Acadian Asset Management LLC Reduces Stake in F5, Inc. $FFIV

Acadian Asset Management LLC reduced its stake in shares of F5, Inc. (NASDAQ:FFIV) by 1.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 820,092 shares of the network technology company’s stock after selling 8,874 shares during the quarter. Acadian Asset Management LLC owned about 1.43% of F5 worth $241,331,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of FFIV. Campbell & CO Investment Adviser LLC increased its position in shares of F5 by 124.1% during the 2nd quarter. Campbell & CO Investment Adviser LLC now owns 8,381 shares of the network technology company’s stock valued at $2,467,000 after purchasing an additional 4,641 shares during the last quarter. Connor Clark & Lunn Investment Management Ltd. increased its position in F5 by 36.7% during the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 47,817 shares of the network technology company’s stock valued at $14,073,000 after acquiring an additional 12,836 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. increased its position in F5 by 10.3% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 113,937 shares of the network technology company’s stock valued at $33,534,000 after acquiring an additional 10,646 shares during the last quarter. Aviva PLC raised its stake in shares of F5 by 8.3% in the second quarter. Aviva PLC now owns 46,647 shares of the network technology company’s stock valued at $13,729,000 after acquiring an additional 3,594 shares during the period. Finally, Prospera Financial Services Inc raised its stake in shares of F5 by 54.4% in the second quarter. Prospera Financial Services Inc now owns 4,815 shares of the network technology company’s stock valued at $1,417,000 after acquiring an additional 1,697 shares during the period. 90.66% of the stock is owned by institutional investors.

Insider Buying and Selling at F5

In other F5 news, CEO Francois Locoh-Donou sold 1,300 shares of the firm’s stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $320.61, for a total transaction of $416,793.00. Following the transaction, the chief executive officer owned 107,553 shares of the company’s stock, valued at approximately $34,482,567.33. This trade represents a 1.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Thomas Dean Fountain sold 8,318 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $249.78, for a total transaction of $2,077,670.04. Following the completion of the sale, the executive vice president directly owned 22,493 shares of the company’s stock, valued at $5,618,301.54. The trade was a 27.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 29,414 shares of company stock valued at $8,004,410 in the last 90 days. Insiders own 0.52% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on FFIV. Weiss Ratings reaffirmed a “buy (b)” rating on shares of F5 in a research note on Wednesday, October 8th. Morgan Stanley decreased their price objective on shares of F5 from $352.00 to $336.00 and set an “equal weight” rating for the company in a research note on Tuesday, October 28th. Royal Bank Of Canada dropped their target price on F5 from $350.00 to $315.00 and set a “sector perform” rating for the company in a research report on Tuesday, October 28th. Wall Street Zen downgraded F5 from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 1st. Finally, Barclays decreased their price target on F5 from $321.00 to $267.00 and set an “equal weight” rating for the company in a research note on Tuesday, October 28th. Three research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $295.56.

F5 Trading Down 0.9%

FFIV opened at $245.74 on Friday. The company has a quick ratio of 1.56, a current ratio of 1.56 and a debt-to-equity ratio of 0.22. The stock’s fifty day moving average is $308.24 and its two-hundred day moving average is $299.37. The company has a market capitalization of $14.12 billion, a P/E ratio of 20.81, a PEG ratio of 7.53 and a beta of 1.08. F5, Inc. has a 52 week low of $227.04 and a 52 week high of $346.00.

F5 (NASDAQ:FFIV) last posted its quarterly earnings results on Monday, October 27th. The network technology company reported $4.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.96 by $0.43. The business had revenue of $810.09 million for the quarter, compared to the consensus estimate of $794.06 million. F5 had a return on equity of 21.76% and a net margin of 22.42%.The business’s revenue was up 8.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.67 EPS. F5 has set its FY 2026 guidance at 14.500-15.500 EPS. Q1 2026 guidance at 3.350-3.850 EPS. Analysts forecast that F5, Inc. will post 11.2 earnings per share for the current year.

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.