Zacks Research Analysts Boost Earnings Estimates for F5

F5, Inc. (NASDAQ:FFIV) – Zacks Research boosted their Q4 2025 earnings per share (EPS) estimates for F5 in a report released on Monday, November 11th. Zacks Research analyst A. Bhagat now anticipates that the network technology company will earn $3.09 per share for the quarter, up from their previous forecast 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.

F5 (NASDAQ:FFIV) last released its quarterly earnings results on Monday, October 28th. The network technology company reported $3.67 earnings per share for the quarter, beating the consensus estimate of $3.45 by $0.22. The company had revenue of $747.00 million during the quarter, compared to analysts’ expectations of $730.43 million. F5 had a net margin of 20.13% and a return on equity of 20.80%. The business’s quarterly revenue was up 5.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.76 earnings per share.

A number of other equities analysts also recently commented on FFIV. JPMorgan Chase & Co. increased their price objective on shares of F5 from $225.00 to $250.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 29th. Piper Sandler upped their price objective on F5 from $186.00 to $246.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 29th. The Goldman Sachs Group raised their target price on shares of F5 from $212.00 to $241.00 and gave the company a “neutral” rating in a research note on Tuesday, October 29th. StockNews.com upgraded shares of F5 from a “buy” rating to a “strong-buy” rating in a report on Tuesday, October 29th. Finally, Morgan Stanley lifted their price objective on shares of F5 from $215.00 to $230.00 and gave the company an “equal weight” rating in a research report on Tuesday, October 29th. Seven equities research analysts have rated the stock with a hold rating, two have assigned a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $233.56.

F5 Stock Performance

NASDAQ FFIV opened at $244.00 on Wednesday. The stock has a market capitalization of $14.22 billion, a price-to-earnings ratio of 25.52, a PEG ratio of 3.29 and a beta of 1.05. F5 has a 52 week low of $158.22 and a 52 week high of $250.46. The stock’s 50 day moving average price is $220.16 and its two-hundred day moving average price is $192.96.

Institutional Investors Weigh In On F5

Several hedge funds have recently modified their holdings of FFIV. Vanguard Group Inc. increased its stake in shares of F5 by 0.4% in the first quarter. Vanguard Group Inc. now owns 7,465,022 shares of the network technology company’s stock valued at $1,415,294,000 after buying an additional 29,154 shares during the period. American Century Companies Inc. grew its stake in 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 purchasing an additional 162,820 shares during the period. Pacer Advisors Inc. increased its holdings in F5 by 6,700.2% in the second quarter. Pacer Advisors Inc. now owns 848,388 shares of the network technology company’s stock worth $146,118,000 after purchasing an additional 835,912 shares in the last quarter. AQR Capital Management LLC lifted its stake in F5 by 48.9% in the second quarter. AQR Capital Management LLC now owns 652,972 shares of the network technology company’s stock valued at $111,932,000 after buying an additional 214,351 shares during the period. Finally, Acadian Asset Management LLC boosted its holdings in shares of F5 by 14.2% during the 1st quarter. Acadian Asset Management LLC now owns 625,734 shares of the network technology company’s stock worth $118,607,000 after buying an additional 77,611 shares in the last quarter. Institutional investors and hedge funds own 90.66% of the company’s stock.

Insider Activity

In other F5 news, 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 owns 31,125 shares in the company, valued at $6,123,221.25. The trade was a 0.00 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. In related news, CEO Francois Locoh-Donou sold 1,450 shares of the company’s stock in a transaction on Thursday, October 3rd. The stock was sold at an average price of $218.26, for a total transaction 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Francis J. Pelzer sold 500 shares of the business’s stock in a transaction on Tuesday, August 20th. The stock was sold at an average price of $196.73, for a total transaction of $98,365.00. Following the sale, the chief financial officer now directly owns 31,125 shares in the company, valued at approximately $6,123,221.25. The trade was a 0.00 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 4,250 shares of company stock valued at $897,594. 0.58% of the stock is owned by company insiders.

F5 declared that its Board of Directors has initiated a stock buyback program on Monday, October 28th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the network technology company to purchase up to 7.9% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s leadership believes its shares are undervalued.

About F5

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.