Alberta Investment Management Corp Grows Position in F5, Inc. $FFIV

Alberta Investment Management Corp increased its holdings in F5, Inc. (NASDAQ:FFIV) by 173.3% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 8,200 shares of the network technology company’s stock after buying an additional 5,200 shares during the quarter. Alberta Investment Management Corp’s holdings in F5 were worth $2,650,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Norges Bank purchased a new stake in F5 in the second quarter worth approximately $207,492,000. Nordea Investment Management AB lifted its holdings in shares of F5 by 217.7% during the 3rd quarter. Nordea Investment Management AB now owns 229,591 shares of the network technology company’s stock valued at $74,142,000 after buying an additional 157,318 shares during the period. Assenagon Asset Management S.A. grew its holdings in shares of F5 by 503.9% in the third quarter. Assenagon Asset Management S.A. now owns 163,525 shares of the network technology company’s stock worth $52,850,000 after acquiring an additional 136,445 shares during the period. Treasurer of the State of North Carolina increased its position in F5 by 223.2% during the second quarter. Treasurer of the State of North Carolina now owns 140,547 shares of the network technology company’s stock valued at $41,366,000 after acquiring an additional 97,057 shares during the last quarter. Finally, First Trust Advisors LP lifted its holdings in F5 by 5.8% in the second quarter. First Trust Advisors LP now owns 1,615,555 shares of the network technology company’s stock valued at $475,490,000 after acquiring an additional 87,923 shares during the period. Institutional investors own 90.66% of the company’s stock.

Insider Activity

In other news, EVP Thomas Dean Fountain sold 3,343 shares of the firm’s stock in a transaction on Monday, January 26th. The stock was sold at an average price of $261.87, for a total transaction of $875,431.41. Following the transaction, the executive vice president owned 8,060 shares in the company, valued at approximately $2,110,672.20. This trade represents a 29.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Francois Locoh-Donou sold 1,300 shares of the company’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $236.99, for a total transaction of $308,087.00. Following the completion of the sale, the chief executive officer directly owned 150,323 shares of the company’s stock, valued at approximately $35,625,047.77. This trade represents a 0.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 19,191 shares of company stock valued at $4,951,595. 0.48% of the stock is currently owned by insiders.

F5 Price Performance

Shares of FFIV opened at $279.19 on Friday. The stock has a market capitalization of $15.78 billion, a price-to-earnings ratio of 23.09, a price-to-earnings-growth ratio of 7.86 and a beta of 1.00. F5, Inc. has a 1 year low of $223.76 and a 1 year high of $346.00. The business’s 50 day simple moving average is $268.19 and its 200-day simple moving average is $284.36.

F5 (NASDAQ:FFIV) last announced its quarterly earnings results on Tuesday, January 27th. The network technology company reported $4.45 EPS for the quarter, beating analysts’ consensus estimates of $3.63 by $0.82. The firm had revenue of $822.47 million during the quarter, compared to the consensus estimate of $755.97 million. F5 had a net margin of 22.45% and a return on equity of 22.08%. The firm’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same quarter last year, the firm earned $3.84 EPS. F5 has set its Q2 2026 guidance at 3.340-3.460 EPS and its FY 2026 guidance at 15.650-16.050 EPS. On average, sell-side analysts expect that F5, Inc. will post 11.2 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of analysts have commented on FFIV shares. The Goldman Sachs Group upped their target price on shares of F5 from $285.00 to $320.00 and gave the company a “neutral” rating in a report on Wednesday, January 28th. Piper Sandler reissued an “overweight” rating and set a $325.00 price objective (up previously from $295.00) on shares of F5 in a research report on Wednesday, January 28th. JPMorgan Chase & Co. raised F5 from a “neutral” rating to an “overweight” rating and raised their target price for the stock from $295.00 to $345.00 in a report on Thursday, January 15th. Royal Bank Of Canada lifted their target price on F5 from $325.00 to $345.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. Finally, Barclays boosted their price target on F5 from $267.00 to $283.00 and gave the company an “equal weight” rating in a report on Wednesday, January 28th. Five research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, F5 presently has an average rating of “Hold” and an average price target of $309.89.

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.