Key Points
- Thomas Dean Fountain, F5's EVP, sold 1,110 shares on Jan. 12 at about $265 each, trimming his stake by ~8.15% to 12,513 shares valued at roughly $3.32 million.
- He has repeatedly sold shares since November (including an 8,318-share block on Nov. 3), signaling sizable ongoing insider liquidation rather than a one-off trade.
- F5 recently beat earnings (Q reported EPS $4.39 vs $3.96) and set FY2026 guidance of $14.50–$15.50, but the company faces securities‑fraud class‑action filings tied to an August 2025 cybersecurity incident that could bring costs and reputational risk.
F5, Inc. (NASDAQ:FFIV - Get Free Report) EVP Thomas Dean Fountain sold 1,110 shares of F5 stock in a transaction dated Monday, January 12th. The stock was sold at an average price of $265.00, for a total value of $294,150.00. Following the completion of the sale, the executive vice president owned 12,513 shares of the company's stock, valued at $3,315,945. The trade was a 8.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website.
Thomas Dean Fountain also recently made the following trade(s):
- On Monday, January 5th, Thomas Dean Fountain sold 1,110 shares of F5 stock. The shares were sold at an average price of $263.79, for a total transaction of $292,806.90.
- On Monday, December 29th, Thomas Dean Fountain sold 1,100 shares of F5 stock. The stock was sold at an average price of $262.86, for a total transaction of $289,146.00.
- On Monday, December 22nd, Thomas Dean Fountain sold 1,110 shares of F5 stock. The shares were sold at an average price of $257.90, for a total transaction of $286,269.00.
- On Monday, December 15th, Thomas Dean Fountain sold 1,110 shares of F5 stock. The stock was sold at an average price of $264.76, for a total transaction of $293,883.60.
- On Monday, December 8th, Thomas Dean Fountain sold 1,110 shares of F5 stock. The shares were sold at an average price of $248.66, for a total transaction of $276,012.60.
- On Monday, December 1st, Thomas Dean Fountain sold 1,110 shares of F5 stock. The shares were sold at an average price of $236.99, for a total value of $263,058.90.
- On Monday, November 24th, Thomas Dean Fountain sold 1,110 shares of F5 stock. The stock was sold at an average price of $234.91, for a total value of $260,750.10.
- On Tuesday, November 18th, Thomas Dean Fountain sold 1,110 shares of F5 stock. The shares were sold at an average price of $227.44, for a total value of $252,458.40.
- On Monday, November 3rd, Thomas Dean Fountain sold 8,318 shares of F5 stock. The shares were sold at an average price of $249.78, for a total value of $2,077,670.04.
F5 Stock Performance
Shares of NASDAQ:FFIV opened at $267.45 on Thursday. The stock's 50-day simple moving average is $251.27 and its two-hundred day simple moving average is $289.01. The stock has a market capitalization of $15.54 billion, a price-to-earnings ratio of 22.65, a PEG ratio of 8.60 and a beta of 0.98. F5, Inc. has a 52-week low of $223.76 and a 52-week high of $346.00.
F5 (NASDAQ:FFIV - Get Free Report) last issued its quarterly earnings data on Monday, October 27th. The network technology company reported $4.39 earnings per share for the quarter, topping the consensus estimate of $3.96 by $0.43. The firm had revenue of $810.09 million for the quarter, compared to analysts' expectations of $794.06 million. F5 had a net margin of 22.42% and a return on equity of 21.76%. The business's quarterly revenue was up 8.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.67 EPS. 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 forecast that F5, Inc. will post 11.2 earnings per share for the current fiscal year.
F5 News Summary
Here are the key news stories impacting F5 this week:
- Positive Sentiment: F5 announced product momentum for cloud-native customers as NGINXaaS for Google Cloud advances application delivery and security — a business-side positive that supports long‑term cloud adoption and revenue potential. F5 NGINXaaS for Google Cloud Advances
- Neutral Sentiment: EVP Thomas Dean Fountain sold 1,110 shares (~$294k) on Jan. 12; the holding was reduced by ~8.2% — a disclosed insider sale investors often view as neutral-to-mildly negative absent other context. SEC Form 4
- Neutral Sentiment: Zacks trimmed its Q4 2027 EPS estimate for F5 slightly (from $3.50 to $3.49) and maintains a Hold — a negligible downgrade but a signal of caution from an analyst. MarketBeat F5 Coverage
- Negative Sentiment: Multiple plaintiff firms have filed or are soliciting investors for securities‑fraud class actions alleging F5 failed to disclose the full impact of an August 2025 cybersecurity incident; filings / notices (Robbins LLP, Hagens Berman and numerous other firms) point to potential litigation costs, reputational damage and prior-quarter revenue guidance revisions — investors are being urged to seek lead‑plaintiff status with a Feb. 17, 2026 deadline. Representative notices: Robbins LLP Notice Hagens Berman Notice
Institutional Trading of F5
Large investors have recently made changes to their positions in the business. MGO One Seven LLC raised its position in F5 by 0.8% during the second quarter. MGO One Seven LLC now owns 4,927 shares of the network technology company's stock valued at $1,450,000 after purchasing an additional 40 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd raised its holdings in F5 by 0.6% during the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 7,386 shares of the network technology company's stock valued at $2,387,000 after buying an additional 42 shares during the period. Coldstream Capital Management Inc. lifted its position in F5 by 4.5% in the third quarter. Coldstream Capital Management Inc. now owns 1,047 shares of the network technology company's stock worth $338,000 after buying an additional 45 shares during the last quarter. Signaturefd LLC lifted its position in F5 by 2.6% in the second quarter. Signaturefd LLC now owns 1,834 shares of the network technology company's stock worth $540,000 after buying an additional 46 shares during the last quarter. Finally, Ethic Inc. boosted its stake in F5 by 0.5% during the second quarter. Ethic Inc. now owns 9,849 shares of the network technology company's stock worth $2,913,000 after buying an additional 46 shares during the period. 90.66% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
FFIV has been the subject of a number of recent analyst reports. Barclays dropped their price target on shares of F5 from $321.00 to $267.00 and set an "equal weight" rating for the company in a research report on Tuesday, October 28th. Wall Street Zen lowered F5 from a "buy" rating to a "hold" rating in a research note on Friday, November 28th. Bank of America decreased their price target on F5 from $260.00 to $250.00 and set an "underperform" rating on the stock in a report on Tuesday, October 28th. JPMorgan Chase & Co. dropped their price objective on F5 from $320.00 to $295.00 and set a "neutral" rating for the company in a research note on Tuesday, October 28th. Finally, Weiss Ratings reissued a "buy (b-)" rating on shares of F5 in a research note on Monday, December 29th. Five equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Hold" and an average target price of $294.22.
Check Out Our Latest Report on FFIV
About F5
(
Get 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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