Medtronic plc · Electromedical & Electrotherapeutic Apparatus

MDT

Low riskNext report: Around Nov 17 (est.)

View price ↗

The short version

A profitable company with growing sales.

Going well

Sales up 14% in the latest quarter vs a year ago
Profitable every year for 10 years
Brings in more cash than it spends

Money moves

Insiders sold $5.8M in the last 30 days, all through pre-planned sales
Institutions added 0.9% to their holdings in the quarter ending June 2026 (980 bought, 1151 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$94.79-0.6% that day

Company value: $121.2B; Share price times all shares
Price vs profit (P/E): 23.3x; You pay about $23 for each $1 of yearly profit
Price vs sales: 3.2x; Company value is 3.2 times a year of sales
Dividend yield: 3.0%; Yearly dividend as a share of today's price
Cash vs value: 1%; Cash as a share of company value
Debt vs value: 23%; Debt as a share of company value

From MDT's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jul '26

$9.8B+14% vs a year earlier

Oct '23Tap a barJul '26

Last 12 months: $37.5B, up 9.8% from the 12 months before. Over 5 years, sales grew about 3.8% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of MDT. Starting points are the company's recent numbers.

Sales growth+10% a yearRecently: +9.8% a yearProfit margin1%Last 12 months: 1.1%P/E at the end23xToday: 23.3x. Many steady companies trade at 12x to 25xShare count change-1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$60.5B

Profit in 5 years$605M

Price these guesses point to$11.43-88% vs $94.79 todayAbout -34% a year, before dividends

What today's price needs: with a 1% margin and a 23x P/E, sales would have to grow about 68% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/6Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.0.0%
MissDebt under half of equityNot relying on borrowed money.0.57x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.0.0%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$5.4B
PassShare count not growingNot diluting owners. Falling means buybacks.-3.4% in 3 years

Revenue: $36.4B; +8.4% vs prior year
5-year growth: +3.8%/yr; revenue, per year
Total debt: $27.9B; 0.57x equity
Current ratio: 2.54x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jul 31, 2026

Reported Sep 1

Revenue: $9.8B; +13.7% YoY
EPS: $1.14; vs $0.81
Op. margin: 18.1%; +1.3 pts
Gross margin: 65.0%; 0.0 pts
Free cash flow: $1.3B
Share count: -0.2%; vs a year ago

Insider rating

Last 90 days

43Mixed

Pre-planned sales of $5.8M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

34/ 100

This week: 3
Normal week: 6.0
vs normal: 0.5x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+0.9%

Institutions added 0.9% to their holdings. 980 bought, 1151 sold.

Shares held by institutions1.11B

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-1.3%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.5x · $25.6B debt

Shares outstandingLatest reported

1.3B

Earnings reports

Last 12

Next reportAround Nov 17 (est.)Estimated from the same quarter last year

Results filedSep 1
Results filedJun 3
Results filedFeb 17
Results filedNov 18, 2025
Results filedAug 19, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Oct 16 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$5.8M2 insiders, 2 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Michael MarinaroEVP, Pres MedSurg and Americas	Sell	10K	$96.00	$1.0M	106K	Oct 15Filing ↗
-9% of their holdings Pre-planned sale (10b5-1) Filed 1 day after
Geoffrey MarthaChairman and CEO	Sell	50K	$95.00	$4.8M	278K	Oct 15Filing ↗
-15.3% of their holdings Pre-planned sale (10b5-1) Also Director Filed 1 day after