Seizert Capital Partners LLC Lowers Position in F5, Inc. $FFIV

by · The Cerbat Gem

Seizert Capital Partners LLC trimmed its holdings in F5, Inc. (NASDAQ:FFIV – Free Report) by 12.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 40,658 shares of the network technology company’s stock after selling 5,546 shares during the quarter. Seizert Capital Partners LLC’s holdings in F5 were worth $13,140,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in the company. Inscription Capital LLC boosted its position in F5 by 86.5% in the third quarter. Inscription Capital LLC now owns 5,011 shares of the network technology company’s stock worth $1,620,000 after purchasing an additional 2,324 shares during the last quarter. Root Financial Partners LLC bought a new position in shares of F5 during the 3rd quarter valued at approximately $49,000. Arkadios Wealth Advisors bought a new position in shares of F5 in the 3rd quarter valued at about $203,000. Allstate Corp bought a new position in shares of F5 during the 3rd quarter valued at approximately $695,000. Finally, NorthCrest Asset Manangement LLC raised its position in F5 by 10.8% in the 3rd quarter. NorthCrest Asset Manangement LLC now owns 3,987 shares of the network technology company’s stock worth $1,319,000 after purchasing an additional 389 shares during the period. Hedge funds and other institutional investors own 90.66% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. Wall Street Zen lowered shares of F5 from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Needham & Company LLC reiterated a “hold” rating on shares of F5 in a research note on Tuesday, October 28th. Morgan Stanley decreased their price objective on shares of F5 from $336.00 to $296.00 and set an “equal weight” rating for the company in a research report on Wednesday, December 17th. Zacks Research raised shares of F5 from a “strong sell” rating to a “hold” rating in a research note on Friday, January 9th. Finally, Barclays reduced their target price on shares of F5 from $321.00 to $267.00 and set an “equal weight” rating on the stock in a research note on Tuesday, October 28th. Six equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, F5 currently has a consensus rating of “Hold” and a consensus target price of $299.78.

Check Out Our Latest Analysis on F5

Insider Buying and Selling at F5

In other F5 news, CEO Francois Locoh-Donou sold 1,300 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $236.99, for a total value of $308,087.00. Following the completion of the transaction, the chief executive officer owned 150,323 shares in the company, valued at $35,625,047.77. This represents a 0.86% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Thomas Dean Fountain sold 8,318 shares of the stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $249.78, for a total value of $2,077,670.04. Following the completion of the transaction, the executive vice president directly owned 22,493 shares of the company’s stock, valued at $5,618,301.54. This represents a 27.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 32,705 shares of company stock worth $8,152,655. Insiders own 0.52% of the company’s stock.

F5 Stock Performance

Shares of F5 stock opened at $266.48 on Tuesday. The firm has a fifty day moving average of $252.78 and a two-hundred day moving average of $288.40. The company has a market cap of $15.48 billion, a P/E ratio of 22.56, a PEG ratio of 8.55 and a beta of 0.98. F5, Inc. has a one year low of $223.76 and a one year high of $346.00.

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

F5 Company 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.

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