Quantinno Capital Management LP Purchases 136,012 Shares of F5, Inc. $FFIV

Posted by Brenda Bartman on Jul 29th, 2026

Quantinno Capital Management LP lifted its position in F5, Inc. (NASDAQ:FFIV – Free Report) by 127.3% in the first quarter, Holdings Channel.com reports. The firm owned 242,882 shares of the network technology company’s stock after purchasing an additional 136,012 shares during the quarter. Quantinno Capital Management LP’s holdings in F5 were worth $70,273,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Hazlett Burt & Watson Inc. purchased a new position in shares of F5 during the 4th quarter valued at about $26,000. Hantz Financial Services Inc. boosted its stake in F5 by 109.8% in the fourth quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock worth $27,000 after buying an additional 56 shares in the last quarter. Elyxium Wealth LLC purchased a new stake in F5 in the fourth quarter worth approximately $28,000. SJS Investment Consulting Inc. grew its position in F5 by 963.6% during the first quarter. SJS Investment Consulting Inc. now owns 117 shares of the network technology company’s stock valued at $34,000 after acquiring an additional 106 shares during the last quarter. Finally, Capital Advisors Ltd. LLC grew its position in F5 by 113.8% during the first quarter. Capital Advisors Ltd. LLC now owns 124 shares of the network technology company’s stock valued at $36,000 after acquiring an additional 66 shares during the last quarter. 90.66% of the stock is currently owned by institutional investors.

F5 Price Performance

FFIV opened at $403.46 on Wednesday. The stock’s 50 day simple moving average is $401.20 and its 200 day simple moving average is $331.76. The firm has a market cap of $22.76 billion, a price-to-earnings ratio of 32.12, a PEG ratio of 4.78 and a beta of 1.03. F5, Inc. has a 1 year low of $223.76 and a 1 year high of $435.00.

F5 (NASDAQ:FFIV – Get Free Report) last announced its quarterly earnings data on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, beating the consensus estimate of $4.00 by $0.73. F5 had a return on equity of 21.94% and a net margin of 21.95%.The firm had revenue of $865.08 million during the quarter, compared to the consensus estimate of $834.60 million. During the same quarter in the previous year, the company posted $4.16 earnings per share. The business’s revenue was up 10.9% on a year-over-year basis. 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 anticipate that F5, Inc. will post 12.78 EPS for the current year.

F5 News Roundup

Here are the key news stories impacting F5 this week:

Positive Sentiment: Strong Q3 results: F5 reported adjusted EPS of $4.73, well above the roughly $4.00 consensus, while revenue rose 10.9% year over year to $865.1 million versus expectations of $834.6 million. Product revenue grew 19%, marking the eighth consecutive quarter of double-digit product growth. F5 Reports Third Quarter Results with 19% Product Revenue Growth
Positive Sentiment: Guidance was raised: F5 forecast fourth-quarter EPS of $4.14-$4.26 and revenue of $870 million-$890 million, above analyst estimates of $3.95 EPS and $858 million revenue. Full-year fiscal 2026 EPS guidance of $17.21-$17.33 also exceeded the prior consensus estimate of $15.75. F5 raises annual revenue growth forecast again on strong cybersecurity demand
Positive Sentiment: Demand trends remain favorable: Management cited strong cybersecurity demand, hybrid multicloud adoption, application-security growth and increasing AI-related network requirements. The performance prompted some analysts to raise estimates. F5’s Systems revenue surges during Q3
Neutral Sentiment: Analyst views are mixed: JPMorgan raised its price target to $515 and maintained an overweight rating, while Morgan Stanley raised its target to $415 but kept an equal-weight rating. Barclays lifted its target to $397 but also retained an equal-weight rating. Analysts increase forecasts on F5
Negative Sentiment: Valuation and margin concerns may limit enthusiasm: A recent analysis highlighted a cautious margin outlook despite AI and hybrid-cloud tailwinds, while the reported average analyst price target of $382.67 remains below the stock’s recent trading level. FFIV Q2 deep dive

Analyst Ratings Changes

Several research firms have commented on FFIV. JPMorgan Chase & Co. lifted their price target on shares of F5 from $500.00 to $515.00 and gave the stock an “overweight” rating in a research note on Tuesday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of F5 in a report on Friday, June 26th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of F5 in a report on Thursday, July 16th. Needham & Company LLC reiterated a “hold” rating on shares of F5 in a research report on Tuesday. Finally, Piper Sandler reissued an “overweight” rating and issued a $461.00 price target (up from $423.00) on shares of F5 in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, F5 currently has a consensus rating of “Moderate Buy” and an average price target of $408.67.

Check Out Our Latest Report on F5

Insider Transactions at F5

In other F5 news, CFO Edward Cooper Werner sold 2,500 shares of the stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $400.00, for a total transaction of $1,000,000.00. Following the completion of the sale, the chief financial officer owned 406 shares of the company’s stock, valued at $162,400. This represents a 86.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Francois Locoh-Donou sold 3,783 shares of the stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $337.39, for a total transaction of $1,276,346.37. Following the sale, the chief executive officer directly owned 146,989 shares of the company’s stock, valued at $49,592,618.71. The trade was a 2.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 22,579 shares of company stock valued at $7,836,860. 0.48% of the stock is currently owned by insiders.

F5 Profile

(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.