Market Cap
$7.0B
PLXS
PLEXUS CORP
$274.46 ▲ +1.55%
Prev close $270.27Market cap$7.0B
ConsensusBuy
12-mo target$304.60 (+11.0%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)28 New Institutional Positions22 Institutional Exits Software & IT
Snapshot
The big-picture read on PLXS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (77%)
Inst. Holders
50 funds
Inst. Value
$6.2B
Inst. Activity
28 buys / 22 sells
Insider Activity
$0.00 buy / $9.7M sell
Insider Net $
-$9.7M
Social Sentiment
50° Neutral
SEC Reports
10
Congressional
4 trades
Price chart 30d +14.7%
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 16, 2026 Insider
Kelsey Todd P. sold 1,500 shares
President & CEO @ $242.41 ($363.6K)
Sep 15, 2026 Insider
Abuhl David Westen acquired via exercise 2,500 shares
Sr. VP & CFO
Sep 15, 2026 Insider
Aug 24, 2026 SEC Abuhl David Westen surrendered for taxes 800 shares
Sr. VP & CFO @ $238.53 ($190.8K)
Plexus Corp. announced a new $100 million share repurchase program, effective upon the expiration of its current $100 mi
8-K — Impact 3/10
Plexus reported fiscal Q3 2026 revenue of $1.305B, above its own guidance of $1.20-1.25B and up 28% YoY, but GAAP dilute
PRESS-RELEASE — Impact 6/10
Jul 29, 2026 earnings
Jul 15, 2026 SEC Plexus Announces Fiscal Third Quarter Financial Results
NEENAH, WI, July 29, 2026 (GLOBE NEWSWIRE) -- Plexus Corp. (NASDAQ: PLXS) today announced financial
Plexus reported Q2 2026 EPS of $2.05, a 4.1% miss versus the $2.14 consensus, with revenue of $1.23B. The miss breaks a
PRESS-RELEASE — Impact 6/10
Jun 30, 2026 Inst.
DIMENSIONAL FUND ADVISORS LP — TRIM
832,842 shares ($250.4M)
Analyst ratings buy % +24.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
77% rate it Buy or better · 13 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 22, 2026 | Keybanc | UPGRADE | Overweight | 52% |
| Aug 14, 2026 | Needham | REITERATE | Buy | 50% |
| Jul 31, 2026 | Sidoti & Co. | UPGRADE | Buy | 36% |
| Jun 22, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jun 1, 2026 | Needham | MAINTAIN | Buy | 50% |
| May 1, 2026 | Needham | MAINTAIN | Buy | 50% |
| Apr 20, 2026 | Stifel | UPGRADE | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 3 | 0 | 0 | 77% | |
| Aug 1, 2026 | 5 | 5 | 3 | 0 | 0 | 77% | |
| Jul 1, 2026 | 3 | 5 | 4 | 0 | 0 | 67% | |
| Jun 1, 2026 | 3 | 5 | 4 | 0 | 0 | 67% | |
| May 1, 2026 | 3 | 6 | 4 | 0 | 0 | 69% | |
| Apr 1, 2026 | 2 | 6 | 5 | 0 | 0 | 62% | |
| Mar 1, 2026 | 2 | 6 | 5 | 0 | 0 | 62% | |
| Feb 1, 2026 | 2 | 6 | 5 | 0 | 0 | 62% |
Price targets
Where 5 covering analysts think PLXS trades over the next 12 months.
$304.60 +11.0% upside Buy
Current$274.47 Low$275.00 Median$308.00 High$330.00 5 analysts
$275.00$330.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 1 bullish, 1 bearish, 2 mixed, 6 neutral · avg impact 4.2/10.
NEUTRAL8-K3/10
Plexus Corp. announced a new $100 million share repurchase program, effective upon the expiration of
Aug 24, 2026
MIXEDPRESS-RELEASE6/10
Plexus reported fiscal Q3 2026 revenue of $1.305B, above its own guidance of $1.20-1.25B and up 28%
Jul 29, 2026
BEARISHPRESS-RELEASE6/10
Plexus reported Q2 2026 EPS of $2.05, a 4.1% miss versus the $2.14 consensus, with revenue of $1.23B
Jul 15, 2026
MIXEDINST-CLUSTER5/10
A mixed institutional cluster for PLXS shows 18 buyers accumulating $75.1M (net +$51.6M) while 9 sel
Jun 18, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Jul 29, 2026
earnings
Plexus Announces Fiscal Third Quarter Financial Results
NEENAH, WI, July 29, 2026 (GLOBE NEWSWIRE) -- Plexus Corp. (NASDAQ: PLXS) today announced financial results for our fiscal third quarter ended July 4,
Jul 29, 2026
earnings_calendar
PLXS Q3 2026 Earnings Scheduled — 2026-07-29
Jul 21, 2026
earnings_calendar
PLXS Q3 2026 Earnings Scheduled — 2026-07-21
Jul 15, 2026
earnings
Plexus Sets Fiscal Third Quarter 2026 Earnings Release Date
NEENAH, WI, July 15, 2026 (GLOBE NEWSWIRE) -- Plexus Corp. (NASDAQ: PLXS) announced today it will release its fiscal third quarter 2026 results after
Jun 1, 2026
earnings
Plexus Issues Fiscal 2025 Sustainability Report and Announces Transition to Absolute Emission Reduction Targets
NEENAH, WI, June 01, 2026 (GLOBE NEWSWIRE) -- Plexus Corp. (NASDAQ: PLXS) today announced the release of its Fiscal 2025 Sustaina
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 | $2.55 | $2.51–$2.58 | 19.3% | +0.0% | 4↑ 0↓ | $1.4B | 5 |
| Next Q | $2.42 | $2.33–$2.47 | 35.7% | -0.1% | 5↑ 0↓ | $1.4B | 5 |
| Current FY | $8.69 | $8.65–$8.72 | 17.0% | +0.0% | 4↑ 0↓ | $4.9B | 5 |
| Next FY | $10.12 | $10.00–$10.26 | 16.5% | +0.5% | 5↑ 0↓ | $5.6B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.552 | — |
| 7d ago | $2.552 | — |
| 30d ago | $2.552 | — |
| 60d ago | $2.290 | +0.262 |
| 90d ago | $2.290 | +0.262 |
Institutional ownership
Which big funds own PLXS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.2B total value (20,816,024 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,362,360 | $1.3B | 21.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,110,343 | $634.5M | 10.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,206,653 | $362.8M | 5.9% | — |
| AMERICAN CENTURY COMPANIES INC | 1,184,217 | $356.1M | 5.7% | — |
| STATE STREET CORP | 1,095,217 | $329.2M | 5.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 832,842 | $250.4M | 4.0% | TRIM -25.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 801,518 | $241.0M | 3.9% | — |
| BNP Paribas Asset Management Holding S.A. | 761,926 | $229.1M | 3.7% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 732,397 | $220.2M | 3.6% | — |
| EARNEST PARTNERS LLC | 628,196 | $188.9M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | TRIM | 1,119,371 | 832,842 | -25.6% | $250.4M |
| JPMORGAN CHASE & CO | DOUBLED | 151,836 | 445,648 | +193.5% | $128.6M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | TRIM | 390,045 | 276,664 | -29.1% | $83.2M |
| BROWN ADVISORY INC | NEW | — | 232,959 | — | $70.0M |
| Boston Trust Walden Corp | TRIM | 296,479 | 208,024 | -29.8% | $62.5M |
| Qube Research & Technologies Ltd | ADD | 83,178 | 135,656 | +63.1% | $40.8M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 85,474 | 118,917 | +39.1% | $35.8M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 305,654 | 107,320 | -64.9% | $32.3M |
| CONGRESS ASSET MANAGEMENT CO | DOUBLED | 19,255 | 103,733 | +438.7% | $31.2M |
| D. E. Shaw & Co., Inc. | TRIM | 163,947 | 96,425 | -41.2% | $29.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 50 transactions. Net -$9.7M — $0.00 bought, $9.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Kelsey Todd P. | President & CEO | SELL | 1,500 | $242.41 | $363.6K |
| Sep 15, 2026 | Abuhl David Westen | Sr. VP & CFO | EXERCISE | 2,500 | — | — |
| Sep 15, 2026 | Abuhl David Westen | Sr. VP & CFO | TAX W/H | 800 | $238.53 | $190.8K |
| Aug 31, 2026 | Rapp Karen Marie | Director | SELL | 500 | $240.87 | $120.4K |
| Aug 19, 2026 | Kelsey Todd P. | President & CEO | SELL | 500 | $252.23 | $126.1K |
| Aug 19, 2026 | Kelsey Todd P. | President & CEO | SELL | 681 | $251.09 | $171.0K |
| Aug 19, 2026 | Kelsey Todd P. | President & CEO | SELL | 319 | $248.79 | $79.4K |
| Aug 11, 2026 | SCHROCK MICHAEL V | Director | SELL | 4,000 | $275.00 | $1.1M |
| Jul 15, 2026 | Kelsey Todd P. | President & CEO | SELL | 500 | $260.51 | $130.3K |
| Jul 15, 2026 | Kelsey Todd P. | President & CEO | SELL | 1,000 | $261.07 | $261.1K |
Congressional trades
PLXS trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 4 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 4, 2026 | Michael McCaul | R | HOUSE | SELL | $50,001 - $100,000 | Plexus Corp | Apr 10, 2026(38d) |
| Feb 12, 2026 | Michael McCaul | R | HOUSE | SELL | $50,001 - $100,000 | Plexus Corp | Mar 12, 2026(29d) |
| Feb 4, 2026 | Michael McCaul | R | HOUSE | SELL | $15,001 - $50,000 | Plexus Corp | Mar 12, 2026(37d) |
| Jan 21, 2026 | Michael McCaul | R | HOUSE | SELL | $50,001 - $100,000 | Plexus Corp | Feb 12, 2026(23d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PLXS.
Shares short
875,856
Settlement Sep 15, 2026
Change vs prior
+1.1%
Semi-monthly cycle
Days to cover
4.6
At avg daily volume
Of shares outstanding
≈3.3%
Estimate — not % of float
All PLXS filing & press-release reports (10)
- 8-K reportAug 24, 2026
- PRESS-RELEASE reportJul 29, 2026
- PRESS-RELEASE reportJul 15, 2026
- INST-CLUSTER reportJun 18, 2026
- CLUSTER reportJun 8, 2026
- PRESS-RELEASE reportJun 1, 2026
- CLUSTER reportMay 13, 2026
- 8-K reportApr 29, 2026
- PRESS-RELEASE reportApr 15, 2026
- CLUSTER reportMar 2, 2026