F5, Inc. $FFIV Shares Sold by Thrivent Financial for Lutherans

Thrivent Financial for Lutherans trimmed its stake in shares of F5, Inc. (NASDAQ:FFIV) by 37.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 13,909 shares of the network technology company’s stock after selling 8,340 shares during the period. Thrivent Financial for Lutherans’ holdings in F5 were worth $4,496,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of FFIV. Whipplewood Advisors LLC increased its stake in shares of F5 by 275.0% during the second quarter. Whipplewood Advisors LLC now owns 90 shares of the network technology company’s stock worth $26,000 after buying an additional 66 shares during the period. Geneos Wealth Management Inc. increased its position in shares of F5 by 288.1% in the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock valued at $43,000 after purchasing an additional 121 shares during the last quarter. CYBER HORNET ETFs LLC acquired a new stake in shares of F5 in the 2nd quarter valued at $45,000. CNB Bank acquired a new stake in shares of F5 in the 2nd quarter valued at $49,000. Finally, Root Financial Partners LLC purchased a new stake in shares of F5 during the 3rd quarter worth $49,000. Institutional investors and hedge funds own 90.66% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the company. The Goldman Sachs Group increased their target price on F5 from $285.00 to $320.00 and gave the company a “neutral” rating in a report on Wednesday, January 28th. Wall Street Zen cut F5 from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Piper Sandler reissued an “overweight” rating and set a $325.00 target price (up previously from $295.00) on shares of F5 in a research report on Wednesday, January 28th. Royal Bank Of Canada boosted their target price on F5 from $325.00 to $345.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 28th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of F5 in a research note on Wednesday, January 28th. Five analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, F5 currently has an average rating of “Hold” and an average price target of $309.89.

Insider Buying and Selling at F5

In other news, EVP Thomas Dean Fountain sold 3,343 shares of the company’s stock in a transaction that occurred on Monday, January 26th. The stock was sold at an average price of $261.87, for a total transaction of $875,431.41. Following the completion of the sale, the executive vice president owned 8,060 shares in the company, valued at $2,110,672.20. This represents a 29.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Alan Higginson sold 1,309 shares of the stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $237.11, for a total value of $310,376.99. Following the sale, the director directly owned 8,610 shares of the company’s stock, valued at approximately $2,041,517.10. This represents a 13.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 17,241 shares of company stock valued at $4,350,054 in the last ninety days. Insiders own 0.48% of the company’s stock.

Key Headlines Impacting F5

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Q1 results and guidance: F5 reported an EPS and revenue beat for the quarter ended Dec‑2025 and provided FY‑2026 and Q2 guidance, which supports near‑term revenue and profit momentum and helps justify upgraded price targets and outperformance calls. Read More.
• Positive Sentiment: Analyst support: Several firms recently raised price targets or maintained constructive views after the quarter (Royal Bank of Canada, Goldman Sachs among them), which can attract buyer interest and limit downside.
• Neutral Sentiment: Insider activity: A disclosure shows an insider sold 199 shares (small position, Feb. 3), a modest signal that sometimes adds short‑term selling but is not materially dilutive. Read More.
• Neutral Sentiment: Analytical coverage: Recent pieces examine F5’s key metrics and reliance on international revenue — useful background for investors but not immediate catalysts. Read More.
• Negative Sentiment: Litigation and regulatory risk: Multiple law firms have filed or issued investor alerts about a securities class action alleging F5 misled the market about security of its BIG‑IP products and a long‑term undetected intrusion (claims include source‑code theft and potential nation‑state involvement). These filings increase the risk of costly litigation, regulatory probes, and customer/contract friction. Representative notices: Read More., Read More., Read More.

F5 Price Performance

Shares of NASDAQ:FFIV opened at $276.57 on Friday. F5, Inc. has a 1-year low of $223.76 and a 1-year high of $346.00. The stock has a market cap of $15.71 billion, a P/E ratio of 22.88, a P/E/G ratio of 7.92 and a beta of 1.00. The firm has a fifty day moving average price of $263.32 and a 200 day moving average price of $285.94.

F5 (NASDAQ:FFIV) last announced its earnings results on Tuesday, January 27th. The network technology company reported $4.45 EPS for the quarter, beating analysts’ consensus estimates of $3.63 by $0.82. F5 had a net margin of 22.45% and a return on equity of 22.08%. The business had revenue of $822.47 million during the quarter, compared to analysts’ expectations of $755.97 million. During the same period in the prior year, the company earned $3.84 earnings per share. The business’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. Sell-side analysts expect that F5, Inc. will post 11.2 EPS for the current fiscal year.

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.