PLXS Plexus (PLXS) Insider Trading, Ownership & Congress Trades
Semiconductors & Electronics · Printed circuit boards · CIK 0000785786
Form 144 · 2
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
249
13F, latest reported quarter
Conversions, 180 days
1
Codes C/M, not in net · no price filed
What the filings say about PLXS
Insiders, 180 days
-$8.4M net sold
6 sellers · 21% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$2.3M
2 notices
Plexus insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, PLEXUS CORP insiders sold a net $8.4M of stock across 294 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 141 earlier Form 4 trades (code P or S) here by this insider (141 sales), the last on Sep 16, 2026.
- The trade is 1.2% of the 63,609 shares held after it.
- No other insider sold within 30 days.
- 249 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Kelsey Todd P. sold about $185.8K of PLXS under a 10b5-1 plan on Oct 21, 2026; 249 funds added in the latest 13F quarter.Context
- 141 earlier Form 4 trades (code P or S) here by this insider (141 sales), the last on Sep 16, 2026.
- The trade is 1.1% of the 62,888 shares held after it.
- No other insider sold within 30 days.
- 249 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Kelsey Todd P. sold about $173.0K of PLXS under a 10b5-1 plan on Oct 21, 2026; 249 funds added in the latest 13F quarter.Context
- 140 earlier Form 4 trades (code P or S) here by this insider (140 sales), the last on Aug 19, 2026.
- The trade is 2.3% of the 64,388 shares held after it.
- 1 other insider sold within 30 days.
- 249 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Kelsey Todd P. sold about $363.6K of PLXS under a 10b5-1 plan on Sep 16, 2026; 1 other insider sold within 30 days and 249 funds added in the latest 13F quarter.Context
- 9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on Jun 1, 2026.
- The trade is 6.6% of the 7,535 shares held after it.
- 2 other insiders sold within 30 days.
- 249 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Rapp Karen Marie sold about $120.4K of PLXS under a 10b5-1 plan on Aug 31, 2026; 2 other insiders sold within 30 days and 249 funds added in the latest 13F quarter.Context
- 137 earlier Form 4 trades (code P or S) here by this insider (137 sales), the last on Jul 15, 2026.
- The trade is 0.5% of the 67,069 shares held after it.
- 2 other insiders sold within 30 days.
- 249 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Kelsey Todd P. sold about $79.4K of PLXS under a 10b5-1 plan on Aug 19, 2026; 2 other insiders sold within 30 days and 249 funds added in the latest 13F quarter.294 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.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$8.4M over 180 days
-$2.3M over 90 days
below 59% of Semiconductors & Electronics
Congress
no House purchase disclosed in the last 12 months
Funds
249 funds bought in last quarter
more than 70% of Semiconductors & Electronics
Revenue
+1.8% year over year
below 66% of Semiconductors & Electronics
Margin
4.3% net margin
more than 62% of Semiconductors & Electronics
Buybacks
$64.1M repurchased, FY to 2026-07-04
more than 62% of Semiconductors & Electronics
Short interest
3.5% of the float short (float per yahoo 2026-10-26) · 3.9 days to cover · settled 2026-09-30
below 60% of Semiconductors & Electronics
What changed in the last 30 days
Oct 22President & CEO Kelsey Todd P. sold $358.7K under a 10b5-1 plan (Oct 21)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Watch PLXS
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+48.4%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns PLXS: institutional holders (13F)
13F holdings, latest reported quarter
4,362,360 sh
$1.3B
2,110,343 sh
$634.5M
1,440,935 sh
$433.2M
1,206,653 sh
$362.8M
1,184,217 sh
$356.1M
Congress trades in PLXS
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
PLXS planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Todd P. Kelsey
Filed 2026-08-19
$1.2M
SCHROCK MICHAEL V
Filed 2026-08-11
$1.1M
PLXS mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
The Disciplined Growth Investors Equity Fund
$9.9M position · as of 2026-07-31
5.7%
Mairs & Power Small Cap Fund
$12.1M position · as of 2026-06-30
4.5%
The Disciplined Growth Investors Fund
$27.1M position · as of 2026-07-31
4.3%
Small-Company Stock Fund
$8.7M position · as of 2026-06-30
4.0%
Invesco S&P SmallCap Information Technology ETF
$14.5M position · as of 2026-05-31
2.7%
Harbor Small Cap Value Fund
$60.2M position · as of 2026-07-31
2.4%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Kelsey
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
2023
$9.1M
$10.3M
$2.9M
+31%
+38%
2022
$7.4M
$8.0M
$2.6M
+23%
+13%
2021
$7.6M
$12.9M
$2.3M
+28%
+36%
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 $8.4M sold by insiders over 180 days, 249 funds added last quarter, $2.3M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
PLXS financials
Revenue growth
+1.8%
XBRL, annual
Net margin
4.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$4.6B
four quarters, 2025-06-29 to 2026-07-04
Revenue, TTM PLXS
| FY Sep 2025 | $4.0B |
| FY Sep 2024 | $4.1B |
| FY Sep 2023 | $4.3B |
| FY Oct 2022 | $3.9B |
| FY Oct 2021 | $3.5B |
| Jul 2026 | $1.3B |
| Apr 2026 | $1.2B |
| Jan 2026 | $1.1B |
| Sep 2025 | $1.1B |
| Jun 2025 | $1.0B |
| Mar 2025 | $980.2M |
| Dec 2024 | $976.1M |
| Sep 2024 | $1.1B |
At each fiscal year end
Single quarter
Net margin, TTM
+4.0%
net income over revenue, 2025-06-29 to 2026-07-04
Net margin, TTM PLXS
| FY Sep 2025 | +4.3% |
| FY Sep 2024 | +2.7% |
| FY Sep 2023 | +3.2% |
| FY Oct 2022 | +3.5% |
| FY Oct 2021 | +4.0% |
| Jul 2026 | +3.3% |
| Apr 2026 | +4.3% |
| Jan 2026 | +3.8% |
| Sep 2025 | +4.9% |
| Jun 2025 | +4.4% |
| Mar 2025 | +4.0% |
| Dec 2024 | +3.8% |
| Sep 2024 | +3.8% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$61.9M
operating cash flow minus capex, 2025-06-29 to 2026-07-04
Free cash flow, TTM PLXS
| FY Sep 2025 | $154.0M |
| FY Sep 2024 | $341.3M |
| FY Sep 2023 | $61.8M |
| FY Oct 2022 | -$127.9M |
| FY Oct 2021 | $85.5M |
| Jul 2026 | -$754.0K |
| Apr 2026 | $16.0M |
| Jan 2026 | -$50.6M |
| Sep 2025 | $97.2M |
| Jun 2025 | $13.2M |
| Mar 2025 | $16.5M |
| Dec 2024 | $27.1M |
| Sep 2024 | $193.8M |
At each fiscal year end
Single quarter
Debt to equity
0.12x
long-term debt only, 2019-09-28 (82 months older than the period end); equity 2026-07-04
Debt to equity PLXS
| FY Sep 2025 | 0.13x |
| FY Sep 2024 | 0.14x |
| FY Sep 2023 | 0.15x |
| FY Oct 2022 | 0.17x |
| FY Oct 2021 | 0.18x |
| Jul 2026 | 0.12x |
| Apr 2026 | 0.13x |
| Jan 2026 | 0.13x |
| Sep 2025 | 0.13x |
| Jun 2025 | 0.13x |
| Mar 2025 | 0.14x |
| Dec 2024 | 0.14x |
| Sep 2024 | 0.14x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.91x
TTM operating cash flow over long-term debt only, 2019-09-28 (82 months older than the period end)
Cash flow to debt PLXS
| FY Sep 2025 | 1.33x |
| FY Sep 2024 | 2.33x |
| FY Sep 2023 | 0.89x |
| FY Oct 2022 | -0.14x |
| FY Oct 2021 | 0.76x |
| Jul 2026 | 0.91x |
| Apr 2026 | 0.92x |
| Jan 2026 | 0.96x |
| Sep 2025 | 1.33x |
| Jun 2025 | 1.80x |
| Mar 2025 | 2.36x |
| Dec 2024 | 2.63x |
| Sep 2024 | 2.33x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+12.6%
TTM net income over average of 2025-06-28 and 2026-07-04
Return on equity PLXS
| FY Sep 2025 | +12.4% |
| FY Sep 2024 | +8.8% |
| FY Sep 2023 | +12.0% |
| FY Oct 2022 | +13.0% |
| FY Oct 2021 | +13.9% |
| Jul 2026 | +12.6% |
| Apr 2026 | +13.2% |
| Jan 2026 | +12.6% |
| Sep 2025 | +12.4% |
| Jun 2025 | +12.1% |
| Mar 2025 | +10.9% |
| Dec 2024 | +9.3% |
| Sep 2024 | +8.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+5.5%
TTM net income over average of 2025-06-28 and 2026-07-04
Return on assets PLXS
| FY Sep 2025 | +5.5% |
| FY Sep 2024 | +3.5% |
| FY Sep 2023 | +4.1% |
| FY Oct 2022 | +4.7% |
| FY Oct 2021 | +5.8% |
| Jul 2026 | +5.5% |
| Apr 2026 | +5.8% |
| Jan 2026 | +5.7% |
| Sep 2025 | +5.5% |
| Jun 2025 | +5.2% |
| Mar 2025 | +4.5% |
| Dec 2024 | +3.8% |
| Sep 2024 | +3.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+14.4%
operating income after a 13.8% effective tax rate, over long-term debt only, 2019-09-28 (82 months older than the period end) plus average of 2025-06-28 and 2026-07-04 minus cash
Return on invested capital PLXS
| FY Sep 2025 | +14.9% |
| FY Sep 2024 | +12.5% |
| FY Sep 2023 | +15.7% |
| FY Oct 2022 | +15.9% |
| FY Oct 2021 | +17.7% |
| Jul 2026 | +14.4% |
| Apr 2026 | +15.4% |
| Jan 2026 | +14.6% |
| Sep 2025 | +14.9% |
| Jun 2025 | +14.1% |
| Mar 2025 | +13.6% |
| Dec 2024 | +12.2% |
| Sep 2024 | +12.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+14.1%
operating income (EBIT proxy) over average of 2025-06-28 and 2026-07-04 minus current liabilities
Return on capital employed PLXS
| FY Sep 2025 | +12.9% |
| FY Sep 2024 | +11.1% |
| FY Sep 2023 | +13.5% |
| FY Oct 2022 | +13.1% |
| FY Oct 2021 | +13.5% |
| Jul 2026 | +14.1% |
| Apr 2026 | +14.1% |
| Jan 2026 | +13.3% |
| Sep 2025 | +12.9% |
| Jun 2025 | +13.4% |
| Mar 2025 | +12.3% |
| Dec 2024 | +11.0% |
| Sep 2024 | +11.1% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
32.79x
close 2026-10-26 over four quarters of diluted EPS, 2025-06-29 to 2026-07-04
P/E, trailing PLXS
| FY Sep 2025 | 22.89x |
| FY Sep 2024 | 34.02x |
| FY Sep 2023 | 18.82x |
| FY Oct 2022 | 17.98x |
| FY Oct 2021 | 19.13x |
| Jul 2026 | 40.58x |
| Apr 2026 | 30.31x |
| Jan 2026 | 23.67x |
| Sep 2025 | 22.89x |
| Jun 2025 | 23.09x |
| Mar 2025 | 24.86x |
| Dec 2024 | 36.61x |
| Sep 2024 | 34.02x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$5.8B
market value at close 2026-10-26 on 2026-08-04 shares, plus long-term debt only, 2019-09-28 (82 months older than the period end), minus cash 2026-07-04
Enterprise value PLXS
| FY Sep 2025 | $3.7B |
| FY Sep 2024 | $3.6B |
| FY Sep 2023 | $2.5B |
| FY Oct 2022 | $2.3B |
| FY Oct 2021 | $2.5B |
| Jul 2026 | $7.2B |
| Apr 2026 | $5.4B |
| Jan 2026 | $4.0B |
| Sep 2025 | $3.7B |
| Jun 2025 | $3.6B |
| Mar 2025 | $3.3B |
| Dec 2024 | $4.1B |
| Sep 2024 | $3.6B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+1.0%
TTM free cash flow over market value at close 2026-10-26
FCF yield PLXS
| FY Sep 2025 | +4.0% |
| FY Sep 2024 | +9.2% |
| FY Sep 2023 | +2.4% |
| FY Oct 2022 | -5.3% |
| FY Oct 2021 | +3.3% |
| Jul 2026 | +0.8% |
| Apr 2026 | +1.4% |
| Jan 2026 | +1.9% |
| Sep 2025 | +4.0% |
| Jun 2025 | +6.8% |
| Mar 2025 | +10.2% |
| Dec 2024 | +9.4% |
| Sep 2024 | +9.2% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
2.12x
P/E over trailing EPS growth of 16%: four quarters to 2026-07-04 against the four to 2025-06-28
PEG, trailing PLXS
| FY Sep 2025 | 0.41x |
| FY Sep 2024 | n/a |
| FY Sep 2023 | 13.09x |
| FY Oct 2022 | 7.78x |
| FY Oct 2021 | 0.89x |
| Jul 2026 | 2.62x |
| Apr 2026 | 0.92x |
| Jan 2026 | 0.48x |
| Sep 2025 | 0.41x |
| Jun 2025 | 0.48x |
| Mar 2025 | 0.59x |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. 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.
| 2025-09 | 2024-09 | 2023-09 | 2022-10 | |
|---|---|---|---|---|
| Revenue | $4.0B | $4.1B | $4.3B | $3.9B |
| Gross profit | $406.5M | $378.5M | $394.6M | $347.2M |
| Operating income | $202.4M | $167.7M | $195.8M | $178.2M |
| Net income | $172.9M | $111.8M | $139.1M | $138.2M |
| EPS (diluted) | 6.26 | 4.01 | 4.95 | 4.86 |
| Operating cash flow | $249.2M | $436.5M | $165.8M | -$26.2M |
| Cash | $306.5M | $345.1M | $256.2M | $274.8M |
| Buybacks | $65.3M | $55.7M | $40.9M | $50.4M |
SEC XBRL, fiscal years, as known on 2026-10-28
PLXS Stock Sonar score 6/7 axes
Find similar shapesComparePLXS ranks highest on risk and compliance (73rd percentile) and financial health (71st), and lowest on insider conviction (22nd), among Semiconductors & Electronics peers.
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
PLXS filings, in plain words
Are Plexus insiders buying or selling PLXS?
In the 180 days to 2026-10-28, Plexus insiders were net sellers, a net $8.4M across purchases and sales reported on Form 4, by 6 sellers.
Are there planned insider sales of PLXS?
Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $2.3M of stock; the latest, by Todd P. Kelsey, was filed 2026-08-19.
Read the full summary
In the 180 days to 2026-10-28, Plexus insiders were net sellers of PLXS, a net $8.4M across purchases and sales reported on Form 4 by 6 sellers. 21% of the 33 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $2.3M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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