Seizert Capital Partners LLC Has $13.60 Million Position in F5, Inc. $FFIV

Seizert Capital Partners LLC cut its position in F5, Inc. (NASDAQ:FFIV) by 2.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 46,204 shares of the network technology company’s stock after selling 1,206 shares during the quarter. Seizert Capital Partners LLC owned 0.08% of F5 worth $13,599,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Hotchkis & Wiley Capital Management LLC raised its holdings in 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 buying an additional 312,415 shares during the last quarter. Pacer Advisors Inc. increased its position in F5 by 659.3% in the 1st quarter. Pacer Advisors Inc. now owns 316,992 shares of the network technology company’s stock valued at $84,405,000 after acquiring an additional 275,244 shares during the period. Robeco Institutional Asset Management B.V. raised its stake in shares of F5 by 40.8% during the second 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 acquiring an additional 228,790 shares during the last quarter. AQR Capital Management LLC lifted its holdings in shares of F5 by 37.5% during the first quarter. AQR Capital Management LLC now owns 828,900 shares of the network technology company’s stock worth $216,757,000 after purchasing an additional 226,231 shares during the period. Finally, Nuveen LLC bought a new stake in shares of F5 in the first quarter worth $46,920,000. 90.66% of the stock is currently owned by institutional investors.

Insider Transactions at F5

In other F5 news, CEO Francois Locoh-Donou sold 1,300 shares of the firm’s 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 completion of the sale, the chief executive officer owned 151,623 shares of the company’s stock, valued at approximately $38,357,586.54. This trade represents a 0.85% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Thomas Dean Fountain sold 8,318 shares of the business’s stock in a transaction that occurred 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 sale, the executive vice president owned 22,493 shares of the company’s stock, valued at approximately $5,618,301.54. This represents a 27.00% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 24,117 shares of company stock valued at $6,297,504. 0.52% of the stock is currently owned by corporate insiders.

F5 Stock Down 0.7%

F5 stock opened at $227.05 on Wednesday. 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, Inc. has a 12-month low of $226.00 and a 12-month high of $346.00. The firm’s fifty day moving average is $297.10 and its 200 day moving average is $298.10. The company has a market capitalization of $13.04 billion, a PE ratio of 19.23, a PEG ratio of 7.53 and a beta of 1.08.

F5 (NASDAQ:FFIV) last posted its quarterly earnings results on Monday, October 27th. The network technology company reported $4.39 EPS for the quarter, topping 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 business had revenue of $810.09 million during the quarter, compared to analysts’ expectations of $794.06 million. During the same period last year, the company posted $3.67 earnings per share. The business’s quarterly revenue 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. As a group, sell-side analysts predict that F5, Inc. will post 11.2 EPS for the current fiscal year.

Wall Street Analyst Weigh In

FFIV has been the subject of several analyst reports. Barclays lowered their target price on F5 from $321.00 to $267.00 and set an “equal weight” rating for the company in a research report on Tuesday, October 28th. Royal Bank Of Canada reduced their target price on F5 from $350.00 to $315.00 and set a “sector perform” rating on the stock in a report on Tuesday, October 28th. Piper Sandler decreased their target price on shares of F5 from $355.00 to $277.00 and set a “neutral” rating for the company in a research report on Tuesday, October 28th. Wall Street Zen downgraded shares of F5 from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. Finally, Zacks Research cut shares of F5 from a “hold” rating to a “strong sell” rating in a research report on Tuesday, November 11th. Three analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $295.56.

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.