Truist Financial Corp Trims Stake in F5, Inc. $FFIV

Truist Financial Corp lowered its stake in F5, Inc. (NASDAQ:FFIV) by 14.8% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 36,221 shares of the network technology company’s stock after selling 6,278 shares during the quarter. Truist Financial Corp owned about 0.06% of F5 worth $11,706,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of FFIV. One Wealth Advisors LLC increased its stake in F5 by 17.6% in the 3rd quarter. One Wealth Advisors LLC now owns 1,527 shares of the network technology company’s stock worth $494,000 after acquiring an additional 228 shares during the last quarter. Scalar Gauge Management LLC bought a new stake in shares of F5 in the third quarter valued at about $323,000. Vanguard Personalized Indexing Management LLC raised its stake in F5 by 6.3% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 10,228 shares of the network technology company’s stock worth $3,306,000 after buying an additional 606 shares in the last quarter. LBP AM SA bought a new stake in F5 during the third quarter valued at about $1,778,000. Finally, CIBC Asset Management Inc boosted its stake in F5 by 3.0% in the third quarter. CIBC Asset Management Inc now owns 8,312 shares of the network technology company’s stock valued at $2,686,000 after acquiring an additional 242 shares in the last quarter. 90.66% of the stock is owned by institutional investors.

Insider Activity

In other F5 news, EVP Thomas Dean Fountain sold 8,318 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $249.78, for a total value of $2,077,670.04. Following the completion of the transaction, the executive vice president owned 22,493 shares in the company, valued at $5,618,301.54. This represents a 27.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Alan Higginson sold 1,309 shares of the company’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $237.11, for a total transaction of $310,376.99. Following the completion of the transaction, the director directly owned 8,610 shares of the company’s stock, valued at approximately $2,041,517.10. The trade was a 13.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 37,158 shares of company stock worth $9,319,717. Corporate insiders own 0.52% of the company’s stock.

F5 Stock Performance

NASDAQ FFIV opened at $275.61 on Friday. F5, Inc. has a one year low of $223.76 and a one year high of $346.00. The firm’s fifty day moving average is $259.57 and its two-hundred day moving average is $286.73. The firm has a market cap of $15.66 billion, a PE ratio of 22.80, a P/E/G ratio of 8.19 and a beta of 0.98.

F5 (NASDAQ:FFIV) last released its earnings results on Tuesday, January 27th. The network technology company reported $4.45 EPS for the quarter, topping 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 business’s revenue was up 7.3% on a year-over-year basis. During the same quarter last year, the business 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. Research analysts predict that F5, Inc. will post 11.2 earnings per share for the current year.

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

Analyst Upgrades and Downgrades

FFIV has been the subject of a number of research analyst reports. Weiss Ratings lowered F5 from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday. JPMorgan Chase & Co. raised shares of F5 from a “neutral” rating to an “overweight” rating and increased their price objective for the company from $295.00 to $345.00 in a report on Thursday, January 15th. Wall Street Zen cut shares of F5 from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Barclays lifted their price target on shares of F5 from $267.00 to $283.00 and gave the company an “equal weight” rating in a research report on Wednesday. Finally, Needham & Company LLC reissued a “hold” rating on shares of F5 in a research report on Wednesday. Five research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $309.89.

F5 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.