Corient Private Wealth LP Makes New $21.10 Million Investment in F5, Inc. $FFIV

Corient Private Wealth LP bought a new position in shares of F5, Inc. (NASDAQ:FFIV) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 50,745 shares of the network technology company’s stock, valued at approximately $21,102,000. Corient Private Wealth LP owned approximately 0.09% of F5 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of FFIV. Norges Bank purchased a new stake in F5 in the 4th quarter worth approximately $205,706,000. Jefferies Financial Group Inc. grew its holdings in shares of F5 by 127.0% during the 4th quarter. Jefferies Financial Group Inc. now owns 34,529 shares of the network technology company’s stock valued at $8,814,000 after acquiring an additional 19,315 shares in the last quarter. iA Global Asset Management Inc. acquired a new position in shares of F5 in the first quarter worth $6,469,000. William Blair Investment Management LLC acquired a new position in shares of F5 in the fourth quarter worth $140,460,000. Finally, Tredje AP fonden raised its holdings in shares of F5 by 98.2% during the fourth quarter. Tredje AP fonden now owns 7,683 shares of the network technology company’s stock worth $1,961,000 after acquiring an additional 3,807 shares in the last quarter. 90.66% of the stock is currently owned by institutional investors and hedge funds.

F5 Price Performance

FFIV stock opened at $394.24 on Friday. The stock has a market capitalization of $22.33 billion, a price-to-earnings ratio of 31.39, a price-to-earnings-growth ratio of 4.01 and a beta of 1.03. The company has a 50-day moving average of $404.32 and a two-hundred day moving average of $351.96. F5, Inc. has a 52-week low of $223.76 and a 52-week high of $435.00.

F5 (NASDAQ:FFIV) last posted its quarterly earnings data on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, topping analysts’ consensus estimates of $4.00 by $0.73. F5 had a return on equity of 21.54% and a net margin of 21.95%.The business had revenue of $865.08 million for the quarter, compared to analyst estimates of $834.60 million. During the same period in the previous year, the company posted $4.16 earnings per share. The firm’s revenue for the quarter was up 10.9% on a year-over-year basis. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. Equities analysts expect that F5, Inc. will post 13.65 EPS for the current fiscal year.

Insider Buying and Selling

In other F5 news, CEO Francois Locoh-Donou sold 3,782 shares of F5 stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $412.44, for a total value of $1,559,848.08. Following the transaction, the chief executive officer directly owned 146,989 shares of the company’s stock, valued at $60,624,143.16. The trade was a 2.51% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Anthony Maddison sold 1,000 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $405.85, for a total value of $405,850.00. Following the transaction, the insider owned 1,353 shares of the company’s stock, valued at approximately $549,115.05. This trade represents a 42.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 worth $6,316,411. 0.48% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research firms recently issued reports on FFIV. Royal Bank Of Canada reissued an “outperform” rating on shares of F5 in a research report on Thursday, July 16th. Barclays upped their target price on F5 from $386.00 to $397.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 28th. Weiss Ratings raised F5 from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday, August 11th. Zacks Research lowered F5 from a “strong-buy” rating to a “hold” rating in a report on Monday, July 27th. Finally, Morgan Stanley boosted their price target on F5 from $380.00 to $415.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 28th. Five equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, F5 presently has a consensus rating of “Hold” and a consensus price target of $416.62.

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.