Machina Capital S.A.S. Buys 1,117 Shares of F5, Inc. $FFIV

Machina Capital S.A.S. grew its stake in F5, Inc. (NASDAQ:FFIV) by 75.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,589 shares of the network technology company’s stock after purchasing an additional 1,117 shares during the period. Machina Capital S.A.S.’s holdings in F5 were worth $762,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of the stock. Hotchkis & Wiley Capital Management LLC grew its stake in shares of F5 by 6.2% in the 1st quarter. Hotchkis & Wiley Capital Management LLC now owns 5,387,700 shares of the network technology company’s stock valued at $1,434,583,000 after purchasing an additional 312,415 shares during the period. Northern Trust Corp grew its stake in shares of F5 by 15.5% in the 1st quarter. Northern Trust Corp now owns 1,054,701 shares of the network technology company’s stock valued at $280,835,000 after purchasing an additional 141,680 shares during the period. Acadian Asset Management LLC grew its stake in shares of F5 by 24.0% in the 1st quarter. Acadian Asset Management LLC now owns 828,966 shares of the network technology company’s stock valued at $220,693,000 after purchasing an additional 160,708 shares during the period. AQR Capital Management LLC grew its stake in shares of F5 by 37.5% in the 1st quarter. AQR Capital Management LLC now owns 828,900 shares of the network technology company’s stock valued at $216,757,000 after purchasing an additional 226,231 shares during the period. Finally, Robeco Institutional Asset Management B.V. grew its stake in shares of F5 by 40.8% in the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 789,283 shares of the network technology company’s stock valued at $232,302,000 after purchasing an additional 228,790 shares during the period. 90.66% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on FFIV shares. Morgan Stanley lowered their price objective on F5 from $352.00 to $336.00 and set an “equal weight” rating on the stock in a research note on Tuesday, October 28th. Bank of America decreased their price target on F5 from $260.00 to $250.00 and set an “underperform” rating on the stock in a research report on Tuesday, October 28th. Evercore ISI restated a “cautious” rating on shares of F5 in a research report on Tuesday, October 28th. Weiss Ratings restated a “buy (b)” rating on shares of F5 in a research report on Wednesday, October 8th. Finally, Royal Bank Of Canada decreased their price target on F5 from $350.00 to $315.00 and set a “sector perform” rating on the stock in a research report on Tuesday, October 28th. Three investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $295.56.

F5 Stock Down 1.6%

Shares of FFIV opened at $249.04 on Tuesday. The firm has a market capitalization of $14.31 billion, a price-to-earnings ratio of 21.09, a PEG ratio of 7.53 and a beta of 1.06. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.56 and a current ratio of 1.56. The business’s fifty day moving average price is $313.90 and its two-hundred day moving average price is $299.95. F5, Inc. has a 52 week low of $227.04 and a 52 week high of $346.00.

F5 (NASDAQ:FFIV) last announced its quarterly earnings data on Monday, October 27th. The network technology company reported $4.39 EPS for the quarter, beating analysts’ consensus estimates of $3.96 by $0.43. The firm had revenue of $810.09 million for the quarter, compared to analyst estimates of $794.06 million. F5 had a return on equity of 21.76% and a net margin of 22.42%.The business’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same period last year, the company earned $3.67 EPS. F5 has set its FY 2026 guidance at 14.500-15.500 EPS. Q1 2026 guidance at 3.350-3.850 EPS. On average, analysts predict that F5, Inc. will post 11.2 earnings per share for the current year.

Insider Buying and Selling at F5

In other F5 news, CEO Francois Locoh-Donou sold 1,300 shares of the stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $320.61, for a total value of $416,793.00. Following the transaction, the chief executive officer directly owned 107,553 shares in the company, valued at approximately $34,482,567.33. This trade represents a 1.19% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Lyra Amber Schramm sold 2,701 shares of the stock in a transaction on Monday, September 8th. The shares were sold at an average price of $316.57, for a total value of $855,055.57. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 9,298 shares of company stock worth $2,978,754. Insiders own 0.52% of the company’s stock.

F5 Profile

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.