WESPAC Advisors LLC Takes Position in F5, Inc. $FFIV

WESPAC Advisors LLC bought a new position in F5, Inc. (NASDAQ:FFIV) in the 3rd quarter, Holdings Channel.com reports. The institutional investor bought 3,073 shares of the network technology company’s stock, valued at approximately $993,000.

Other institutional investors also recently bought and sold shares of the company. Whipplewood Advisors LLC boosted its holdings in shares of F5 by 275.0% during the second quarter. Whipplewood Advisors LLC now owns 90 shares of the network technology company’s stock worth $26,000 after purchasing an additional 66 shares during the last quarter. Geneos Wealth Management Inc. lifted its position in F5 by 288.1% during the first quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock worth $43,000 after buying an additional 121 shares during the period. CYBER HORNET ETFs LLC acquired a new stake in F5 in the 2nd quarter worth about $45,000. CNB Bank purchased a new stake in F5 in the 2nd quarter valued at about $49,000. Finally, SJS Investment Consulting Inc. increased its stake in shares of F5 by 2,128.6% during the 3rd quarter. SJS Investment Consulting Inc. now owns 156 shares of the network technology company’s stock valued at $50,000 after acquiring an additional 149 shares during the last quarter. 90.66% of the stock is currently owned by institutional investors and hedge funds.

F5 Trading Down 0.3%

Shares of NASDAQ FFIV opened at $269.81 on Wednesday. The stock has a fifty day moving average price of $250.85 and a 200 day moving average price of $289.16. F5, Inc. has a 12-month low of $223.76 and a 12-month high of $346.00. The company has a market cap of $15.67 billion, a P/E ratio of 22.85, a P/E/G ratio of 8.62 and a beta of 0.98.

F5 (NASDAQ:FFIV) last posted its earnings results on Monday, October 27th. The network technology company reported $4.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.96 by $0.43. The business had revenue of $810.09 million during the quarter, compared to analyst estimates of $794.06 million. F5 had a return on equity of 21.76% and a net margin of 22.42%.The company’s revenue for the quarter was up 8.5% compared to the same quarter last year. During the same quarter last year, the firm earned $3.67 earnings per share. F5 has set its FY 2026 guidance at 14.500-15.500 EPS and its Q1 2026 guidance at 3.350-3.850 EPS. On average, sell-side analysts forecast that F5, Inc. will post 11.2 EPS for the current fiscal year.

Insider Activity

In other news, CEO Francois Locoh-Donou sold 1,300 shares of the company’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $236.99, for a total value of $308,087.00. Following the completion of the transaction, the chief executive officer directly owned 150,323 shares in the company, valued at approximately $35,625,047.77. This represents a 0.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Thomas Dean Fountain sold 1,110 shares of the firm’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $263.79, for a total transaction of $292,806.90. Following the sale, the executive vice president directly owned 13,623 shares of the company’s stock, valued at approximately $3,593,611.17. The trade was a 7.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 31,595 shares of company stock worth $7,858,505 over the last 90 days. Company insiders own 0.52% of the company’s stock.

F5 News Summary

Here are the key news stories impacting F5 this week:

• Positive Sentiment: F5 advanced NGINXaaS for Google Cloud, highlighting product/partner momentum in cloud‑native app delivery and security — a revenue/market‑share positive if adoption follows. F5 NGINXaaS for Google Cloud Advances Cloud-Native Application Delivery and Security
• Neutral Sentiment: Zacks Research trimmed its Q4 2027 EPS estimate for F5 very slightly (from $3.50 to $3.49) and retains a “Hold” view; consensus full‑year EPS remains near $11.20 — a marginal analyst move unlikely to drive a large price swing on its own.
• Neutral Sentiment: Reported short‑interest data in the filings is unclear/ambiguous (shows 0 shares / NaN change), so there’s no clear signal from short sellers in these entries.
• Negative Sentiment: Multiple law firms and notices have surfaced reminding investors of a securities class action related to F5’s disclosed “material cybersecurity incident” (class period Oct 28, 2024–Oct 27, 2025) and the company’s statements about adverse financial impact — this increases litigation risk and potential future costs or settlements. F5, Inc. Sued for Securities Law Violations – DJS Law Group
• Negative Sentiment: Firms including Hagens Berman, Kahn Swick & Foti, Rosen, Kirby McInerney, Bernstein Liebhard and others have posted notices/alerts and are soliciting lead‑plaintiff applicants — many reminders cite the cybersecurity incident and disclose Feb 17, 2026 deadlines for lead plaintiff applications, keeping legal pressure visible. Hagens Berman: Cybersecurity Incident-Related Securities Class Action Pending

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on FFIV. Bank of America decreased their target price on shares of F5 from $260.00 to $250.00 and set an “underperform” rating on the stock in a research report on Tuesday, October 28th. Morgan Stanley lowered their price objective on shares of F5 from $336.00 to $296.00 and set an “equal weight” rating for the company in a research note on Wednesday, December 17th. Evercore ISI reaffirmed a “cautious” rating on shares of F5 in a research report on Tuesday, October 28th. Barclays reduced their target price on F5 from $321.00 to $267.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 28th. Finally, Needham & Company LLC restated a “hold” rating on shares of F5 in a research note on Tuesday, October 28th. Five investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $294.22.

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.