F5 (NASDAQ:FFIV) EVP Angelique Okeke Sells 386 Shares of Stock

F5, Inc. (NASDAQ:FFIV) EVP Angelique Okeke sold 386 shares of the company’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $278.32, for a total transaction of $107,431.52. Following the completion of the transaction, the executive vice president owned 1,874 shares of the company’s stock, valued at $521,571.68. This represents a 17.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

F5 Stock Performance

Shares of F5 stock opened at $282.67 on Thursday. The company has a market capitalization of $15.98 billion, a P/E ratio of 23.38, a PEG ratio of 8.08 and a beta of 1.00. F5, Inc. has a 1 year low of $223.76 and a 1 year high of $346.00. The company’s fifty day moving average is $265.85 and its two-hundred day moving average is $285.53.

F5 (NASDAQ:FFIV) last announced its quarterly earnings data on Tuesday, January 27th. The network technology company reported $4.45 EPS for the quarter, topping analysts’ consensus estimates of $3.63 by $0.82. F5 had a net margin of 22.45% and a return on equity of 22.08%. The company had revenue of $822.47 million during the quarter, compared to the consensus estimate of $755.97 million. During the same quarter in the prior year, the firm earned $3.84 EPS. F5’s quarterly revenue was up 7.3% on a year-over-year basis. F5 has set its Q2 2026 guidance at 3.340-3.460 EPS and its FY 2026 guidance at 15.650-16.050 EPS. As a group, equities analysts expect that F5, Inc. will post 11.2 earnings per share for the current year.

Analysts Set New Price Targets

FFIV has been the subject of several analyst reports. Evercore reissued a “cautious” rating on shares of F5 in a research note on Tuesday, October 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 report on Wednesday, January 28th. Bank of America dropped their price objective on F5 from $260.00 to $250.00 and set an “underperform” rating for the company in a report on Tuesday, October 28th. Piper Sandler reiterated an “overweight” rating and issued a $325.00 target price (up previously from $295.00) on shares of F5 in a report on Wednesday, January 28th. Finally, Wall Street Zen lowered F5 from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Five investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $309.89.

F5 News Summary

Here are the key news stories impacting F5 this week:

• Positive Sentiment: F5 reported a strong January quarter (EPS and revenue beat) and set FY26 guidance above some expectations, which supports the bull case for continued margin strength and cash generation. Read More.
• Positive Sentiment: Large institutional buying in Q4 (notably Northwestern Mutual, Norges Bank, Deutsche Bank, UBS and others) shows heavy ownership and conviction by major funds, which can stabilize the stock and reduce volatility from retail flows. (Institutional ownership data from filings/quarterly disclosures.)
• Positive Sentiment: Short interest fell materially in late January (~23.9% decline to ~2.31M shares, ~4.1% of float), lowering near‑term squeeze risk and potentially supporting the share price. (Reported short‑interest updates.)
• Neutral Sentiment: Some short‑interest data released Feb 10–11 shows inconsistent/zero values — likely a reporting glitch; treat anomalous zero figures with caution and rely on January figures instead.
• Neutral Sentiment: Analyst coverage remains mixed: consensus is a “Hold” with a ~$310 target and a range of opinions (Buy/Hold/Sell). Investor reaction will depend on whether guidance and product traction beat expectations in coming quarters. (Market analyst summaries.)
• Positive Sentiment: Third‑party coverage highlights F5’s multi‑cloud pipeline and product refresh as strategic positives that could drive license and subscription growth. Read More.
• Negative Sentiment: Clustered insider selling reported Feb 10: EVP John Maddison (1,000 shares at ~$280.66), EVP Angelique Okeke (386 shares), CTO Kunal Anand (377 shares) and EVP Thomas Fountain (1,297 shares). Multiple Form 4s can spook investors even if sales are for diversification/liquidity — review filings for context. Read More. Read More. Read More. Read More.
• Negative Sentiment: Multiple law firms have filed or are soliciting lead‑plaintiff claims in a securities class action (alleging product security/ disclosure issues around BIG‑IP), with a Feb 17 lead‑plaintiff deadline — increasing litigation visibility and potential financial/ reputational risk. Representative notices: Hagens Berman, Rosen, Faruqi, Bernstein Liebhard, Levi & Korsinsky. Read More. Read More.

Hedge Funds Weigh In On F5

A number of institutional investors have recently added to or reduced their stakes in FFIV. MGO One Seven LLC grew its stake in shares of F5 by 0.8% during 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 acquiring an additional 40 shares in the last quarter. Pacific Sage Partners LLC boosted its holdings in F5 by 0.6% in the fourth quarter. Pacific Sage Partners LLC now owns 7,122 shares of the network technology company’s stock valued at $1,818,000 after purchasing an additional 40 shares during the last quarter. Meiji Yasuda Asset Management Co Ltd. boosted its stake in shares of F5 by 4.4% during the 4th quarter. Meiji Yasuda Asset Management Co Ltd. now owns 968 shares of the network technology company’s stock valued at $247,000 after buying an additional 41 shares during the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd grew its position in shares of F5 by 0.6% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 7,386 shares of the network technology company’s stock worth $2,387,000 after buying an additional 42 shares in the last quarter. Finally, Coldstream Capital Management Inc. increased its stake in shares of F5 by 4.5% in the third quarter. Coldstream Capital Management Inc. now owns 1,047 shares of the network technology company’s stock worth $338,000 after buying an additional 45 shares during the last quarter. Institutional investors and hedge funds own 90.66% 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.