Kunal Anand Sells 377 Shares of F5 (NASDAQ:FFIV) Stock

F5, Inc. (NASDAQ:FFIV) CTO Kunal Anand sold 377 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $278.32, for a total transaction of $104,926.64. Following the completion of the sale, the chief technology officer directly owned 8,971 shares in the company, valued at $2,496,808.72. This trade represents a 4.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

F5 Stock Performance

NASDAQ:FFIV opened at $262.02 on Friday. F5, Inc. has a fifty-two week low of $223.76 and a fifty-two week high of $346.00. The company has a 50 day moving average price of $266.22 and a 200 day moving average price of $285.37. The stock has a market capitalization of $14.81 billion, a P/E ratio of 21.67, a PEG ratio of 8.09 and a beta of 1.00.

F5 (NASDAQ:FFIV) last released its quarterly 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 22.08% and a net margin of 22.45%.The company had revenue of $822.47 million for the quarter, compared to analysts’ expectations of $755.97 million. During the same period in the prior year, the firm earned $3.84 earnings per share. The firm’s revenue was up 7.3% compared to the same quarter last year. F5 has set its Q2 2026 guidance at 3.340-3.460 EPS and its FY 2026 guidance at 15.650-16.050 EPS. Research analysts forecast that F5, Inc. will post 11.2 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several brokerages have recently issued reports on FFIV. JPMorgan Chase & Co. raised shares of F5 from a “neutral” rating to an “overweight” rating and increased their price target for the stock from $295.00 to $345.00 in a research report on Thursday, January 15th. Wall Street Zen lowered shares of F5 from a “buy” rating to a “hold” rating in a report on Friday, November 28th. The Goldman Sachs Group boosted their price target on shares of F5 from $285.00 to $320.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 28th. Needham & Company LLC reaffirmed a “hold” rating on shares of F5 in a research report on Wednesday, January 28th. Finally, Zacks Research upgraded F5 from a “strong sell” rating to a “hold” rating in a report on Friday, January 9th. Five equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $309.89.

Institutional Investors Weigh In On F5

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Vanguard Group Inc. grew its stake in shares of F5 by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 7,357,293 shares of the network technology company’s stock worth $1,878,023,000 after purchasing an additional 114,533 shares in the last quarter. State Street Corp boosted its position in shares of F5 by 1.7% during the 3rd quarter. State Street Corp now owns 3,226,326 shares of the network technology company’s stock worth $1,042,716,000 after acquiring an additional 53,712 shares in the last quarter. Geode Capital Management LLC boosted its position in shares of F5 by 3.8% during the 2nd quarter. Geode Capital Management LLC now owns 1,741,117 shares of the network technology company’s stock worth $511,016,000 after acquiring an additional 64,420 shares in the last quarter. First Trust Advisors LP increased its holdings in shares of F5 by 1.2% in the 3rd quarter. First Trust Advisors LP now owns 1,634,361 shares of the network technology company’s stock valued at $528,209,000 after acquiring an additional 18,806 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. raised its position in shares of F5 by 15,103.5% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,170,216 shares of the network technology company’s stock worth $298,709,000 after acquiring an additional 1,162,519 shares in the last quarter. 90.66% of the stock is currently owned by institutional investors and hedge funds.

F5 News Summary

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Strong quarterly results and guidance — F5 reported a January-quarter revenue and EPS beat and issued FY‑26 guidance that underpins the bull case for margin and cash‑flow strength. MarketBeat FFIV coverage
• Positive Sentiment: Heavy institutional accumulation in Q4 — large new/additional stakes (Northwestern Mutual, Norges Bank, Deutsche Bank, UBS and others) suggest strong fund conviction that can provide a stabilizing holder base. MarketBeat FFIV coverage
• Positive Sentiment: Product momentum narrative — third‑party writeups highlight F5’s multi‑cloud pipeline and product refresh as drivers for license/subscription growth. MSN: F5 multi-cloud coverage
• Neutral Sentiment: Short‑interest data shows anomalous zero values in recent daily snapshots (likely reporting glitches). Treat the zero figures with caution and rely on month‑end published short interest for positioning context.
• Negative Sentiment: Clustered insider selling — multiple senior executives filed Form 4s reporting sales (including EVP John Maddison and others). Even routine liquidity sales can unsettle the market when combined with other negative headlines. SEC Form 4 (Maddison)
• Negative Sentiment: Multiple securities‑law firms have filed or solicited lead‑plaintiff claims alleging misrepresentations and possible long‑term security issues (claims reference BIG‑IP exposures and alleged nation‑state infiltration). The February 17 lead‑plaintiff deadline increases near‑term litigation visibility and reputational risk. PRNewsWire: Class action filed GlobeNewswire: Hagens Berman notice

F5 Company Profile

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.