F5 (NASDAQ:FFIV) Insider John Anthony Maddison Sells 1,000 Shares

F5, Inc. (NASDAQ:FFIV) insider John Anthony Maddison sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $405.85, for a total value of $405,850.00. Following the completion of the transaction, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

F5 Trading Up 1.5%

Shares of F5 stock opened at $412.25 on Wednesday. F5, Inc. has a 12 month low of $223.76 and a 12 month high of $435.00. The firm has a market capitalization of $23.26 billion, a P/E ratio of 32.82, a P/E/G ratio of 4.00 and a beta of 1.03. The business has a fifty day simple moving average of $402.13 and a two-hundred day simple moving average of $336.34.

F5 (NASDAQ:FFIV) last released its earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, topping analysts’ consensus estimates of $4.00 by $0.73. The firm had revenue of $865.08 million for the quarter, compared to the consensus estimate of $834.60 million. F5 had a net margin of 21.95% and a return on equity of 21.54%. The company’s revenue was up 10.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $4.16 EPS. 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 predict that F5, Inc. will post 13.53 earnings per share for the current year.

Key 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.

Analyst Ratings Changes

Several research firms have recently issued reports on FFIV. Evercore upgraded shares of F5 from an “in-line” rating to an “outperform” rating and set a $475.00 target price for the company in a report on Monday, May 18th. Piper Sandler restated an “overweight” rating and issued a $461.00 price target (up from $423.00) on shares of F5 in a research note on Tuesday, July 28th. Royal Bank Of Canada reiterated an “outperform” rating on shares of F5 in a research note on Thursday, July 16th. Bank of America boosted their target price on F5 from $250.00 to $300.00 and gave the stock an “underperform” rating in a report on Tuesday, May 26th. Finally, Zacks Research cut F5 from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Five equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $416.62.

Hedge Funds Weigh In On F5

A number of hedge funds have recently added to or reduced their stakes in FFIV. Hazlett Burt & Watson Inc. purchased a new position in shares of F5 in the fourth quarter worth $26,000. Hantz Financial Services Inc. boosted its position in shares of F5 by 109.8% during the fourth quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock valued at $27,000 after buying an additional 56 shares during the last quarter. Elyxium Wealth LLC bought a new stake in F5 in the 4th quarter worth about $28,000. SJS Investment Consulting Inc. raised its position in 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 buying an additional 106 shares during the last quarter. Finally, Capital Advisors Ltd. LLC raised its position in 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 buying an additional 66 shares during the last quarter. 90.66% of the stock is currently owned by hedge funds and other institutional investors.

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.