Market Cap
$163.5B
WDC
WESTERN DIGITAL CORP
$405.74 ▼ -12.28%
Prev close $462.56Market cap$163.5B
ConsensusBuy
12-mo target$664.92 (+64.4%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (3 insiders)32 New Institutional Positions18 Institutional ExitsCongressional Activity (1) Software & IT
Snapshot
The big-picture read on WDC right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (77%)
Inst. Holders
50 funds
Inst. Value
$184.4B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $4.2M sell
Insider Net $
-$4.2M
Social Sentiment
51° Neutral
SEC Reports
19
Congressional
2 trades
Price chart 30d -9.6%
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 20, 2026 Insider
Davis Brian Scott acquired via exercise 8.386 shares
Chief Sales & Mrktng Officer
Sep 20, 2026 Insider
Davis Brian Scott surrendered for taxes 963.034 shares
Chief Sales & Mrktng Officer @ $441.36 ($425.0K)
Sep 20, 2026 Insider
Sep 14, 2026 SEC Davis Brian Scott acquired via exercise 8.386 shares
Chief Sales & Mrktng Officer
Western Digital announced the redemption of all $109.5M of its 3.00% Convertible Senior Notes due 2028, with a redemptio
8-K — Impact 4/10
Sep 10, 2026 ftd
Sep 2, 2026 SEC FTD: WDC — 1,179 shares ($0.6M) failed to deliver
Settlement: 20260910, Price: $482.28, FTD Value: $568,608.12, WESTERN DIGITAL CORP
Two insiders at Western Digital sold a total of $1.38M in open-market sales within a week. Director Stephanie Streeter s
CLUSTER — Impact 2/10
Two WDC insiders (a Director and the Chief Legal Officer) sold a combined $1.38M in open-market transactions over a 5-da
CLUSTER — Impact 2/10
Jul 17, 2026 Congress
Gilbert Cisneros buy
$1,001 - $15,000 — House
Analyst ratings buy % -4.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
77% rate it Buy or better · 31 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 6, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Jul 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 10, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 8, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 1, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jun 29, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jun 15, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 17 | 7 | 0 | 0 | 77% | |
| Aug 1, 2026 | 7 | 18 | 5 | 0 | 0 | 83% | |
| Jul 1, 2026 | 7 | 16 | 6 | 0 | 0 | 79% | |
| Jun 1, 2026 | 7 | 18 | 4 | 0 | 0 | 86% | |
| May 1, 2026 | 7 | 19 | 4 | 0 | 0 | 87% | |
| Apr 1, 2026 | 7 | 19 | 4 | 0 | 0 | 87% | |
| Mar 1, 2026 | 6 | 19 | 6 | 0 | 0 | 81% | |
| Feb 1, 2026 | 6 | 20 | 6 | 0 | 0 | 81% |
Price targets
Where 24 covering analysts think WDC trades over the next 12 months.
$664.92 +64.4% upside Strong Buy
Current$404.47 Low$420.00 Median$640.00 High$1,050.00 24 analysts
$420.00$1,050.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
51°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
19 SEC filing reports analyzed · 0 bullish, 1 bearish, 2 mixed, 16 neutral · avg impact 3.2/10.
NEUTRAL8-K4/10
Western Digital announced the redemption of all $109.5M of its 3.00% Convertible Senior Notes due 20
Sep 14, 2026
NEUTRALCLUSTER2/10
Two insiders at Western Digital sold a total of $1.38M in open-market sales within a week. Director
Sep 2, 2026
NEUTRALCLUSTER2/10
Two WDC insiders (a Director and the Chief Legal Officer) sold a combined $1.38M in open-market tran
Sep 2, 2026
NEUTRAL8-K4/10
Western Digital entered into privately negotiated exchange agreements with holders of its 3.00% Conv
Aug 26, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 10, 2026
ftd
FTD: WDC — 1,179 shares ($0.6M) failed to deliver
Settlement: 20260910, Price: $482.28, FTD Value: $568,608.12, WESTERN DIGITAL CORP
Sep 8, 2026
ftd
FTD: WDC — 21,749 shares ($10.2M) failed to deliver
Settlement: 20260908, Price: $467.46, FTD Value: $10,166,787.54, WESTERN DIGITAL CORP
Sep 7, 2026
dark_pool
Dark Pool: WDC — 4.1M shares, 142,188 trades
Week starting 2026-09-07. Total ATS volume: 4,079,286 shares across 142,188 trades.
Aug 31, 2026
dark_pool
Dark Pool: WDC — 5.2M shares, 163,721 trades
Week starting 2026-08-31. Total ATS volume: 5,223,822 shares across 163,721 trades.
Aug 24, 2026
dark_pool
Dark Pool: WDC — 6.8M shares, 187,845 trades
Week starting 2026-08-24. Total ATS volume: 6,806,223 shares across 187,845 trades.
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 | $4.04 | $4.00–$4.23 | 127.1% | +9.0% | 13↑ 0↓ | $4.1B | 19 |
| Next Q | $4.67 | $4.19–$5.24 | 119.3% | +10.3% | 12↑ 1↓ | $4.5B | 19 |
| Current FY | $20.09 | $15.76–$23.50 | 96.6% | +8.9% | 16↑ 0↓ | $19.2B | 22 |
| Next FY | $31.75 | $21.95–$45.36 | 58.0% | +17.0% | 10↑ 0↓ | $26.2B | 20 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.042 | — |
| 7d ago | $3.777 | +0.265 |
| 30d ago | $3.708 | +0.334 |
| 60d ago | $3.637 | +0.405 |
| 90d ago | $3.590 | +0.452 |
Institutional ownership
Which big funds own WDC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $184.4B total value (284,494,260 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 32,953,613 | $21.0B | 11.4% | — |
| FMR LLC | 25,983,645 | $16.6B | 9.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 22,510,811 | $14.4B | 7.8% | — |
| JPMORGAN CHASE & CO | 17,007,789 | $11.1B | 6.0% | — |
| Capital World Investors | 16,598,211 | $10.6B | 5.7% | ADD +39.7% |
| STATE STREET CORP | 16,276,615 | $10.4B | 5.6% | — |
| Invesco Ltd. | 14,435,741 | $9.2B | 5.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,109,474 | $8.4B | 4.5% | — |
| JANE STREET GROUP, LLC | 9,570,100 | $6.1B | 3.3% | DOUBLED +2949.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 8,411,628 | $5.4B | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital World Investors | ADD | 11,880,038 | 16,598,211 | +39.7% | $10.6B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | 2,902,748 | 4,744,377 | +63.4% | $3.0B |
| NORGES BANK | NEW | — | 4,629,232 | — | $3.0B |
| Nuveen, LLC | ADD | 2,959,245 | 3,819,103 | +29.1% | $2.4B |
| AMERIPRISE FINANCIAL INC | TRIM | 5,762,533 | 3,386,190 | -41.2% | $2.2B |
| PeakShares LLC | DOUBLED | 500 | 2,535 | +407.0% | $1.6B |
| D. E. Shaw & Co., Inc. | TRIM | 2,688,230 | 1,901,787 | -29.3% | $1.2B |
| Amundi | TRIM | 3,058,867 | 1,814,033 | -40.7% | $1.2B |
| Capital International Investors | NEW | — | 1,803,588 | — | $1.2B |
| EXCHANGE TRADED CONCEPTS, LLC | DOUBLED | 51,150 | 1,789,659 | +3398.8% | $1.1B |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$4.2M — $0.00 bought, $4.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 20, 2026 | Davis Brian Scott | Chief Sales & Mrktng Officer | EXERCISE | 8.386 | — | — |
| Sep 20, 2026 | Davis Brian Scott | Chief Sales & Mrktng Officer | TAX W/H | 963.034 | $441.36 | $425.0K |
| Sep 20, 2026 | Davis Brian Scott | Chief Sales & Mrktng Officer | EXERCISE | 8.386 | — | — |
| Sep 20, 2026 | Tan Irving | Chief Executive Officer | EXERCISE | 56.762 | — | — |
| Sep 20, 2026 | Tan Irving | Chief Executive Officer | TAX W/H | 1,091.035 | $441.36 | $481.5K |
| Sep 20, 2026 | Tan Irving | Chief Executive Officer | EXERCISE | 56.762 | — | — |
| Sep 17, 2026 | MASSENGILL MATTHEW E | Director | AWARD | 10.265 | — | — |
| Sep 17, 2026 | Alexy Kimberly | Director | AWARD | 0.562 | — | — |
| Sep 17, 2026 | DOLUCA TUNC | Director | AWARD | 0.562 | — | — |
| Sep 17, 2026 | Feller Brad | SVP, Global Accounting & Chief | AWARD | 4.242 | — | — |
Congressional trades
WDC trades disclosed by members of Congress, with disclosure delay.
2 members · 2 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 17, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Western Digital Corp | Sep 7, 2026(53d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Western Digital Corp | May 13, 2026(31d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for WDC.
Shares short
17,280,387
Settlement Sep 15, 2026
Change vs prior
-13.1%
Semi-monthly cycle
Days to cover
3.1
At avg daily volume
Of shares outstanding
≈4.8%
Estimate — not % of float
All WDC filing & press-release reports (19)
- 8-K reportSep 14, 2026
- CLUSTER reportSep 2, 2026
- CLUSTER reportSep 2, 2026
- 8-K reportAug 26, 2026
- CLUSTER reportJul 30, 2026
- CLUSTER reportJun 11, 2026
- CLUSTER reportJun 11, 2026
- CLUSTER reportJun 5, 2026
- 8-K reportJun 3, 2026
- CLUSTER reportJun 2, 2026
- CLUSTER reportMay 29, 2026
- 8-K reportMay 28, 2026
- CLUSTER reportMay 13, 2026
- CLUSTER reportMay 5, 2026
- CLUSTER reportMar 10, 2026
- CLUSTER reportMar 6, 2026
- CLUSTER reportMar 4, 2026
- INST-CLUSTER reportFeb 28, 2026
- 8-K reportFeb 24, 2026