Campbell & CO Investment Adviser LLC Boosts Stock Position in F5, Inc. $FFIV

Campbell & CO Investment Adviser LLC raised its holdings in F5, Inc. (NASDAQ:FFIV) by 124.1% during the second quarter, Holdings Channel reports. The institutional investor owned 8,381 shares of the network technology company’s stock after buying an additional 4,641 shares during the period. Campbell & CO Investment Adviser LLC’s holdings in F5 were worth $2,467,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Whipplewood Advisors LLC raised its position in shares of F5 by 275.0% during the 2nd quarter. Whipplewood Advisors LLC now owns 90 shares of the network technology company’s stock worth $26,000 after acquiring an additional 66 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC boosted its holdings in F5 by 134.1% in the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 103 shares of the network technology company’s stock valued at $27,000 after purchasing an additional 59 shares in the last quarter. Groupe la Francaise purchased a new position in F5 in the first quarter valued at approximately $34,000. Flaharty Asset Management LLC acquired a new stake in F5 during the first quarter worth approximately $35,000. Finally, Geneos Wealth Management Inc. lifted its position in shares of F5 by 288.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock worth $43,000 after buying an additional 121 shares during the last quarter. 90.66% of the stock is owned by institutional investors and hedge funds.

F5 Stock Performance

NASDAQ FFIV opened at $245.74 on Monday. The firm has a market cap of $14.12 billion, a P/E ratio of 20.81, a P/E/G ratio of 7.53 and a beta of 1.08. F5, Inc. has a 52-week low of $227.04 and a 52-week high of $346.00. The business’s 50-day moving average price is $308.24 and its 200 day moving average price is $299.63. The company has a quick ratio of 1.56, a current ratio of 1.56 and a debt-to-equity ratio of 0.22.

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

Wall Street Analysts Forecast Growth

FFIV has been the topic of a number of recent analyst reports. Needham & Company LLC reaffirmed a “hold” rating on shares of F5 in a research report on Tuesday, October 28th. Wall Street Zen lowered F5 from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 1st. Bank of America cut their target price on F5 from $260.00 to $250.00 and set an “underperform” rating on the stock in a research report on Tuesday, October 28th. Piper Sandler decreased their target price on F5 from $355.00 to $277.00 and set a “neutral” rating for the company in a research report on Tuesday, October 28th. Finally, Royal Bank Of Canada cut 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 equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, F5 currently has a consensus rating of “Hold” and a consensus target price of $295.56.

Insider Buying and Selling

In related news, EVP Thomas Dean Fountain sold 8,318 shares of F5 stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $249.78, for a total value of $2,077,670.04. Following the transaction, the executive vice president directly owned 22,493 shares in the company, valued at $5,618,301.54. This trade represents a 27.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Francois Locoh-Donou sold 1,300 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $252.98, for a total transaction of $328,874.00. Following the completion of the transaction, the chief executive officer directly owned 151,623 shares in the company, valued at $38,357,586.54. This represents a 0.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 24,117 shares of company stock valued at $6,297,504 in the last ninety days. Company insiders own 0.52% of the company’s stock.

F5 Company 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.