Bank of New York Mellon Corp Cuts Stock Holdings in F5, Inc. $FFIV

Bank of New York Mellon Corp lowered its stake in F5, Inc. (NASDAQ:FFIV) by 4.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 423,511 shares of the network technology company’s stock after selling 21,231 shares during the period. Bank of New York Mellon Corp owned approximately 0.74% of F5 worth $136,875,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. MGO One Seven LLC lifted its position in F5 by 0.8% in the second quarter. MGO One Seven LLC now owns 4,927 shares of the network technology company’s stock valued at $1,450,000 after purchasing an additional 40 shares during the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd raised its holdings in F5 by 0.6% during the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 7,386 shares of the network technology company’s stock valued at $2,387,000 after buying an additional 42 shares during the last quarter. Ethic Inc. boosted its position in F5 by 0.5% during the 2nd quarter. Ethic Inc. now owns 9,849 shares of the network technology company’s stock valued at $2,913,000 after buying an additional 46 shares during the period. Coldstream Capital Management Inc. boosted its position in F5 by 4.9% during the 2nd quarter. Coldstream Capital Management Inc. now owns 1,002 shares of the network technology company’s stock valued at $295,000 after buying an additional 47 shares during the period. Finally, Allworth Financial LP grew its holdings in F5 by 13.7% in the 2nd quarter. Allworth Financial LP now owns 414 shares of the network technology company’s stock worth $122,000 after acquiring an additional 50 shares during the last quarter. Institutional investors own 90.66% of the company’s stock.

F5 News Summary

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

F5 Stock Performance

FFIV stock opened at $275.61 on Friday. F5, Inc. has a fifty-two week low of $223.76 and a fifty-two week high of $346.00. The company has a market capitalization of $15.66 billion, a price-to-earnings ratio of 22.80, a price-to-earnings-growth ratio of 8.19 and a beta of 0.98. The business’s 50 day moving average price is $259.57 and its two-hundred day moving average price is $286.73.

F5 (NASDAQ:FFIV) last released its earnings results on Tuesday, January 27th. The network technology company reported $4.45 EPS for the quarter, beating analysts’ consensus estimates 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 return on equity of 22.08% and a net margin of 22.45%.The firm’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same quarter last year, the business posted $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 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on FFIV. Needham & Company LLC reaffirmed a “hold” rating on shares of F5 in a research note on Wednesday. Weiss Ratings downgraded F5 from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday. The Goldman Sachs Group upped their price target on F5 from $285.00 to $320.00 and gave the company a “neutral” rating in a research report on Wednesday. Royal Bank Of Canada lifted their price objective on F5 from $325.00 to $345.00 and gave the stock an “outperform” rating in a research report on Wednesday. Finally, Wall Street Zen cut F5 from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Five research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $309.89.

Insider Transactions at F5

In related news, EVP Thomas Dean Fountain sold 3,343 shares of the firm’s 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 completion of the transaction, the executive vice president owned 8,060 shares of the company’s stock, valued at $2,110,672.20. This trade represents a 29.32% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Alan Higginson sold 1,309 shares of F5 stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $237.11, for a total value of $310,376.99. Following the transaction, the director owned 8,610 shares of the company’s stock, valued at $2,041,517.10. The trade was a 13.20% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 37,158 shares of company stock worth $9,319,717. Corporate insiders own 0.52% of the company’s stock.

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.