F5, Inc. $FFIV Shares Sold by Strs Ohio

Strs Ohio reduced its holdings in shares of F5, Inc. (NASDAQ:FFIV) by 85.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,377 shares of the network technology company’s stock after selling 8,023 shares during the quarter. Strs Ohio’s holdings in F5 were worth $445,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Alberta Investment Management Corp bought a new stake in F5 during the second quarter valued at $883,000. Vanguard Personalized Indexing Management LLC boosted its holdings in shares of F5 by 17.4% in the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 9,622 shares of the network technology company’s stock valued at $2,832,000 after buying an additional 1,428 shares during the period. Morningstar Investment Management LLC bought a new stake in shares of F5 during the 2nd quarter valued at about $240,000. Railway Pension Investments Ltd grew its position in shares of F5 by 27.0% during the 3rd quarter. Railway Pension Investments Ltd now owns 26,330 shares of the network technology company’s stock valued at $8,510,000 after buying an additional 5,600 shares during the last quarter. Finally, Sequoia Financial Advisors LLC raised its stake in F5 by 15.4% during the second quarter. Sequoia Financial Advisors LLC now owns 18,477 shares of the network technology company’s stock worth $5,438,000 after acquiring an additional 2,461 shares during the period. Institutional investors own 90.66% of the company’s stock.

Insider Activity at F5

In other news, EVP Thomas Dean Fountain sold 8,318 shares of F5 stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $249.78, for a total transaction of $2,077,670.04. Following the transaction, the executive vice president directly owned 22,493 shares in the company, valued at approximately $5,618,301.54. This trade represents a 27.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Alan Higginson sold 1,309 shares of the business’s 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 completion of the sale, the director directly owned 8,610 shares in the company, valued at $2,041,517.10. This represents a 13.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 37,158 shares of company stock valued at $9,319,717. Insiders own 0.52% of the company’s stock.

F5 Stock Performance

NASDAQ:FFIV opened at $275.61 on Friday. The stock has a market cap of $15.66 billion, a price-to-earnings ratio of 22.80, a PEG ratio of 8.19 and a beta of 0.98. F5, Inc. has a 1 year low of $223.76 and a 1 year high of $346.00. The business has a fifty day moving average of $259.57 and a 200-day moving average of $286.73.

F5 (NASDAQ:FFIV) last posted its quarterly earnings data on Tuesday, January 27th. The network technology company reported $4.45 earnings per share for the quarter, topping the consensus estimate of $3.63 by $0.82. The business had revenue of $822.47 million during the quarter, compared to the consensus estimate of $755.97 million. F5 had a net margin of 22.45% and a return on equity of 22.08%. The company’s quarterly revenue was up 7.3% compared to the same quarter last year. During the same quarter in the prior year, the company posted $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 predict that F5, Inc. will post 11.2 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on FFIV shares. Wall Street Zen downgraded F5 from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Morgan Stanley reduced their price objective on F5 from $336.00 to $296.00 and set an “equal weight” rating for the company in a research report on Wednesday, December 17th. Bank of America lowered their price objective on F5 from $260.00 to $250.00 and set an “underperform” rating for the company in a research note on Tuesday, October 28th. Evercore ISI reiterated a “cautious” rating on shares of F5 in a research note on Tuesday, October 28th. Finally, Zacks Research upgraded shares of F5 from a “strong sell” rating to a “hold” rating in a research report on Friday, January 9th. Five equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, F5 has a consensus rating of “Hold” and an average target price of $309.89.

Key Stories Impacting F5

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

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.