Penserra Capital Management LLC Acquires 65,478 Shares of F5, Inc. $FFIV

Penserra Capital Management LLC boosted its holdings in F5, Inc. (NASDAQ:FFIV) by 23.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 346,896 shares of the network technology company’s stock after purchasing an additional 65,478 shares during the period. F5 comprises 1.4% of Penserra Capital Management LLC’s holdings, making the stock its 11th largest position. Penserra Capital Management LLC owned approximately 0.60% of F5 worth $102,097,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Achmea Investment Management B.V. boosted its holdings in shares of F5 by 6.5% in the 2nd quarter. Achmea Investment Management B.V. now owns 86,259 shares of the network technology company’s stock worth $25,388,000 after buying an additional 5,237 shares during the last quarter. Sienna Gestion increased its holdings in F5 by 11.0% during the second quarter. Sienna Gestion now owns 43,679 shares of the network technology company’s stock worth $11,737,000 after buying an additional 4,343 shares during the last quarter. Andra AP fonden raised its position in F5 by 14.0% in the second quarter. Andra AP fonden now owns 78,200 shares of the network technology company’s stock worth $23,016,000 after acquiring an additional 9,600 shares during the period. Resona Asset Management Co. Ltd. boosted its stake in F5 by 3.8% in the second quarter. Resona Asset Management Co. Ltd. now owns 30,530 shares of the network technology company’s stock valued at $8,990,000 after acquiring an additional 1,125 shares during the last quarter. Finally, Genus Capital Management Inc. grew its position in shares of F5 by 91.9% during the 2nd quarter. Genus Capital Management Inc. now owns 13,760 shares of the network technology company’s stock valued at $4,050,000 after acquiring an additional 6,590 shares during the period. 90.66% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

FFIV has been the subject of several research analyst reports. Piper Sandler decreased their price target on shares of F5 from $355.00 to $277.00 and set a “neutral” rating for the company in a research note on Tuesday, October 28th. Needham & Company LLC reissued a “hold” rating on shares of F5 in a report on Tuesday, October 28th. JPMorgan Chase & Co. decreased their target price on F5 from $320.00 to $295.00 and set a “neutral” rating for the company in a research report on Tuesday, October 28th. 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. Finally, Royal Bank Of Canada cut their target price on shares of F5 from $350.00 to $315.00 and set a “sector perform” rating for the company in a research report on Tuesday, October 28th. Three analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, F5 presently has a consensus rating of “Hold” and an average target price of $295.56.

F5 Stock Performance

Shares of FFIV opened at $245.74 on Friday. F5, Inc. has a 52-week low of $227.04 and a 52-week high of $346.00. The stock’s 50-day simple moving average is $308.24 and its 200 day simple moving average is $299.06. 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 stock has a market capitalization of $14.12 billion, a price-to-earnings ratio of 20.81, a price-to-earnings-growth ratio of 7.53 and a beta of 1.08.

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

Insider Activity

In other news, EVP Thomas Dean Fountain sold 8,318 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $249.78, for a total transaction of $2,077,670.04. Following the completion of the transaction, the executive vice president directly owned 22,493 shares in the company, valued at $5,618,301.54. The trade was a 27.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Francois Locoh-Donou sold 1,300 shares of the company’s stock in a transaction on Monday, November 3rd. The stock was 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 approximately $38,357,586.54. The trade was a 0.85% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 29,414 shares of company stock worth $8,004,410. 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.