F5 (NASDAQ:FFIV) Posts Quarterly Earnings Results

Key Points

• F5 reported quarterly earnings of $4.16 per share, exceeding analysts' estimates by $0.67, with a year-over-year revenue increase of 12.2% to $780.37 million.
• The updated fiscal year 2025 guidance for F5 includes projected earnings per share of $15.240-$15.380, with Q4 2025 guidance set at $3.870-$3.990.
• In recent insider transactions, Director Elizabeth Buse and Director Michael L. Dreyer reduced their stakes in F5, selling 1,500 and 1,800 shares, respectively, indicating a 23% and 29% decrease in their ownership.

F5 (NASDAQ:FFIV - Get Free Report) posted its quarterly earnings results on Wednesday. The network technology company reported $4.16 earnings per share for the quarter, beating analysts' consensus estimates of $3.49 by $0.67, Briefing.com reports. F5 had a return on equity of 22.19% and a net margin of 22.06%. The company had revenue of $780.37 million for the quarter, compared to the consensus estimate of $750.64 million. During the same quarter in the prior year, the business posted $3.36 EPS. The firm's quarterly revenue was up 12.2% on a year-over-year basis. F5 updated its FY 2025 guidance to 15.240-15.380 EPS and its Q4 2025 guidance to 3.870-3.990 EPS.

F5 Stock Performance

NASDAQ:FFIV opened at $313.42 on Friday. The stock has a 50-day simple moving average of $294.02 and a 200 day simple moving average of $282.06. F5 has a 52-week low of $184.80 and a 52-week high of $334.00. The company has a market cap of $18.00 billion, a PE ratio of 27.61, a PEG ratio of 3.78 and a beta of 1.00.

Insider Transactions at F5

In other F5 news, Director Elizabeth Buse sold 1,500 shares of F5 stock in a transaction on Wednesday, June 11th. The shares were sold at an average price of $293.53, for a total value of $440,295.00. Following the sale, the director directly owned 5,013 shares in the company, valued at approximately $1,471,465.89. The trade was a 23.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Michael L. Dreyer sold 1,800 shares of the business's stock in a transaction dated Tuesday, May 27th. The stock was sold at an average price of $285.96, for a total transaction of $514,728.00. Following the sale, the director directly owned 4,376 shares in the company, valued at $1,251,360.96. This trade represents a 29.15% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 5,872 shares of company stock worth $1,702,309. Insiders own 0.52% of the company's stock.

Institutional Trading of F5

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Millennium Management LLC grew its stake in F5 by 166.5% in the first quarter. Millennium Management LLC now owns 62,906 shares of the network technology company's stock valued at $16,750,000 after purchasing an additional 39,305 shares in the last quarter. NewEdge Advisors LLC increased its holdings in F5 by 1,281.4% during the first quarter. NewEdge Advisors LLC now owns 967 shares of the network technology company's stock worth $257,000 after buying an additional 897 shares during the last quarter. Goldman Sachs Group Inc. raised its position in F5 by 38.4% during the first quarter. Goldman Sachs Group Inc. now owns 298,297 shares of the network technology company's stock worth $79,428,000 after acquiring an additional 82,835 shares in the last quarter. Focus Partners Wealth acquired a new stake in F5 in the first quarter valued at $257,000. Finally, Geneos Wealth Management Inc. grew its position in shares of F5 by 288.1% in the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company's stock valued at $43,000 after acquiring an additional 121 shares during the period. Institutional investors and hedge funds own 90.66% of the company's stock.

Analysts Set New Price Targets

Several equities analysts have weighed in on the company. Wall Street Zen lowered F5 from a "strong-buy" rating to a "buy" rating in a research note on Thursday, May 22nd. William Blair reiterated an "outperform" rating on shares of F5 in a research report on Tuesday, April 29th. JPMorgan Chase & Co. boosted their price objective on shares of F5 from $285.00 to $305.00 and gave the company a "neutral" rating in a report on Thursday, July 17th. Wolfe Research began coverage on shares of F5 in a report on Monday, July 7th. They issued an "outperform" rating on the stock. Finally, Royal Bank Of Canada lifted their price target on shares of F5 from $314.00 to $326.00 and gave the stock a "sector perform" rating in a research report on Thursday. One analyst has rated the stock with a sell rating, seven have given a hold rating and four have issued a buy rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and an average price target of $309.89.

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.

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