Market Cap
$41.3B
ILMN
ILLUMINA, INC.
$273.04 ▲ +2.75%
Prev close $265.72Market cap$41.3B
ConsensusHold
12-mo target$214.60 (-21.4%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)34 New Institutional Positions16 Institutional Exits Genomics & Gene Editing
Snapshot
The big-picture read on ILMN right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (57%)
Inst. Holders
50 funds
Inst. Value
$20.9B
Inst. Activity
34 buys / 16 sells
Insider Activity
$0.00 buy / $260.8M sell
Insider Net $
-$260.8M
Social Sentiment
42° Neutral
SEC Reports
14
Congressional
1 trades
Price chart 30d +23.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Event
Kangas v. Illumina, Inc. et al
Court ruling (casd) — Docket: 3:23-cv-02082
Sep 24, 2026 short_volume
Short Volume: ILMN — 70.1% short (1.0M / 1.4M)
Short: 998,672 | Exempt: 1,203 | TRF Vol: 1,425,219 | Short Ratio: 70.1% | Off-exchange volume (dark
Sep 8, 2026 Insider
Coletti Julie Ann was granted 5,307 shares
Chief Legal Officer
Sep 8, 2026 Insider
Coletti Julie Ann was granted 4,549 shares
Chief Legal Officer
Sep 8, 2026 Insider
Aug 27, 2026 SEC Coletti Julie Ann was granted 14,214 shares
Chief Legal Officer
Director Keith Meister sold ~$21.1M of ILMN stock over a 5-day window (Aug 21-27), with the bulk at ~$225-231. SVP Wedel
CLUSTER — Impact 3/10
Director Keith Meister sold ~$4.0M in shares on Aug 19, and SVP Jakob Wedel Christensen sold $198K on Aug 18, totaling $
CLUSTER — Impact 4/10
Illumina completed a $300M public offering of 4.950% notes due 2029. Net proceeds, together with cash on hand, will be u
8-K — Impact 3/10
Analyst ratings buy % +9.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
57% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Sep 29, 2026 | Leerink Partners | MAINTAIN | Outperform | 49% |
| Sep 28, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Sep 9, 2026 | UBS | UPGRADE | Buy | 55% |
| Sep 3, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Aug 3, 2026 | Canaccord Genuity | MAINTAIN | Hold | 47% |
| Aug 3, 2026 | Citigroup | MAINTAIN | Sell | 55% |
| Aug 3, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 31, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 9 | 9 | 2 | 1 | 57% | |
| Aug 1, 2026 | 7 | 10 | 8 | 2 | 1 | 61% | |
| Jul 1, 2026 | 7 | 10 | 8 | 2 | 1 | 61% | |
| Jun 1, 2026 | 8 | 9 | 8 | 2 | 1 | 61% | |
| May 1, 2026 | 8 | 7 | 10 | 2 | 1 | 54% | |
| Apr 1, 2026 | 8 | 7 | 10 | 2 | 1 | 54% | |
| Mar 1, 2026 | 8 | 7 | 10 | 2 | 1 | 54% | |
| Feb 1, 2026 | 7 | 6 | 10 | 2 | 1 | 50% |
Price targets
Where 20 covering analysts think ILMN trades over the next 12 months.
$214.60 -21.4% upside Strong Sell
Current$273.04 Low$113.00 Median$214.00 High$305.00 20 analysts
$113.00$305.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Social media sentiment mood -20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
42°
Neutral
BearishNeutralBullish
Recent posts
Health Savings Account in Healthcare stocks
▲ 1 · 💬 4· ⚡ 0.6
ILMN: who couldve guessed
▲ 1 · 💬 7· ⚡ 0.5
TRIPLE WITCHING DAY - THIS FRIDAY SEPT 18th
▲ 1 · 💬 5· ⚡ 0.5
TRIPLE WITCHING DAY - THIS FRIDAY SEPT 18!
▲ 1 · 💬 1· ⚡ 0.5
$ILMN - 3 mo. post-Xi summit and the death of my contrarianism
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 1 bullish, 4 bearish, 0 mixed, 9 neutral · avg impact 4.0/10.
NEUTRALCLUSTER3/10
Director Keith Meister sold ~$21.1M of ILMN stock over a 5-day window (Aug 21-27), with the bulk at
Aug 27, 2026
BEARISHCLUSTER4/10
Director Keith Meister sold ~$4.0M in shares on Aug 19, and SVP Jakob Wedel Christensen sold $198K o
Aug 22, 2026
NEUTRAL8-K3/10
Illumina completed a $300M public offering of 4.950% notes due 2029. Net proceeds, together with cas
Aug 17, 2026
NEUTRAL8-K3/10
Illumina issued $300M of 4.950% notes due 2029 via an underwritten public offering. The net proceeds
Aug 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
Enforcement
Kangas v. Illumina, Inc. et al
Court ruling (casd) — Docket: 3:23-cv-02082
Sep 24, 2026
short_volume
Short Volume: ILMN — 70.1% short (1.0M / 1.4M)
Short: 998,672 | Exempt: 1,203 | TRF Vol: 1,425,219 | Short Ratio: 70.1% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: ILMN — 71.7% short (0.7M / 1.0M)
Short: 683,019 | Exempt: 1,465 | TRF Vol: 952,238 | Short Ratio: 71.7% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: ILMN — 64.0% short (0.4M / 0.7M)
Short: 441,060 | Exempt: 1,567 | TRF Vol: 688,768 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: ILMN — 55.7% short (0.7M / 1.3M)
Short: 697,880 | Exempt: 1,327 | TRF Vol: 1,252,198 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.36 | $1.33–$1.38 | 1.2% | -0.1% | 6↑ 8↓ | $1.2B | 18 |
| Next Q | $1.54 | $1.50–$1.58 | 13.8% | +0.1% | 12↑ 0↓ | $1.2B | 18 |
| Current FY | $5.36 | $5.32–$5.40 | 10.7% | -0.0% | 1↑ 1↓ | $4.6B | 21 |
| Next FY | $6.11 | $5.73–$6.56 | 14.0% | +0.2% | 3↑ 1↓ | $4.9B | 21 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.356 | — |
| 7d ago | $1.356 | — |
| 30d ago | $1.357 | -0.001 |
| 60d ago | $1.353 | +0.002 |
| 90d ago | $1.368 | -0.012 |
Institutional ownership
Which big funds own ILMN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $20.9B total value (118,963,015 shares) as of 2026-Q2. Top holders: BlackRock,, Capital, VANGUARD. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 19,191,398 | $3.4B | 16.1% | — |
| Capital World Investors | 15,425,298 | $2.7B | 13.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,627,157 | $1.2B | 5.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,587,534 | $1.2B | 5.5% | — |
| STATE STREET CORP | 6,507,288 | $1.1B | 5.5% | — |
| WCM INVESTMENT MANAGEMENT, LLC | 6,206,701 | $1.1B | 5.4% | — |
| FMR LLC | 4,523,417 | $795.4M | 3.8% | DOUBLED +192.4% |
| AQR CAPITAL MANAGEMENT LLC | 3,544,465 | $623.2M | 3.0% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 3,514,649 | $618.0M | 3.0% | ADD +70.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,946,669 | $516.7M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 1,546,861 | 4,523,417 | +192.4% | $795.4M |
| PRIMECAP MANAGEMENT CO/CA/ | ADD | 2,067,299 | 3,514,649 | +70.0% | $618.0M |
| Corvex Management LP | TRIM | 3,829,608 | 2,830,552 | -26.1% | $497.7M |
| LOOMIS SAYLES & CO L P | TRIM | 2,942,977 | 1,931,948 | -34.4% | $339.7M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 624,924 | 1,812,928 | +190.1% | $318.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 1,023,722 | 1,744,209 | +70.4% | $308.5M |
| GOLDMAN SACHS GROUP INC | ADD | 755,079 | 992,574 | +31.5% | $174.5M |
| UBS Group AG | TRIM | 1,162,435 | 840,533 | -27.7% | $147.8M |
| NORGES BANK | NEW | — | 827,073 | — | $145.4M |
| Chevy Chase Trust Holdings, LLC | ADD | 537,733 | 727,705 | +35.3% | $128.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
3 insiders, 50 transactions. Net -$260.8M — $0.00 bought, $260.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Coletti Julie Ann | Chief Legal Officer | AWARD | 5,307 | — | — |
| Sep 8, 2026 | Coletti Julie Ann | Chief Legal Officer | AWARD | 4,549 | — | — |
| Sep 8, 2026 | Coletti Julie Ann | Chief Legal Officer | AWARD | 14,214 | — | — |
| Sep 5, 2026 | Barnard Steven | SVP, Chief Technology Officer | TAX W/H | 408 | $211.06 | $86.1K |
| Sep 4, 2026 | Meister Keith A. | Director | SELL | 7,500 | $217.28 | $1.6M |
| Sep 4, 2026 | Meister Keith A. | Director | SELL | 100,650 | $218.39 | $22.0M |
| Sep 4, 2026 | Meister Keith A. | Director | SELL | 11,351 | $219.18 | $2.5M |
| Sep 3, 2026 | Meister Keith A. | Director | SELL | 6,656 | $220.17 | $1.5M |
| Sep 3, 2026 | Meister Keith A. | Director | SELL | 9,721 | $218.33 | $2.1M |
| Sep 3, 2026 | Meister Keith A. | Director | SELL | 9,961 | $221.55 | $2.2M |
Congressional trades
ILMN trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Illumina Inc | Mar 10, 2026(29d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ILMN.
Shares short
10,585,422
Settlement Sep 15, 2026
Change vs prior
+8.9%
Semi-monthly cycle
Days to cover
5.6
At avg daily volume
Of shares outstanding
≈7.0%
Estimate — not % of float
All ILMN filing & press-release reports (14)
- CLUSTER reportAug 27, 2026
- CLUSTER reportAug 22, 2026
- 8-K reportAug 17, 2026
- 8-K reportAug 12, 2026
- CLUSTER reportAug 7, 2026
- CLUSTER reportAug 7, 2026
- COURT-RULING reportJul 4, 2026
- COURT-RULING reportJun 13, 2026
- CLUSTER reportJun 4, 2026
- CLUSTER reportJun 1, 2026
- CLUSTER reportJun 1, 2026
- COURT-RULING reportMay 29, 2026
- CLUSTER reportMay 14, 2026
- 8-K reportApr 2, 2026