Hussman Strategic Advisors Inc. Acquires 4,200 Shares of F5, Inc. $FFIV

Hussman Strategic Advisors Inc. boosted its holdings in shares of F5, Inc. (NASDAQ:FFIV) by 66.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,500 shares of the network technology company’s stock after acquiring an additional 4,200 shares during the period. F5 accounts for about 0.7% of Hussman Strategic Advisors Inc.’s investment portfolio, making the stock its 18th largest holding. Hussman Strategic Advisors Inc.’s holdings in F5 were worth $3,393,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of FFIV. Whipplewood Advisors LLC lifted its holdings in shares of F5 by 275.0% during the second quarter. Whipplewood Advisors LLC now owns 90 shares of the network technology company’s stock valued at $26,000 after purchasing an additional 66 shares during the last quarter. Geneos Wealth Management Inc. increased its position in F5 by 288.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock valued at $43,000 after buying an additional 121 shares in the last quarter. CYBER HORNET ETFs LLC purchased a new position in F5 during the second quarter valued at $45,000. CNB Bank bought a new stake in F5 in the second quarter worth $49,000. Finally, Root Financial Partners LLC bought a new stake in F5 in the third quarter worth $49,000. Hedge funds and other institutional investors own 90.66% of the company’s stock.

Insider Transactions at F5

In other news, CEO Francois Locoh-Donou sold 1,300 shares of the firm’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $236.99, for a total value of $308,087.00. Following the transaction, the chief executive officer directly owned 150,323 shares in the company, valued at $35,625,047.77. This trade represents a 0.86% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Alan Higginson sold 1,309 shares of the company’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $237.11, for a total value of $310,376.99. Following the sale, the director owned 8,610 shares of the company’s stock, valued at approximately $2,041,517.10. This trade represents a 13.20% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 33,815 shares of company stock valued at $8,444,286 over the last 90 days. 0.52% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. Weiss Ratings restated a “buy (b-)” rating on shares of F5 in a report on Monday, December 29th. Zacks Research upgraded shares of F5 from a “strong sell” rating to a “hold” rating in a research note on Friday, January 9th. Royal Bank Of Canada raised shares of F5 from a “sector perform” rating to an “outperform” rating and lifted their target price for the stock from $315.00 to $325.00 in a report on Monday, January 5th. Wall Street Zen cut shares of F5 from a “buy” rating to a “hold” rating in a report on Friday, November 28th. Finally, Piper Sandler raised shares of F5 from a “neutral” rating to an “overweight” rating and raised their price target for the company from $277.00 to $295.00 in a research report on Monday, January 5th. Six equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $299.78.

F5 Stock Up 1.1%

Shares of NASDAQ FFIV opened at $270.43 on Wednesday. The firm’s 50-day moving average price is $256.24 and its 200-day moving average price is $286.88. F5, Inc. has a 52-week low of $223.76 and a 52-week high of $346.00. The company has a market cap of $15.71 billion, a PE ratio of 22.90, a PEG ratio of 8.39 and a beta of 0.98.

F5 (NASDAQ:FFIV) last issued its quarterly earnings data on Monday, October 27th. The network technology company reported $4.39 earnings per share for the quarter, beating analysts’ consensus estimates of $3.96 by $0.43. F5 had a net margin of 22.42% and a return on equity of 21.76%. The company had revenue of $810.09 million for the quarter, compared to the consensus estimate of $794.06 million. During the same quarter in the prior year, the firm earned $3.67 earnings per share. The firm’s revenue for the quarter was up 8.5% compared to the same quarter last year. As a group, equities research analysts anticipate that F5, Inc. will post 11.2 EPS for the current fiscal year.

F5 News Roundup

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Q1 beat — F5 reported $4.45 EPS and $822.5M in revenue, both well above consensus, signaling better margin and top‑line execution. Quarterly results & conference call
• Positive Sentiment: Raised guidance — F5 set Q2 EPS guidance of $3.34–$3.46 (vs. ~3.05 consensus) and FY 2026 EPS of $15.65–$16.05 (vs. ~13.81 consensus); revenue guidance also topped or matched Street views, which materially improves FY outlook. View Press Release
• Positive Sentiment: Shares jumped in after‑hours trading on the beat + guidance combo, reflecting strong investor enthusiasm and a re‑rating of growth prospects. F5 stock surges 13% after topping estimates
• Negative Sentiment: Legal risk — Multiple law firms have filed or are soliciting lead‑plaintiff motions in securities class actions related to a previously disclosed “material cybersecurity incident” and its impact on 2026 revenue expectations; this raises potential litigation costs and distraction risk. Hagens Berman investor alert on FFIV
• Negative Sentiment: Ongoing investor reminders — Several firms (Rosen, Pomerantz, Bernstein, others) are issuing deadline alerts to F5 shareholders about joining class actions, keeping legal headlines and potential settlements in play. ROSEN investor alert

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.