ILLUMINA ($ILMN) posted quarterly earnings results for Q1 2026 on Thursday, April 30th. The company reported earnings of $1.15 per share, beating estimates of $1.08 by $0.07. The company also reported revenue of $1,091,000,000, missing estimates of $1,094,760,196 by $-3,760,196.
Stock price change since market close: -2.16%
You can see Quiver Quantitative's $ILMN stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
ILLUMINA Insider Trading Activity
ILLUMINA insiders have traded $ILMN stock on the open market 6 times in the past 6 months. Of those trades, 2 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $ILMN stock by insiders over the last 6 months:
- PATRICIA LECKMAN (SVP, Chief People Officer) sold 2,370 shares for an estimated $275,346
- SCOTT M DAVIES (Chief Legal Officer) has made 0 purchases and 2 sales selling 1,659 shares for an estimated $199,173.
- SCOTT GOTTLIEB has made 2 purchases buying 700 shares for an estimated $84,627 and 0 sales.
- CHRISTENSEN JAKOB WEDEL (SVP, Strategy/Corp Development) sold 549 shares for an estimated $70,969
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.
ILLUMINA Hedge Fund Activity
We have seen 404 institutional investors add shares of ILLUMINA stock to their portfolio, and 389 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 4,772,083 shares (-75.0%) from their portfolio in Q4 2025, for an estimated $625,906,406
- INVESCO LTD. added 1,352,731 shares (+97.0%) to their portfolio in Q4 2025, for an estimated $177,424,197
- SESSA CAPITAL IM, L.P. removed 1,282,720 shares (-27.4%) from their portfolio in Q4 2025, for an estimated $168,241,555
- POINTSTATE CAPITAL LP removed 1,268,065 shares (-70.4%) from their portfolio in Q4 2025, for an estimated $166,319,405
- AQR CAPITAL MANAGEMENT LLC added 1,028,099 shares (+30.3%) to their portfolio in Q4 2025, for an estimated $134,845,464
- MORGAN STANLEY added 1,005,474 shares (+66.0%) to their portfolio in Q4 2025, for an estimated $131,877,969
- NORDEA INVESTMENT MANAGEMENT AB added 911,843 shares (+2792.2%) to their portfolio in Q4 2025, for an estimated $119,597,327
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.
ILLUMINA Government Contracts
We have seen $31,570,192 of award payments to $ILMN over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- ILLUMINA REAGENT CHEMISTRY KITS: $1,368,526
- ILLUMINA REAGENTS AND CONSUMABLES: $999,049
- ILLUMINA DRAGEN GENOMIC ANALYSIS SYSTEM: $663,214
- EASTERN LAB, MIDWEST LAB, WESTERN LAB QUARTER FOUR FY25 TASK ORDER FOR WGS KITS UNDER CONTRACT 1232SA25D000...: $625,942
- REAGENTS FOR WHOLE GENOME SEQUENCING ON THE ILLUMINA I100 KISEQ AND NEXTSEQ PLATFORM: $564,947
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
ILLUMINA Congressional Stock Trading
Members of Congress have traded $ILMN stock 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 $ILMN stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 02/10.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
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.
ILLUMINA Analyst Ratings
Wall Street analysts have issued reports on $ILMN 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:
- Stifel issued a "Buy" rating on 01/20/2026
To track analyst ratings and price targets for ILLUMINA, check out Quiver Quantitative's $ILMN forecast page.
ILLUMINA Price Targets
Multiple analysts have issued price targets for $ILMN recently. We have seen 7 analysts offer price targets for $ILMN in the last 6 months, with a median target of $150.0.
Here are some recent targets:
- David Westenberg from Piper Sandler set a target price of $170.0 on 02/09/2026
- Casey Woodring from JP Morgan set a target price of $120.0 on 02/06/2026
- Kyle Mikson from Canaccord Genuity set a target price of $150.0 on 01/26/2026
- Subbu Nambi from Guggenheim set a target price of $170.0 on 01/26/2026
- Daniel Arias from Stifel set a target price of $155.0 on 01/20/2026
- Dan Brennan from TD Cowen set a target price of $140.0 on 01/07/2026
- Luke Sergott from Barclays set a target price of $110.0 on 12/15/2025
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.
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