PCM Encore LLC Invests $660,000 in F5, Inc. $FFIV

PCM Encore LLC acquired a new position in F5, Inc. (NASDAQ:FFIV) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 1,586 shares of the network technology company’s stock, valued at approximately $660,000.

A number of other hedge funds also recently bought and sold shares of FFIV. Hazlett Burt & Watson Inc. bought a new position in F5 in the fourth quarter valued at about $26,000. Hantz Financial Services Inc. grew its stake in shares of F5 by 109.8% during the 4th quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock valued at $27,000 after purchasing an additional 56 shares during the period. Elyxium Wealth LLC bought a new stake in shares of F5 during the 4th quarter valued at about $28,000. SJS Investment Consulting Inc. increased its position in shares of F5 by 963.6% during the 1st 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 during the last quarter. Finally, Capital Advisors Ltd. LLC increased its position in shares of F5 by 113.8% during the 1st quarter. Capital Advisors Ltd. LLC now owns 124 shares of the network technology company’s stock valued at $36,000 after purchasing an additional 66 shares during the last quarter. Hedge funds and other institutional investors own 90.66% of the company’s stock.

Insiders Place Their Bets

In related news, Director Nikhil Ramesh Mehta sold 4,000 shares of F5 stock in a transaction on Thursday, July 30th. The shares were sold at an average price of $388.95, for a total transaction of $1,555,800.00. Following the transaction, the director owned 7,043 shares in the company, valued at approximately $2,739,374.85. The trade was a 36.22% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider John Anthony Maddison sold 1,000 shares of the company’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $405.85, for a total transaction of $405,850.00. Following the completion of the transaction, the insider directly owned 1,353 shares of the company’s stock, valued at $549,115.05. This represents a 42.50% 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 quarter, insiders sold 15,699 shares of company stock valued at $6,316,411. Insiders own 0.48% of the company’s stock.

Wall Street Analyst Weigh In

FFIV has been the topic of a number of research reports. Weiss Ratings raised shares of F5 from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, August 11th. Barclays upped their target price on shares of F5 from $386.00 to $397.00 and gave the company an “equal weight” rating in a report on Tuesday, July 28th. Piper Sandler reiterated an “overweight” rating and issued a $461.00 price target (up from $423.00) on shares of F5 in a research report on Tuesday, July 28th. Morgan Stanley lifted their price target on shares of F5 from $380.00 to $415.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 28th. Finally, Wall Street Zen raised 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 issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, F5 has an average rating of “Hold” and a consensus price target of $416.62.

F5 Stock Down 1.3%

FFIV stock opened at $377.79 on Friday. F5, Inc. has a twelve month low of $223.76 and a twelve month high of $435.00. The stock has a market cap of $21.39 billion, a P/E ratio of 30.08, a PEG ratio of 3.74 and a beta of 1.03. The business’s 50-day moving average price is $404.06 and its 200-day moving average price is $347.60.

F5 (NASDAQ:FFIV) last released its earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.00 by $0.73. F5 had a net margin of 21.95% and a return on equity of 21.54%. The company had revenue of $865.08 million during the quarter, compared to analyst estimates of $834.60 million. During the same period in the prior year, the firm posted $4.16 EPS. The firm’s quarterly revenue was up 10.9% compared to the same quarter last year. 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 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.