Westerkirk Capital Inc. Makes New Investment in F5, Inc. $FFIV

Westerkirk Capital Inc. acquired a new stake in shares of F5, Inc. (NASDAQ:FFIV) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 4,707 shares of the network technology company’s stock, valued at approximately $1,385,000.

Several other institutional investors and hedge funds have also modified their holdings of the stock. MGO One Seven LLC grew its holdings in F5 by 0.8% during the second quarter. MGO One Seven LLC now owns 4,927 shares of the network technology company’s stock worth $1,450,000 after acquiring an additional 40 shares during the period. Meiji Yasuda Asset Management Co Ltd. grew its stake in shares of F5 by 2.5% during the 1st quarter. Meiji Yasuda Asset Management Co Ltd. now owns 1,805 shares of the network technology company’s stock worth $481,000 after purchasing an additional 44 shares during the period. Signaturefd LLC increased its holdings in shares of F5 by 2.6% during the 2nd quarter. Signaturefd LLC now owns 1,834 shares of the network technology company’s stock valued at $540,000 after purchasing an additional 46 shares in the last quarter. Ethic Inc. lifted its stake in shares of F5 by 0.5% in the 2nd quarter. Ethic Inc. now owns 9,849 shares of the network technology company’s stock valued at $2,913,000 after purchasing an additional 46 shares during the period. Finally, Coldstream Capital Management Inc. lifted its stake in shares of F5 by 4.9% in the 2nd quarter. Coldstream Capital Management Inc. now owns 1,002 shares of the network technology company’s stock valued at $295,000 after purchasing an additional 47 shares during the period. Institutional investors and hedge funds own 90.66% of the company’s stock.

Wall Street Analyst Weigh In

FFIV has been the topic of several analyst reports. Wall Street Zen lowered shares of F5 from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Morgan Stanley lowered their target price on shares of F5 from $352.00 to $336.00 and set an “equal weight” rating on the stock in a research note on Tuesday, October 28th. Weiss Ratings restated a “buy (b)” rating on shares of F5 in a research note on Wednesday, October 8th. Royal Bank Of Canada reduced their price target on F5 from $350.00 to $315.00 and set a “sector perform” rating for the company in a report on Tuesday, October 28th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of F5 in a research report on Tuesday, October 28th. Three equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $295.56.

F5 Stock Down 0.0%

FFIV stock opened at $238.52 on Wednesday. F5, Inc. has a 52 week low of $223.76 and a 52 week high of $346.00. The firm has a 50-day simple moving average of $278.76 and a 200-day simple moving average of $295.27. The stock has a market capitalization of $13.86 billion, a P/E ratio of 20.20, a P/E/G ratio of 7.60 and a beta of 0.99.

F5 (NASDAQ:FFIV) last issued its quarterly earnings results 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 firm had revenue of $810.09 million for the quarter, compared to analyst estimates of $794.06 million. During the same period last year, the company posted $3.67 EPS. F5’s quarterly revenue was up 8.5% compared to the same quarter last year. F5 has set its FY 2026 guidance at 14.500-15.500 EPS and its Q1 2026 guidance at 3.350-3.850 EPS. On average, analysts expect that F5, Inc. will post 11.2 earnings per share for the current year.

Insider Transactions at F5

In other news, CEO Francois Locoh-Donou sold 1,300 shares of F5 stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $252.98, for a total value of $328,874.00. Following the sale, the chief executive officer directly owned 151,623 shares of the company’s stock, valued at $38,357,586.54. The trade was a 0.85% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Lyra Amber Schramm sold 2,701 shares of the business’s stock in a transaction that occurred on Monday, September 8th. The stock was sold at an average price of $316.57, for a total value of $855,055.57. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 26,337 shares of company stock worth $6,810,713. 0.52% of the stock is owned by insiders.

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.