F5, Inc. $FFIV Shares Sold by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company decreased its stake in F5, Inc. (NASDAQ:FFIV) by 9.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,043 shares of the network technology company’s stock after selling 3,160 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in F5 were worth $8,692,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Millennium Management LLC grew its holdings in shares of F5 by 166.5% during the first quarter. Millennium Management LLC now owns 62,906 shares of the network technology company’s stock worth $16,750,000 after buying an additional 39,305 shares in the last quarter. NewEdge Advisors LLC lifted its stake in shares of F5 by 1,281.4% in the first quarter. NewEdge Advisors LLC now owns 967 shares of the network technology company’s stock worth $257,000 after buying an additional 897 shares in the last quarter. Goldman Sachs Group Inc. boosted its position in F5 by 38.4% during the first quarter. Goldman Sachs Group Inc. now owns 298,297 shares of the network technology company’s stock worth $79,428,000 after acquiring an additional 82,835 shares during the last quarter. Focus Partners Wealth acquired a new position in F5 during the first quarter worth about $257,000. Finally, Geneos Wealth Management Inc. grew its stake in F5 by 288.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock valued at $43,000 after acquiring an additional 121 shares in the last quarter. Hedge funds and other institutional investors own 90.66% of the company’s stock.

Insiders Place Their Bets

In related news, CFO Edward Cooper Werner sold 2,500 shares of F5 stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $400.00, for a total value of $1,000,000.00. Following the completion of the transaction, the chief financial officer directly owned 406 shares in the company, valued at approximately $162,400. This trade represents a 86.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Anthony Maddison sold 1,000 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $405.85, for a total value of $405,850.00. Following the transaction, the insider directly owned 1,353 shares of the company’s stock, valued at $549,115.05. The trade was a 42.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 18,409 shares of company stock valued at $6,951,868. Corporate insiders own 0.48% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the company. JPMorgan Chase & Co. upped 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. Piper Sandler reissued an “overweight” rating and set a $461.00 price objective (up from $423.00) on shares of F5 in a research note on Tuesday, July 28th. Wall Street Zen upgraded F5 from a “hold” rating to a “buy” rating in a report on Saturday. Needham & Company LLC reaffirmed a “hold” rating on shares of F5 in a research note on Tuesday, July 28th. Finally, Morgan Stanley lifted their price target on F5 from $380.00 to $415.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 28th. Five analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, F5 presently has a consensus rating of “Hold” and an average target price of $416.62.

F5 Stock Performance

Shares of F5 stock opened at $412.25 on Wednesday. The stock has a 50 day moving average of $402.13 and a 200 day moving average of $336.34. The firm has a market capitalization of $23.26 billion, a price-to-earnings ratio of 32.82, a PEG ratio of 4.00 and a beta of 1.03. F5, Inc. has a fifty-two week low of $223.76 and a fifty-two week high of $435.00.

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

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.

F5 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.