Fox Run Management L.L.C. Takes Position in F5, Inc. $FFIV

by · The Cerbat Gem

Fox Run Management L.L.C. bought a new position in shares of F5, Inc. (NASDAQ:FFIV – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 5,180 shares of the network technology company’s stock, valued at approximately $1,525,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. OneDigital Investment Advisors LLC acquired a new position in F5 in the 1st quarter worth $240,000. Cerity Partners LLC grew its stake in shares of F5 by 129.2% during the first quarter. Cerity Partners LLC now owns 16,456 shares of the network technology company’s stock valued at $4,382,000 after acquiring an additional 9,277 shares in the last quarter. Genus Capital Management Inc. purchased a new stake in shares of F5 during the first quarter worth about $1,909,000. WESPAC Advisors LLC acquired a new position in shares of F5 in the first quarter worth about $814,000. Finally, Kesler Norman & Wride LLC lifted its stake in shares of F5 by 149.3% in the first quarter. Kesler Norman & Wride LLC now owns 3,231 shares of the network technology company’s stock worth $860,000 after acquiring an additional 1,935 shares in the last quarter. 90.66% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, insider Lyra Amber Schramm sold 2,701 shares of the business’s stock in a transaction that occurred on Monday, September 8th. The stock was sold at an average price of $316.57, for a total transaction of $855,055.57. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Francois Locoh-Donou sold 1,300 shares of the company’s stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $320.61, for a total value of $416,793.00. Following the transaction, the chief executive officer owned 107,553 shares of the company’s stock, valued at approximately $34,482,567.33. The trade was a 1.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 29,414 shares of company stock valued at $8,004,410 over the last three months. 0.52% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on FFIV shares. Bank of America dropped their price objective on F5 from $260.00 to $250.00 and set an “underperform” rating on the stock in a report on Tuesday, October 28th. Royal Bank Of Canada decreased their price target 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. Wall Street Zen lowered shares of F5 from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 1st. Piper Sandler reduced their price objective on shares of F5 from $355.00 to $277.00 and set a “neutral” rating on the stock in a research note on Tuesday, October 28th. Finally, Barclays decreased their price objective on shares of F5 from $321.00 to $267.00 and set an “equal weight” rating for the company in a report on Tuesday, October 28th. Three investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $295.56.

Read Our Latest Report on FFIV

F5 Stock Down 0.9%

Shares of NASDAQ:FFIV opened at $245.74 on Friday. 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, Inc. has a 1-year low of $227.04 and a 1-year high of $346.00. The company’s fifty day moving average is $308.24 and its two-hundred day 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.

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

F5 Profile

(Free Report)

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.

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