Market Cap
$25.2B
FFIV
F5, INC.
$454.04 ▲ +2.34%
Prev close $443.68Market cap$25.2B
ConsensusHold
12-mo target$436.10 (-4.0%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)30 New Institutional Positions20 Institutional Exits Software & IT
Snapshot
The big-picture read on FFIV right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (55%)
Inst. Holders
50 funds
Inst. Value
$17.9B
Inst. Activity
30 buys / 20 sells
Insider Activity
$0.00 buy / $5.3M sell
Insider Net $
-$5.3M
SEC Reports
14
Congressional
2 trades
Price chart 30d +15.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 16, 2026 SEC Aug 5, 2026 SEC
Two F5 executives — the Chief Technology Operations Officer and Chief Product & Marketing Officer — sold a combined $181
CLUSTER — Impact 2/10
Sep 14, 2026 Insider
MONTOYA MICHAEL F sold 240 shares
Chief Technology Ops Officer @ $408.96 ($98.2K)
Sep 14, 2026 Insider
MONTOYA MICHAEL F sold 1,173 shares
Chief Technology Ops Officer @ $411.50 ($482.7K)
Sep 14, 2026 Insider
MONTOYA MICHAEL F sold 1,296 shares
Chief Technology Ops Officer @ $406.24 ($526.5K)
Sep 7, 2026 dark_pool
Aug 7, 2026 SEC Dark Pool: FFIV — 0.5M shares, 28,754 trades
Week starting 2026-09-07. Total ATS volume: 533,537 shares across 28,754 trades.
A cluster of seven F5 insiders, including the CEO and CFO, collectively sold ~$1.83M in open-market shares over a one-we
CLUSTER — Impact 4/10
A cluster of insider sales at F5, Inc. (FFIV) totaling $722K occurred in the week following a strong Q3 FY2026 earnings
CLUSTER — Impact 4/10
Jun 30, 2026 Inst.
HOTCHKIS & WILEY CAPITAL — TRIM
2,061,574 shares ($857.5M)
Analyst ratings buy % +1000.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
55% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 28, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 28, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Jul 28, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 28, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jun 9, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 29, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 29, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| May 29, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| May 26, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| May 20, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 8 | 8 | 1 | 0 | 55% | |
| Aug 1, 2026 | 3 | 8 | 8 | 1 | 0 | 55% | |
| Jul 1, 2026 | 3 | 8 | 8 | 1 | 0 | 55% | |
| Jun 1, 2026 | 3 | 8 | 8 | 1 | 0 | 55% | |
| May 1, 2026 | 3 | 6 | 10 | 1 | 0 | 45% | |
| Apr 1, 2026 | 3 | 6 | 10 | 1 | 0 | 45% | |
| Mar 1, 2026 | 3 | 6 | 10 | 1 | 0 | 45% | |
| Feb 1, 2026 | 3 | 6 | 10 | 1 | 0 | 45% |
Price targets
Where 10 covering analysts think FFIV trades over the next 12 months.
$436.10 -4.0% upside Hold
Current$454.04 Low$300.00 Median$438.00 High$515.00 10 analysts
$300.00$515.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 2 bullish, 1 bearish, 0 mixed, 11 neutral · avg impact 3.5/10.
NEUTRALCLUSTER2/10
Two F5 executives — the Chief Technology Operations Officer and Chief Product & Marketing Officer —
Sep 16, 2026
NEUTRALCLUSTER4/10
A cluster of seven F5 insiders, including the CEO and CFO, collectively sold ~$1.83M in open-market
Aug 7, 2026
NEUTRALCLUSTER4/10
A cluster of insider sales at F5, Inc. (FFIV) totaling $722K occurred in the week following a strong
Aug 5, 2026
NEUTRALCLUSTER2/10
F5 insiders engaged in a cluster of transactions following the strong Q3 FY2026 earnings beat. Open-
Aug 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: FFIV — 0.5M shares, 28,754 trades
Week starting 2026-09-07. Total ATS volume: 533,537 shares across 28,754 trades.
Aug 31, 2026
short_interest_report
Short Interest: FFIV up 26% to 1.6M shares
Settlement 2026-08-31 | Days to cover: 3.39 | ≈2.77% of shares outstanding (est.)
Aug 31, 2026
dark_pool
Dark Pool: FFIV — 0.5M shares, 32,998 trades
Week starting 2026-08-31. Total ATS volume: 549,285 shares across 32,998 trades.
Aug 24, 2026
dark_pool
Dark Pool: FFIV — 0.5M shares, 31,734 trades
Week starting 2026-08-24. Total ATS volume: 529,248 shares across 31,734 trades.
Aug 17, 2026
dark_pool
Dark Pool: FFIV — 0.6M shares, 38,870 trades
Week starting 2026-08-17. Total ATS volume: 636,367 shares across 38,870 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.26 | $4.20–$4.47 | -3.1% | +0.0% | 12↑ 0↓ | $0.9B | 12 |
| Next Q | $4.36 | $4.07–$4.78 | -2.0% | +0.0% | 7↑ 5↓ | $0.9B | 12 |
| Current FY | $17.33 | $17.27–$17.54 | 9.6% | +0.0% | 12↑ 0↓ | $3.4B | 13 |
| Next FY | $18.08 | $17.59–$18.90 | 4.3% | +0.0% | 10↑ 2↓ | $3.6B | 13 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.255 | — |
| 7d ago | $4.255 | — |
| 30d ago | $4.255 | — |
| 60d ago | $4.142 | +0.113 |
| 90d ago | $4.142 | +0.113 |
Institutional ownership
Which big funds own FFIV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $17.9B total value (43,223,798 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 6,278,577 | $2.6B | 14.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,687,295 | $1.5B | 8.6% | — |
| STATE STREET CORP | 3,098,509 | $1.3B | 7.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,808,030 | $1.2B | 6.5% | — |
| Jericho Capital Asset Management L.P. | 2,118,749 | $881.3M | 4.9% | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2,061,574 | $857.5M | 4.8% | TRIM -55.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,779,100 | $740.8M | 4.1% | — |
| FIRST TRUST ADVISORS LP | 1,540,207 | $640.7M | 3.6% | — |
| Invesco Ltd. | 1,385,078 | $576.1M | 3.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | TRIM | 4,579,301 | 2,061,574 | -55.0% | $857.5M |
| JANE STREET GROUP, LLC | DOUBLED | 17,045 | 885,451 | +5094.8% | $368.3M |
| NORGES BANK | NEW | — | 834,521 | — | $347.1M |
| Robeco Institutional Asset Management B.V. | ADD | 331,660 | 591,088 | +78.2% | $245.9M |
| Amundi | ADD | 283,536 | 555,809 | +96.0% | $231.2M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 817,666 | 506,870 | -38.0% | $210.8M |
| Pictet Asset Management Holding SA | DOUBLED | 25,632 | 400,244 | +1461.5% | $166.4M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 109,184 | 370,682 | +239.5% | $154.2M |
| GOLDMAN SACHS GROUP INC | ADD | 254,468 | 363,671 | +42.9% | $151.3M |
| Quantinno Capital Management LP | ADD | 242,882 | 316,709 | +30.4% | $131.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 50 transactions. Net -$5.3M — $0.00 bought, $5.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | MONTOYA MICHAEL F | Chief Technology Ops Officer | SELL | 240 | $408.96 | $98.2K |
| Sep 14, 2026 | MONTOYA MICHAEL F | Chief Technology Ops Officer | SELL | 1,173 | $411.50 | $482.7K |
| Sep 14, 2026 | MONTOYA MICHAEL F | Chief Technology Ops Officer | SELL | 1,296 | $406.24 | $526.5K |
| Sep 14, 2026 | MONTOYA MICHAEL F | Chief Technology Ops Officer | SELL | 277 | $410.37 | $113.7K |
| Sep 14, 2026 | MONTOYA MICHAEL F | Chief Technology Ops Officer | SELL | 440 | $413.31 | $181.9K |
| Sep 14, 2026 | MONTOYA MICHAEL F | Chief Technology Ops Officer | SELL | 920 | $412.38 | $379.4K |
| Sep 14, 2026 | MONTOYA MICHAEL F | Chief Technology Ops Officer | SELL | 80 | $414.18 | $33.1K |
| Sep 14, 2026 | Maddison John Anthony | Chief Product Mkting Officer | SELL | 204 | $406.24 | $82.9K |
| Sep 1, 2026 | OKEKE ANGELIQUE M | EVP, General Counsel | AWARD | 3,002 | — | — |
| Aug 5, 2026 | Locoh-Donou Francois | President, CEO & Director | SELL | 284 | $415.03 | $117.9K |
Congressional trades
FFIV trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Oct 21, 2025 | Julie Johnson | D | HOUSE | BUY | $1,001 - $15,000 | F5 Inc | Aug 6, 2026(290d) |
| Oct 21, 2025 | Julie Johnson | D | HOUSE | SELL | $1,001 - $15,000 | F5 Inc | Aug 6, 2026(290d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FFIV.
Shares short
1,350,380
Settlement Sep 15, 2026
Change vs prior
-13.8%
Semi-monthly cycle
Days to cover
3.0
At avg daily volume
Of shares outstanding
≈2.4%
Estimate — not % of float
All FFIV filing & press-release reports (14)
- CLUSTER reportSep 16, 2026
- CLUSTER reportAug 7, 2026
- CLUSTER reportAug 5, 2026
- CLUSTER reportAug 4, 2026
- 8-K reportJul 27, 2026
- 8-K reportJun 24, 2026
- CLUSTER reportMay 7, 2026
- CLUSTER reportMay 5, 2026
- 8-K reportApr 28, 2026
- 8-K reportApr 28, 2026
- CLUSTER reportMar 27, 2026
- CLUSTER reportMar 13, 2026
- CLUSTER reportMar 9, 2026
- CLUSTER reportMar 5, 2026