Vanguard Group Inc. Has $1.88 Billion Stock Holdings in F5, Inc. $FFIV

Vanguard Group Inc. grew its holdings in F5, Inc. (NASDAQ:FFIV) by 1.6% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,357,293 shares of the network technology company’s stock after buying an additional 114,533 shares during the quarter. Vanguard Group Inc. owned 0.13% of F5 worth $1,878,023,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in the business. Pacific Sage Partners LLC boosted its stake in shares of F5 by 0.6% in the 4th quarter. Pacific Sage Partners LLC now owns 7,122 shares of the network technology company’s stock valued at $1,818,000 after purchasing an additional 40 shares during the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd boosted its stake in shares of 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 purchasing an additional 42 shares during the last quarter. Coldstream Capital Management Inc. boosted its stake in shares of 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 purchasing an additional 45 shares during the last quarter. Alps Advisors Inc. boosted its stake in shares of F5 by 3.8% in the 3rd quarter. Alps Advisors Inc. now owns 1,414 shares of the network technology company’s stock valued at $457,000 after purchasing an additional 52 shares during the last quarter. Finally, Salomon & Ludwin LLC boosted its stake in shares of F5 by 42.1% in the 3rd quarter. Salomon & Ludwin LLC now owns 189 shares of the network technology company’s stock valued at $61,000 after purchasing an additional 56 shares during the last quarter. Institutional investors and hedge funds own 90.66% of the company’s stock.

F5 Price Performance

F5 stock opened at $328.15 on Thursday. The company’s 50 day simple moving average is $292.32 and its 200 day simple moving average is $273.92. F5, Inc. has a fifty-two week low of $223.76 and a fifty-two week high of $346.00. The firm has a market capitalization of $18.55 billion, a price-to-earnings ratio of 27.14, a PEG ratio of 8.30 and a beta of 0.93.

F5 (NASDAQ:FFIV) last released its quarterly earnings data on Tuesday, April 28th. The network technology company reported $3.90 earnings per share for the quarter, topping the consensus estimate of $3.44 by $0.46. F5 had a net margin of 22.45% and a return on equity of 22.08%. The business had revenue of $811.70 million for the quarter, compared to analyst estimates of $782.19 million. During the same quarter last year, the firm earned $3.42 EPS. F5’s quarterly revenue was up 11.0% compared to the same quarter last year. F5 has set its Q3 2026 guidance at 3.910-4.030 EPS and its FY 2026 guidance at 16.250-16.550 EPS. As a group, analysts predict that F5, Inc. will post 12.32 EPS for the current fiscal year.

Insider Buying and Selling at F5

In other F5 news, EVP Thomas Dean Fountain sold 1,297 shares of F5 stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $278.32, for a total value of $360,981.04. Following the transaction, the executive vice president owned 8,060 shares of the company’s stock, valued at approximately $2,243,259.20. The trade was a 13.86% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Alan Higginson sold 1,770 shares of F5 stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $275.25, for a total transaction of $487,192.50. Following the completion of the transaction, the director directly owned 6,840 shares in the company, valued at approximately $1,882,710. The trade was a 20.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 13,508 shares of company stock worth $3,792,053 over the last ninety days. 0.48% of the stock is owned by corporate insiders.

Key F5 News

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Q2 beat and raised guidance — F5 reported EPS $3.90 (vs. consensus ~$3.44) and revenue ~$812M (+11% YoY), with product revenue up ~22%. Management raised FY26 non-GAAP EPS to $16.25–16.55 and issued Q3 EPS/revenue targets above Street consensus, signaling stronger profitability and cash flow. F5 Q2 Results
• Positive Sentiment: Analyst upgrade/price-target lift — JPMorgan raised its price target to $365 and maintained an Overweight rating, providing additional analyst-driven buy-side momentum. JPMorgan Price Target
• Positive Sentiment: Product & partner momentum — F5 announced a partnership with Sectigo to automate certificate lifecycle management across F5 ADSP, reducing operational risk for customers and enhancing the platform ecosystem. Sectigo Partnership
• Neutral Sentiment: Investor engagement scheduled — F5 will host an Analyst & Investor Meeting on May 28, which can provide additional color on strategy, margin cadence and cloud transition progress. Investor Meeting
• Neutral Sentiment: Board add — Anand Eswaran joined the board, strengthening enterprise software and AI experience; a governance/strategy positive but longer‑term in impact. Board Appointment
• Neutral Sentiment: Earnings materials available — Full earnings presentation and call transcript provide detail on product mix (systems/software/services), margin drivers and FY26 assumptions for those wanting to dig deeper. Earnings Presentation
• Negative Sentiment: Compensation and valuation cautions — Some analysts highlight elevated stock‑based compensation and rich multiples as reasons for caution, leading at least one analyst piece to rate the name a “hold” despite regulatory tailwinds in EMEA. SBC / Hold Analysis
• Negative Sentiment: Insider selling & mixed fund flows — Recent disclosures show meaningful insider sales and some large institutional position changes, which may concern investors who prefer insider buys as confirmation. (Monitor filings for updates.)

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the stock. Piper Sandler reaffirmed an “overweight” rating on shares of F5 in a research note on Wednesday. Zacks Research raised shares of F5 from a “strong sell” rating to a “hold” rating in a research note on Friday, January 9th. The Goldman Sachs Group raised their target price 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. Weiss Ratings raised shares of F5 from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 30th. Finally, Royal Bank Of Canada raised their target price on shares of F5 from $345.00 to $375.00 and gave the company an “outperform” rating in a research note on Wednesday. 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.com, F5 has an average rating of “Hold” and an average price target of $316.44.

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.