Allstate Corp Takes Position in F5, Inc. $FFIV

Allstate Corp purchased a new position in F5, Inc. (NASDAQ:FFIV) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 2,149 shares of the network technology company’s stock, valued at approximately $695,000.

A number of other institutional investors also recently added to or reduced their stakes in FFIV. Millennium Management LLC lifted its position 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 valued at $16,750,000 after buying an additional 39,305 shares during the last quarter. NewEdge Advisors LLC raised its stake in shares of F5 by 1,281.4% during the 1st quarter. NewEdge Advisors LLC now owns 967 shares of the network technology company’s stock worth $257,000 after acquiring an additional 897 shares in the last quarter. Goldman Sachs Group Inc. lifted 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 valued at $79,428,000 after acquiring an additional 82,835 shares during the last quarter. Focus Partners Wealth acquired a new stake in F5 in the first quarter valued at approximately $257,000. Finally, Geneos Wealth Management Inc. boosted its stake in F5 by 288.1% in the first 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. Institutional investors own 90.66% of the company’s stock.

Insider Activity at F5

In related news, CEO Francois Locoh-Donou sold 1,300 shares of the business’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $236.99, for a total value of $308,087.00. Following the completion of the sale, the chief executive officer owned 150,323 shares of the company’s stock, valued at approximately $35,625,047.77. The trade was a 0.86% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Thomas Dean Fountain sold 1,110 shares of the business’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $262.73, for a total transaction of $291,630.30. Following the sale, the executive vice president directly owned 11,403 shares of the company’s stock, valued at $2,995,910.19. This represents a 8.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 33,815 shares of company stock valued at $8,444,286. 0.52% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several brokerages recently issued reports on FFIV. Zacks Research raised F5 from a “strong sell” rating to a “hold” rating in a research report on Friday, January 9th. Barclays decreased their price objective on shares of F5 from $321.00 to $267.00 and set an “equal weight” rating for the company in a research report on Tuesday, October 28th. Bank of America decreased their price target on shares of F5 from $260.00 to $250.00 and set an “underperform” rating for the company in a report on Tuesday, October 28th. Wall Street Zen lowered F5 from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Finally, Royal Bank Of Canada raised F5 from a “sector perform” rating to an “outperform” rating and lifted their price target for the stock from $315.00 to $325.00 in a research report on Monday, January 5th. Six equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, F5 currently has an average rating of “Hold” and a consensus price target of $299.78.

F5 Price Performance

NASDAQ:FFIV opened at $262.00 on Friday. The company has a 50 day moving average price of $254.10 and a 200-day moving average price of $287.75. F5, Inc. has a 1-year low of $223.76 and a 1-year high of $346.00. The firm has a market cap of $15.22 billion, a price-to-earnings ratio of 22.18, a price-to-earnings-growth ratio of 8.20 and a beta of 0.98.

F5 (NASDAQ:FFIV) last issued its quarterly earnings data on Monday, October 27th. The network technology company reported $4.39 earnings per share for the quarter, topping analysts’ consensus estimates of $3.96 by $0.43. The business had revenue of $810.09 million during the quarter, compared to the consensus estimate of $794.06 million. F5 had a net margin of 22.42% and a return on equity of 21.76%. The company’s revenue was up 8.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.67 earnings per share. F5 has set its FY 2026 guidance at 14.500-15.500 EPS and its Q1 2026 guidance at 3.350-3.850 EPS. On average, sell-side analysts anticipate that F5, Inc. will post 11.2 earnings per share for the current fiscal year.

Trending Headlines about F5

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Analysts highlight F5’s chances of outperforming estimates in upcoming quarterly results, pointing to its history of earnings beats and favorable metric projections that could support near‑term upside. What Analyst Projections for Key Metrics Reveal About F5 (FFIV) Q1 Earnings
• Positive Sentiment: Another analyst piece notes F5’s strong surprise history and suggests the company has the ingredients to beat again, which can buoy sentiment ahead of the next report. Will F5 (FFIV) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Insider transaction: EVP Thomas Dean Fountain sold 1,110 shares at about $262.73 on Jan. 20, reducing his stake by ~8.9%; such routine sales can be read as portfolio management rather than a signal of company fundamentals. SEC Form 4 Filing
• Negative Sentiment: Multiple law firms and plaintiff notices have been circulated following F5’s disclosure of a “material cybersecurity incident” (discovered Aug. 9, 2025) and its guidance hit — dozens of class‑action solicitations and reminders increase the probability of litigation, potential settlements, and distraction for management. F5, Inc. (FFIV) Cybersecurity Incident-Related Securities Class Action Pending As Adverse Financial Impact Clarified – Hagens Berman
• Negative Sentiment: Numerous law firms (Bragar Eagel & Squire, Glancy Prongay & Murray, Bernstein Liebhard, Pomerantz, Faruqi & Faruqi and others) have issued lead‑plaintiff deadline alerts (Feb. 17, 2026), keeping legal pressure and media focus on the company. Bragar Eagel & Squire Class Action Alert
• Negative Sentiment: Firms emphasize alleged investor harm tied to the data breach and a reported ~24% stock drop earlier; ongoing litigation risk could pressure valuation or increase near‑term volatility until resolution. KSF Class Action Notice

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.