Key Points
- CEO Francois Locoh‑Donou sold 3,755 shares on March 4 at an average of $283.53 for a total of $1,064,655.15, trimming his stake by 2.44% to 150,323 shares (≈$42.6M).
- F5 beat earnings and raised guidance: Q1 EPS was $4.45 vs. $3.63 expected and revenue $822.5M vs. $756.0M expected, with Q2 2026 EPS guidance of 3.340–3.460 and FY2026 guidance of 15.650–16.050.
- Analyst and market view is mixed: the consensus rating is "Hold" with a $309.89 target, several banks have raised targets recently while some cut theirs, and the stock traded around $278.41 (50‑ and 200‑day MAs $271.70 and $281.39 respectively).
F5, Inc. (NASDAQ:FFIV - Get Free Report) CFO Edward Cooper Werner sold 969 shares of the stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $282.20, for a total value of $273,451.80. Following the sale, the chief financial officer directly owned 5,305 shares in the company, valued at $1,497,071. This represents a 15.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website.
F5 Price Performance
NASDAQ:FFIV traded up $1.07 during trading hours on Friday, reaching $284.71. The company had a trading volume of 93,670 shares, compared to its average volume of 903,451. The firm has a market cap of $16.09 billion, a PE ratio of 23.55, a price-to-earnings-growth ratio of 8.10 and a beta of 1.01. F5, Inc. has a 1-year low of $223.76 and a 1-year high of $346.00. The business's 50 day moving average price is $271.70 and its 200-day moving average price is $281.39.
F5 (NASDAQ:FFIV - Get Free Report) last issued its quarterly earnings data on Tuesday, January 27th. The network technology company reported $4.45 earnings per share for the quarter, topping analysts' consensus estimates of $3.63 by $0.82. The business had revenue of $822.47 million during the quarter, compared to the consensus estimate of $755.97 million. F5 had a net margin of 22.45% and a return on equity of 22.08%. The company's revenue was up 7.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.84 earnings per share. F5 has set its Q2 2026 guidance at 3.340-3.460 EPS and its FY 2026 guidance at 15.650-16.050 EPS. On average, analysts expect that F5, Inc. will post 11.2 earnings per share for the current fiscal year.
Analysts Set New Price Targets
A number of equities analysts have recently commented on FFIV shares. Barclays boosted their price objective on F5 from $267.00 to $283.00 and gave the stock an "equal weight" rating in a research report on Wednesday, January 28th. Royal Bank Of Canada raised their price objective on shares of F5 from $325.00 to $345.00 and gave the company an "outperform" rating in a report on Wednesday, January 28th. Wall Street Zen lowered F5 from a "buy" rating to a "hold" rating in a report on Friday, November 28th. Weiss Ratings downgraded F5 from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, January 27th. Finally, Needham & Company LLC reissued a "hold" rating on shares of F5 in a report on Wednesday, January 28th. Five investment 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's stock. According to MarketBeat.com, the company has an average rating of "Hold" and an average price target of $309.89.
View Our Latest Stock Analysis on FFIV
Hedge Funds Weigh In On F5
A number of hedge funds and other institutional investors have recently made changes to their positions in FFIV. Smartleaf Asset Management LLC raised its stake in F5 by 3.4% during the 4th quarter. Smartleaf Asset Management LLC now owns 1,190 shares of the network technology company's stock valued at $309,000 after acquiring an additional 39 shares during the last quarter. Pacific Sage Partners LLC raised its stake in shares of F5 by 0.6% during the fourth quarter. Pacific Sage Partners LLC now owns 7,122 shares of the network technology company's stock worth $1,818,000 after purchasing an additional 40 shares during the last quarter. Meiji Yasuda Asset Management Co Ltd. lifted its holdings in shares of 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 purchasing an additional 41 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd grew its position in F5 by 0.6% in 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 last quarter. Finally, Coldstream Capital Management Inc. increased its stake in F5 by 4.5% in the 3rd quarter. Coldstream Capital Management Inc. now owns 1,047 shares of the network technology company's stock valued at $338,000 after buying an additional 45 shares during the period. 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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