Nikhil Ramesh Mehta Sells 4,000 Shares of F5 (NASDAQ:FFIV) Stock

F5, Inc. (NASDAQ:FFIV) Director Nikhil Ramesh Mehta sold 4,000 shares of the company’s stock in a transaction dated Thursday, July 30th. The stock was sold at an average price of $388.95, for a total transaction of $1,555,800.00. Following the completion of the sale, the director directly owned 7,043 shares of the company’s stock, valued at $2,739,374.85. The trade was a 36.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.

F5 Trading Up 1.5%

F5 stock opened at $412.25 on Wednesday. F5, Inc. has a 52 week low of $223.76 and a 52 week high of $435.00. The stock has a market cap of $23.26 billion, a price-to-earnings ratio of 32.82, a PEG ratio of 4.00 and a beta of 1.03. The company’s 50-day moving average price is $402.13 and its two-hundred day moving average price is $336.34.

F5 (NASDAQ:FFIV) last issued its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, topping analysts’ consensus estimates of $4.00 by $0.73. The company had revenue of $865.08 million during the quarter, compared to analyst estimates of $834.60 million. F5 had a net margin of 21.95% and a return on equity of 21.54%. The business’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same period in the prior year, the business posted $4.16 EPS. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. Research analysts expect that F5, Inc. will post 13.53 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages have commented on FFIV. Barclays boosted their price target on shares of F5 from $386.00 to $397.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 28th. Wall Street Zen upgraded shares of F5 from a “hold” rating to a “buy” rating in a report on Saturday. Zacks Research lowered shares of F5 from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Bank of America increased their target price on shares of F5 from $250.00 to $300.00 and gave the company an “underperform” rating in a research note on Tuesday, May 26th. Finally, Piper Sandler restated an “overweight” rating and set a $461.00 target price (up from $423.00) on shares of F5 in a report on Tuesday, July 28th. Five analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, F5 presently has an average rating of “Hold” and a consensus price target of $416.62.

Hedge Funds Weigh In On F5

A number of hedge funds have recently modified their holdings of the stock. Hazlett Burt & Watson Inc. bought a new position in F5 during the fourth quarter valued at about $26,000. Hantz Financial Services Inc. boosted its position in shares of F5 by 109.8% in the fourth quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock valued at $27,000 after acquiring an additional 56 shares during the period. Elyxium Wealth LLC acquired a new stake in shares of F5 in the fourth quarter worth $28,000. SJS Investment Consulting Inc. increased its position in F5 by 963.6% during the first quarter. SJS Investment Consulting Inc. now owns 117 shares of the network technology company’s stock worth $34,000 after acquiring an additional 106 shares during the period. Finally, Capital Advisors Ltd. LLC increased its position in F5 by 113.8% during the first quarter. Capital Advisors Ltd. LLC now owns 124 shares of the network technology company’s stock worth $36,000 after acquiring an additional 66 shares during the period. 90.66% of the stock is owned by institutional investors and hedge funds.

F5 News Roundup

Here are the key news stories impacting F5 this week:

• Positive Sentiment: F5’s latest quarterly results exceeded expectations, with earnings per share of $4.73 versus the $4.00 consensus estimate and revenue of $865.1 million versus $834.6 million expected. Revenue rose 10.9% year over year, while the company maintained fourth-quarter and full-year 2026 earnings guidance. F5 stock and earnings information
• Positive Sentiment: F5 was placed in the “Leader” tier of SecureIQLab’s 2026 Cloud WAAP CyberRisk Validation Comparative Report, supporting the company’s positioning in cloud web application and API protection. F5 SecureIQLab report
• Neutral Sentiment: Analyst sentiment remains mixed. Piper Sandler raised its price target to $461 and retained an overweight rating, while Morgan Stanley lifted its target to $415 but maintained an equal-weight rating. The consensus rating remains “Hold,” with an average target of $416.62. F5 analyst price targets
• Negative Sentiment: Several insiders reported sales executed under pre-arranged Rule 10b5-1 plans. The transactions included sales by the CFO, CTO and multiple executive vice presidents, totaling roughly $1.30 million on August 3, in addition to a director’s previously reported $1.56 million sale. These planned sales may create a modest overhang, although they do not necessarily indicate a change in the company’s outlook.

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.