NewEdge Advisors LLC lifted its stake in shares of F5, Inc. (NASDAQ:FFIV – Free Report) by 244.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,747 shares of the network technology company’s stock after buying an additional 4,078 shares during the period. NewEdge Advisors LLC’s holdings in F5 were worth $1,663,000 at the end of the most recent quarter.
Other institutional investors have also bought and sold shares of the company. Hazlett Burt & Watson Inc. purchased a new stake in F5 in the 4th quarter valued at $26,000. Hantz Financial Services Inc. boosted its holdings in F5 by 109.8% during the 4th quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock worth $27,000 after acquiring an additional 56 shares during the last quarter. Elyxium Wealth LLC purchased a new position in F5 during the 4th quarter worth $28,000. SJS Investment Consulting Inc. grew its stake in shares of F5 by 963.6% in the 1st 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 in the last quarter. Finally, Capital Advisors Ltd. LLC grew its stake in shares of F5 by 113.8% in the 1st 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 in the last quarter. Institutional investors own 90.66% of the company’s stock.
Analyst Upgrades and Downgrades
A number of research firms recently weighed in on FFIV. Wall Street Zen raised shares of F5 from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. Royal Bank Of Canada reiterated an “outperform” rating on shares of F5 in a research note on Thursday, July 16th. Weiss Ratings raised shares of F5 from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday. Morgan Stanley lifted their target price on shares of F5 from $380.00 to $415.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 28th. Finally, Piper Sandler restated an “overweight” rating and issued a $461.00 target price (up from $423.00) on shares of F5 in a research note on Tuesday, July 28th. Five research 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 data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $416.62.
Trending Headlines about F5
Here are the key news stories impacting F5 this week:
- Positive Sentiment: Zacks raised earnings forecasts across multiple periods. Estimates increased for fiscal 2026 EPS to $13.59 from $12.80, fiscal 2027 EPS to $13.77 from $13.02, and fiscal 2028 EPS to $16.16 from $13.48. Quarterly estimates were also raised, including Q4 2026 to $3.25, Q1 2027 to $3.37, Q3 2027 to $3.42, Q4 2027 to $3.86, and Q1–Q3 2028 estimates to $3.79, $3.79, and $4.17, respectively. The revisions suggest improving confidence in F5’s earnings trajectory.
- Positive Sentiment: The revisions build on F5’s latest quarterly performance, when the network technology company reported $4.73 in EPS and $865.08 million in revenue, exceeding analyst expectations. Revenue increased 10.9% year over year, supporting the case for continued earnings growth.
- Neutral Sentiment: The estimate changes were issued August 10 and reported again in several substantially similar research notes, so they represent one analyst’s updated outlook rather than a series of new developments. Zacks Research still rates FFIV “Hold,” while the broader current-year consensus is $13.53 EPS.
- Negative Sentiment: Valuation and momentum may be weighing on the stock. F5 trades at roughly 32 times earnings and near its $435 52-week high, leaving less room for disappointment. With shares positioned well above their 200-day moving average, some investors may be locking in gains despite the higher long-term earnings estimates.
F5 Stock Performance
Shares of NASDAQ:FFIV opened at $403.20 on Friday. The company’s 50-day moving average is $404.59 and its 200 day moving average is $344.04. The company has a market capitalization of $22.83 billion, a P/E ratio of 32.10, a price-to-earnings-growth ratio of 3.97 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 – Get Free Report) last posted its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, beating 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 company had revenue of $865.08 million during the quarter, compared to analyst estimates of $834.60 million. During the same quarter in the prior year, the business earned $4.16 earnings per share. The firm’s revenue for the quarter was up 10.9% on a year-over-year basis. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. As a group, research analysts predict that F5, Inc. will post 13.65 earnings per share for the current year.
Insider Transactions at F5
In other news, CEO Francois Locoh-Donou sold 3,782 shares of the stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $412.44, for a total transaction of $1,559,848.08. Following the completion of the transaction, the chief executive officer directly owned 146,989 shares of the company’s stock, valued at $60,624,143.16. This represents a 2.51% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Anthony Maddison sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $405.85, for a total transaction of $405,850.00. Following the sale, the insider owned 1,353 shares of the company’s stock, valued at approximately $549,115.05. The trade was a 42.50% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 15,699 shares of company stock valued at $6,316,411. Corporate insiders own 0.48% of the company’s stock.
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.
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