Lombard Odier Asset Management Switzerland SA Takes Position in F5, Inc. $FFIV

Posted by George Bondi on Jul 28th, 2026

Lombard Odier Asset Management Switzerland SA purchased a new stake in F5, Inc. (NASDAQ:FFIV – Free Report) in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 2,651 shares of the network technology company’s stock, valued at approximately $767,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Entropy Technologies LP acquired a new stake in F5 in the 1st quarter valued at about $1,486,000. Bridgewater Advisors Inc. bought a new position in shares of F5 in the first quarter worth about $170,000. Healthcare of Ontario Pension Plan Trust Fund lifted its position in shares of F5 by 55.7% during the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 3,550 shares of the network technology company’s stock worth $1,027,000 after purchasing an additional 1,270 shares in the last quarter. Compound Planning Inc. grew its stake in shares of F5 by 45.5% during the first quarter. Compound Planning Inc. now owns 1,806 shares of the network technology company’s stock valued at $523,000 after purchasing an additional 565 shares during the last quarter. Finally, Systematic Financial Management LP grew its stake in shares of F5 by 27.9% during the first quarter. Systematic Financial Management LP now owns 16,501 shares of the network technology company’s stock valued at $4,774,000 after purchasing an additional 3,602 shares during the last quarter. Institutional investors and hedge funds own 90.66% of the company’s stock.

Key F5 News

Here are the key news stories impacting F5 this week:

Positive Sentiment: F5 exceeded quarterly expectations. Fiscal Q3 2026 EPS was $4.73, up from $4.16 a year earlier and above the roughly $4.00 analyst consensus. Revenue reached $865.1 million, topping estimates of approximately $834.6 million. F5 Networks Beats Q3 Earnings and Revenue Estimates
Positive Sentiment: Product growth remained strong. F5 reported 19% year-over-year product-revenue growth and 11% total-revenue growth, marking its eighth consecutive quarter of double-digit product growth. Management said customers continue to prioritize secure application and API delivery amid rising cybersecurity risks associated with artificial intelligence adoption. F5 Reports Third Quarter Results
Positive Sentiment: Management raised its outlook again. F5 increased its full-year revenue-growth forecast for the third time this year, reflecting robust demand for its secure networking solutions. Fiscal 2026 EPS guidance of $17.21–$17.33 exceeds the $15.75 consensus, while fourth-quarter EPS guidance of $4.14–$4.26 is above the $3.95 consensus. Fourth-quarter revenue guidance of $870 million–$890 million also exceeds expectations. F5 Raises Annual Revenue Growth Forecast
Neutral Sentiment: Pre-earnings coverage had anticipated approximately $4.00 in EPS and $833.6 million in revenue, leaving the focus on whether F5 could deliver an earnings beat and raise its outlook—both of which occurred. F5 Earnings Preview

Insiders Place Their Bets

In other F5 news, CEO Francois Locoh-Donou sold 3,783 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $337.39, for a total transaction of $1,276,346.37. Following the transaction, the chief executive officer owned 146,989 shares in the company, valued at approximately $49,592,618.71. This trade represents a 2.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad Michael Whalen sold 6,200 shares of the business’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $350.19, for a total value of $2,171,178.00. Following the transaction, the executive vice president owned 20,832 shares of the company’s stock, valued at $7,295,158.08. The trade was a 22.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 22,579 shares of company stock valued at $7,836,860 in the last ninety days. 0.48% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

FFIV has been the subject of several research analyst reports. Weiss Ratings restated a “buy (b-)” rating on shares of F5 in a research report on Friday, June 26th. Needham & Company LLC reiterated a “hold” rating on shares of F5 in a research report on Wednesday, April 29th. Piper Sandler lifted their target price on F5 from $356.00 to $423.00 and gave the company an “overweight” rating in a research note on Friday, May 29th. Bank of America boosted their target price on F5 from $250.00 to $300.00 and gave the stock an “underperform” rating in a research report on Tuesday, May 26th. Finally, Evercore raised F5 from an “in-line” rating to an “outperform” rating and set a $475.00 price target on the stock in a research note on Monday, May 18th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, F5 presently has a consensus rating of “Moderate Buy” and a consensus target price of $382.67.

Check Out Our Latest Research Report on F5

F5 Stock Performance

Shares of FFIV stock opened at $407.96 on Tuesday. F5, Inc. has a 52-week low of $223.76 and a 52-week high of $435.00. The stock has a market cap of $23.02 billion, a PE ratio of 33.47, a PEG ratio of 4.60 and a beta of 1.03. The firm’s 50 day moving average price is $400.80 and its two-hundred day moving average price is $330.81.

F5 (NASDAQ:FFIV – Get Free Report) last issued its earnings results on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, beating the consensus estimate of $4.00 by $0.73. The company had revenue of $865.08 million during the quarter, compared to analysts’ expectations of $834.60 million. F5 had a net margin of 21.96% and a return on equity of 21.50%. The business’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $4.16 EPS. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. As a group, sell-side analysts predict that F5, Inc. will post 12.78 earnings per share for the current fiscal year.

About F5

(Free Report)

F5 Inc (NASDAQ:FFIV) specializes in application services and delivery networking, helping organizations ensure the availability, performance and security of their applications. The company’s core offerings include advanced load balancing, traffic management and application security solutions designed to optimize user experiences and protect against threats such as distributed denial-of-service (DDoS) attacks and web application exploits.

At the heart of F5’s product portfolio is the BIG-IP platform, which provides a suite of software modules for local and global traffic management, secure web application firewalling and DNS service delivery.