LOGITECH INTERNATIONAL S.A.
In the published model solve dated 2026-Q2, anchored at $106.49, LOGITECH INTERNATIONAL S.A. (LOGI) is priced for +16.2% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• Logitech designs computer peripherals and gaming gear, mice, keyboards, webcams, headsets, and gaming hardware, and it converts that into roughly $1 billion of annual free cash flow against a debt-free balance sheet holding about $1.7 billion of net cash. • The decisive metric is operating margin: at 16% the company earns hardware-leading profitability, and the price assumes operating profit grows about 13% a year, so margin durability is what the whole thesis rests on. • Watch tariffs and gam
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357 institutional managers reported holding LOGI in 13F filings for the quarter ended 2026-03-31. Together they hold about 48% of the company; the top 10 hold 26%. 41 opened new positions that quarter. Held by UBS, Vanguard Group, Acadian Asset Management, among others. On the short side, 13.7M shares were sold short as of the 2026-06-15 count, about 9% of shares outstanding (12.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LOGI has cut its share count 12.8% over the past five years, spending $2.40B on repurchases. It pays a dividend, and has for 14 years running, raised 12 years straight; the current rate is $1.58 a share annually. Cash returned over the past three years: $623.22M in dividends and $1.53B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at LOGI over the trailing three years: 2024: 2 buys totaling $302k. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LOGI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | +15.0% | -3.5% |
| 2023-10-27 | +12.3% | +23.4% |
| 2024-01-26 | -9.2% | +4.4% |
| 2024-05-17 | -0.5% | -1.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LOGI's latest 8-K filings: 2026-07-28 (items 2.02, 9.01); 2026-05-05 (items 2.02, 9.01); 2026-01-27 (items 2.02, 9.01); 2025-11-14 (items 7.01); 2025-10-28 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.