ILLUMINA ($ILMN) posted quarterly earnings results for Q4 2025 on Thursday, February 5th. The company reported earnings of $1.35 per share, beating estimates of $1.25 by $0.10. The company also reported revenue of $1,159,000,000, beating estimates of $1,124,743,871 by $34,256,129.
Stock price change since market close: -9.44%
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 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $ILMN stock by insiders over the last 6 months:
- CHRISTENSEN JAKOB WEDEL (SVP, Strategy/Corp Development) sold 549 shares for an estimated $70,969
- SCOTT GOTTLIEB purchased 500 shares for an estimated $61,065
- SCOTT M DAVIES (Chief Legal Officer) sold 323 shares for an estimated $43,957
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ILLUMINA Hedge Fund Activity
We have seen 426 institutional investors add shares of ILLUMINA stock to their portfolio, and 361 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 3,331,542 shares (+20.0%) to their portfolio in Q3 2025, for an estimated $316,396,543
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,383,109 shares (+77.0%) to their portfolio in Q3 2025, for an estimated $131,353,861
- POINTSTATE CAPITAL LP removed 1,150,354 shares (-39.0%) from their portfolio in Q3 2025, for an estimated $109,249,119
- NORDEA INVESTMENT MANAGEMENT AB added 911,843 shares (+2792.2%) to their portfolio in Q4 2025, for an estimated $119,597,327
- BLACKROCK, INC. removed 671,290 shares (-3.5%) from their portfolio in Q3 2025, for an estimated $63,752,411
- BANK OF NEW YORK MELLON CORP removed 655,019 shares (-28.0%) from their portfolio in Q3 2025, for an estimated $62,207,154
- PACER ADVISORS, INC. removed 649,290 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $85,160,876
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ILLUMINA Government Contracts
We have seen $31,976,917 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
- ILLUMINA REAGENT CHEMISTRY KITS: $647,412
- EASTERN LAB, MIDWEST LAB, WESTERN LAB QUARTER FOUR FY25 TASK ORDER FOR WGS KITS UNDER CONTRACT 1232SA25D000...: $625,942
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 3 times in the past 6 months. Of those trades, 1 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 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.
ILLUMINA Analyst Ratings
Wall Street analysts have issued reports on $ILMN in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 01/20/2026
- Barclays issued a "Underweight" rating on 10/31/2025
- Evercore ISI Group issued a "Outperform" rating on 10/07/2025
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 8 analysts offer price targets for $ILMN in the last 6 months, with a median target of $141.0.
Here are some recent targets:
- 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
- Casey Woodring from JP Morgan set a target price of $130.0 on 12/15/2025
- Luke Sergott from Barclays set a target price of $110.0 on 12/15/2025
- Vijay Kumar from Evercore ISI Group set a target price of $142.0 on 10/31/2025
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.
