Seagate Technology Holdings plc (NASDAQ: STX) reported fiscal first-quarter 2027 revenue of $4.233 billion and GAAP net income of $1.761 billion for the three months ended October 2, 2026. GAAP diluted earnings per share were $7.59, compared with $2.43 a year earlier.
The company generated $1.690 billion in operating cash flow and $1.479 billion in free cash flow during the quarter. Seagate said it retired approximately $1.2 billion of principal debt and returned $568 million to shareholders through dividends and share repurchases.
- GAAP revenue was $4.233 billion, versus $2.629 billion in fiscal Q1 2026.
- GAAP net income was $1.761 billion, versus $549 million a year earlier.
- GAAP gross margin was 57.3%, and GAAP operating margin was 48.8%.
- Cash and cash equivalents totaled $1.258 billion at October 2, 2026.
- Seagate declared a quarterly cash dividend of $0.76 per share, payable January 7, 2027.
- Fiscal Q2 2027 guidance calls for revenue of $4.8 billion, plus or minus $100 million, and non-GAAP diluted EPS of $9.20, plus or minus $0.20.
$STX Insider Trading Activity
$STX insiders have traded $STX stock on the open market 546 times in the past 6 months. Of those trades, 0 have been purchases and 546 have been sales.
Here’s a breakdown of recent trading of $STX stock by insiders over the last 6 months:
- WILLIAM D MOSLEY (CEO) has made 0 purchases and 240 sales selling 305,369 shares for an estimated $252,810,857.
- GIANLUCA ROMANO (EVP & CFO) has made 0 purchases and 113 sales selling 136,325 shares for an estimated $109,978,079.
- BAN SENG TEH (EVP & Chief Commercial Officer) has made 0 purchases and 98 sales selling 94,202 shares for an estimated $76,426,540.
- JOHN CHRISTOPHER MORRIS (EVP & CTO) has made 0 purchases and 53 sales selling 37,654 shares for an estimated $30,418,335.
- JAMES CI LEE (EVP & CLO) has made 0 purchases and 36 sales selling 15,432 shares for an estimated $12,477,019.
- YOLANDA LEE CONYERS has made 0 purchases and 2 sales selling 1,500 shares for an estimated $1,275,330.
- STEPHANIE TILENIUS has made 0 purchases and 2 sales selling 1,580 shares for an estimated $1,211,249.
- PRAT BHATT sold 1,000 shares for an estimated $929,880
- SHANKAR ARUMUGAVELU sold 1,000 shares for an estimated $927,680
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.
$STX Hedge Fund Activity
We have seen 1,059 institutional investors add shares of $STX stock to their portfolio, and 752 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SANDERS CAPITAL, LLC removed 9,409,982 shares (-73.0%) from their portfolio in Q2 2026, for an estimated $9,080,632,630
- JPMORGAN CHASE & CO added 5,201,103 shares (+inf%) to their portfolio in Q2 2026, for an estimated $5,019,064,395
- INVESCO LTD. added 4,937,030 shares (+189.9%) to their portfolio in Q2 2026, for an estimated $4,764,233,950
- WELLINGTON MANAGEMENT GROUP LLP added 2,326,538 shares (+2655.9%) to their portfolio in Q2 2026, for an estimated $2,245,109,170
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC. removed 1,798,886 shares (-99.7%) from their portfolio in Q2 2026, for an estimated $1,735,924,990
- FRANKLIN RESOURCES INC removed 1,720,116 shares (-48.9%) from their portfolio in Q2 2026, for an estimated $1,659,911,940
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 1,511,670 shares (-41.8%) from their portfolio in Q2 2026, for an estimated $1,458,761,550
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.
$STX Congressional Stock Trading
Members of Congress have traded $STX stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $STX stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN sold up to $50,000 on 09/30.
- REPRESENTATIVE KEVIN HERN sold up to $15,000 on 09/15.
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.
