Western Digital (WDC) – Research Analysts’ Weekly Ratings Changes

A number of firms have modified their ratings and price targets on shares of Western Digital (NASDAQ: WDC) recently:

• 10/26/2026 – Western Digital had its price target lowered by Argus from $600.00 to $500.00. They now have a “buy” rating on the stock.
• 10/23/2026 – Western Digital was given a new $405.00 price target by Susquehanna.
• 10/23/2026 – Western Digital was given a new $490.00 price target by Mizuho.
• 10/23/2026 – Western Digital had its “buy” rating reaffirmed by UBS Group. They now have a $625.00 price target on the stock.
• 10/23/2026 – Western Digital was given a new $540.00 price target by The Goldman Sachs Group.
• 10/23/2026 – Western Digital was given a new $668.00 price target by Morgan Stanley. They now have an “overweight” rating on the stock.
• 10/23/2026 – Western Digital was given a new $435.00 price target by UBS Group. They now have a “neutral” rating on the stock.
• 10/23/2026 – Western Digital was given a new $900.00 price target by Robert W. Baird.
• 10/23/2026 – Western Digital had its price target lowered by Citigroup from $740.00 to $660.00. They now have a “buy” rating on the stock.
• 10/23/2026 – Western Digital had its “outperform” rating reaffirmed by Evercore.
• 10/23/2026 – Western Digital had its price target raised by JPMorgan Chase & Co. from $600.00 to $650.00. They now have an “overweight” rating on the stock.
• 10/23/2026 – Western Digital had its price target lowered by TD Cowen from $540.00 to $430.00. They now have a “buy” rating on the stock.
• 10/23/2026 – Western Digital had its price target lowered by Rosenblatt Securities from $800.00 to $650.00. They now have a “buy” rating on the stock.
• 10/23/2026 – Western Digital had its price target lowered by Cantor Fitzgerald from $900.00 to $625.00. They now have an “overweight” rating on the stock.
• 10/22/2026 – Western Digital had its “neutral” rating reaffirmed by The Goldman Sachs Group. They now have a $615.00 price target on the stock.
• 10/21/2026 – Western Digital had its price target raised by Bank of America from $720.00 to $800.00. They now have a “buy” rating on the stock.
• 10/20/2026 – Western Digital had its price target lowered by Morgan Stanley from $676.00 to $643.00. They now have an “overweight” rating on the stock.
• 10/17/2026 – Western Digital was upgraded by Wall Street Zen from “buy” to “strong-buy”.
• 10/16/2026 – Western Digital had its price target lowered by Wells Fargo & Company from $730.00 to $450.00. They now have an “overweight” rating on the stock.
• 10/13/2026 – Western Digital was downgraded by Weiss Ratings from “buy (b-)” to “hold (c+)”.
• 10/12/2026 – Western Digital had its price target lowered by UBS Group from $525.00 to $470.00. They now have a “neutral” rating on the stock.
• 10/5/2026 – Western Digital was downgraded by Zacks Research from “strong-buy” to “hold”.
• 9/28/2026 – Western Digital was upgraded by Weiss Ratings from “hold (c+)” to “buy (b-)”.
• 9/9/2026 – Western Digital was downgraded by Weiss Ratings from “buy (b-)” to “hold (c+)”.

Western Digital Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 17th. Investors of record on Friday, December 4th will be paid a $0.1750 dividend. The ex-dividend date is Friday, December 4th. This is a positive change from Western Digital’s previous quarterly dividend of $0.15. This represents a $0.70 dividend on an annualized basis and a dividend yield of 0.2%. Western Digital’s dividend payout ratio is currently 2.33%.

Insider Activity at Western Digital

In other news, insider Vidyadhara K. Gubbi sold 1,795 shares of the firm’s stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $459.87, for a total transaction of $825,466.65. Following the completion of the transaction, the insider directly owned 80,571 shares of the company’s stock, valued at approximately $37,052,185.77. This trade represents a 2.18% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Cynthia L. Tregillis sold 1,007 shares of the company’s stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $478.36, for a total transaction of $481,708.52. Following the completion of the sale, the insider directly owned 112,155 shares in the company, valued at approximately $53,650,465.80. The trade was a 0.89% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 25,436 shares of company stock worth $11,340,064. 0.20% of the stock is owned by corporate insiders.

Western Digital Corporation (NASDAQ: WDC) is a data storage technology company that develops and manufactures hard disk drives (HDDs) and related storage solutions. Its products are used in data centers, cloud infrastructure, enterprise systems, personal computers, gaming platforms and external storage devices.

The company offers HDD-based products for business and consumer applications, including high-capacity drives designed for hyperscale and cloud data centers, enterprise storage environments, network-attached storage systems and personal computing.