STX at a glance
Seagate Technology (STX, SEC CIK 1137789) filed its latest 10-K annual report on August 4, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended July 3, 2026 (FY2026), Seagate Technology (STX) reported revenue of $12.2 billion (up 34.1% from FY2025) and net income of $3.2 billion. Diluted EPS was $13.90.
- As of June 30, 2026, 58 institutional investment managers tracked by SignalX reported holding Seagate Technology (STX) shares worth $90.5 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by MOSLEY WILLIAM D on October 1, 2026 of 360 shares at $898.10 per share.
- In the last 90 days, STX insiders reported 0 open-market purchases ($0) and 379 open-market sales ($379.3M) on Form 4, a net sale of $379.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $12.2B
- +34.1% vs prior year
- Insiders · 90 days
- 0 buys · 379 sells
- Net −$379.3M
- 13F holders
- 58 funds
- $90.5B · +7 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Item 8.01 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jul 3, 2026
Business Overview
- Core business: design and manufacture of HDDs and storage systems for Data Center and Edge IoT markets
- New emphasis on AI-enabled computing support in Data Center solutions with HDDs up to 44TB and systems up to 3.5PB
- Strategic focus on advancing areal density via Mozaic platform and HAMR technology for scalable, energy-efficient mass storage
- Workforce of approximately 30,000 employees, including 25,000 in Asia, supporting global manufacturing in six countries
- Held 3,036 US patents and continuing R&D investment in photonics, materials science, and advanced storage technologies
Risk Factors
- Export control compliance risk related to Settlement Agreement with BIS over sales to Huawei, with suspended denial order subject to audits through 2028
- Geopolitical exposure with significant manufacturing in China, Malaysia, Northern Ireland, Singapore, Thailand and US, vulnerable to regional disruptions and trade policy impacts
- Supply chain reliance on single-source suppliers for critical components and rare earth elements mainly from China, risking shortages and cost increases
- Competitive pressure from SSD manufacturers and alternative storage tech eroding HDD market share, especially in Edge IoT and data center segments
- High leverage with significant debt servicing requirements reducing cash flow flexibility and subject to covenants limiting dividends and additional indebtedness
Management Discussion & Analysis
- Revenue $12.2B, up 34% YoY (+$3.1B) driven by increased nearline exabytes shipped and pricing actions
- Gross margin 46% vs 35% (+11 pts), operating margin 33.6% ($4.1B op income) vs 20.8% ($1.9B) in prior year
- Best segment: nearline HDD products with strong demand and higher pricing; Worst: non-nearline HDDs (no specifics disclosed)
- Operating cash flow $3.7B vs $1.1B; dividends paid $634M; share repurchases $176M; capex $569M with $465M committed
- FY27 capex to increase for HAMR tech ramp; risks from geopolitical uncertainty and trade policies; monitoring market dynamics
AI summary of the STX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Apr 3, 2026
Management Discussion & Analysis
- Near-term risks: macroeconomic headwinds, customer inventory adjustments, tariffs, trade restrictions, evolving global trade policy
- Outlook references production optimization, storage demand, free cash flow, debt covenants, capital expenditures, and dividends
Risk Factors
- No material-change disclosure provided; principal carried-forward risks summarized below
- Nearline demand risk: sales cycles can exceed one year, impairing demand forecasts and increasing excess-inventory reserves
- HAMR execution risk: delayed development, qualification, or production could reduce sales and market share
- Regulatory risk: export-control changes or violations could restrict sales and materially harm cash flows
- Customer concentration risk: hyperscale and CSP purchase reductions, delays, or cancellations could materially reduce revenue
- Liquidity risk: insufficient operating cash flows could impair debt servicing and quarterly dividend payments
AI summary of the STX 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 8.01: Other Events
- $150.7M principal amount of notes fully addressed through redemption and exchange on September 8, 2026
- $150.97M cash payment, including fractional-share settlements, reducing Seagate HDD liquidity
Item 7.01: Regulation FD Disclosure
- Seagate announced a redemption through a September 9, 2026 press release
- Redemption terms and potential shareholder impact are detailed in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Redemption completed for approximately $150.7 million principal amount of 3.50% exchangeable notes due 2028
- Seagate paid approximately $150.97 million cash, including accrued interest and fractional-share settlement
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shankar Arumugavelu will not seek Board re-election at Seagate’s 2026 Annual Meeting
- Continued director service through the Annual Meeting, preserving near-term Board continuity
Item 7.01: Regulation FD Disclosure
- Quarterly dividend $0.74 per share payable October 7, 2026 to shareholders of record September 24, 2026
- Supplemental financial information available through Seagate’s Investor Relations website
Item 2.02: Results of Operations and Financial Condition
- Fiscal fourth-quarter and full-year results ended July 3, 2026
- Earnings details contained in Exhibit 99.1 press release
AI summaries of STX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for STX
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| MOSLEY WILLIAM D | M | Oct 1, 2026 | 14,000 | $46.23 |
| MOSLEY WILLIAM D | Sell | Oct 1, 2026 | 360 | $898.10 |
| MOSLEY WILLIAM D | Sell | Oct 1, 2026 | 517 | $900.46 |
| MOSLEY WILLIAM D | Sell | Oct 1, 2026 | 440 | $901.49 |
| MOSLEY WILLIAM D | Sell | Oct 1, 2026 | 360 | $929.01 |
| MOSLEY WILLIAM D | Sell | Oct 1, 2026 | 855 | $930.03 |
| MOSLEY WILLIAM D | Sell | Oct 1, 2026 | 1,665 | $930.99 |
| MOSLEY WILLIAM D | Sell | Oct 1, 2026 | 1,320 | $932.04 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $9.1B | $12.2B |
| Operating Income | $452.0M | $1.9B | $4.1B |
| Net Income | $335.0M | $1.5B | $3.2B |
| Op. Margin | - | 20.8% | 33.6% |
| Net Margin | - | 16.1% | 26.1% |
| Balance Sheet | |||
| Total Assets | - | $8.0B | $10.0B |
| Equity | - | -$453.0M | $2.2B |
| ROE | - | -324.3% | 146.9% |
| Per Share | |||
| EPS | - | $6.77 | $13.90 |
| Cash Flow | |||
| Operating CF | $918.0M | $1.1B | $3.7B |
| CapEx | $254.0M | $265.0M | $569.0M |
Source: XBRL data in Seagate Technology (STX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate STX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 58 | $90.46B |
| Q1 2026 | 51 | $37.69B |
| Q4 2025 | 47 | $28.43B |
| Q3 2025 | 48 | $29.59B |
| Q2 2025 | 42 | $16.65B |
| Q1 2025 | 33 | $8.16B |
| Q4 2024 | 30 | $5.18B |
| Q3 2024 | 27 | $2.69B |
- BlackRock+892.7K (+6%)
- Citadel Advisors LLC+644.8K (+582%)
- State Street Corp+590.0K (+6%)
- Vanguard Capital Management LLC+474.4K (+3%)
- Millennium Management+382.8K (+153%)
- Vanguard Portfolio Management LLC−3.10M (-28%)
- Franklin Resources−1.72M (-49%)
- JPMorgan Chase & Co−1.46M (-22%)
- Bank of America Corp−1.27M (-37%)
- Goldman Sachs Group−133.7K (-4%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 336 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
STX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
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STX SEC filings: frequently asked questions
Are STX insiders buying or selling?
In the last 90 days, Seagate Technology (STX) officers, directors and 10% owners reported no open-market purchases and 379 open-market sales worth $379.3 million by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold STX stock?
As of June 30, 2026, the largest Seagate Technology (STX) holders among the 13F filers tracked by SignalX were BlackRock ($14.6 billion), Vanguard Capital Management LLC ($14.1 billion), State Street Corp ($9.6 billion), FMR LLC (Fidelity) ($7.9 billion), Vanguard Portfolio Management LLC ($7.7 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was STX's revenue in fiscal year 2026?
For the fiscal year ended July 3, 2026 (FY2026), Seagate Technology (STX) reported revenue of $12.2 billion (up 34.1% from FY2025) and net income of $3.2 billion. Diluted EPS was $13.90. The figures come from the XBRL data in the 10-K.
What are the main risks in STX's latest 10-K?
In the 10-K filed August 4, 2026, Seagate Technology (STX) flagged: Export control compliance risk related to Settlement Agreement with BIS over sales to Huawei, with suspended denial order subject to audits through 2028. Geopolitical exposure with significant manufacturing in China, Malaysia, Northern Ireland, Singapore, Thailand and US, vulnerable to regional disruptions and trade policy impacts. (AI summary of the Risk Factors section.)
What did STX report in its latest 8-K?
Seagate Technology (STX) filed an 8-K on September 9, 2026 reporting Item 8.01 (Other Events) and Item 7.01 (Regulation FD Disclosure). $150.7M principal amount of notes fully addressed through redemption and exchange on September 8, 2026.
What are the latest STX SEC filings?
Seagate Technology (STX) filed its latest 10-K annual report on August 4, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on October 2, 2026.
What is STX's SEC CIK number?
Seagate Technology (STX)'s SEC Central Index Key (CIK) is 1137789. EDGAR lists every STX filing under that number.
Ask anything about STX
The research agent reads STX's filings, financials, insider trades and 13F holders, then answers with sources.