Insider Selling: F5 (NASDAQ:FFIV) EVP Sells $875,431.41 in Stock

F5, Inc. (NASDAQ:FFIV) EVP Thomas Dean Fountain sold 3,343 shares of the 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 transaction, the executive vice president directly owned 8,060 shares of the company’s stock, valued at $2,110,672.20. The trade was a 29.32% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link.

Thomas Dean Fountain also recently made the following trade(s):

• On Tuesday, January 20th, Thomas Dean Fountain sold 1,110 shares of F5 stock. The stock was sold at an average price of $262.73, for a total value of $291,630.30.
• On Monday, January 12th, Thomas Dean Fountain sold 1,110 shares of F5 stock. The stock was sold at an average price of $265.00, for a total value of $294,150.00.
• On Monday, January 5th, Thomas Dean Fountain sold 1,110 shares of F5 stock. The shares were sold at an average price of $263.79, for a total value of $292,806.90.
• On Monday, December 29th, Thomas Dean Fountain sold 1,100 shares of F5 stock. The shares were sold at an average price of $262.86, for a total value of $289,146.00.
• On Monday, December 22nd, Thomas Dean Fountain sold 1,110 shares of F5 stock. The shares were sold at an average price of $257.90, for a total value of $286,269.00.
• On Monday, December 15th, Thomas Dean Fountain sold 1,110 shares of F5 stock. The shares were sold at an average price of $264.76, for a total value of $293,883.60.
• On Monday, December 8th, Thomas Dean Fountain sold 1,110 shares of F5 stock. The stock was sold at an average price of $248.66, for a total transaction of $276,012.60.
• On Monday, December 1st, Thomas Dean Fountain sold 1,110 shares of F5 stock. The stock was sold at an average price of $236.99, for a total transaction of $263,058.90.
• On Monday, November 24th, Thomas Dean Fountain sold 1,110 shares of F5 stock. The shares were sold at an average price of $234.91, for a total transaction of $260,750.10.
• On Tuesday, November 18th, Thomas Dean Fountain sold 1,110 shares of F5 stock. The shares were sold at an average price of $227.44, for a total transaction of $252,458.40.

F5 Stock Down 2.4%

F5 stock opened at $275.61 on Friday. F5, Inc. has a 52-week low of $223.76 and a 52-week high of $346.00. The firm has a market cap of $15.66 billion, a PE ratio of 22.80, a price-to-earnings-growth ratio of 8.19 and a beta of 0.98. The company’s 50 day moving average is $259.57 and its two-hundred day moving average is $286.76.

F5 (NASDAQ:FFIV) last announced 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 business had revenue of $822.47 million for the quarter, compared to analysts’ expectations of $755.97 million. F5 had a return on equity of 22.08% and a net margin of 22.45%.The company’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same period last year, the firm earned $3.84 earnings per share. F5 has set its Q2 2026 guidance at 3.340-3.460 EPS and its FY 2026 guidance at 15.650-16.050 EPS. On average, equities research analysts anticipate that F5, Inc. will post 11.2 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on FFIV shares. Bank of America reduced their target price on shares of F5 from $260.00 to $250.00 and set an “underperform” rating on the stock in a report on Tuesday, October 28th. Morgan Stanley reduced their price objective on shares of F5 from $336.00 to $296.00 and set an “equal weight” rating on the stock in a report on Wednesday, December 17th. JPMorgan Chase & Co. raised shares of F5 from a “neutral” rating to an “overweight” rating and lifted their price objective for the stock from $295.00 to $345.00 in a research report on Thursday, January 15th. Piper Sandler reiterated an “overweight” rating and set a $325.00 target price (up previously from $295.00) on shares of F5 in a research note on Wednesday. Finally, Needham & Company LLC restated a “hold” rating on shares of F5 in a research note on Wednesday. Five research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $309.89.

F5 News Roundup

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Q1 results and guidance beat: F5 reported stronger-than-expected Q1 earnings and revenue and raised FY26 and Q2 EPS guidance, which sparked the post-earnings rally and underpins fundamental upside. Earnings Beat / Gap Up
• Positive Sentiment: Analyst upgrades/price-target increases: RBC raised its price target (boosting upside expectations) and other banks (Goldman, JPMorgan, Barclays) have lifted targets or maintained positive stances, supporting momentum from the earnings print. RBC PT Raise
• Positive Sentiment: Sell-side optimism: Zacks upgraded FFIV to a Strong Buy, adding near-term analyst support to the rally. Zacks Upgrade
• Neutral Sentiment: Barclays raised its target modestly but kept an equal-weight rating — supportive but not unequivocally bullish, so it tempers the upgrade-driven momentum. Barclays Note
• Neutral Sentiment: Insider selling: an F5 EVP disclosed the sale of ~3,343 shares (Form 4). Repeated, scheduled insider sales are being watched by the market but are not an explicit red flag by themselves. Insider Sale Filing
• Negative Sentiment: Legal and security risk: multiple law firms (Hagens Berman, Rosen, Robbins Geller, Pomerantz, Faruqi, etc.) have issued investor alerts and are soliciting plaintiffs in securities-class actions alleging F5 misled investors about a long-term, undetected hack and source-code theft. These filings raise potential litigation costs, settlement risk and reputational damage — likely the primary reason for today’s pullback. Hagens Berman Investor Alert

Institutional Trading of F5

Large investors have recently made changes to their positions in the company. Whipplewood Advisors LLC boosted its holdings in shares of F5 by 275.0% in the second quarter. Whipplewood Advisors LLC now owns 90 shares of the network technology company’s stock valued at $26,000 after acquiring an additional 66 shares during the period. Abich Financial Wealth Management LLC acquired a new stake in shares of F5 during the 3rd quarter valued at about $37,000. Torren Management LLC acquired a new position in F5 during the fourth quarter worth $43,000. Geneos Wealth Management Inc. boosted its stake 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 in the last quarter. Finally, CYBER HORNET ETFs LLC bought a new stake in shares of F5 in the 2nd quarter worth about $45,000. 90.66% of the stock is owned by institutional investors and hedge funds.

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.