Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, ILLUMINA, INC. insiders sold a net $592.3M of stock across 198 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
90 earlier Form 4 trades (code P or S) here by this insider (90 sales), the last on Sep 3, 2026.
The trade is 0.9% of the 882,351 shares held after it.
1 other insider sold within 30 days.
467 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Meister Keith A. sold about $1.6M of ILMN on Sep 4, 2026; 1 other insider sold within 30 days and 467 funds added in the latest 13F quarter.
90 earlier Form 4 trades (code P or S) here by this insider (90 sales), the last on Sep 3, 2026.
The trade is 12.9% of the 781,701 shares held after it.
1 other insider sold within 30 days.
467 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Meister Keith A. sold about $22.0M of ILMN on Sep 4, 2026; 1 other insider sold within 30 days and 467 funds added in the latest 13F quarter.
90 earlier Form 4 trades (code P or S) here by this insider (90 sales), the last on Sep 3, 2026.
The trade is 1.5% of the 770,350 shares held after it.
1 other insider sold within 30 days.
467 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Meister Keith A. sold about $2.5M of ILMN on Sep 4, 2026; 1 other insider sold within 30 days and 467 funds added in the latest 13F quarter.
83 earlier Form 4 trades (code P or S) here by this insider (83 sales), the last on Sep 2, 2026.
The trade is 0.9% of the 957,363 shares held after it.
1 other insider sold within 30 days.
467 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Meister Keith A. sold about $1.8M of ILMN on Sep 3, 2026; 1 other insider sold within 30 days and 467 funds added in the latest 13F quarter.
83 earlier Form 4 trades (code P or S) here by this insider (83 sales), the last on Sep 2, 2026.
The trade is 1.4% of the 944,102 shares held after it.
1 other insider sold within 30 days.
467 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Meister Keith A. sold about $2.9M of ILMN on Sep 3, 2026; 1 other insider sold within 30 days and 467 funds added in the latest 13F quarter.
198 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Nobody has filed for crossing 5%. That is a fact, not missing data.
ILMN planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Corvex Management LP
Filed 2026-09-04
$32.0M
Corvex Management LP
Filed 2026-08-27
$45.0M
Corvex Management LP
Filed 2026-08-25
$67.0M
Corvex Management LP
Filed 2026-08-21
$53.3M
Corvex Management LP
Filed 2026-08-20
$72.8M
ILMN mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Global X Genomics & Biotechnology ETF
$2.7M position · as of 2026-05-31
4.8%
ARK Genomic Revolution ETF
$73.8M position · as of 2026-07-31
4.7%
Spyglass Growth Fund
$43.4M position · as of 2026-06-30
4.3%
Invesco S&P MidCap Quality ETF
$229.4M position · as of 2026-07-31
4.2%
ALGER HEALTH SCIENCES FUND
$3.0M position · as of 2026-07-31
4.0%
First Trust NYSE Arca Biotechnology Index Fund
$110.4M position · as of 2026-06-30
3.9%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Jacob Thaysen
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$14.8M
$17.7M
$5.4M
-63%
-8%
2022
$26.8M
-$10.1M
$5.8M
-45%
-11%
2021
$14.3M
$36.7M
$8.0M
+3%
-1%
2020
$11.7M
-$208.2K
$3.6M
+11%
+25%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $592.3M sold by insiders over 180 days, 467 funds added last quarter, 2 House member(s) bought in 12 months, disclosed weeks after the trade, $436.8M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$4.5B
four quarters, 2025-06-30 to 2026-06-28
Revenue, TTM ILMN
FY Dec 2025
$4.3B
FY Dec 2024
$4.4B
FY Dec 2023
$4.5B
FY Jan 2023
$4.6B
FY Jan 2022
$4.5B
Jun 2026
$1.2B
Mar 2026
$1.1B
Dec 2025
$1.2B
Sep 2025
$1.1B
Jun 2025
$1.1B
Mar 2025
$1.0B
Dec 2024
$1.1B
Sep 2024
$1.1B
At each fiscal year end
Single quarter
Net margin, TTM
+18.4%
net income over revenue, 2025-06-30 to 2026-06-28
Net margin, TTM ILMN
FY Dec 2025
+19.6%
FY Dec 2024
-28.0%
FY Dec 2023
-25.8%
FY Jan 2023
-96.1%
FY Jan 2022
+16.8%
Jun 2026
+17.9%
Mar 2026
+12.3%
Dec 2025
+28.8%
Sep 2025
+13.8%
Jun 2025
+22.2%
Mar 2025
+12.6%
Dec 2024
+16.8%
Sep 2024
+65.3%
At each fiscal year end
Single quarter
Free cash flow, TTM
$931.0M
operating cash flow minus capex, 2025-06-30 to 2026-06-28
Free cash flow, TTM ILMN
FY Dec 2025
$931.0M
FY Dec 2024
$709.0M
FY Dec 2023
$283.0M
FY Jan 2023
$106.0M
FY Jan 2022
$337.0M
Jun 2026
$161.0M
Mar 2026
$251.0M
Dec 2025
$266.0M
Sep 2025
$253.0M
Jun 2025
$204.0M
Mar 2025
$208.0M
Dec 2024
$335.0M
Sep 2024
$284.0M
At each fiscal year end
Single quarter
Debt to equity
0.18x
long-term 2023-01-01 (42 months older than the period end) plus current 2022-04-03 (51 months older than the period end); equity 2026-06-28
Debt to equity ILMN
FY Dec 2025
0.18x
FY Dec 2024
0.21x
FY Dec 2023
0.09x
FY Jan 2023
0.08x
FY Jan 2022
0.07x
Jun 2026
0.18x
Mar 2026
0.19x
Dec 2025
0.18x
Sep 2025
0.21x
Jun 2025
0.22x
Mar 2025
0.21x
Dec 2024
0.21x
Sep 2024
0.23x
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
2.19x
TTM operating cash flow over long-term 2023-01-01 (42 months older than the period end) plus current 2022-04-03 (51 months older than the period end)
Cash flow to debt ILMN
FY Dec 2025
2.16x
FY Dec 2024
1.68x
FY Dec 2023
0.96x
FY Jan 2023
0.79x
FY Jan 2022
0.78x
Jun 2026
2.19x
Mar 2026
2.26x
Dec 2025
2.16x
Sep 2025
2.25x
Jun 2025
2.31x
Mar 2025
2.00x
Dec 2024
1.68x
Sep 2024
1.40x
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+32.4%
TTM net income over average of 2025-06-29 and 2026-06-28
Return on equity ILMN
FY Dec 2025
+33.4%
FY Dec 2024
-30.1%
FY Dec 2023
-18.8%
FY Jan 2023
-50.8%
FY Jan 2022
+9.9%
Jun 2026
+32.4%
Mar 2026
+33.8%
Dec 2025
+33.4%
Sep 2025
+31.2%
Jun 2025
+68.1%
Mar 2025
-23.8%
Dec 2024
-30.1%
Sep 2024
-39.5%
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+13.0%
TTM net income over average of 2025-06-29 and 2026-06-28
Return on assets ILMN
FY Dec 2025
+13.1%
FY Dec 2024
-14.9%
FY Dec 2023
-10.4%
FY Jan 2023
-32.1%
FY Jan 2022
+6.7%
Jun 2026
+13.0%
Mar 2026
+13.4%
Dec 2025
+13.1%
Sep 2025
+11.5%
Jun 2025
+20.7%
Mar 2025
-11.9%
Dec 2024
-14.9%
Sep 2024
-19.6%
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+38.5%
operating income after a 18.6% effective tax rate, over long-term 2023-01-01 (42 months older than the period end) plus current 2022-04-03 (51 months older than the period end) plus average of 2025-06-29 and 2026-06-28 minus cash
Return on invested capital ILMN
FY Dec 2025
+33.9%
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Jan 2023
n/a
FY Jan 2022
n/a
Jun 2026
+38.5%
Mar 2026
+37.3%
Dec 2025
+33.9%
Sep 2025
+39.1%
Jun 2025
+100.5%
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+18.2%
operating income (EBIT proxy) over average of 2025-06-29 and 2026-06-28 minus current liabilities
Return on capital employed ILMN
FY Dec 2025
+16.4%
FY Dec 2024
-12.5%
FY Dec 2023
-11.9%
FY Jan 2023
-35.4%
FY Jan 2022
n/a
Jun 2026
+18.2%
Mar 2026
+17.5%
Dec 2025
+16.4%
Sep 2025
+16.9%
Jun 2025
+30.5%
Mar 2025
-8.4%
Dec 2024
-12.5%
Sep 2024
-17.1%
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
50.26x
close 2026-10-23 over four quarters of diluted EPS, 2025-06-30 to 2026-06-28
P/E, trailing ILMN
FY Dec 2025
24.76x
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Jan 2023
n/a
FY Jan 2022
73.72x
Jun 2026
32.94x
Mar 2026
21.39x
Dec 2025
24.76x
Sep 2025
20.56x
Jun 2025
12.00x
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$40.0B
market value at close 2026-10-23 on 2026-07-24 shares, plus long-term 2023-01-01 (42 months older than the period end) plus current 2022-04-03 (51 months older than the period end), minus cash 2018-12-30
Enterprise value ILMN
FY Dec 2025
$20.0B
FY Dec 2024
$20.8B
FY Dec 2023
$20.9B
FY Jan 2023
$30.3B
FY Jan 2022
$57.4B
Jun 2026
$26.1B
Mar 2026
$17.3B
Dec 2025
$20.0B
Sep 2025
$13.4B
Jun 2025
$14.4B
Mar 2025
$12.0B
Dec 2024
$20.8B
Sep 2024
$20.1B
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+2.3%
TTM free cash flow over market value at close 2026-10-23
FCF yield ILMN
FY Dec 2025
+4.5%
FY Dec 2024
+3.3%
FY Dec 2023
+1.3%
FY Jan 2023
+0.3%
FY Jan 2022
+0.6%
Jun 2026
+3.5%
Mar 2026
+5.4%
Dec 2025
+4.5%
Sep 2025
+7.1%
Jun 2025
+6.9%
Mar 2025
+6.9%
Dec 2024
+3.3%
Sep 2024
+2.6%
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -32%, PEG needs growth
PEG, trailing ILMN
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Jan 2023
n/a
FY Jan 2022
5.76x
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
ILMN ranks highest on profitability (95th percentile) and institutional and government (88th), and lowest on insider conviction (1st), among Medical Devices peers.
Profitability
95
Inputs
Return on equity+32.4% · 94 pct, sector of 183
Return on assets+13.0% · 92 pct, sector of 214
Return on invested capital+38.5% · 100 pct, sector of 36
Return on capital employed+18.2% · 94 pct, sector of 188
Financial health
77
Inputs
Debt to equity0.18x · 61 pct, sector of 159
Cash flow to debt2.19x · 93 pct, sector of 150
Growth
45
Inputs
Revenue growth, YoY-0.7% · 21 pct, sector of 219
Backlog growth, YoY+16.0% · 69 pct, sector of 37
Insider conviction
0
Inputs
Net Form 4 buying (codes P and S), 180d-$592.1M · 1 pct, sector of 140
Insider buyers, 180d0 · 0 pct, sector of 142
Institutional and government
88
Inputs
Funds adding, latest quarter467 · 94 pct, sector of 191
Congress net buyers, 365d1 · 73 pct, universe of 719
Federal contracts, 180dno federal contracts in 180 days
Lobbying spend, 4 quarters$2.4M · 96 pct, sector of 50
Risk and compliance
36
Inputs
Short interest, % of float+6.3% · 40 pct, sector of 240
Recalls per $1B revenue, 3y0.46 per $1B · 32 pct, sector of 116
EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
1 not measured: US patents
US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
ILMN filings, in plain words
Are Illumina insiders buying or selling ILMN?
In the 180 days to 2026-10-27, Illumina insiders were net sellers, a net $592.3M across purchases and sales reported on Form 4, by 5 sellers.
Have members of Congress traded ILMN?
Yes. In the year to 2026-10-27, 2 House members disclosed buying ILMN and 1 House member disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-02-10.
Are there planned insider sales of ILMN?
Yes. 8 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $436.8M of stock; the latest, by Corvex Management LP, was filed 2026-09-04.
Read the full summary
In the 180 days to 2026-10-27, Illumina insiders were net sellers of ILMN, a net $592.3M across purchases and sales reported on Form 4 by 5 sellers. 1% of the 108 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-27, 2 members of Congress disclosed buying ILMN and 1 member disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-02-10. Insiders filed 8 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $436.8M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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