F5 (NASDAQ:FFIV) EVP Sells 3,343 Shares

F5, Inc. (NASDAQ:FFIV) EVP Thomas Dean Fountain sold 3,343 shares of F5 stock in a transaction on Monday, January 26th. The stock was sold at an average price of $261.87, for a total transaction of $875,431.41. Following the sale, the executive vice president directly owned 8,060 shares of the company’s stock, valued at $2,110,672.20. This represents a 29.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.

Thomas Dean Fountain also recently made the following trade(s):

• On Tuesday, January 20th, Thomas Dean Fountain sold 1,110 shares of F5 stock. The shares were sold at an average price of $262.73, for a total value of $291,630.30.
• On Monday, January 12th, Thomas Dean Fountain sold 1,110 shares of F5 stock. The shares were sold at an average price of $265.00, for a total transaction of $294,150.00.
• 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 value 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 stock was 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 value 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 stock was 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 transaction of $252,458.40.

F5 Stock Performance

Shares of FFIV traded up $21.87 during mid-day trading on Wednesday, reaching $292.30. The stock had a trading volume of 2,874,547 shares, compared to its average volume of 1,174,757. The business has a fifty day moving average of $256.24 and a 200 day moving average of $286.88. F5, Inc. has a 12 month low of $223.76 and a 12 month high of $346.00. The firm has a market cap of $16.98 billion, a price-to-earnings ratio of 24.75, a PEG ratio of 8.39 and a beta of 0.98.

F5 (NASDAQ:FFIV) last posted its earnings results on Tuesday, January 27th. The network technology company reported $4.45 EPS for the quarter, topping analysts’ consensus estimates of $3.63 by $0.82. F5 had a return on equity of 21.76% and a net margin of 22.42%.The company had revenue of $822.47 million for the quarter, compared to the consensus estimate of $755.97 million. During the same period in the previous year, the business earned $3.84 earnings per share. The firm’s revenue for the quarter 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. On average, research analysts forecast that F5, Inc. will post 11.2 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the stock. Norges Bank purchased a new position in F5 during the 2nd quarter worth $207,492,000. M&T Bank Corp increased its stake in F5 by 17,181.1% in the 4th quarter. M&T Bank Corp now owns 309,158 shares of the network technology company’s stock valued at $78,916,000 after purchasing an additional 307,369 shares in the last quarter. Caisse de depot et placement du Quebec boosted its position in shares of F5 by 169.2% in the 3rd quarter. Caisse de depot et placement du Quebec now owns 462,740 shares of the network technology company’s stock worth $149,553,000 after buying an additional 290,828 shares in the last quarter. Victory Capital Management Inc. grew its position in shares of F5 by 422.7% in the third quarter. Victory Capital Management Inc. now owns 347,125 shares of the network technology company’s stock valued at $112,187,000 after purchasing an additional 280,719 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. raised its holdings in shares of F5 by 40.8% in the second quarter. Robeco Institutional Asset Management B.V. now owns 789,283 shares of the network technology company’s stock worth $232,302,000 after acquiring an additional 228,790 shares during the last quarter. 90.66% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

FFIV has been the subject of a number of recent research reports. JPMorgan Chase & Co. upgraded shares of F5 from a “neutral” rating to an “overweight” rating and boosted their target price for the stock from $295.00 to $345.00 in a report on Thursday, January 15th. Barclays increased their price target on shares of F5 from $267.00 to $283.00 and gave the stock an “equal weight” rating in a report on Wednesday. Morgan Stanley decreased their price target on F5 from $336.00 to $296.00 and set an “equal weight” rating for the company in a report on Wednesday, December 17th. The Goldman Sachs Group raised their target price on F5 from $285.00 to $320.00 and gave the company a “neutral” rating in a research report on Wednesday. Finally, Wall Street Zen downgraded F5 from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Six investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $309.89.

Key Headlines Impacting F5

Here are the key news stories impacting F5 this week:

• Positive Sentiment: F5 beat Q1 estimates — EPS $4.45 vs. consensus ~3.63 and revenue $822.5M vs. ~756M; management raised FY26 and Q2 EPS guidance, which materially improved forward earnings visibility. Q1 results & presentation
• Positive Sentiment: Analysts reacted favorably — RBC lifted its price target to $345 with an outperform rating, signaling bullish analyst momentum that supports further upside. RBC PT raise
• Positive Sentiment: Zacks upgraded F5 to a #1 (Strong Buy) reflecting growing optimism on earnings momentum and improving fundamentals. Zacks upgrade
• Neutral Sentiment: Mixed analyst views — Barclays raised its PT to $283 but kept an equal‑weight rating (shows cautious upside), and Needham reiterated a Hold, indicating some analysts view current valuation as already reflecting improvements. Barclays & Needham notes
• Neutral Sentiment: Analyst commentary and deep dives highlight strong systems/product demand, AI customer wins and regulatory tailwinds but flag margin pressure risks (memory costs) and competitive/operational risks — useful for investors weighing upside vs. near‑term risks. Seeking Alpha analysis
• Negative Sentiment: Ongoing litigation risk — Multiple law firms (Hagens Berman, Rosen, Faruqi, Pomerantz, Kahn Swick & Foti, others) have announced investigations or class action filings tied to a prior cybersecurity incident and alleged disclosures, creating legal overhang and potential financial/settlement risk. Hagens Berman alert
• Negative Sentiment: Insider selling — EVP Thomas Dean Fountain sold ~3,343 shares (~$875k), cutting his stake ~29%, which may raise governance/insider‑confidence questions for some investors. Insider trade filing

About F5

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.