Key Points
- Director Michael Dreyer sold 3,067 F5 shares on Feb. 20 at an average price of $282.41 for about $866,151, leaving him with 1,309 shares — a 70.09% reduction in his holdings, disclosed on an SEC Form 4.
- F5 beat Q1 expectations, reporting $4.45 EPS vs. $3.63 expected and $822.47M in revenue (up 7.3% YoY), and issued Q2 2026 guidance of $3.340–3.460 EPS and FY2026 guidance of $15.650–16.050 EPS.
- Analyst sentiment is mixed with a consensus "Hold" rating and a $309.89 average price target (brokers range from Sell to Outperform), while shares opened at $269.52 and were down about 3.2%.
F5, Inc. (NASDAQ:FFIV - Get Free Report) Director Michael Dreyer sold 3,067 shares of the business's stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $282.41, for a total value of $866,151.47. Following the sale, the director owned 1,309 shares of the company's stock, valued at approximately $369,674.69. This represents a 70.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.
F5 Stock Down 3.2%
Shares of NASDAQ:FFIV opened at $269.52 on Tuesday. The stock has a market capitalization of $15.23 billion, a PE ratio of 22.29, a price-to-earnings-growth ratio of 7.88 and a beta of 1.00. The firm's 50 day moving average price is $268.63 and its 200-day moving average price is $283.22. F5, Inc. has a twelve month low of $223.76 and a twelve month high of $346.00.
F5 (NASDAQ:FFIV - Get Free Report) last announced its earnings results on Tuesday, January 27th. The network technology company reported $4.45 EPS for the quarter, beating analysts' consensus estimates of $3.63 by $0.82. F5 had a net margin of 22.45% and a return on equity of 22.08%. The business had revenue of $822.47 million during the quarter, compared to analysts' expectations of $755.97 million. During the same period in the prior year, the company earned $3.84 earnings per share. The firm's revenue was up 7.3% on a year-over-year basis. F5 has set its Q2 2026 guidance at 3.340-3.460 EPS and its FY 2026 guidance at 15.650-16.050 EPS. Analysts expect that F5, Inc. will post 11.2 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth
A number of brokerages have issued reports on FFIV. Weiss Ratings downgraded F5 from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Tuesday, January 27th. Zacks Research upgraded F5 from a "strong sell" rating to a "hold" rating in a report on Friday, January 9th. Needham & Company LLC reiterated a "hold" rating on shares of F5 in a research note on Wednesday, January 28th. Royal Bank Of Canada raised their price target on shares of F5 from $325.00 to $345.00 and gave the company an "outperform" rating in a report on Wednesday, January 28th. Finally, Barclays increased their price target on F5 from $267.00 to $283.00 and gave the company an "equal weight" rating in a research note on Wednesday, January 28th. Five analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus price target of $309.89.
View Our Latest Research Report on F5
Institutional Investors Weigh In On F5
A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Smartleaf Asset Management LLC grew its holdings in shares of F5 by 3.4% during the 4th quarter. Smartleaf Asset Management LLC now owns 1,190 shares of the network technology company's stock worth $309,000 after purchasing an additional 39 shares during the period. Pacific Sage Partners LLC lifted its position in F5 by 0.6% in the fourth quarter. Pacific Sage Partners LLC now owns 7,122 shares of the network technology company's stock valued at $1,818,000 after buying an additional 40 shares during the last quarter. Meiji Yasuda Asset Management Co Ltd. boosted its stake in F5 by 4.4% during the fourth quarter. Meiji Yasuda Asset Management Co Ltd. now owns 968 shares of the network technology company's stock worth $247,000 after buying an additional 41 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd increased its position in shares of F5 by 0.6% during the third 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 acquiring an additional 42 shares during the last quarter. Finally, Coldstream Capital Management Inc. increased its position in shares of F5 by 4.5% during the third quarter. Coldstream Capital Management Inc. now owns 1,047 shares of the network technology company's stock valued at $338,000 after acquiring an additional 45 shares during the last quarter. Hedge funds and other institutional investors own 90.66% of the company's stock.
F5 Company Profile
(
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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