BI Asset Management Fondsmaeglerselskab A S Has $5.02 Million Stock Position in F5, Inc. $FFIV

BI Asset Management Fondsmaeglerselskab A S boosted its holdings in F5, Inc. (NASDAQ:FFIV) by 48.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,545 shares of the network technology company’s stock after purchasing an additional 5,076 shares during the period. BI Asset Management Fondsmaeglerselskab A S’s holdings in F5 were worth $5,024,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently bought and sold shares of the company. State Street Corp lifted its stake in F5 by 1.5% in the second quarter. State Street Corp now owns 3,172,614 shares of the network technology company’s stock valued at $933,764,000 after acquiring an additional 48,057 shares during the last quarter. Geode Capital Management LLC lifted its holdings in F5 by 3.8% during the 2nd quarter. Geode Capital Management LLC now owns 1,741,117 shares of the network technology company’s stock worth $511,016,000 after purchasing an additional 64,420 shares during the last quarter. First Trust Advisors LP boosted its position in shares of 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. Robeco Institutional Asset Management B.V. boosted its holdings in F5 by 6.4% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 839,561 shares of the network technology company’s stock valued at $271,338,000 after purchasing an additional 50,278 shares during the period. Finally, Norges Bank bought a new stake in shares of F5 in the second quarter valued at approximately $207,492,000. 90.66% of the stock is currently owned by institutional investors.

F5 Stock Up 2.0%

FFIV stock opened at $276.57 on Friday. The firm has a market capitalization of $15.71 billion, a PE ratio of 22.88, a P/E/G ratio of 7.76 and a beta of 1.00. The stock’s 50 day moving average is $263.32 and its 200-day moving average is $286.02. F5, Inc. has a twelve month low of $223.76 and a twelve month high of $346.00.

F5 (NASDAQ:FFIV) last announced its earnings results on Tuesday, January 27th. The network technology company reported $4.45 EPS for the quarter, beating the consensus estimate of $3.63 by $0.82. The company 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% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.84 earnings per share. 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, equities research analysts anticipate that F5, Inc. will post 11.2 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms recently weighed in on FFIV. Weiss Ratings cut shares of F5 from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, January 27th. Royal Bank Of Canada upped their price target on shares of F5 from $325.00 to $345.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. Evercore reaffirmed a “cautious” rating on shares of F5 in a research note on Tuesday, October 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 research report on Thursday, January 15th. Finally, Zacks Research upgraded shares of F5 from a “strong sell” rating to a “hold” rating in a report on Friday, January 9th. 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’s stock. According to data from MarketBeat.com, F5 currently has an average rating of “Hold” and an average target price of $309.89.

Insider Activity at F5

In other F5 news, Director Alan Higginson sold 1,309 shares of the stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $237.11, for a total transaction of $310,376.99. Following the completion of the transaction, the director directly owned 8,610 shares of the company’s stock, valued at approximately $2,041,517.10. This represents a 13.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Francois Locoh-Donou sold 1,300 shares of the 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 owned 150,323 shares of the company’s stock, valued at $35,625,047.77. The trade was a 0.86% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 17,241 shares of company stock worth $4,350,054. 0.48% of the stock is owned by company insiders.

F5 News Roundup

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Q1 results and guidance: F5 reported an EPS and revenue beat for the quarter ended Dec‑2025 and provided FY‑2026 and Q2 guidance, which supports near‑term revenue and profit momentum and helps justify upgraded price targets and outperformance calls. Read More.
• Positive Sentiment: Analyst support: Several firms recently raised price targets or maintained constructive views after the quarter (Royal Bank of Canada, Goldman Sachs among them), which can attract buyer interest and limit downside.
• Neutral Sentiment: Insider activity: A disclosure shows an insider sold 199 shares (small position, Feb. 3), a modest signal that sometimes adds short‑term selling but is not materially dilutive. Read More.
• Neutral Sentiment: Analytical coverage: Recent pieces examine F5’s key metrics and reliance on international revenue — useful background for investors but not immediate catalysts. Read More.
• Negative Sentiment: Litigation and regulatory risk: Multiple law firms have filed or issued investor alerts about a securities class action alleging F5 misled the market about security of its BIG‑IP products and a long‑term undetected intrusion (claims include source‑code theft and potential nation‑state involvement). These filings increase the risk of costly litigation, regulatory probes, and customer/contract friction. Representative notices: Read More., Read More., Read More.

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.