FFIV

F5, INC.

Nasdaq · Computer Communications Equipment · Inc. WA · CIK 0001048695
$396.19 +0.72% $22.3B
Insider Selling Cluster (7 insiders)High Impact Filing (8/10)3 New Institutional Positions
Vol
Market Cap$22.3B
Cap SizeLarge Cap
Analyst ConsensusBuy (55%)
Inst. Holders9 funds
Inst. Value$2.6B
Inst. Activity3 buys / 1 sells
Insider Activity0B / 12S
Insider Net $-$7.5M
SEC Reports8
Exchange Nasdaq·Sector Computer Communications Equipment·Inc. WA·CIK 0001048695·Prev Close $393.35

Recent Activity

Jun 2, 2026 Insider
Werner Edward Cooper sold 2,500 shares
Chief Financial Officer @ $400.00 ($1.0M)
May 18, 2026 dark_pool
Dark Pool: FFIV — 1.1M shares, 45,988 trades
Week starting 2026-05-18. Total ATS volume: 1,074,218 shares across 45,988 trades.
May 8, 2026 Insider
WHALEN CHAD MICHAEL sold 6,200 shares
EVP, Worldwide Sales @ $350.19 ($2.2M)
May 8, 2026 Insider
Werner Edward Cooper sold 1,500 shares
Chief Financial Officer @ $350.00 ($525.0K)
May 7, 2026 SEC
Six F5 insiders sold $2.46M in open-market shares over a week, following the company's strong Q2 earnings beat. The sale
CLUSTER — Impact 3/10
May 5, 2026 SEC
Two F5 insiders (CTO and Chief Product & Marketing Officer) sold a total of ~$1.33M in open-market shares on May 4, 2026
CLUSTER — Impact 2/10
Apr 28, 2026 SEC
F5 appointed Anand Eswaran (CEO of Veeam Software) to its board of directors, effective April 24, 2026. This is a routin
8-K — Impact 2/10
Inst.
NORGES BANK — NEW
805,870 shares ($205.7M)

Price Targets

$409.00 +3.5% upside Hold
Current $395.23 Low $300.00 Median $404.50 High $490.00 10 analysts
$300.00 $490.00

Analyst Ratings

Hold55% buy · 20 analysts
3Strong Buy
8Buy
8Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 9, 2026 RBC Capital MAINTAIN Outperform → Outperform
May 29, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 29, 2026 RBC Capital REITERATE Outperform → Outperform
May 29, 2026 Piper Sandler MAINTAIN Overweight → Overweight
May 26, 2026 B of A Securities MAINTAIN Underperform → Underperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $4.00 $3.95 — $4.16 -4% YoY 12
Next Q $4.14 $4.07 — $4.27 -6% YoY 12
Current FY $16.49 $16.39 — $16.77 4% YoY 13
Next FY $17.69 ▲ +1.2% $16.68 — $18.35 7% YoY 13

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.9B
MORGAN STANLEY$214.7MADD
NORGES BANK$205.7MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$128.5MNEW
BANK OF AMERICA CORP$70.3MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 2, 2026Werner EdwardSELL$1.0M
May 8, 2026WHALEN CHADSELL$2.2M
May 8, 2026Werner EdwardSELL$525.0K
May 5, 2026FOUNTAIN THOMASSELL$439.0K
May 5, 2026Locoh-Donou FrancoisSELL$13.2K
9 institutional holders with $2.6B total value (10,052,408 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC7,357,293$1.9B73.2%
2MORGAN STANLEY841,054$214.7M8.4%ADD +27.1%
3NORGES BANK805,870$205.7M8.0%NEW
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC503,248$128.5M5.0%NEW
5BANK OF AMERICA CORP /DE/275,352$70.3M2.7%ADD +41.9%
6FMR LLC160,131$40.9M1.6%ADD +27.3%
7WELLS FARGO & COMPANY/MN68,119$17.4M0.7%
8TWO SIGMA INVESTMENTS, LP28,027$7.2M0.3%NEW
9RENAISSANCE TECHNOLOGIES LLC13,314$3.4M0.1%NEAR_EXIT -91.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW805,870$205.7M2025-Q4
BANK OF AMERICA CORP /DE/ADD194,020275,352+41.9%$70.3M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW28,027$7.2M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT148,63613,314-91.0%$3.4M2025-Q4
NORGES BANKEXIT704,9870-100.0%$0.002025-Q3
MORGAN STANLEYADD750,588954,030+27.1%$280.8M2025-Q2
NORGES BANKNEW704,987$207.5M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM251,736130,562-48.1%$38.4M2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT16,3470-100.0%$0.002025-Q2
CITADEL ADVISORS LLCADD334,143444,033+32.9%$118.2M2025-Q1
UBS Group AGTRIM757,500423,966-44.0%$112.9M2025-Q1
FMR LLCADD89,100113,447+27.3%$30.2M2025-Q1
TWO SIGMA INVESTMENTS, LPNEW16,347$4.4M2025-Q1
NORGES BANKEXIT680,5070-100.0%$0.002025-Q1
UBS Group AGDOUBLED261,888757,500+189.2%$190.5M2024-Q4
CITADEL ADVISORS LLCTRIM708,020334,143-52.8%$84.0M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW497,863$109.6M2024-Q3
18 unique insiders with 12 transactions. Net insider value: -$7.5M ($0.00 bought, $7.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026Werner Edward CooperChief Financial OfficerSELL2,500$400.00$1.0M
May 8, 2026WHALEN CHAD MICHAELEVP, Worldwide SalesSELL6,200$350.19$2.2M
May 8, 2026Werner Edward CooperChief Financial OfficerSELL1,500$350.00$525.0K
May 5, 2026FOUNTAIN THOMAS DEANEVP Global Services & StrategySELL1,328$330.58$439.0K
May 5, 2026Locoh-Donou FrancoisPresident, CEO & DirectorSELL40$331.05$13.2K
May 4, 2026ANAND KUNALChief Technology OfficerSELL3,123$322.33$1.0M
May 4, 2026Maddison John AnthonyChief Product Mkting OfficerSELL1,000$322.33$322.3K
May 4, 2026OKEKE ANGELIQUE MEVP, General CounselSELL842$322.33$271.4K
May 4, 2026Werner Edward CooperChief Financial OfficerSELL599$322.33$193.1K
May 4, 2026WHALEN CHAD MICHAELEVP, Worldwide SalesSELL704$330.30$232.5K
May 1, 2026FOUNTAIN THOMAS DEANEVP Global Services & StrategyM2,701$0.00$0.00
May 1, 2026ANAND KUNALChief Technology OfficerM10,294$0.00$0.00
May 1, 2026ANAND KUNALChief Technology OfficerF4,049$323.20$1.3M
May 1, 2026ANAND KUNALChief Technology OfficerM623$0.00$0.00
May 1, 2026FOUNTAIN THOMAS DEANEVP Global Services & StrategyF1,373$323.20$443.8K
May 1, 2026FOUNTAIN THOMAS DEANEVP Global Services & StrategyM951$0.00$0.00
May 1, 2026Locoh-Donou FrancoisPresident, CEO & DirectorM6,234$0.00$0.00
May 1, 2026Locoh-Donou FrancoisPresident, CEO & DirectorF2,451$323.20$792.2K
May 1, 2026Locoh-Donou FrancoisPresident, CEO & DirectorM2,114$0.00$0.00
May 1, 2026Maddison John AnthonyChief Product Mkting OfficerM454$0.00$0.00
May 1, 2026OKEKE ANGELIQUE MEVP, General CounselM113$0.00$0.00
May 1, 2026Maddison John AnthonyChief Product Mkting OfficerF230$323.20$74.3K
May 1, 2026Maddison John AnthonyChief Product Mkting OfficerM454$0.00$0.00
May 1, 2026MONTOYA MICHAEL FChief Technology Ops OfficerM2,137$0.00$0.00
May 1, 2026MONTOYA MICHAEL FChief Technology Ops OfficerF840$323.20$271.5K
May 1, 2026MONTOYA MICHAEL FChief Technology Ops OfficerM534$0.00$0.00
May 1, 2026OKEKE ANGELIQUE MEVP, General CounselM1,775$0.00$0.00
May 1, 2026OKEKE ANGELIQUE MEVP, General CounselF697$323.20$225.3K
May 1, 2026Werner Edward CooperChief Financial OfficerM453$0.00$0.00
May 1, 2026WHALEN CHAD MICHAELEVP, Worldwide SalesM2,317$0.00$0.00
May 1, 2026Werner Edward CooperChief Financial OfficerM987$0.00$0.00
May 1, 2026Werner Edward CooperChief Financial OfficerF388$323.20$125.4K
May 1, 2026WHALEN CHAD MICHAELEVP, Worldwide SalesF910$323.20$294.1K
May 1, 2026WHALEN CHAD MICHAELEVP, Worldwide SalesM668$0.00$0.00
May 1, 2026Eswaran AnandDirectorA916$0.00$0.00
Mar 25, 2026Werner Edward CooperChief Financial OfficerSELL1,000$300.00$300.0K
Mar 25, 2026Locoh-Donou FrancoisPresident, CEO & DirectorSELL3,334$300.00$1.0M
Mar 12, 2026MEHTA NIKHIL RAMESHDirectorA987$0.00$0.00
Mar 12, 2026McReynolds MayaDirectorA987$0.00$0.00
Mar 12, 2026Budnik MarianneDirectorA987$0.00$0.00
Mar 12, 2026Buse ElizabethDirectorA987$0.00$0.00
Mar 12, 2026Gonzalez Julie MarieDirectorA987$0.00$0.00
Mar 12, 2026Erwin Tami A.DirectorA987$0.00$0.00
Mar 12, 2026Combes MichelDirectorA987$0.00$0.00
Mar 11, 2026HIGGINSON ALANDirectorM934$0.00$0.00
Mar 11, 2026HIGGINSON ALANDirectorM934$0.00$0.00
Mar 11, 2026Dreyer Michael LDirectorM934$0.00$0.00
Mar 11, 2026Combes MichelDirectorM934$0.00$0.00
Mar 11, 2026Dreyer Michael LDirectorM934$0.00$0.00
Mar 11, 2026MEHTA NIKHIL RAMESHDirectorM934$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (55% buy). Based on 20 analysts: 3 strong buy, 8 buy, 8 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$409.00 mean target +3.5% upside Hold (2.54)
$300.00 Low $490.00 High
MetricValue
Current Price$395.23
Target Low$300.00
Target Mean$409.00
Target Median$404.50
Target High$490.00
# Analysts10
RecommendationHold (2.54)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$4.00 $3.95 $4.16 -3.8% +0.0% 1↑ 0↓ $0.8B 6.8% 12
Next Q
2026-09-30
$4.14 $4.07 $4.27 -5.7% +0.0% 1↑ 1↓ $0.9B 6.0% 12
Current FY
2026-09-30
$16.49 $16.39 $16.77 4.3% +0.0% 2↑ 1↓ $3.3B 7.6% 13
Next FY
2027-09-30
$17.69 $16.68 $18.35 7.3% +1.2% 5↑ 2↓ $3.5B 6.5% 13

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$4.000
7d ago$4.000
30d ago$3.999+0.001
60d ago$3.866+0.134
90d ago$3.866+0.134
9 analyst firms have rated this stock: 4 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 9, 2026 RBC Capital MAINTAIN Outperform Outperform
May 29, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 29, 2026 RBC Capital REITERATE Outperform Outperform
May 29, 2026 Piper Sandler MAINTAIN Overweight Overweight
May 26, 2026 B of A Securities MAINTAIN Underperform Underperform
May 20, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 19, 2026 RBC Capital MAINTAIN Outperform Outperform
May 18, 2026 Evercore ISI Group UPGRADE In-Line Outperform
Apr 29, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 29, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 29, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 29, 2026 Needham REITERATE Hold Hold
Apr 16, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 28, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Jan 28, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 28, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 28, 2026 Piper Sandler REITERATE Overweight Overweight
Jan 28, 2026 Needham REITERATE Hold Hold
Jan 15, 2026 JP Morgan UPGRADE Neutral Overweight
Jan 5, 2026 RBC Capital UPGRADE Sector Perform Outperform
Jan 5, 2026 Piper Sandler UPGRADE Neutral Overweight
Dec 17, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263881055%
May 1, 202636101045%
Apr 1, 202636101045%
Mar 1, 202636101045%
Feb 1, 202636101045%
Jan 1, 20261014225%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 18, 2026
dark_pool
Dark Pool: FFIV — 1.1M shares, 45,988 trades
Week starting 2026-05-18. Total ATS volume: 1,074,218 shares across 45,988 trades.
May 11, 2026
dark_pool
Dark Pool: FFIV — 1.2M shares, 50,958 trades
Week starting 2026-05-11. Total ATS volume: 1,167,885 shares across 50,958 trades.
May 4, 2026
dark_pool
Dark Pool: FFIV — 1.1M shares, 51,713 trades
Week starting 2026-05-04. Total ATS volume: 1,064,689 shares across 51,713 trades.
Apr 28, 2026
earnings_calendar
FFIV Q2 2026 Earnings After Market Close — 2026-04-28
Apr 27, 2026
dark_pool
Dark Pool: FFIV — 2.2M shares, 72,856 trades
Week starting 2026-04-27. Total ATS volume: 2,217,987 shares across 72,856 trades.
Apr 20, 2026
dark_pool
Dark Pool: FFIV — 1.3M shares, 42,472 trades
Week starting 2026-04-20. Total ATS volume: 1,304,802 shares across 42,472 trades.
Apr 13, 2026
dark_pool
Dark Pool: FFIV — 0.8M shares, 40,420 trades
Week starting 2026-04-13. Total ATS volume: 837,095 shares across 40,420 trades.
Apr 6, 2026
dark_pool
Dark Pool: FFIV — 0.9M shares, 42,331 trades
Week starting 2026-04-06. Total ATS volume: 932,261 shares across 42,331 trades.
Mar 30, 2026
dark_pool
Dark Pool: FFIV — 0.5M shares, 29,579 trades
Week starting 2026-03-30. Total ATS volume: 455,273 shares across 29,579 trades.
Mar 25, 2026
short_interest
FTD: FFIV — 7,816 shares ($2.3M) failed to deliver
Settlement: 20260325, Price: $289.04, FTD Value: $2,259,136.64, F5,INC. COMMON STOCK (WA)
Mar 24, 2026
short_interest
FTD: FFIV — 40,310 shares ($11.7M) failed to deliver
Settlement: 20260324, Price: $289.75, FTD Value: $11,679,822.5, F5,INC. COMMON STOCK (WA)
Mar 23, 2026
short_interest
FTD: FFIV — 40,317 shares ($11.5M) failed to deliver
Settlement: 20260323, Price: $284.28, FTD Value: $11,461,316.76, F5,INC. COMMON STOCK (WA)
Mar 23, 2026
dark_pool
Dark Pool: FFIV — 1.0M shares, 44,670 trades
Week starting 2026-03-23. Total ATS volume: 979,190 shares across 44,670 trades.
Mar 16, 2026
dark_pool
Dark Pool: FFIV — 1.1M shares, 45,444 trades
Week starting 2026-03-16. Total ATS volume: 1,142,958 shares across 45,444 trades.
Mar 12, 2026
short_interest
FTD: FFIV — 4,071 shares ($1.2M) failed to deliver
Settlement: 20260312, Price: $289.52, FTD Value: $1,178,635.92, F5,INC. COMMON STOCK (WA)