ASR Vermogensbeheer N.V. Boosts Stock Holdings in F5, Inc. $FFIV

ASR Vermogensbeheer N.V. increased its position in shares of F5, Inc. (NASDAQ:FFIV) by 19.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,351 shares of the network technology company’s stock after purchasing an additional 390 shares during the period. ASR Vermogensbeheer N.V.’s holdings in F5 were worth $692,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in FFIV. CHURCHILL MANAGEMENT Corp acquired a new stake in shares of F5 during the second quarter worth about $7,762,000. Robeco Institutional Asset Management B.V. boosted 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 worth $232,302,000 after buying an additional 228,790 shares during the period. One Wealth Advisors LLC boosted its stake in shares of F5 by 36.7% during the second quarter. One Wealth Advisors LLC now owns 1,299 shares of the network technology company’s stock worth $382,000 after buying an additional 349 shares during the period. Eagle Wealth Strategies LLC acquired a new stake in shares of F5 during the second quarter worth about $209,000. Finally, Addenda Capital Inc. boosted its stake in shares of F5 by 2.0% during the second quarter. Addenda Capital Inc. now owns 54,161 shares of the network technology company’s stock worth $15,941,000 after buying an additional 1,063 shares during the period. 90.66% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

FFIV has been the subject of several recent research reports. Needham & Company LLC increased their target price on shares of F5 from $320.00 to $345.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Royal Bank Of Canada increased their target price on shares of F5 from $314.00 to $326.00 and gave the stock a “sector perform” rating in a research note on Thursday, July 31st. JPMorgan Chase & Co. increased their target price on shares of F5 from $285.00 to $305.00 and gave the stock a “neutral” rating in a research note on Thursday, July 17th. Piper Sandler increased their target price on shares of F5 from $304.00 to $355.00 and gave the stock a “neutral” rating in a research note on Thursday, July 31st. Finally, Morgan Stanley raised their price objective on shares of F5 from $305.00 to $312.00 and gave the company an “equal weight” rating in a research report on Thursday, July 31st. Four investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, F5 has an average rating of “Hold” and a consensus price target of $309.89.

F5 Price Performance

Shares of FFIV opened at $324.98 on Friday. The firm has a 50 day simple moving average of $319.17 and a 200-day simple moving average of $293.35. F5, Inc. has a 1-year low of $213.24 and a 1-year high of $337.39. The stock has a market cap of $18.67 billion, a price-to-earnings ratio of 28.63, a price-to-earnings-growth ratio of 3.57 and a beta of 1.06.

F5 (NASDAQ:FFIV) last issued its quarterly earnings data on Wednesday, July 30th. The network technology company reported $4.16 earnings per share for the quarter, topping analysts’ consensus estimates of $3.49 by $0.67. F5 had a net margin of 22.06% and a return on equity of 21.77%. The business had revenue of $780.37 million during the quarter, compared to analysts’ expectations of $750.64 million. During the same period last year, the company posted $3.36 EPS. The company’s revenue was up 12.2% on a year-over-year basis. F5 has set its FY 2025 guidance at 15.240-15.380 EPS. Q4 2025 guidance at 3.870-3.990 EPS. On average, equities analysts expect that F5, Inc. will post 11.2 earnings per share for the current fiscal year.

Insider Activity

In other F5 news, EVP Thomas Dean Fountain sold 1,347 shares of F5 stock in a transaction that occurred on Monday, August 4th. The shares were sold at an average price of $309.73, for a total value of $417,206.31. Following the completion of the sale, the executive vice president directly owned 20,699 shares of the company’s stock, valued at approximately $6,411,101.27. The trade was a 6.11% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Lyra Amber Schramm sold 2,701 shares of F5 stock in a transaction that occurred on Monday, September 8th. The stock was sold at an average price of $316.57, for a total transaction of $855,055.57. The disclosure for this sale can be found here. Insiders sold a total of 11,945 shares of company stock valued at $3,796,542 over the last quarter. Insiders own 0.52% of the company’s stock.

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.