Public Employees Retirement System of Ohio Has $6.02 Million Position in F5, Inc. $FFIV

Public Employees Retirement System of Ohio lifted its holdings in F5, Inc. (NASDAQ:FFIV) by 6.8% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 20,458 shares of the network technology company’s stock after purchasing an additional 1,297 shares during the period. Public Employees Retirement System of Ohio’s holdings in F5 were worth $6,021,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. GAMMA Investing LLC increased its position in F5 by 34,698.9% in the 1st quarter. GAMMA Investing LLC now owns 746,089 shares of the network technology company’s stock worth $198,661,000 after buying an additional 743,945 shares during the period. Hotchkis & Wiley Capital Management LLC increased its position in F5 by 6.2% during the first quarter. Hotchkis & Wiley Capital Management LLC now owns 5,387,700 shares of the network technology company’s stock worth $1,434,583,000 after acquiring an additional 312,415 shares during the period. Robeco Institutional Asset Management B.V. raised its stake in F5 by 110.4% during the 1st quarter. Robeco Institutional Asset Management B.V. now owns 560,493 shares of the network technology company’s stock valued at $149,242,000 after purchasing an additional 294,050 shares during the last quarter. Pacer Advisors Inc. raised its stake in F5 by 659.3% during the 1st quarter. Pacer Advisors Inc. now owns 316,992 shares of the network technology company’s stock valued at $84,405,000 after purchasing an additional 275,244 shares during the last quarter. Finally, AQR Capital Management LLC boosted its holdings in F5 by 37.5% in the 1st quarter. AQR Capital Management LLC now owns 828,900 shares of the network technology company’s stock valued at $216,757,000 after purchasing an additional 226,231 shares during the period. Institutional investors and hedge funds own 90.66% of the company’s stock.

F5 Price Performance

Shares of NASDAQ:FFIV opened at $324.87 on Monday. The business’s fifty day moving average price is $316.66 and its two-hundred day moving average price is $291.48. F5, Inc. has a fifty-two week low of $213.24 and a fifty-two week high of $337.39. The stock has a market capitalization of $18.66 billion, a price-to-earnings ratio of 28.62, a price-to-earnings-growth ratio of 3.75 and a beta of 1.08.

F5 (NASDAQ:FFIV) last issued its quarterly earnings data on Wednesday, July 30th. The network technology company reported $4.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.49 by $0.67. F5 had a return on equity of 21.77% and a net margin of 22.06%.The company had revenue of $780.37 million during the quarter, compared to analysts’ expectations of $750.64 million. During the same period last year, the business earned $3.36 earnings per share. The business’s revenue was up 12.2% on a year-over-year basis. F5 has set its FY 2025 guidance at 15.240-15.380 EPS. Q4 2025 guidance at 3.870-3.990 EPS. Research analysts expect that F5, Inc. will post 11.2 EPS for the current fiscal year.

Insider Activity

In other F5 news, CEO Francois Locoh-Donou sold 1,300 shares of the company’s stock in a transaction dated Friday, August 1st. The shares were sold at an average price of $308.14, for a total transaction of $400,582.00. Following the sale, the chief executive officer directly owned 110,153 shares of the company’s stock, valued at approximately $33,942,545.42. This represents a 1.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Chad Michael Whalen sold 5,297 shares of the firm’s stock in a transaction that occurred on Monday, August 11th. The stock was sold at an average price of $322.24, for a total transaction of $1,706,905.28. Following the sale, the executive vice president directly owned 23,591 shares of the company’s stock, valued at approximately $7,601,963.84. The trade was a 18.34% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 11,945 shares of company stock valued at $3,762,365 in the last ninety days. 0.52% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. JPMorgan Chase & Co. upped their price objective on shares of F5 from $285.00 to $305.00 and gave the company a “neutral” rating in a research report on Thursday, July 17th. Morgan Stanley lifted their target price on F5 from $305.00 to $312.00 and gave the stock an “equal weight” rating in a research report on Thursday, July 31st. Wolfe Research began coverage on F5 in a report on Monday, July 7th. They issued an “outperform” rating for the company. Piper Sandler raised their price objective on F5 from $304.00 to $355.00 and gave the stock a “neutral” rating in a research report on Thursday, July 31st. Finally, Royal Bank Of Canada lifted their price objective on F5 from $314.00 to $326.00 and gave the stock a “sector perform” rating in a report on Thursday, July 31st. Three equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $309.89.

About F5

F5, Inc provides multi-cloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region. The company’s distributed cloud services enable its customers to deploy, secure, and operate applications in any architecture, from on-premises to the public cloud.