1,185 Shares in Seagate Technology Holdings PLC $STX Purchased by Fielder Capital Group LLC

Fielder Capital Group LLC purchased a new stake in shares of Seagate Technology Holdings PLC (NASDAQ:STX) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,185 shares of the data storage provider’s stock, valued at approximately $280,000.

Several other institutional investors have also recently made changes to their positions in STX. Harbor Asset Planning Inc. bought a new position in shares of Seagate Technology in the 2nd quarter valued at about $27,000. Rakuten Securities Inc. lifted its stake in Seagate Technology by 884.2% in the 2nd quarter. Rakuten Securities Inc. now owns 187 shares of the data storage provider’s stock valued at $27,000 after purchasing an additional 168 shares during the last quarter. MTM Investment Management LLC bought a new position in Seagate Technology during the second quarter worth about $29,000. First Horizon Corp acquired a new position in Seagate Technology during the third quarter worth approximately $33,000. Finally, Physician Wealth Advisors Inc. raised its stake in Seagate Technology by 43.7% in the third quarter. Physician Wealth Advisors Inc. now owns 148 shares of the data storage provider’s stock valued at $35,000 after buying an additional 45 shares during the period. Institutional investors and hedge funds own 92.87% of the company’s stock.

Key Stories Impacting Seagate Technology

Here are the key news stories impacting Seagate Technology this week:

• Positive Sentiment: Major broker Citigroup raised its price target to $480 and maintained a “buy” rating, signaling incremental analyst conviction and supporting upside expectations. MarketScreener: Citigroup adjusts Seagate price target to $480
• Positive Sentiment: BNP Paribas Exane lifted its target sharply to $530 and kept an “outperform” rating, a sizable bullish signal that likely boosted investor confidence. MarketScreener: BNP Paribas adjusts Seagate price target to $530
• Positive Sentiment: Cantor Fitzgerald reportedly set a $650 price target—an aggressive bull-case that adds to the narrative of strong long-term upside from AI-related storage demand. AmericanBankingNews: Seagate Given New $650.00 Price Target at Cantor Fitzgerald
• Positive Sentiment: Industry media (Zacks) is including STX on growth and momentum lists, citing AI-driven memory/storage demand and strong earnings growth — reinforcing investor interest in Seagate as an AI beneficiary. Zacks: 5 Growth Stocks to Buy in February to Enhance Your Portfolio Returns
• Neutral Sentiment: Zacks also highlighted STX in pieces about stocks that could beat earnings and show price strength; useful signals but not direct catalysts. Zacks: These 2 Computer and Technology Stocks Could Beat Earnings
• Negative Sentiment: Analysis in Forbes pointed to a recent sharp one-day decline driven by renewed worries over AI chip export restrictions to China and notable insider selling — issues that can pressure valuation and sentiment. Forbes: How Low Can Seagate Stock Go?
• Negative Sentiment: A Yahoo Finance piece flagged a CEO share sale, prompting fresh scrutiny of insider selling and the AI-storage valuation story; investor concern over timing and optics can be a headwind. Yahoo Finance: Seagate CEO Share Sale Prompts Fresh Look At AI Storage Valuation

Analysts Set New Price Targets

A number of research firms recently weighed in on STX. Wells Fargo & Company boosted their target price on Seagate Technology from $360.00 to $450.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 28th. Rosenblatt Securities upped their price objective on shares of Seagate Technology from $370.00 to $500.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Citigroup increased their price objective on shares of Seagate Technology from $460.00 to $480.00 and gave the company a “buy” rating in a research report on Friday. Susquehanna raised shares of Seagate Technology from a “negative” rating to a “neutral” rating and lifted their target price for the stock from $150.00 to $280.00 in a report on Friday, January 16th. Finally, BNP Paribas Exane upped their price target on shares of Seagate Technology from $430.00 to $530.00 and gave the company an “outperform” rating in a research note on Wednesday. Eighteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $431.48.

Seagate Technology Trading Up 5.9%

STX stock opened at $429.32 on Friday. Seagate Technology Holdings PLC has a 52 week low of $63.19 and a 52 week high of $459.41. The company has a market capitalization of $93.62 billion, a PE ratio of 48.57, a price-to-earnings-growth ratio of 0.96 and a beta of 1.62. The company’s 50-day simple moving average is $320.55 and its 200 day simple moving average is $248.77. The company has a debt-to-equity ratio of 7.63, a quick ratio of 0.72 and a current ratio of 1.12.

Seagate Technology (NASDAQ:STX) last posted its quarterly earnings data on Tuesday, January 27th. The data storage provider reported $3.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.77 by $0.34. Seagate Technology had a net margin of 19.59% and a negative return on equity of 936.38%. The firm had revenue of $2.83 billion during the quarter, compared to the consensus estimate of $2.73 billion. During the same quarter in the previous year, the firm posted $2.03 EPS. The business’s revenue for the quarter was up 21.5% compared to the same quarter last year. Seagate Technology has set its Q3 2026 guidance at 3.200-3.600 EPS. As a group, sell-side analysts anticipate that Seagate Technology Holdings PLC will post 6.83 earnings per share for the current year.

Seagate Technology Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 8th. Shareholders of record on Wednesday, March 25th will be issued a $0.74 dividend. The ex-dividend date of this dividend is Wednesday, March 25th. This represents a $2.96 annualized dividend and a yield of 0.7%. Seagate Technology’s payout ratio is currently 33.48%.

Insider Transactions at Seagate Technology

In other news, EVP Ban Seng Teh sold 20,195 shares of the company’s stock in a transaction on Thursday, January 29th. The stock was sold at an average price of $442.29, for a total transaction of $8,932,046.55. Following the completion of the sale, the executive vice president directly owned 3,092 shares in the company, valued at approximately $1,367,560.68. This represents a 86.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO William D. Mosley sold 20,000 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $429.27, for a total value of $8,585,400.00. Following the completion of the transaction, the chief executive officer owned 410,056 shares in the company, valued at $176,024,739.12. The trade was a 4.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 137,976 shares of company stock worth $45,330,378. Corporate insiders own 0.79% of the company’s stock.

Seagate Technology Company Profile

Seagate Technology (NASDAQ: STX) is a global data storage company that designs, manufactures and sells a broad range of storage products and systems. The firm’s product portfolio includes traditional hard disk drives (HDDs), solid-state drives (SSDs), hybrid storage devices and integrated storage systems aimed at enterprise, cloud, OEM and consumer markets. Seagate also provides services that support its hardware offerings, including data recovery and storage management solutions.

Seagate’s products are used in a wide array of applications, from large-scale data centers and cloud infrastructure to desktop and portable consumer devices.