Fielder Capital Group LLC Makes New Investment in Seagate Technology Holdings PLC $STX

Fielder Capital Group LLC bought a new stake in Seagate Technology Holdings PLC (NASDAQ:STX) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm bought 1,185 shares of the data storage provider’s stock, valued at approximately $280,000.

A number of other institutional investors also recently modified their holdings of the business. Authentikos Wealth Advisory LLC bought a new stake in shares of Seagate Technology during the 3rd quarter worth $2,071,000. Smartleaf Asset Management LLC raised its stake in Seagate Technology by 46.3% during the third quarter. Smartleaf Asset Management LLC now owns 2,378 shares of the data storage provider’s stock worth $545,000 after acquiring an additional 753 shares in the last quarter. Arkfeld Wealth Strategies L.L.C. acquired a new position in Seagate Technology during the third quarter worth about $239,000. Moloney Securities Asset Management LLC bought a new position in shares of Seagate Technology in the third quarter worth about $247,000. Finally, Wellington Shields & Co. LLC acquired a new stake in shares of Seagate Technology in the 3rd quarter valued at approximately $201,000. Institutional investors and hedge funds own 92.87% of the company’s stock.

Seagate Technology Stock Performance

Shares of Seagate Technology stock opened at $429.32 on Friday. The stock has a market cap of $93.62 billion, a price-to-earnings ratio of 48.57, a P/E/G ratio of 0.96 and a beta of 1.62. Seagate Technology Holdings PLC has a twelve month low of $63.19 and a twelve month high of $459.41. The company’s fifty day moving average is $320.55 and its 200 day moving average is $248.77. The company has a quick ratio of 0.72, a current ratio of 1.12 and a debt-to-equity ratio of 7.63.

Seagate Technology (NASDAQ:STX) last announced its earnings results on Tuesday, January 27th. The data storage provider reported $3.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.77 by $0.34. Seagate Technology had a negative return on equity of 936.38% and a net margin of 19.59%.The business had revenue of $2.83 billion during the quarter, compared to analyst estimates of $2.73 billion. During the same period last year, the company earned $2.03 EPS. Seagate Technology’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. Sell-side analysts forecast that Seagate Technology Holdings PLC will post 6.83 EPS for the current year.

Seagate Technology Dividend Announcement

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

Analyst Ratings Changes

A number of research firms recently issued reports on STX. Robert W. Baird upped their price objective on shares of Seagate Technology from $270.00 to $505.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Sanford C. Bernstein upped their price target on shares of Seagate Technology from $275.00 to $370.00 and gave the stock an “outperform” rating in a report on Thursday, November 6th. Bank of America increased their price target on Seagate Technology from $320.00 to $400.00 and gave the company a “buy” rating in a research note on Tuesday, January 20th. Mizuho boosted their price objective on Seagate Technology from $370.00 to $400.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 27th. Finally, Zacks Research cut Seagate Technology from a “strong-buy” rating to a “hold” rating in a report on Monday, January 19th. Eighteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $431.48.

Seagate Technology News Roundup

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

Insiders Place Their Bets

In other Seagate Technology news, Director Yolanda Lee Conyers sold 750 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $272.91, for a total transaction of $204,682.50. Following the completion of the sale, the director owned 5,601 shares of the company’s stock, valued at approximately $1,528,568.91. This represents a 11.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Ban Seng Teh sold 20,195 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president owned 3,092 shares of the company’s stock, valued at approximately $1,367,560.68. The trade was a 86.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 137,976 shares of company stock valued at $45,330,378 over the last three months. Insiders own 0.79% of the company’s stock.

About Seagate Technology

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.