ILMN

ILLUMINA, INC.

Nasdaq · Laboratory Analytical Instruments · Inc. DE · CIK 0001110803
$162.32 -3.42% $25.4B
Insider Selling Cluster (4 insiders)
Vol
Market Cap$25.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (61%)
Inst. Holders10 funds
Inst. Value$3.5B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 10S
Insider Net $-$44.7M
Reddit Sentiment41° Cool
SEC Reports6
Congressional1 trades
Exchange Nasdaq·Sector Laboratory Analytical Instruments·Inc. DE·CIK 0001110803·Prev Close $168.06

Recent Activity

Jun 4, 2026 SEC
A cluster of insider sales totaling $11.62M occurred over the last week, dominated by Director Keith A. Meister's sale o
CLUSTER — Impact 2/10
Jun 4, 2026 short_volume
Short Volume: ILMN — 65.1% short (0.8M / 1.2M)
Short: 810,784 | Exempt: 5 | TRF Vol: 1,245,915 | Short Ratio: 65.1% | Off-exchange volume (dark poo
Jun 2, 2026 Insider
Leckman Patricia sold 176 shares
SVP, Chief People Officer @ $160.66 ($28.3K)
Jun 1, 2026 SEC
Three insiders at Illumina (ILMN) sold a total of ~$19.6M in open-market transactions over a 5-day window ending June 1,
CLUSTER — Impact 3/10
Jun 1, 2026 SEC
Two Illumina insiders — the Chief Legal Officer and VP/Chief Accounting Officer — sold a combined $178K in open-market s
CLUSTER — Impact 2/10
Jun 1, 2026 Insider
Meister Keith A. sold 70,262 shares
Director @ $162.41 ($11.4M)
May 29, 2026 Insider
Ericksen Scott D sold 500 shares
VP, Chief Accounting Officer @ $160.00 ($80.0K)
Inst.
MORGAN STANLEY — ADD
2,529,045 shares ($331.7M)

Price Targets

$143.83 -11.4% upside Sell
Current $162.32 Low $95.00 Median $147.50 High $180.00 18 analysts
$95.00 $180.00

Analyst Ratings

Buy61% buy · 28 analysts
8Strong Buy
9Buy
8Hold
2Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 1, 2026 Guggenheim MAINTAIN Buy → Buy
May 4, 2026 Citigroup MAINTAIN Sell → Sell
May 1, 2026 Canaccord Genuity MAINTAIN Hold → Hold
May 1, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 1, 2026 Barclays MAINTAIN Underweight → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.22 $1.20 — $1.26 3% YoY 16
Next Q $1.37 $1.29 — $1.43 2% YoY 16
Current FY $5.23 ▲ +0.6% $5.14 — $5.31 8% YoY 18
Next FY $5.92 $5.61 — $6.26 13% YoY 19

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.9B
Corvex Management LP$502.3MDOUBLED
MORGAN STANLEY$331.7MADD
BANK OF AMERICA CORP$241.6M
FMR LLC$222.2MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 2, 2026Leckman PatriciaSELL$28.3K
Jun 1, 2026Meister KeithSELL$11.4M
May 29, 2026Ericksen ScottSELL$80.0K
May 29, 2026Davies ScottSELL$98.4K
May 29, 2026Meister KeithSELL$1.9M

Reddit Sentiment

41°
Cool
Bearish Neutral Bullish
7 mentions 0 bullish 2 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
10 institutional holders with $3.5B total value (26,675,171 shares) as of 2025-Q4. Top holders: VANGUARD, Corvex, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC14,355,380$1.9B53.8%
2Corvex Management LP3,829,608$502.3M14.4%DOUBLED +125.2%
3MORGAN STANLEY2,529,045$331.7M9.5%ADD +66.0%
4BANK OF AMERICA CORP /DE/1,842,348$241.6M6.9%
5FMR LLC1,694,354$222.2M6.4%ADD +39.2%
6RENAISSANCE TECHNOLOGIES LLC1,134,642$148.8M4.3%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC615,497$80.7M2.3%NEW
8NORGES BANK540,134$70.8M2.0%NEW
9WELLS FARGO & COMPANY/MN79,846$10.5M0.3%TRIM -34.7%
10TWO SIGMA INVESTMENTS, LP54,317$7.1M0.2%NEAR_EXIT -80.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD1,523,5712,529,045+66.0%$331.7M2025-Q4
NORGES BANKNEW540,134$70.8M2025-Q4
FMR LLCADD1,128,2211,570,723+39.2%$149.2M2025-Q3
TWO SIGMA INVESTMENTS, LPNEAR_EXIT228,31944,398-80.6%$4.2M2025-Q3
NORGES BANKEXIT239,6400-100.0%$0.002025-Q3
Duquesne Family Office LLCEXIT300,6150-100.0%$0.002025-Q3
FMR LLCDOUBLED507,6621,128,221+122.2%$107.6M2025-Q2
NORGES BANKNEW239,640$22.9M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM459,537228,319-50.3%$21.8M2025-Q2
Duquesne Family Office LLCNEW300,615$28.7K2025-Q2
Corvex Management LPDOUBLED1,700,1593,829,608+125.2%$303.8M2025-Q1
UBS Group AGDOUBLED586,8781,454,167+147.8%$115.4M2025-Q1
CITADEL ADVISORS LLCDOUBLED309,644666,254+115.2%$52.9M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM733,918459,537-37.4%$36.5M2025-Q1
WELLS FARGO & COMPANY/MNTRIM133,45687,103-34.7%$6.9M2025-Q1
NORGES BANKEXIT1,711,5440-100.0%$0.002025-Q1
Corvex Management LPTRIM2,280,7981,700,159-25.5%$227.2M2024-Q4
UBS Group AGADD354,721586,878+65.4%$78.4M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW657,554$85.8M2024-Q3
16 unique insiders with 10 transactions. Net insider value: -$44.7M ($0.00 bought, $44.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026Leckman PatriciaSVP, Chief People OfficerSELL176$160.66$28.3K
Jun 1, 2026Meister Keith A.DirectorSELL70,262$162.41$11.4M
May 29, 2026Ericksen Scott DVP, Chief Accounting OfficerSELL500$160.00$80.0K
May 29, 2026Davies Scott MChief Legal OfficerSELL615$160.00$98.4K
May 29, 2026Meister Keith A.DirectorSELL11,760$159.57$1.9M
May 28, 2026Ericksen Scott DVP, Chief Accounting OfficerSELL1,500$150.10$225.2K
May 28, 2026Meister Keith A.DirectorSELL37,590$156.50$5.9M
May 28, 2026Meister Keith A.DirectorX24,562$102.82$2.5M
May 28, 2026Meister Keith A.DirectorJ24,562$156.40$3.8M
May 28, 2026Meister Keith A.DirectorX24,562$0.00$0.00
May 21, 2026Gottlieb ScottDirectorA2,072$144.83$300.1K
May 21, 2026DORSA CAROLINEDirectorA2,072$144.83$300.1K
May 21, 2026Meister Keith A.DirectorA2,072$144.83$300.1K
May 21, 2026RICHO ANNADirectorA2,072$144.83$300.1K
May 21, 2026SCHILLER PHILIP WDirectorA2,072$144.83$300.1K
May 21, 2026Ullem Scott B.DirectorA2,072$144.83$300.1K
May 21, 2026SIEGEL SUSAN EDirectorA2,072$144.83$300.1K
May 21, 2026KING DAVID PDirectorA2,072$144.83$300.1K
May 20, 2026DORSA CAROLINEDirectorF1,512$141.92$214.6K
May 14, 2026Meister Keith A.DirectorSELL12,309$144.13$1.8M
May 13, 2026Meister Keith A.DirectorSELL159,623$145.26$23.2M
May 12, 2026Meister Keith A.DirectorX255,378$102.82$26.3M
May 12, 2026Meister Keith A.DirectorJ255,378$144.66$36.9M
May 12, 2026Meister Keith A.DirectorX255,378$0.00$0.00
May 11, 2026Meister Keith A.DirectorX79,568$102.82$8.2M
May 11, 2026Meister Keith A.DirectorJ79,568$143.45$11.4M
May 11, 2026Meister Keith A.DirectorX79,568$0.00$0.00
May 7, 2026Meister Keith A.DirectorX9,236$102.82$949.6K
May 7, 2026Meister Keith A.DirectorJ9,236$140.25$1.3M
May 7, 2026Meister Keith A.DirectorX9,236$0.00$0.00
May 6, 2026Wedel Christensen JakobSVP, Strategy/Corp DevelopmentSELL700$139.04$97.3K
May 5, 2026Wedel Christensen JakobSVP, Strategy/Corp DevelopmentF233$139.07$32.4K
Mar 31, 2026Meister Keith A.DirectorA161$131.55$21.2K
Mar 31, 2026Ullem Scott B.DirectorA190$131.55$25.0K
Mar 5, 2026Barnard StevenSVP, Chief Technology OfficerA8,871$128.24$1.1M
Mar 5, 2026Davies Scott MChief Legal OfficerA5,849$128.24$750.1K
Mar 5, 2026Davies Scott MChief Legal OfficerA6,824$128.24$875.1K
Mar 5, 2026Ericksen Scott DVP, Chief Accounting OfficerA3,217$128.24$412.5K
Mar 5, 2026Leckman PatriciaSVP, Chief People OfficerA6,317$128.24$810.1K
Mar 5, 2026Thaysen JacobChief Executive OfficerA25,734$128.24$3.3M
Mar 5, 2026Thaysen JacobChief Executive OfficerA30,022$128.24$3.9M
Mar 5, 2026Wedel Christensen JakobSVP, Strategy/Corp DevelopmentA5,615$128.24$720.1K
Mar 5, 2026Wedel Christensen JakobSVP, Strategy/Corp DevelopmentA6,551$128.24$840.1K
Mar 5, 2026Pegels Kevin CarlChief of Global OperationsA6,317$128.24$810.1K
Mar 5, 2026Pegels Kevin CarlChief of Global OperationsA7,369$128.24$945.0K
Mar 5, 2026Dhingra AnkurSVP, Chief Financial OfficerA9,358$128.24$1.2M
Mar 5, 2026Leckman PatriciaSVP, Chief People OfficerA7,369$128.24$945.0K
Mar 5, 2026Dhingra AnkurSVP, Chief Financial OfficerA10,918$128.24$1.4M
Mar 5, 2026Ericksen Scott DVP, Chief Accounting OfficerA1,609$128.24$206.3K
Mar 5, 2026Barnard StevenSVP, Chief Technology OfficerA7,603$128.24$975.0K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (61% buy). Based on 28 analysts: 8 strong buy, 9 buy, 8 hold, 2 sell, 1 strong sell.

Analyst Price Targets

$143.83 mean target -11.4% upside Sell (2.37)
$95.00 Low $180.00 High
MetricValue
Current Price$162.32
Target Low$95.00
Target Mean$143.83
Target Median$147.50
Target High$180.00
# Analysts18
RecommendationSell (2.37)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.22 $1.20 $1.26 2.9% +0.4% 2↑ 11↓ $1.1B 6.7% 16
Next Q
2026-09-30
$1.37 $1.29 $1.43 2.1% +0.5% 8↑ 5↓ $1.1B 5.5% 16
Current FY
2026-12-31
$5.23 $5.14 $5.31 8.0% +0.6% 17↑ 0↓ $4.6B 5.2% 18
Next FY
2027-12-31
$5.92 $5.61 $6.26 13.3% +0.2% 15↑ 2↓ $4.8B 5.6% 19

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.225
7d ago$1.224+0.001
30d ago$1.220+0.005
60d ago$1.248-0.023
90d ago$1.245-0.020
9 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 1, 2026 Guggenheim MAINTAIN Buy Buy
May 4, 2026 Citigroup MAINTAIN Sell Sell
May 1, 2026 Canaccord Genuity MAINTAIN Hold Hold
May 1, 2026 JP Morgan MAINTAIN Neutral Neutral
May 1, 2026 Barclays MAINTAIN Underweight Underweight
May 1, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 9, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 6, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 26, 2026 Guggenheim MAINTAIN Buy Buy
Jan 26, 2026 Canaccord Genuity MAINTAIN Hold Hold
Jan 20, 2026 Stifel MAINTAIN Buy Buy
Jan 7, 2026 TD Cowen MAINTAIN Hold Hold
Jan 5, 2026 Guggenheim MAINTAIN Buy Buy
Dec 22, 2025 Canaccord Genuity MAINTAIN Hold Hold
Dec 15, 2025 Barclays MAINTAIN Underweight Underweight
Dec 15, 2025 JP Morgan MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20268982161%
May 1, 202687102154%
Apr 1, 202687102154%
Mar 1, 202687102154%
Feb 1, 202676102150%
Jan 1, 202686102152%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 10, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Illumina IncMar 10, 2026 (29d)
41°
Cool
Bearish Neutral Bullish
7 mentions 0 bullish 2 bearish 6 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 2, 2026250° Neutral002
Jun 2, 2026150° Neutral001
May 14, 2026140° Cool011
May 14, 2026140° Cool011
May 13, 2026150° Neutral001
May 13, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Bearish 22d 19h ago
$ILMN may be one of the strangest Trump–Xi summit trades hiding in plain sight
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 3d 13h ago
What if the next AI is genetics?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 23d 13h ago
Why is nobody talking about ILMN?
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Neutral 3d 13h ago
What if the next AI is genetics?
▲ 1 💬 0 ⚡ 0.5
Jun 4, 2026
short_volume
Short Volume: ILMN — 65.1% short (0.8M / 1.2M)
Short: 810,784 | Exempt: 5 | TRF Vol: 1,245,915 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
May 28, 2026
Enforcement
Element Biosciences, Inc. v. Illumina, Inc.
Court ruling from District Court, D. Delaware. Docket: 1:25-cv-01175
May 27, 2026
short_volume
Short Volume: ILMN — 59.9% short (0.5M / 0.9M)
Short: 519,871 | Exempt: 5,048 | TRF Vol: 867,594 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: ILMN — 55.5% short (0.4M / 0.7M)
Short: 373,764 | Exempt: 0 | TRF Vol: 673,525 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: ILMN — 69.4% short (0.5M / 0.8M)
Short: 544,271 | Exempt: 221 | TRF Vol: 784,248 | Short Ratio: 69.4% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ILMN — 56.2% short (0.6M / 1.0M)
Short: 584,656 | Exempt: 0 | TRF Vol: 1,040,702 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: ILMN — 73.9% short (1.0M / 1.3M)
Short: 997,990 | Exempt: 30 | TRF Vol: 1,349,670 | Short Ratio: 73.9% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: ILMN — 75.1% short (0.7M / 0.9M)
Short: 673,887 | Exempt: 56 | TRF Vol: 897,814 | Short Ratio: 75.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: ILMN — 4.1M shares, 77,240 trades
Week starting 2026-05-11. Total ATS volume: 4,065,690 shares across 77,240 trades.
May 8, 2026
short_volume
Short Volume: ILMN — 72.0% short (0.4M / 0.6M)
Short: 427,149 | Exempt: 405 | TRF Vol: 593,665 | Short Ratio: 72.0% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: ILMN — 58.4% short (0.4M / 0.6M)
Short: 357,187 | Exempt: 51 | TRF Vol: 612,132 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: ILMN — 62.4% short (0.3M / 0.5M)
Short: 339,328 | Exempt: 99 | TRF Vol: 543,908 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
May 4, 2026
Clinical Trial
Open-Label Study of 18F-mFBG for Imaging Neuroblastoma
Phase Phase 3 — ACTIVE_NOT_RECRUITING
May 4, 2026
clinical_trial_readout
T-90d Trial Readout: 18F-MFBG (Phase 3)
Trial: Open-Label Study of 18F-mFBG for Imaging Neuroblastoma Sponsor: Innervate Radiopharmaceuticals LLC (Formerly: Illumina Radiopharmaceuticals LLC
May 4, 2026
short_volume
Short Volume: ILMN — 68.0% short (0.7M / 1.0M)
Short: 658,792 | Exempt: 991 | TRF Vol: 968,626 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: ILMN — 2.4M shares, 55,910 trades
Week starting 2026-05-04. Total ATS volume: 2,433,212 shares across 55,910 trades.
May 1, 2026
clinical_trial_readout
T-90d Trial Readout: 18F-MFBG (Phase 3)
Trial: Open-Label Study of 18F-mFBG for Imaging Neuroblastoma Sponsor: Innervate Radiopharmaceuticals LLC (Formerly: Illumina Radiopharmaceuticals LLC