Michael Dreyer Sells 3,067 Shares of F5 (NASDAQ:FFIV) Stock

F5, Inc. (NASDAQ:FFIV) Director Michael Dreyer sold 3,067 shares of the business’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $282.41, for a total transaction of $866,151.47. Following the sale, the director directly owned 1,309 shares of the company’s stock, valued at $369,674.69. This represents a 70.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

F5 Price Performance

FFIV stock opened at $272.03 on Wednesday. The company has a market capitalization of $15.38 billion, a PE ratio of 22.50, a P/E/G ratio of 7.63 and a beta of 1.00. F5, Inc. has a 12 month low of $223.76 and a 12 month high of $346.00. The firm’s 50-day moving average is $268.91 and its 200 day moving average is $282.87.

F5 (NASDAQ:FFIV) last released its quarterly earnings data on Tuesday, January 27th. The network technology company reported $4.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.63 by $0.82. The company had revenue of $822.47 million during the quarter, compared to analysts’ expectations of $755.97 million. F5 had a net margin of 22.45% and a return on equity of 22.08%. The firm’s quarterly revenue was up 7.3% on a year-over-year basis. During the same period in the previous year, the company earned $3.84 EPS. 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 forecast that F5, Inc. will post 11.2 EPS for the current fiscal year.

Hedge Funds Weigh In On F5

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Jericho Capital Asset Management L.P. purchased a new stake in shares of F5 during the fourth quarter valued at about $579,699,000. Northwestern Mutual Wealth Management Co. raised its stake in shares of F5 by 15,103.5% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,170,216 shares of the network technology company’s stock worth $298,709,000 after acquiring an additional 1,162,519 shares in the last quarter. First Trust Advisors LP lifted its position in F5 by 68.5% during the fourth quarter. First Trust Advisors LP now owns 2,753,652 shares of the network technology company’s stock valued at $702,897,000 after acquiring an additional 1,119,291 shares during the last quarter. Norges Bank purchased a new stake in F5 during the fourth quarter valued at approximately $205,706,000. Finally, Deutsche Bank AG boosted its stake in F5 by 175.2% in the fourth quarter. Deutsche Bank AG now owns 958,947 shares of the network technology company’s stock valued at $244,781,000 after acquiring an additional 610,437 shares in the last quarter. Hedge funds and other institutional investors own 90.66% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. Wall Street Zen lowered F5 from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Royal Bank Of Canada lifted their price objective on F5 from $325.00 to $345.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. Needham & Company LLC reaffirmed a “hold” rating on shares of F5 in a research note on Wednesday, January 28th. Piper Sandler reissued an “overweight” rating and set a $325.00 target price (up from $295.00) on shares of F5 in a research report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. upgraded shares of F5 from a “neutral” rating to an “overweight” rating and boosted their price target for the company from $295.00 to $345.00 in a report on Thursday, January 15th. Five investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $309.89.

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.