F5 (NASDAQ:FFIV) EVP Sells 703 Shares

F5, Inc. (NASDAQ:FFIV) EVP Chad Michael Whalen sold 703 shares of F5 stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $404.86, for a total value of $284,616.58. Following the completion of the sale, the executive vice president directly owned 21,536 shares of the company’s stock, valued at $8,719,064.96. The trade was a 3.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Chad Michael Whalen also recently made the following trade(s):

• On Friday, May 8th, Chad Michael Whalen sold 6,200 shares of F5 stock. The shares were sold at an average price of $350.19, for a total value of $2,171,178.00.

F5 Trading Up 1.5%

F5 stock traded up $5.90 during midday trading on Tuesday, reaching $412.25. 1,168,113 shares of the stock traded hands, compared to its average volume of 779,098. The firm has a market cap of $23.26 billion, a PE ratio of 32.82, a price-to-earnings-growth ratio of 3.97 and a beta of 1.03. The company has a 50-day simple moving average of $401.82 and a two-hundred day simple moving average of $335.32. F5, Inc. has a 12-month low of $223.76 and a 12-month high of $435.00.

F5 (NASDAQ:FFIV) last issued its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.00 by $0.73. The company had revenue of $865.08 million for 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 firm earned $4.16 earnings per share. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. Equities research analysts anticipate that F5, Inc. will post 13.53 earnings per share for the current year.

Analyst Ratings Changes

Several research firms 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 note on Tuesday, July 28th. Evercore upgraded F5 from an “in-line” rating to an “outperform” rating and set a $475.00 price target on the stock in a report on Monday, May 18th. JPMorgan Chase & Co. increased their price target on F5 from $500.00 to $515.00 and gave the company an “overweight” rating in a research report on Tuesday, July 28th. Needham & Company LLC reissued a “hold” rating on shares of F5 in a research report on Tuesday, July 28th. Finally, Bank of America raised their target price on shares of F5 from $250.00 to $300.00 and gave the company an “underperform” rating in a report on Tuesday, May 26th. Five research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $416.62.

More F5 News

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.

Institutional Investors Weigh In On F5

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Hazlett Burt & Watson Inc. purchased a new stake in F5 during the fourth quarter worth approximately $26,000. Hantz Financial Services Inc. increased its stake in 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 purchasing an additional 56 shares during the last quarter. Elyxium Wealth LLC purchased a new position in F5 in the fourth quarter valued at approximately $28,000. SJS Investment Consulting Inc. raised its holdings 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 purchasing an additional 106 shares in the last quarter. Finally, Capital Advisors Ltd. LLC raised its holdings 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 purchasing an additional 66 shares in the last quarter. Institutional investors and hedge funds own 90.66% of the company’s stock.

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.