Key Points
- EVP Thomas Dean Fountain sold 1,328 shares of F5 on May 5 at an average price of $330.58 for about $439,010, trimming his stake by 14.15% to 8,060 shares; the sale was executed under a pre‑arranged Rule 10b5‑1 plan.
- F5 beat Q2 expectations and raised guidance, reporting $3.90 EPS and $811.7M revenue (both above estimates) and issuing Q3 and FY2026 EPS targets, which has helped push the stock near its 52‑week high and prompted some analyst price‑target upgrades.
- Several insiders (including the CEO, CFO and EVP) sold shares in early May for aggregate proceeds of roughly $2.7 million, a development investors may watch closely even though some sales were pre‑arranged; institutional ownership remains high at about 90.7%.
F5, Inc. (NASDAQ:FFIV - Get Free Report) EVP Thomas Dean Fountain sold 1,328 shares of the firm's stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $330.58, for a total transaction of $439,010.24. Following the transaction, the executive vice president owned 8,060 shares of the company's stock, valued at approximately $2,664,474.80. This trade represents a 14.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Thomas Dean Fountain also recently made the following trade(s):
- On Tuesday, February 10th, Thomas Dean Fountain sold 1,297 shares of F5 stock. The shares were sold at an average price of $278.32, for a total transaction of $360,981.04.
F5 Trading Up 1.2%
NASDAQ:FFIV opened at $345.02 on Friday. F5, Inc. has a twelve month low of $223.76 and a twelve month high of $347.47. The company has a 50-day moving average of $297.33 and a 200-day moving average of $274.01. The firm has a market cap of $19.47 billion, a price-to-earnings ratio of 28.30, a price-to-earnings-growth ratio of 7.89 and a beta of 1.00.
F5 (NASDAQ:FFIV - Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The network technology company reported $3.90 EPS for the quarter, beating analysts' consensus estimates of $3.47 by $0.43. F5 had a net margin of 21.96% and a return on equity of 21.50%. The company had revenue of $811.70 million during the quarter, compared to analyst estimates of $783.82 million. During the same period in the prior year, the firm earned $3.42 earnings per share. The business's quarterly revenue was up 11.0% on a year-over-year basis. F5 has set its Q3 2026 guidance at 3.910-4.030 EPS and its FY 2026 guidance at 16.250-16.550 EPS. On average, research analysts forecast that F5, Inc. will post 12.71 earnings per share for the current year.
Key Headlines Impacting F5
Here are the key news stories impacting F5 this week:
- Positive Sentiment: F5 beat Q2 expectations and raised guidance — Q2 revenue and EPS topped Street estimates and management provided FY and next-quarter EPS targets that imply continued profitability growth; this underpins the rally and supports investor confidence. F5 (FFIV) Reports Q2 Earnings
- Positive Sentiment: Technical/momentum backdrop is supportive — FFIV is trading near its 52-week high and sits well above its 50- and 200-day moving averages, which can attract momentum buyers and institutional interest. MarketBeat FFIV Quote
- Neutral Sentiment: Analyst and market-structure reads are mixed — deeper analysis of key metrics and international revenue trends is circulating; these pieces help investors evaluate sustainability of growth but do not change the immediate beat/guidance outcome. International Markets and F5 (FFIV)
- Neutral Sentiment: Some insider sales were executed under pre‑arranged Rule 10b5‑1 plans — disclosure shows at least the CEO and an EVP used 10b5‑1 schedules, which can reduce the signal of opportunistic selling. Investors should still monitor ongoing filings. CEO Form 4 (SEC)
- Negative Sentiment: Significant insider selling — multiple SEC/press filings show the CEO, CFO, EVP and other insiders sold stock in early May for aggregate proceeds of roughly $2.7M+ (several separate transactions totaling millions), which can be perceived as a cautionary signal even though some sales were pre‑arranged. Monitor future filings for trend confirmation. F5 Insider Sells $322,330.00 EVP Sells $271,401.86
Analysts Set New Price Targets
A number of research firms have commented on FFIV. Royal Bank Of Canada upped their price objective on shares of F5 from $345.00 to $375.00 and gave the company an "outperform" rating in a research note on Wednesday, April 29th. The Goldman Sachs Group upped their price objective on shares of F5 from $285.00 to $320.00 and gave the company a "neutral" rating in a research note on Wednesday, January 28th. Piper Sandler reaffirmed an "overweight" rating on shares of F5 in a research note on Wednesday, April 29th. Zacks Research raised shares of F5 from a "strong sell" rating to a "hold" rating in a research note on Friday, January 9th. Finally, Needham & Company LLC reaffirmed a "hold" rating on shares of F5 in a research note on Wednesday, April 29th. Five equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $316.44.
Read Our Latest Stock Analysis on FFIV
Institutional Trading of F5
Hedge funds have recently made changes to their positions in the stock. Barclays PLC lifted its position in shares of F5 by 51.7% in the third quarter. Barclays PLC now owns 310,368 shares of the network technology company's stock worth $100,308,000 after purchasing an additional 105,738 shares in the last quarter. Convergence Investment Partners LLC lifted its position in shares of F5 by 128.1% in the third quarter. Convergence Investment Partners LLC now owns 7,931 shares of the network technology company's stock worth $2,563,000 after purchasing an additional 4,454 shares in the last quarter. Nordea Investment Management AB lifted its position in shares of F5 by 217.7% in the third quarter. Nordea Investment Management AB now owns 229,591 shares of the network technology company's stock worth $74,142,000 after purchasing an additional 157,318 shares in the last quarter. Alberta Investment Management Corp lifted its position in shares of F5 by 173.3% in the third quarter. Alberta Investment Management Corp now owns 8,200 shares of the network technology company's stock worth $2,650,000 after purchasing an additional 5,200 shares in the last quarter. Finally, JPMorgan Chase & Co. lifted its position in shares of F5 by 11.5% in the third quarter. JPMorgan Chase & Co. now owns 381,350 shares of the network technology company's stock worth $123,249,000 after purchasing an additional 39,445 shares in the last quarter. 90.66% of the stock is owned by hedge funds and other institutional investors.
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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