Seagate Technology Holdings plc
At today's price, Seagate Technology Holdings plc (STX) is priced for today's economics sustained for ~11.5 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Seagate has flipped from commodity cyclical to allocation-constrained AI supplier: fiscal third-quarter revenue rose 44 percent year over year with record gross margin near 47 percent, and management says nearline drive capacity is largely spoken for through calendar 2027 [Source: company FQ3 2026 results and commentary, April 2026]. • At $909.84 (July 10, 2026) the market is paying about 110 times operating income, a multiple at the very top of the peer distribution that embeds growth near th
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1,424 institutional managers reported holding STX in 13F filings for the quarter ended 2026-03-31. Together they hold about 78% of the company; the top 10 hold 42%. 275 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 8.4M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (2.6 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.
STX has cut its share count 2.2% over the past five years, spending $2.27B on repurchases. It pays a dividend, and has for 15 years running; the current rate is $2.86 a share annually. Cash returned over the past three years: $1.65B in dividends and $59.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at STX over the trailing three years. Absence is a fact about the company, not a signal. 17 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.
STX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | +6.7% | -1.1% |
| 2023-10-28 | +1.6% | +25.2% |
| 2024-01-27 | +2.0% | +2.9% |
| 2024-04-27 | -1.2% | +20.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
STX's latest 8-K filings: 2026-06-12 (items 7.01, 8.01, 9.01); 2026-05-28 (items 3.02, 7.01, 8.01, 9.01); 2026-05-21 (items 3.02, 7.01, 8.01, 9.01); 2026-05-06 (items 5.02, 9.01); 2026-04-28 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 11, 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.