GEN at a glance
Gen Digital (GEN, SEC CIK 849399) filed its latest 10-K annual report on May 21, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 28, 2026 and Form 4 insider filings as recently as September 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended April 3, 2026 (FY2026), Gen Digital (GEN) reported revenue of $5.0 billion (up 27.1% from FY2025) and net income of $973.0 million. Diluted EPS was $1.57.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding Gen Digital (GEN) shares worth $7.1 billion in 13F-HR filings.
- In the last 90 days, GEN insiders reported 0 open-market purchases ($0) and 7 open-market sales ($16.4M) on Form 4, a net sale of $16.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $5.0B
- +27.1% vs prior year
- Insiders · 90 days
- 0 buys · 7 sells
- Net −$16.4M
- 13F holders
- 34 funds
- $7.1B · −2 vs prior quarter
- Latest 8-K
- Sep 28, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 3, 2026
Management Discussion & Analysis
- Quarterly revenue $1,336M, up $79M from $1,257M YoY
- Operating margin 33.2% vs 35.5% YoY
- Trust-Based Solutions best performer, driving revenue increase; segment figures not provided
- Cash, equivalents and restricted cash $564M vs $411M at April 3, 2026
- Net income $215M vs $135M YoY; macroeconomic uncertainty may pressure renewals and collections
Risk Factors
- AI regulatory risk, newly expanded by EU AI Act and 2025–2026 U.S. policy developments
- AI deployment risk, including inaccurate outputs, AI washing allegations, and agentic-AI privacy exposure
- Competitive pressure from platforms bundling native security and financial features at no additional cost
- MoneyLion integration risk following the April 2025 acquisition, including customer and third-party relationship retention
- Funding risk from reliance on renewal or replacement of existing business-model funding arrangements
AI summary of the GEN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Forward-looking disclosure covers fiscal 2027 revenue growth and non-GAAP EPS growth outlook
- Strategy emphasizes technology, artificial intelligence, partnerships and acquisitions
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees elected, preserving board continuity through the next annual meeting
- Eric K. Brandt and Nora M. Denzel faced highest opposition, with 57.4M and 61.8M votes against
Item 2.02: Results of Operations and Financial Condition
- Q1 FY2026 results covered quarter ended July 3, 2026
- Press release furnished as Exhibit 99.01 contains the financial results
Item EX-99.1: Item EX-99.1
- Q1 FY27 revenue $1.336B, up 6% GAAP and 11% comparable non-GAAP, despite one fewer fiscal week
- Non-GAAP EPS $0.71, up 19%, while GAAP EPS rose 65% to $0.36
AI summaries of GEN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for GEN
Don't miss the next GEN filing
- Alerts as it files. A push when GEN files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut GEN, by share count.
- Ask anything. An AI agent that reads every GEN filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Baudis Pavel | F | Sep 9, 2026 | 2,647 | $29.76 |
| Barsamian Sue | G | Sep 9, 2026 | 8,822 | - |
| Baudis Pavel | A | Sep 9, 2026 | 9,072 | - |
| Vlcek Ondrej | F | Sep 9, 2026 | 2,647 | $29.76 |
| Barsamian Sue | G | Sep 9, 2026 | 8,822 | - |
| Barsamian Sue | A | Sep 9, 2026 | 9,072 | - |
| Smith Sherrese M | A | Sep 9, 2026 | 1,680 | - |
| Smith Sherrese M | A | Sep 9, 2026 | 9,072 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.9B | $5.0B |
| Gross Profit | - | $3.2B | $3.9B |
| Operating Income | - | $1.6B | $2.1B |
| Net Income | - | $643.0M | $973.0M |
| Gross Margin | - | 80.3% | 78.5% |
| Op. Margin | - | 40.9% | 42.4% |
| Net Margin | - | 16.3% | 19.5% |
| Balance Sheet | |||
| Total Assets | $15.8B | $15.5B | $15.6B |
| Equity | - | $2.3B | $2.6B |
| ROE | - | 28.3% | 37.3% |
| Per Share | |||
| EPS | - | $1.03 | $1.57 |
| Cash Flow | |||
| Operating CF | - | $1.2B | $1.5B |
| CapEx | $20.0M | $15.0M | $22.0M |
Source: XBRL data in Gen Digital (GEN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate GEN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $7.08B |
| Q1 2026 | 36 | $5.38B |
| Q4 2025 | 33 | $7.78B |
| Q3 2025 | 37 | $8.45B |
| Q2 2025 | 34 | $8.78B |
| Q1 2025 | 31 | $6.18B |
| Q4 2024 | 28 | $5.70B |
| Q3 2024 | 24 | $3.00B |
- Ameriprise Financial+7.78M (+39%)
- State Street Corp+1.74M (+6%)
- FMR LLC (Fidelity)+1.55M (+3%)
- Dimensional Fund Advisors+929.1K (+15%)
- Morgan Stanley+743.7K (+10%)
- D.E. Shaw & Co−1.78M (-98%)
- Citadel Advisors LLC−1.16M (-34%)
- Millennium Management−1.05M (-71%)
- Vanguard Portfolio Management LLC−934.5K (-3%)
- T. Rowe Price Group−766.4K (-49%)
- Marex Group plc+18.9K
- Citizens Financial Group+13.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 257 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
GEN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 28, 2026 | - | Analysis | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 8-K | Sep 11, 2026 | - | Analysis | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jul 3, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 5, 2026 | - | - | |
| 10-K | May 21, 2026 | Apr 3, 2026 | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - |
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GEN SEC filings: frequently asked questions
Are GEN insiders buying or selling?
In the last 90 days, Gen Digital (GEN) officers, directors and 10% owners reported no open-market purchases and 7 open-market sales worth $16.4 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold GEN stock?
As of June 30, 2026, the largest Gen Digital (GEN) holders among the 13F filers tracked by SignalX were BlackRock ($1.3 billion), FMR LLC (Fidelity) ($1.2 billion), Vanguard Capital Management LLC ($887.9 million), State Street Corp ($777.6 million), Vanguard Portfolio Management LLC ($757.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was GEN's revenue in fiscal year 2026?
For the fiscal year ended April 3, 2026 (FY2026), Gen Digital (GEN) reported revenue of $5.0 billion (up 27.1% from FY2025) and net income of $973.0 million. Diluted EPS was $1.57. The figures come from the XBRL data in the 10-K.
What did GEN report in its latest 8-K?
Gen Digital (GEN) filed an 8-K on September 28, 2026 reporting Item 7.01 (Regulation FD Disclosure). Forward-looking disclosure covers fiscal 2027 revenue growth and non-GAAP EPS growth outlook.
What are the latest GEN SEC filings?
Gen Digital (GEN) filed its latest 10-K annual report on May 21, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 28, 2026 and a Form 4 insider filing on September 11, 2026.
What is GEN's SEC CIK number?
Gen Digital (GEN)'s SEC Central Index Key (CIK) is 849399. EDGAR lists every GEN filing under that number.
Ask anything about GEN
The research agent reads GEN's filings, financials, insider trades and 13F holders, then answers with sources.