F5 (NASDAQ:FFIV) to Repurchase $1.50 billion in Shares

28 Oct 2026, 02:10 by Sarita Garza · The Markets Daily

F5 (NASDAQ:FFIV – Get Free Report) declared that its board has initiated a share repurchase plan on Tuesday, October 27th, RTT News reports. The company plans to repurchase $1.50 billion in outstanding shares. This buyback authorization authorizes the network technology company to repurchase shares of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s management believes its stock is undervalued.

F5 Stock Performance

Shares of FFIV stock traded down $2.24 on Tuesday, hitting $459.36. The stock had a trading volume of 1,615,207 shares. The business has a 50 day moving average of $430.37 and a 200 day moving average of $361.39. F5 has a 12-month low of $223.76 and a 12-month high of $483.30.

F5 (NASDAQ:FFIV – Get Free Report) last released its quarterly earnings results on Tuesday, October 27th. The network technology company reported $4.42 earnings per share for the quarter, beating analysts’ consensus estimates of $4.26 by $0.16. The firm had revenue of $917.43 million for the quarter, compared to the consensus estimate of $884.03 million. During the same period in the previous year, the business earned $4.39 earnings per share. The firm’s revenue for the quarter was up 13.2% on a year-over-year basis. Equities research analysts forecast that F5 will post 13.65 EPS for the current fiscal year.

Analyst Ratings Changes

Several analysts have recently commented on FFIV shares. Morgan Stanley increased their price objective on F5 from $380.00 to $415.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 28th. JPMorgan Chase & Co. raised their target price on F5 from $500.00 to $515.00 and gave the company an “overweight” rating in a report on Tuesday, July 28th. Piper Sandler cut F5 from an “overweight” rating to a “neutral” rating in a research report on Wednesday. Barclays lifted their target price on F5 from $386.00 to $397.00 and gave the company an “equal weight” rating in a research report on Tuesday, July 28th. Finally, Zacks Research downgraded F5 from a “strong-buy” rating to a “hold” rating in a report on Monday, July 27th. Five analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $426.00.

Read Our Latest Report on FFIV

Insider Transactions at F5

In other F5 news, CTO Michael F. Montoya sold 4,426 shares of F5 stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $410.16, for a total transaction of $1,815,368.16. Following the transaction, the chief technology officer owned 1,309 shares of the company’s stock, valued at $536,899.44. This trade represents a 77.18% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Kunal Anand sold 392 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $404.63, for a total value of $158,614.96. Following the completion of the transaction, the chief technology officer owned 12,586 shares in the company, valued at $5,092,673.18. The trade was a 3.02% 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 16,829 shares of company stock worth $6,815,302. Company insiders own 0.48% of the company’s stock.

Key Headlines Impacting F5

Here are the key news stories impacting F5 this week:

Positive Sentiment: F5 reported fourth-quarter revenue of $917.43 million, up 13.2% year over year and well above the $884.03 million analyst consensus. Adjusted earnings of $4.42 per share also exceeded estimates of $4.26, while product revenue grew 23%. F5 Reports Fourth Quarter Results with 23% Product Revenue Growth
Positive Sentiment: Management highlighted nine consecutive quarters of double-digit product-revenue growth, suggesting continued demand for F5’s application and API delivery and security offerings. Hardware revenue also reaccelerated during the quarter. F5 Q4 2026 Earnings
Positive Sentiment: F5 expanded its share-repurchase authorization, a capital-allocation move that could support per-share earnings and signal management’s confidence in the business. F5 Boosts Shareholder Returns With Expanded Buyback Authorization
Neutral Sentiment: Profitability remained solid, with reported return on equity of 21.54% and net margin of 21.95%. However, quarterly EPS was only modestly above the year-ago $4.39 level, making future growth guidance particularly important to investors. F5 Earnings Report
Negative Sentiment: Fiscal 2027 revenue guidance points to a slight slowdown from the current growth rate. That outlook appears to be the main reason the stock has decreased despite the earnings and revenue beats, as investors focus on forward growth rather than the strong quarter just completed. F5 Dips as Fiscal 2027 Revenue Guidance Shows Slight Deceleration

F5 Company Profile

(Get Free Report)

F5, Inc (NASDAQ: FFIV) provides application delivery, security and traffic management solutions for enterprises, service providers and public-sector organizations. Its offerings are designed to help customers secure, optimize and manage applications and application programming interfaces (APIs) across data centers, private and public clouds, and edge environments.