F5 slips 3.1% as investors appear to digest recent earnings-driven gains

F5, Inc. (FFIV) is down 3.1% today. Here is some analysis on what might have caused this price movement.

Analysis: There does not appear to be a clear new company-specific negative catalyst today. This could be because investors are taking profits after F5’s late-July earnings release, which included strong growth and higher full-year guidance, leaving the shares vulnerable to a modest pullback after a recent run.

Details:

F5 reported third-quarter fiscal 2026 results on July 27, with total revenue up 11% year over year and product revenue up 19%, showing continued demand for its application delivery and security offerings.

Management also raised its full-year fiscal 2026 outlook, including higher revenue growth and earnings guidance, which suggests the underlying business backdrop remained constructive rather than deteriorating.

The company has continued to roll out AI-focused security products and platform updates in recent weeks, reinforcing its effort to benefit from enterprise spending tied to AI infrastructure and cyber defense.

With no obvious adverse filing or fresh operational setback surfacing, today’s decline looks more like valuation digestion or normal volatility than a fundamental change in the story.

Sources:

F5 Investor Relations, SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$FFIV Insider Trading Activity

$FFIV insiders have traded $FFIV stock on the open market 61 times in the past 6 months. Of those trades, 0 have been purchases and 61 have been sales.

Here’s a breakdown of recent trading of $FFIV stock by insiders over the last 6 months:

FRANCOIS LOCOH-DONOU (President, CEO & Director) has made 0 purchases and 25 sales selling 14,654 shares for an estimated $4,901,084.
EDWARD COOPER WERNER (Chief Financial Officer) has made 0 purchases and 9 sales selling 5,667 shares for an estimated $2,009,674.
NIKHIL RAMESH MEHTA has made 0 purchases and 6 sales selling 4,000 shares for an estimated $1,555,795.
THOMAS DEAN FOUNTAIN (EVP Global Services & Strategy) has made 0 purchases and 3 sales selling 3,833 shares for an estimated $1,300,864.
KUNAL ANAND (Chief Technology Officer) has made 0 purchases and 3 sales selling 3,892 shares for an estimated $1,270,178.
JOHN ANTHONY MADDISON (Chief Product Mkting Officer) has made 0 purchases and 3 sales selling 3,000 shares for an estimated $1,008,842.
MICHAEL L DREYER sold 3,067 shares for an estimated $866,137
CHAD MICHAEL WHALEN (EVP, Worldwide Sales) has made 0 purchases and 3 sales selling 2,095 shares for an estimated $707,758.
ANGELIQUE M OKEKE (EVP, General Counsel) has made 0 purchases and 3 sales selling 1,743 shares for an estimated $587,148.
ALAN HIGGINSON sold 1,770 shares for an estimated $487,192
ELIZABETH BUSE has made 0 purchases and 4 sales selling 1,000 shares for an estimated $399,348.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$FFIV Hedge Fund Activity

We have seen 406 institutional investors add shares of $FFIV stock to their portfolio, and 298 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FIRST TRUST ADVISORS LP removed 1,276,665 shares (-46.4%) from their portfolio in Q1 2026, for an estimated $369,377,484
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 1,163,602 shares (-99.4%) from their portfolio in Q1 2026, for an estimated $336,664,966
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC removed 894,074 shares (-16.3%) from their portfolio in Q1 2026, for an estimated $258,682,430
ALLIANCEBERNSTEIN L.P. added 621,676 shares (+300.9%) to their portfolio in Q1 2026, for an estimated $179,869,517
NOMURA HOLDINGS INC removed 495,012 shares (-99.5%) from their portfolio in Q1 2026, for an estimated $143,221,821
UBS GROUP AG removed 450,766 shares (-44.0%) from their portfolio in Q1 2026, for an estimated $130,420,126
PICTET ASSET MANAGEMENT HOLDING SA added 374,612 shares (+1461.5%) to their portfolio in Q2 2026, for an estimated $155,823,607

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$FFIV Congressional Stock Trading

Members of Congress have traded $FFIV stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $FFIV stock by members of Congress over the last 6 months:

SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$FFIV Analyst Ratings

Wall Street analysts have issued reports on $FFIV in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

JP Morgan issued a "Overweight" rating on 04/29/2026

To track analyst ratings and price targets for $FFIV, check out Quiver Quantitative's $FFIV forecast page.

$FFIV Price Targets

Multiple analysts have issued price targets for $FFIV recently. We have seen 7 analysts offer price targets for $FFIV in the last 6 months, with a median target of $386.0.

Here are some recent targets:

Matthew Hedberg from RBC Capital set a target price of $450.0 on 06/09/2026
James Fish from Piper Sandler set a target price of $423.0 on 05/29/2026
Tim Long from Barclays set a target price of $386.0 on 05/29/2026
Tal Liani from B of A Securities set a target price of $300.0 on 05/26/2026
Meta Marshall from Morgan Stanley set a target price of $380.0 on 05/20/2026
Amit Daryanani from Evercore ISI Group set a target price of $475.0 on 05/18/2026
Samik Chatterjee from JP Morgan set a target price of $365.0 on 04/29/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.