Analysts Set Expectations for F5's Q4 Earnings (NASDAQ:FFIV)

F5, Inc. (NASDAQ:FFIV - Free Report) - Equities research analysts at Zacks Research increased their Q4 2025 EPS estimates for F5 in a research report issued on Monday, November 11th. Zacks Research analyst A. Bhagat now expects that the network technology company will earn $3.09 per share for the quarter, up from their prior estimate of $3.06. The consensus estimate for F5's current full-year earnings is $10.99 per share. Zacks Research also issued estimates for F5's Q1 2026 earnings at $2.70 EPS, Q2 2026 earnings at $2.72 EPS and FY2027 earnings at $12.12 EPS.

Other analysts have also recently issued reports about the company. JPMorgan Chase & Co. boosted their price objective on F5 from $225.00 to $250.00 and gave the stock a "neutral" rating in a report on Tuesday, October 29th. Barclays increased their price objective on shares of F5 from $214.00 to $246.00 and gave the company an "equal weight" rating in a report on Tuesday, October 29th. The Goldman Sachs Group lifted their target price on shares of F5 from $212.00 to $241.00 and gave the stock a "neutral" rating in a report on Tuesday, October 29th. Royal Bank of Canada increased their price target on F5 from $205.00 to $240.00 and gave the company a "sector perform" rating in a research note on Tuesday, October 29th. Finally, Needham & Company LLC lifted their price objective on F5 from $220.00 to $235.00 and gave the stock a "buy" rating in a research note on Tuesday, July 30th. Seven research analysts have rated the stock with a hold rating, two have issued a buy rating and one has given a strong buy rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus target price of $233.56.

F5 Trading Up 1.2 %

Shares of FFIV traded up $2.86 during trading hours on Wednesday, hitting $246.86. 654,715 shares of the stock traded hands, compared to its average volume of 536,211. The business has a fifty day moving average of $221.11 and a 200-day moving average of $193.34. The firm has a market capitalization of $14.39 billion, a PE ratio of 25.82, a price-to-earnings-growth ratio of 3.30 and a beta of 1.05. F5 has a 1-year low of $159.01 and a 1-year high of $250.46.

F5 (NASDAQ:FFIV - Get Free Report) last posted its quarterly earnings data on Monday, October 28th. The network technology company reported $3.67 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.45 by $0.22. The firm had revenue of $747.00 million for the quarter, compared to the consensus estimate of $730.43 million. F5 had a return on equity of 20.80% and a net margin of 20.13%. The business's revenue for the quarter was up 5.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.76 EPS.

Institutional Trading of F5

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Pacer Advisors Inc. raised its position in shares of F5 by 6,700.2% in the second quarter. Pacer Advisors Inc. now owns 848,388 shares of the network technology company's stock valued at $146,118,000 after purchasing an additional 835,912 shares during the period. Wedge Capital Management L L P NC bought a new stake in F5 in the 3rd quarter valued at $61,386,000. Los Angeles Capital Management LLC grew its holdings in F5 by 1,681.1% in the 3rd quarter. Los Angeles Capital Management LLC now owns 285,639 shares of the network technology company's stock valued at $62,898,000 after buying an additional 269,602 shares in the last quarter. AQR Capital Management LLC increased its position in F5 by 48.9% during the 2nd quarter. AQR Capital Management LLC now owns 652,972 shares of the network technology company's stock worth $111,932,000 after buying an additional 214,351 shares during the period. Finally, American Century Companies Inc. lifted its holdings in shares of F5 by 10.5% during the second quarter. American Century Companies Inc. now owns 1,709,296 shares of the network technology company's stock worth $294,392,000 after buying an additional 162,820 shares in the last quarter. 90.66% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other F5 news, CEO Francois Locoh-Donou sold 1,450 shares of the stock in a transaction dated Thursday, October 3rd. The stock was sold at an average price of $218.26, for a total value of $316,477.00. Following the completion of the sale, the chief executive officer now directly owns 121,122 shares in the company, valued at $26,436,087.72. This represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. In other news, CEO Francois Locoh-Donou sold 1,450 shares of the company's stock in a transaction that occurred on Thursday, October 3rd. The shares were sold at an average price of $218.26, for a total value of $316,477.00. Following the completion of the transaction, the chief executive officer now owns 121,122 shares in the company, valued at $26,436,087.72. This represents a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Francis J. Pelzer sold 500 shares of F5 stock in a transaction dated Tuesday, August 20th. The shares were sold at an average price of $196.73, for a total value of $98,365.00. Following the completion of the sale, the chief financial officer now directly owns 31,125 shares in the company, valued at $6,123,221.25. This represents a 0.00 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 4,250 shares of company stock worth $897,594. Corporate insiders own 0.58% of the company's stock.

F5 declared that its board has approved a stock buyback plan on Monday, October 28th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the network technology company to repurchase up to 7.9% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company's board believes its stock is undervalued.

F5 Company Profile

F5, Inc provides multi-cloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region. The company's distributed cloud services enable its customers to deploy, secure, and operate applications in any architecture, from on-premises to the public cloud.