Comerica Bank Sells 15,423 Shares of F5, Inc. $FFIV

Key Points

• Comerica Bank cut its F5 stake by 68.6% in Q4, selling 15,423 shares and leaving 7,046 shares worth $1.798 million at quarter-end.
• F5 beat earnings and raised guidance, reporting $3.90 EPS vs. $3.47 expected and $811.7M revenue, and setting Q3 FY26 EPS guidance of 3.91–4.03 and FY26 guidance of 16.25–16.55.
• Analyst views are mixed with a consensus rating of "Hold" and an average price target of $316.44 despite several price‑target increases, while insiders sold 19,577 shares (~$5.76M) via pre‑arranged Rule 10b5‑1 plans and now own about 0.48% of the company.

Comerica Bank decreased its holdings in F5, Inc. (NASDAQ:FFIV - Free Report) by 68.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,046 shares of the network technology company's stock after selling 15,423 shares during the period. Comerica Bank's holdings in F5 were worth $1,798,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in FFIV. UBS Group AG lifted its holdings in shares of F5 by 141.2% in the 4th quarter. UBS Group AG now owns 1,023,869 shares of the network technology company's stock valued at $261,353,000 after acquiring an additional 599,384 shares during the last quarter. M&T Bank Corp lifted its stake in F5 by 17,181.1% in the fourth quarter. M&T Bank Corp now owns 309,158 shares of the network technology company's stock worth $78,916,000 after purchasing an additional 307,369 shares during the last quarter. Caisse de depot et placement du Quebec lifted its stake in F5 by 169.2% in the third quarter. Caisse de depot et placement du Quebec now owns 462,740 shares of the network technology company's stock worth $149,553,000 after purchasing an additional 290,828 shares during the last quarter. Victory Capital Management Inc. lifted its stake in F5 by 422.7% in the third quarter. Victory Capital Management Inc. now owns 347,125 shares of the network technology company's stock worth $112,187,000 after purchasing an additional 280,719 shares during the last quarter. Finally, Nordea Investment Management AB lifted its stake in F5 by 217.7% in the third quarter. Nordea Investment Management AB now owns 229,591 shares of the network technology company's stock worth $74,142,000 after purchasing an additional 157,318 shares during the last quarter. Institutional investors own 90.66% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on FFIV shares. Weiss Ratings raised shares of F5 from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, March 30th. Royal Bank Of Canada raised their price objective on shares of F5 from $345.00 to $375.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 29th. The Goldman Sachs Group raised their price objective on shares of F5 from $285.00 to $320.00 and gave the stock a "neutral" rating in a research note on Wednesday, January 28th. JPMorgan Chase & Co. raised their price objective on shares of F5 from $355.00 to $365.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 29th. Finally, Needham & Company LLC reissued a "hold" rating on shares of F5 in a research note on Wednesday, April 29th. Five investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Hold" and an average price target of $316.44.

F5 Stock Up 0.3%

Shares of FFIV stock opened at $341.02 on Thursday. The firm has a market cap of $19.27 billion, a price-to-earnings ratio of 27.98, a PEG ratio of 7.86 and a beta of 1.00. The company's 50 day moving average is $295.87 and its 200 day moving average is $273.70. F5, Inc. has a 52-week low of $223.76 and a 52-week high of $346.00.

F5 (NASDAQ:FFIV - Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The network technology company reported $3.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.47 by $0.43. F5 had a net margin of 21.96% and a return on equity of 21.50%. The company had revenue of $811.70 million for the quarter, compared to analyst estimates of $783.82 million. During the same period last year, the company posted $3.42 earnings per share. F5's revenue was up 11.0% compared to the same quarter last year. F5 has set its Q3 2026 guidance at 3.910-4.030 EPS and its FY 2026 guidance at 16.250-16.550 EPS. Analysts anticipate that F5, Inc. will post 12.71 EPS for the current fiscal year.

Insiders Place Their Bets

In other F5 news, CTO Kunal Anand sold 3,123 shares of the firm's stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $322.33, for a total value of $1,006,636.59. Following the completion of the sale, the chief technology officer owned 12,194 shares of the company's stock, valued at approximately $3,930,492.02. This trade represents a 20.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad Michael Whalen sold 704 shares of the firm's stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $330.30, for a total value of $232,531.20. Following the completion of the sale, the executive vice president directly owned 27,032 shares of the company's stock, valued at approximately $8,928,669.60. This represents a 2.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 19,577 shares of company stock valued at $5,762,036. 0.48% of the stock is currently owned by corporate insiders.

Key Headlines Impacting F5

Here are the key news stories impacting F5 this week:

• Positive Sentiment: April-quarter beat and raised outlook — F5 reported $3.90 EPS vs. $3.47 expected and $811.7M revenue vs. ~$783.8M consensus; management set Q3 FY26 EPS guidance of $3.91–4.03 and FY26 EPS of $16.25–16.55, which supports the rally. F5 (FFIV) Reports Q2 Earnings
• Positive Sentiment: Analyst support rising — Several firms raised targets (e.g., RBC to $375) and recent upgrades/price‑target increases give the stock near‑term upside as investors re‑rate the shares after the beat. MarketBeat Coverage of FFIV
• Neutral Sentiment: International revenue dynamics under review — A Zacks deep‑dive notes that overseas revenue trends and regional mix will shape future growth assumptions; this is important for modeling but not an immediate catalyst. International Markets and F5 (FFIV)
• Neutral Sentiment: Multiple insider sales, all via Rule 10b5‑1 plans — CTO Kunal Anand, SVP John Maddison, EVP Angelique Okeke, EVP Chad Whalen and CFO Edward Werner sold shares (notable amounts but pre‑arranged), which mutes negative signaling versus opportunistic or unscheduled selling. Insider Selling: FFIV

F5 Profile

F5 Inc NASDAQ: FFIV specializes in application services and delivery networking, helping organizations ensure the availability, performance and security of their applications. The company's core offerings include advanced load balancing, traffic management and application security solutions designed to optimize user experiences and protect against threats such as distributed denial-of-service (DDoS) attacks and web application exploits.

At the heart of F5's product portfolio is the BIG-IP platform, which provides a suite of software modules for local and global traffic management, secure web application firewalling and DNS service delivery.

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