysts anticipate that F5, Inc. will post 12.78 EPS for the current fiscal year.

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.