JPMorgan Chase & Co. Increases Stake in F5, Inc. $FFIV

JPMorgan Chase & Co. increased its stake in F5, Inc. (NASDAQ:FFIV) by 11.5% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 381,350 shares of the network technology company’s stock after acquiring an additional 39,445 shares during the period. JPMorgan Chase & Co. owned approximately 0.66% of F5 worth $123,249,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Millennium Management LLC grew its position in F5 by 166.5% during the first quarter. Millennium Management LLC now owns 62,906 shares of the network technology company’s stock valued at $16,750,000 after acquiring an additional 39,305 shares during the period. NewEdge Advisors LLC increased its holdings in shares of F5 by 1,281.4% in the 1st quarter. NewEdge Advisors LLC now owns 967 shares of the network technology company’s stock valued at $257,000 after acquiring an additional 897 shares during the last quarter. Goldman Sachs Group Inc. raised its position in shares of F5 by 38.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 298,297 shares of the network technology company’s stock valued at $79,428,000 after acquiring an additional 82,835 shares in the last quarter. Focus Partners Wealth bought a new position in F5 during the first quarter worth $257,000. Finally, Geneos Wealth Management Inc. boosted its holdings in F5 by 288.1% in the first quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock worth $43,000 after purchasing an additional 121 shares during the period. Institutional investors and hedge funds own 90.66% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on FFIV. Barclays lifted 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. Piper Sandler reaffirmed an “overweight” rating and set a $325.00 target price (up previously from $295.00) on shares of F5 in a research note on Wednesday, January 28th. Evercore reiterated a “cautious” rating on shares of F5 in a research report on Tuesday, October 28th. Zacks Research upgraded shares of F5 from a “strong sell” rating to a “hold” rating in a research note on Friday, January 9th. Finally, Weiss Ratings cut shares of F5 from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, January 27th. Five investment 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, the company presently has a consensus rating of “Hold” and an average price target of $309.89.

F5 Trading Down 0.3%

Shares of NASDAQ FFIV opened at $278.39 on Monday. The firm has a 50-day moving average of $268.50 and a two-hundred day moving average of $283.55. The company has a market capitalization of $15.73 billion, a price-to-earnings ratio of 23.03, a PEG ratio of 7.88 and a beta of 1.00. F5, Inc. has a twelve month low of $223.76 and a twelve month high of $346.00.

F5 (NASDAQ:FFIV) last released its earnings results on Tuesday, January 27th. The network technology company reported $4.45 EPS for the quarter, topping analysts’ consensus estimates of $3.63 by $0.82. The business had revenue of $822.47 million for 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 business’s revenue for the quarter was up 7.3% on a year-over-year basis. During the same period in the previous 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. As a group, research analysts predict that F5, Inc. will post 11.2 earnings per share for the current year.

Insider Activity at F5

In other news, Director Alan Higginson sold 1,770 shares of the company’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $275.25, for a total transaction of $487,192.50. Following the completion of the sale, the director directly owned 6,840 shares of the company’s stock, valued at $1,882,710. This represents a 20.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Angelique M. Okeke sold 386 shares of the stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $278.32, for a total value of $107,431.52. Following the completion of the transaction, the executive vice president owned 1,874 shares of the company’s stock, valued at $521,571.68. This trade represents a 17.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 19,851 shares of company stock worth $5,178,037. 0.48% of the stock is owned by corporate insiders.

About F5

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.