F5 (NASDAQ:FFIV) Announces Quarterly Earnings Results, Beats Expectations By $0.73 EPS

F5 (NASDAQ:FFIV) announced its quarterly earnings results on Monday. The network technology company reported $4.73 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.00 by $0.73, FiscalAI reports. F5 had a net margin of 21.96% and a return on equity of 21.50%. The business had revenue of $865.08 million for the quarter, compared to analyst estimates of $834.60 million. F5 updated its Q4 2026 guidance to 4.140-4.260 EPS and its FY 2026 guidance to 17.210-17.330 EPS.

F5 Stock Performance

Shares of NASDAQ:FFIV traded up $15.75 during trading on Monday, reaching $407.96. 1,576,311 shares of the stock traded hands, compared to its average volume of 764,711. F5 has a 52-week low of $223.76 and a 52-week high of $435.00. The stock has a 50-day moving average of $400.23 and a two-hundred day moving average of $329.84. The stock has a market cap of $23.02 billion, a P/E ratio of 33.47, a price-to-earnings-growth ratio of 4.60 and a beta of 1.03.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on FFIV. Barclays lifted their price target on shares of F5 from $292.00 to $386.00 and gave the company an “equal weight” rating in a report on Friday, May 29th. Zacks Research upgraded shares of F5 from a “hold” rating to a “strong-buy” rating in a report on Friday, June 26th. Evercore raised shares of F5 from an “in-line” rating to an “outperform” rating and set a $475.00 target price on the stock in a research note on Monday, May 18th. Royal Bank Of Canada reiterated an “outperform” rating on shares of F5 in a research report on Thursday, July 16th. Finally, Needham & Company LLC reissued a “hold” rating on shares of F5 in a research note on Wednesday, April 29th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $382.67.

Insider Buying and Selling at F5

In other news, CEO Francois Locoh-Donou sold 3,783 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $337.39, for a total transaction of $1,276,346.37. Following the sale, the chief executive officer owned 146,989 shares of the company’s stock, valued at $49,592,618.71. This trade represents a 2.51% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Edward Cooper Werner sold 2,500 shares of F5 stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $400.00, for a total transaction of $1,000,000.00. Following the completion of the sale, the chief financial officer directly owned 406 shares of the company’s stock, valued at approximately $162,400. This trade represents a 86.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 22,579 shares of company stock worth $7,836,860. 0.48% of the stock is owned by company insiders.

Institutional Trading of F5

Several institutional investors and hedge funds have recently modified their holdings of FFIV. First Trust Advisors LP grew its holdings in shares of F5 by 68.5% in the fourth quarter. First Trust Advisors LP now owns 2,753,652 shares of the network technology company’s stock worth $702,897,000 after purchasing an additional 1,119,291 shares during the last quarter. Deutsche Bank AG increased its holdings in F5 by 175.2% during the 4th quarter. Deutsche Bank AG now owns 958,947 shares of the network technology company’s stock worth $244,781,000 after purchasing an additional 610,437 shares during the period. Wellington Management Group LLP increased its holdings in F5 by 100.5% during the 4th quarter. Wellington Management Group LLP now owns 838,959 shares of the network technology company’s stock worth $214,153,000 after purchasing an additional 420,580 shares during the period. Alyeska Investment Group L.P. bought a new stake in F5 during the 4th quarter valued at $100,033,000. Finally, Caisse de depot et placement du Quebec raised its position in F5 by 169.2% during the 3rd quarter. Caisse de depot et placement du Quebec now owns 462,740 shares of the network technology company’s stock valued at $149,553,000 after purchasing an additional 290,828 shares in the last quarter. 90.66% of the stock is currently owned by institutional investors.

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.