Applied Materials Declares Quarterly Cash Dividend of $0.46 Per Share

Applied Materials announces a $0.46 quarterly dividend, continuing its commitment to shareholder returns and capital allocation strategy.

Quiver AI Summary

Applied Materials, Inc. announced a quarterly cash dividend of $0.46 per share, payable on December 11, 2025, to shareholders recorded by November 20, 2025. This dividend reflects an increase from the previous amount of $0.40, marking the eighth consecutive year of dividend growth. Over the past decade, the company has achieved an annual increase in dividends of approximately 15% and has returned nearly 90% of its free cash flow to shareholders, with $1.4 billion distributed in the third quarter of fiscal 2025 alone. As of the end of the quarter, roughly $14.8 billion remains available for share repurchases. The press release includes forward-looking statements regarding future dividends and share repurchase programs, emphasizing that such decisions depend on various factors and the discretion of the Board of Directors. Applied Materials is a leading provider of materials engineering solutions integral to semiconductor and display advancements.

Potential Positives

The approval of a $0.46 per share quarterly cash dividend demonstrates the company's strong financial health and commitment to returning value to shareholders.
Applied Materials has achieved eight consecutive years of dividend increases, showcasing consistent performance and growth in shareholder returns.
The company’s ability to distribute $1.4 billion to shareholders through dividends and share repurchases in Q3 2025 highlights robust cash flow and financial stability.
The firm has maintained a compound annual growth rate of approximately 15 percent in its dividend over the past 10 fiscal years, indicating a strong and reliable commitment to rewarding shareholders over the long term.

Potential Negatives

Forward-looking statements indicate uncertainty regarding future dividends, suggesting reliance on the Board's discretion and various factors that could negatively impact future payouts.
The press release does not provide any specific guidance or projections for future financial performance, which could raise concerns among investors seeking clarity on the company's outlook.
The inclusion of the non-GAAP financial measure disclaimer may cause confusion or skepticism among investors regarding the company's financial health and transparency.

FAQ

What is the quarterly cash dividend approved by Applied Materials?

Applied Materials' Board of Directors approved a quarterly cash dividend of $0.46 per share.

When is the dividend payment date for Applied Materials?

The dividend is payable on December 11, 2025, to shareholders of record as of November 20, 2025.

How many consecutive years has Applied Materials increased its dividend?

Applied Materials has increased its dividend for eight consecutive years.

What was the dividend increase percentage announced in March 2025?

In March 2025, Applied Materials announced a 15-percent increase in the quarterly dividend per share.

How much did Applied Materials distribute to shareholders in Q3 2025?

In the third quarter of fiscal 2025, Applied Materials distributed $1.4 billion to shareholders through dividends and share repurchases.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$AMAT Congressional Stock Trading

Members of Congress have traded $AMAT stock 16 times in the past 6 months. Of those trades, 10 have been purchases and 6 have been sales.

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

REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/22 and 1 sale worth up to $15,000 on 08/04.
SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 4 times. They made 4 purchases worth up to $60,000 on 06/06, 05/05, 04/09, 03/17 and 0 sales.
SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/13 and 1 sale worth up to $100,000 on 04/08.
REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 2 purchases worth up to $150,000 on 04/17, 04/11 and 2 sales worth up to $200,000 on 05/12, 05/08.
SENATOR JOHN BOOZMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/19 and 1 sale worth up to $15,000 on 04/16.
REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 04/08.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$AMAT Insider Trading Activity

$AMAT insiders have traded $AMAT stock on the open market 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.

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

GARY E DICKERSON (President and CEO) has made 2 purchases buying 50,000 shares for an estimated $6,865,081 and 0 sales.
ADAM SANDERS (Corp. Controller & CAO) has made 0 purchases and 2 sales selling 1,012 shares for an estimated $165,546.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$AMAT Hedge Fund Activity

We have seen 1,220 institutional investors add shares of $AMAT stock to their portfolio, and 1,052 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL INTERNATIONAL INVESTORS removed 9,160,845 shares (-71.0%) from their portfolio in Q2 2025, for an estimated $1,677,075,894
CAPITAL WORLD INVESTORS removed 8,288,582 shares (-67.9%) from their portfolio in Q2 2025, for an estimated $1,517,390,706
SANDERS CAPITAL, LLC added 7,698,260 shares (+inf%) to their portfolio in Q2 2025, for an estimated $1,409,320,458
ALLIANCEBERNSTEIN L.P. added 5,700,349 shares (+72.5%) to their portfolio in Q2 2025, for an estimated $1,043,562,891
KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 4,819,994 shares (+inf%) to their portfolio in Q2 2025, for an estimated $882,396,301
FMR LLC removed 4,034,469 shares (-44.3%) from their portfolio in Q2 2025, for an estimated $738,590,239
CAPITAL RESEARCH GLOBAL INVESTORS added 3,802,187 shares (+493.6%) to their portfolio in Q2 2025, for an estimated $696,066,374

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$AMAT Analyst Ratings

Wall Street analysts have issued reports on $AMAT in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Cantor Fitzgerald issued a "Overweight" rating on 08/15/2025
Stifel issued a "Buy" rating on 08/15/2025
Wolfe Research issued a "Outperform" rating on 08/15/2025
Citigroup issued a "Buy" rating on 08/15/2025
JP Morgan issued a "Overweight" rating on 08/15/2025
Wells Fargo issued a "Overweight" rating on 08/15/2025
Evercore ISI Group issued a "Outperform" rating on 08/15/2025

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

$AMAT Price Targets

Multiple analysts have issued price targets for $AMAT recently. We have seen 21 analysts offer price targets for $AMAT in the last 6 months, with a median target of $200.0.

Here are some recent targets:

Vijay Rakesh from Mizuho set a target price of $175.0 on 09/12/2025
Louis Miscioscia from Daiwa Capital set a target price of $170.0 on 08/20/2025
Harlan Sur from JP Morgan set a target price of $220.0 on 08/15/2025
Joseph Moore from Morgan Stanley set a target price of $172.0 on 08/15/2025
C.J. Muse from Cantor Fitzgerald set a target price of $200.0 on 08/15/2025
Vivek Arya from B of A Securities set a target price of $180.0 on 08/15/2025
Mark Lipacis from Evercore ISI Group set a target price of $209.0 on 08/15/2025

Full Release

SANTA CLARA, Calif., Sept. 12, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a quarterly cash dividend of $0.46 per share payable on the company’s common stock. The dividend is payable on Dec. 11, 2025 to shareholders of record as of Nov. 20, 2025.

The cash dividend is a key component of Applied’s capital allocation strategy. In March 2025, Applied announced a 15-percent increase in the quarterly dividend per share, from $0.40 to $0.46, marking eight consecutive years of dividend increases. Over the past 10 fiscal years through 2024, the company has increased its dividend per share at a compound annual growth rate of approximately 15 percent and distributed nearly 90 percent of free cash flow to shareholders.

In the third quarter of fiscal 2025, Applied distributed $1.4 billion to shareholders through dividends and share repurchases. The company had approximately $14.8 billion remaining in its share repurchase authorization at the end of the period.

Forward-Looking Statements
This press release may contain forward-looking statements, express or implied, regarding future rates of cash dividends and our share repurchase program. While we expect to continue to pay dividends in the future, the declaration of any future dividends or dividends at any particular rate is subject to the discretion of the Board of Directors and will depend on our financial condition, results of operations, capital requirements, business conditions and other factors, as well as a determination by the Board of Directors that dividends are in the best interests of our stockholders. The timing and amount of share repurchases will depend on market conditions, our other funding requirements and other considerations. Additional factors that could cause actual results to differ materially from those expressed or implied by such statements are described in our SEC filings, including our recent Forms 10-K, 10-Q and 8-K. All forward-looking statements are based on management’s current estimates, projections and assumptions, and we assume no obligation to update them.

Use of Non-GAAP Financial Measure
For reconciliation of the GAAP to non-GAAP financial measure related to free cash flow, see non-GAAP reconciliation materials on the Investor Relations website at ir.appliedmaterials.com .

About Applied Materials
Applied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions that are at the foundation of virtually every new semiconductor and advanced display in the world. The technology we create is essential to advancing AI and accelerating the commercialization of next-generation chips. At Applied, we push the boundaries of science and engineering to deliver material innovation that changes the world. Learn more at www.appliedmaterials.com .

Contact:
Ricky Gradwohl (editorial/media) 408.235.4676
Liz Morali (financial community) 408.986.7977