MGO One Seven LLC Boosts Stake in F5, Inc. $FFIV

MGO One Seven LLC increased its holdings in shares of F5, Inc. (NASDAQ:FFIV) by 0.8% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 4,927 shares of the network technology company’s stock after acquiring an additional 40 shares during the period. MGO One Seven LLC’s holdings in F5 were worth $1,450,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of the business. Hotchkis & Wiley Capital Management LLC grew its position in shares of F5 by 6.2% during 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 acquiring an additional 312,415 shares during the period. Northern Trust Corp grew its position in shares of F5 by 15.5% during 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 acquiring an additional 141,680 shares during the period. Acadian Asset Management LLC grew its position in shares of F5 by 24.0% during 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 acquiring an additional 160,708 shares during the period. AQR Capital Management LLC grew its position in shares of F5 by 37.5% during 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 acquiring an additional 226,231 shares during the period. Finally, Robeco Institutional Asset Management B.V. grew its position in shares of F5 by 40.8% during 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 acquiring an additional 228,790 shares during the period. 90.66% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on FFIV shares. Wolfe Research started coverage on F5 in a research report on Monday, July 7th. They set an “outperform” rating on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of F5 in a research note on Wednesday, October 8th. Wall Street Zen lowered shares of F5 from a “strong-buy” rating to a “buy” rating in a research note on Friday, October 3rd. Royal Bank Of Canada raised their price target on shares of F5 from $314.00 to $326.00 and gave the company a “sector perform” rating in a research note on Thursday, July 31st. Finally, Zacks Research lowered shares of F5 from a “strong-buy” rating to a “hold” rating in a research note on Monday. Four research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $314.33.

F5 Price Performance

FFIV opened at $330.75 on Thursday. The company’s 50 day simple moving average is $323.35 and its two-hundred day simple moving average is $296.83. F5, Inc. has a 1-year low of $213.24 and a 1-year high of $346.00. The firm has a market capitalization of $19.00 billion, a price-to-earnings ratio of 29.14, a price-to-earnings-growth ratio of 3.77 and a beta of 1.06.

F5 (NASDAQ:FFIV) last released its earnings results 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 for the quarter, compared to analyst estimates of $750.64 million. During the same period last year, the company posted $3.36 EPS. The business’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 anticipate that F5, Inc. will post 11.2 earnings per share for the current fiscal year.

Insider Buying and Selling at F5

In other F5 news, insider Lyra Amber Schramm sold 2,701 shares of the firm’s stock in a transaction that occurred on Monday, September 8th. The shares were sold at an average price of $316.57, for a total value of $855,055.57. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Thomas Dean Fountain sold 1,347 shares of the firm’s stock in a transaction that occurred on Monday, August 4th. The stock was sold at an average price of $309.73, for a total transaction of $417,206.31. Following the completion of the transaction, the executive vice president directly owned 20,699 shares in the company, valued at $6,411,101.27. This trade represents a 6.11% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 11,945 shares of company stock valued at $3,796,542. Company 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.