F5, Inc. $FFIV Stock Holdings Increased by Victory Capital Management Inc.

Victory Capital Management Inc. increased its stake in shares of F5, Inc. (NASDAQ:FFIV) by 422.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 347,125 shares of the network technology company’s stock after purchasing an additional 280,719 shares during the quarter. Victory Capital Management Inc. owned approximately 0.60% of F5 worth $112,187,000 as of its most recent filing with the SEC.

Several other large investors have also recently added to or reduced their stakes in FFIV. Elo Mutual Pension Insurance Co purchased a new stake in F5 in the 3rd quarter worth approximately $5,216,000. Fisher Asset Management LLC increased its stake in shares of F5 by 22.8% in the third quarter. Fisher Asset Management LLC now owns 64,771 shares of the network technology company’s stock worth $20,933,000 after acquiring an additional 12,023 shares during the last quarter. Rafferty Asset Management LLC raised its holdings in shares of F5 by 2.4% during the third quarter. Rafferty Asset Management LLC now owns 21,639 shares of the network technology company’s stock worth $6,994,000 after acquiring an additional 516 shares in the last quarter. Brand Asset Management Group Inc. purchased a new stake in shares of F5 during the third quarter worth $239,000. Finally, Andra AP fonden boosted its position in F5 by 4.9% during the third quarter. Andra AP fonden now owns 82,000 shares of the network technology company’s stock valued at $26,502,000 after purchasing an additional 3,800 shares during the last quarter. Institutional investors and hedge funds own 90.66% of the company’s stock.

F5 Stock Performance

Shares of FFIV opened at $286.12 on Thursday. The company has a market cap of $16.17 billion, a price-to-earnings ratio of 23.67, a PEG ratio of 7.97 and a beta of 1.01. The stock has a fifty day moving average price of $271.27 and a two-hundred day moving average price of $281.37. F5, Inc. has a 52-week low of $223.76 and a 52-week high of $346.00.

F5 (NASDAQ:FFIV) last announced its earnings results on Tuesday, January 27th. The network technology company reported $4.45 earnings per share for the quarter, beating analysts’ consensus estimates of $3.63 by $0.82. The company had revenue of $822.47 million during the quarter, compared to analyst estimates of $755.97 million. F5 had a return on equity of 22.08% and a net margin of 22.45%.The firm’s quarterly revenue was up 7.3% compared to the same quarter last year. During the same period last 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. As a group, research analysts predict that F5, Inc. will post 11.2 EPS for the current fiscal year.

Insider Transactions at F5

In other news, EVP Thomas Dean Fountain sold 3,343 shares of the stock in a transaction that occurred on Monday, January 26th. The shares were sold at an average price of $261.87, for a total transaction of $875,431.41. Following the sale, the executive vice president directly owned 8,060 shares of the company’s stock, valued at $2,110,672.20. This represents a 29.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Alan Higginson sold 1,770 shares of the business’s stock in a transaction that occurred 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 transaction, the director owned 6,840 shares of the company’s stock, valued at $1,882,710. This trade represents a 20.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 19,199 shares of company stock worth $5,162,666. Corporate insiders own 0.48% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have weighed in on FFIV shares. Barclays boosted their target price on shares of F5 from $267.00 to $283.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 28th. Royal Bank Of Canada upped their price target on F5 from $325.00 to $345.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. Piper Sandler reissued an “overweight” rating and issued a $325.00 price objective (up from $295.00) on shares of F5 in a research report on Wednesday, January 28th. Weiss Ratings lowered shares of F5 from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, January 27th. Finally, JPMorgan Chase & Co. raised F5 from a “neutral” rating to an “overweight” rating and boosted their price target for the company from $295.00 to $345.00 in a research note on Thursday, January 15th. Five investment analysts have rated the stock with a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus 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.