Equities Analysts Set Expectations for F5 FY2026 Earnings

F5, Inc. (NASDAQ:FFIV) – Zacks Research raised their FY2026 earnings estimates for shares of F5 in a report issued on Wednesday, November 20th. Zacks Research analyst R. Department now forecasts that the network technology company will earn $11.47 per share for the year, up from their prior estimate of $11.45. The consensus estimate for F5’s current full-year earnings is $11.01 per share. Zacks Research also issued estimates for F5’s Q4 2026 earnings at $3.12 EPS.

F5 (NASDAQ:FFIV) last posted its earnings results on Monday, October 28th. The network technology company reported $3.67 EPS for the quarter, beating the consensus estimate of $3.45 by $0.22. The firm had revenue of $747.00 million for the quarter, compared to analyst estimates of $730.43 million. F5 had a return on equity of 20.80% and a net margin of 20.13%. F5’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 company posted $2.76 earnings per share.

Several other equities analysts have also commented on FFIV. Piper Sandler increased their price target on shares of F5 from $186.00 to $246.00 and gave the company a “neutral” rating in a research note on Tuesday, October 29th. Evercore ISI increased their target price on shares of F5 from $180.00 to $210.00 and gave the company an “in-line” rating in a research report on Tuesday, July 30th. Barclays boosted their price target on shares of F5 from $214.00 to $246.00 and gave the company an “equal weight” rating in a research report on Tuesday, October 29th. The Goldman Sachs Group lifted their target price on F5 from $212.00 to $241.00 and gave the stock a “neutral” rating in a research report on Tuesday, October 29th. Finally, Royal Bank of Canada raised their price target on F5 from $205.00 to $240.00 and gave the stock a “sector perform” rating in a research note on Tuesday, October 29th. Seven analysts have rated the stock with a hold rating, two have given a buy rating and one has assigned a strong buy rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $233.56.

F5 Stock Performance

FFIV opened at $246.98 on Friday. F5 has a one year low of $159.01 and a one year high of $250.46. The company has a market cap of $14.48 billion, a P/E ratio of 25.83, a PEG ratio of 3.24 and a beta of 1.05. The business’s 50-day simple moving average is $226.58 and its 200-day simple moving average is $196.71.

F5 announced that its board has initiated a share buyback plan on Monday, October 28th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the network technology company to repurchase up to 7.9% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s management believes its shares are undervalued.

Insider Buying and Selling at F5

In other news, Director Alan Higginson sold 1,000 shares of the firm’s stock in a transaction on Monday, September 9th. The shares were sold at an average price of $201.65, for a total value of $201,650.00. Following the completion of the sale, the director now owns 10,707 shares in the company, valued at approximately $2,159,066.55. This trade represents a 8.54 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Francis J. Pelzer sold 600 shares of the business’s stock in a transaction dated Friday, September 20th. The stock was sold at an average price of $217.50, for a total transaction of $130,500.00. Following the transaction, the chief financial officer now owns 30,425 shares in the company, valued at approximately $6,617,437.50. This trade represents a 1.93 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 4,575 shares of company stock worth $997,039. 0.58% of the stock is currently owned by insiders.

Institutional Trading of F5

Hedge funds have recently modified their holdings of the business. Pacer Advisors Inc. grew its holdings in F5 by 6,700.2% during the second quarter. Pacer Advisors Inc. now owns 848,388 shares of the network technology company’s stock worth $146,118,000 after acquiring an additional 835,912 shares during the period. Wedge Capital Management L L P NC acquired a new position in shares of F5 during the 3rd quarter worth $61,386,000. Los Angeles Capital Management LLC grew its stake in shares of F5 by 1,681.1% during the 3rd quarter. Los Angeles Capital Management LLC now owns 285,639 shares of the network technology company’s stock worth $62,898,000 after purchasing an additional 269,602 shares during the period. AQR Capital Management LLC grew its stake in shares of 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 purchasing an additional 214,351 shares during the period. Finally, Hotchkis & Wiley Capital Management LLC lifted its stake in shares of F5 by 3.6% in the third quarter. Hotchkis & Wiley Capital Management LLC now owns 5,489,388 shares of the network technology company’s stock valued at $1,208,763,000 after purchasing an additional 191,020 shares during the period. 90.66% of the stock is owned by institutional investors and hedge funds.

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.