Flex Ltd. (FLEX) is down 5.8% today. Here is some analysis on what might have caused this price movement. ([investors.flex.com](https://investors.flex.com/news/news-details/2026/FLEX-REPORTS-FOURTH-QUARTER-AND-FISCAL-2026-RESULTS/default.aspx))
Analysis: The most likely explanation is a bout of profit-taking after a powerful run driven by Flex’s May earnings beat, bullish fiscal 2027 outlook, planned spin-off of its Cloud and Power Infrastructure business, and its June addition to the S&P 500. I could not find a same-day company filing or major new corporate announcement that clearly explains the decline, so the pullback appears more technical than fundamentally driven. ([investors.flex.com](https://investors.flex.com/news/news-details/2026/FLEX-REPORTS-FOURTH-QUARTER-AND-FISCAL-2026-RESULTS/default.aspx))
Details:
Sources:
Flex Investor Relations, SEC, Stock Analysis ([investors.flex.com](https://investors.flex.com/news/news-details/2026/FLEX-REPORTS-FOURTH-QUARTER-AND-FISCAL-2026-RESULTS/default.aspx))
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$FLEX Insider Trading Activity
$FLEX insiders have traded $FLEX stock on the open market 136 times in the past 6 months. Of those trades, 0 have been purchases and 136 have been sales.
Here’s a breakdown of recent trading of $FLEX stock by insiders over the last 6 months:
- REVATHI ADVAITHI (Chief Executive Officer) has made 0 purchases and 38 sales selling 473,896 shares for an estimated $67,390,027.
- DAVID SCOTT OFFER (EVP, General Counsel) has made 0 purchases and 27 sales selling 108,654 shares for an estimated $16,058,057.
- KWANG HOOI TAN (Chief Operating Officer) has made 0 purchases and 21 sales selling 107,353 shares for an estimated $13,850,962.
- MICHAEL P HARTUNG (Chief Commercial Officer) has made 0 purchases and 20 sales selling 60,315 shares for an estimated $8,701,791.
- KEVIN KRUMM (Chief Financial Officer) has made 0 purchases and 8 sales selling 24,784 shares for an estimated $1,810,639.
- DANIEL WENDLER (Chief Accounting Officer) has made 0 purchases and 19 sales selling 10,599 shares for an estimated $1,529,277.
- ERIN MCSWEENEY has made 0 purchases and 3 sales selling 7,500 shares for an estimated $1,044,145.
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.
$FLEX Hedge Fund Activity
We have seen 375 institutional investors add shares of $FLEX stock to their portfolio, and 407 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 25,662,586 shares (+196.1%) to their portfolio in Q4 2025, for an estimated $1,550,533,446
- BLACKROCK, INC. removed 5,109,982 shares (-10.2%) from their portfolio in Q1 2026, for an estimated $334,499,421
- JANUS HENDERSON GROUP PLC removed 3,978,401 shares (-15.1%) from their portfolio in Q4 2025, for an estimated $240,374,988
- WELLINGTON MANAGEMENT GROUP LLP added 2,601,854 shares (+14.8%) to their portfolio in Q1 2026, for an estimated $170,317,362
- BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. added 2,375,469 shares (+998.6%) to their portfolio in Q1 2026, for an estimated $155,498,200
- LSV ASSET MANAGEMENT removed 1,717,869 shares (-45.9%) from their portfolio in Q1 2026, for an estimated $112,451,704
- KBC GROUP NV added 1,659,384 shares (+541.5%) to their portfolio in Q1 2026, for an estimated $108,623,276
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.
$FLEX Congressional Stock Trading
Members of Congress have traded $FLEX stock 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $FLEX stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 10 times. They made 0 purchases and 10 sales worth up to $305,000 on 05/14, 05/12, 05/11, 05/07, 05/01, 04/27, 04/22, 04/15, 04/13, 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.
$FLEX Price Targets
Multiple analysts have issued price targets for $FLEX recently. We have seen 8 analysts offer price targets for $FLEX in the last 6 months, with a median target of $119.5.
Here are some recent targets:
- Tim Long from Barclays set a target price of $203.0 on 06/04/2026
- An analyst from Freedom Capital Markets set a target price of $144.0 on 05/28/2026
- Mark Delaney from Goldman Sachs set a target price of $177.0 on 05/08/2026
- Steve Barger from Keybanc set a target price of $180.0 on 05/07/2026
- Ruben Roy from Stifel set a target price of $95.0 on 04/20/2026
- Samik Chatterjee from JP Morgan set a target price of $84.0 on 04/16/2026
- Luke Junk from Baird set a target price of $70.0 on 03/12/2026
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.
