Western Digital (WDC) reported fiscal first-quarter 2027 revenue of $4.381 billion, up 55% from a year earlier, for the quarter ended October 2, 2026. GAAP net income was $1.779 billion, while GAAP diluted earnings per share were $4.63.
The company forecast fiscal second-quarter revenue of $5.1 billion, plus or minus $100 million, on a non-GAAP basis. WD also raised its quarterly cash dividend 17% to $0.175 per share.
- GAAP gross margin was 57.8%, compared with 43.5% a year earlier.
- GAAP operating income totaled $2.046 billion, up 158% year over year.
- Cash flow from operations was $1.604 billion; free cash flow was $1.377 billion.
- Fiscal Q2 non-GAAP diluted EPS guidance was $5.80, plus or minus $0.20.
- The dividend is payable December 17, 2026, to shareholders of record on December 4, 2026.
$WDC Insider Trading Activity
$WDC insiders have traded $WDC stock on the open market 109 times in the past 6 months. Of those trades, 0 have been purchases and 109 have been sales.
Here’s a breakdown of recent trading of $WDC stock by insiders over the last 6 months:
- IRVING TAN (Chief Executive Officer) has made 0 purchases and 16 sales selling 40,000 shares for an estimated $17,136,193.
- VIDYADHARA K GUBBI (Chief of Global Operations) has made 0 purchases and 3 sales selling 8,944 shares for an estimated $4,273,613.
- MARTIN I COLE has made 0 purchases and 76 sales selling 8,000 shares for an estimated $3,859,881.
- STEPHANIE A STREETER has made 0 purchases and 3 sales selling 5,600 shares for an estimated $2,519,280.
- CYNTHIA L TREGILLIS (Chief Legal Officer & Corp Sec) has made 0 purchases and 10 sales selling 4,702 shares for an estimated $2,286,790.
- BRUCE E KIDDOO sold 750 shares for an estimated $396,390
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.
$WDC Hedge Fund Activity
We have seen 996 institutional investors add shares of $WDC stock to their portfolio, and 782 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 17,007,789 shares (+inf%) to their portfolio in Q2 2026, for an estimated $10,863,214,990
- INVESCO LTD. added 8,904,877 shares (+161.0%) to their portfolio in Q2 2026, for an estimated $5,687,723,037
- FMR LLC removed 5,639,773 shares (-17.8%) from their portfolio in Q2 2026, for an estimated $3,602,235,810
- WCM INVESTMENT MANAGEMENT, LLC removed 4,929,689 shares (-75.1%) from their portfolio in Q2 2026, for an estimated $3,148,690,958
- CAPITAL WORLD INVESTORS added 4,718,173 shares (+39.7%) to their portfolio in Q2 2026, for an estimated $3,013,591,458
- D. E. SHAW & CO., INC. removed 3,799,531 shares (-66.6%) from their portfolio in Q2 2026, for an estimated $2,426,836,440
- UBS GROUP AG removed 2,923,969 shares (-69.9%) from their portfolio in Q2 2026, for an estimated $1,867,597,479
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.
$WDC Congressional Stock Trading
Members of Congress have traded $WDC stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $WDC stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/17 and 1 sale worth up to $15,000 on 09/18.
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.
