CRUS

CIRRUS LOGIC, INC.

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0000772406

$164.09 +0.71% $8.3B

Insider Selling Cluster (5 insiders)High Impact Filing (8/10)20 New Institutional Positions15 Institutional Exits

Vol

Market Cap$8.3B

Cap SizeMid Cap

Analyst ConsensusBuy (69%)

Inst. Holders50 funds

Inst. Value$4.7B

Inst. Activity20 buys / 15 sells

Insider Activity0B / 12S

Insider Net $-$7.6M

SEC Reports4

Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0000772406·Prev Close $162.93

Recent Activity

Jun 3, 2026 Insider

THOMAS SCOTT acquired via exercise 1,300 shares

EVP, General Counsel @ $78.00 ($101.4K)

Jun 3, 2026 Insider

THOMAS SCOTT sold 1,300 shares

EVP, General Counsel @ $180.04 ($234.1K)

Jun 2, 2026 SEC

Two C-suite insiders at Cirrus Logic (CRUS) sold a total of $2.21M in open-market sales on May 29, 2026, representing ~0

CLUSTER — Impact 3/10

Jun 2, 2026 Insider

Baumgartner Jeffrey W acquired via exercise 3,907 shares

EVP, R&D @ $41.49 ($162.1K)

May 26, 2026 SEC

Two insiders at Cirrus Logic sold a combined $492K in open-market sales over two days, with an EVP selling $333K and a d

CLUSTER — Impact 2/10

May 21, 2026 SEC

Officer Justin Dougherty filed Form 144 to sell 2,000 shares of Cirrus Logic common stock worth approximately $333,000,

144 — Impact 2/10

Inst.

MACKENZIE FINANCIAL CORP — TRIM

870,705 shares ($125.9M)

Inst.

FMR LLC — TRIM

633,703 shares ($91.6M)

Price Targets

$181.40 +10.5% upside Buy

Current $164.09 Low $140.00 Median $197.00 High $200.00 5 analysts

$140.00 $200.00

Analyst Ratings

Buy69% buy · 13 analysts

4Strong Buy

5Buy

4Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 7, 2026	Barclays	MAINTAIN	Equal-Weight → Equal-Weight
May 7, 2026	Keybanc	MAINTAIN	Overweight → Overweight
Apr 16, 2026	Stifel	MAINTAIN	Buy → Buy
Apr 6, 2026	Keybanc	MAINTAIN	Overweight → Overweight
Mar 3, 2026	Barclays	MAINTAIN	Equal-Weight → Equal-Weight

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$1.82 ▲ +22.0%	$1.80 — $1.82	20% YoY	6
Next Q	$2.70 ▼ -4.7%	$2.59 — $2.81	-5% YoY	5
Current FY	$8.90 ▼ -2.1%	$7.17 — $9.63	-4% YoY	6
Next FY	$9.39	$8.24 — $10.21	5% YoY	6

Latest Reports

NEUTRAL CLUSTER 3/10

Two C-suite insiders at Cirrus Logic (CRUS) sold a total of $2.21M in open-market sales on May 29, 2026, representing ~0

Jun 2, 2026

NEUTRAL CLUSTER 2/10

Two insiders at Cirrus Logic sold a combined $492K in open-market sales over two days, with an EVP selling $333K and a d

May 26, 2026

Top Institutional Holders

Fund	Value	Move
Erste Asset Management GmbH	—	—
BlackRock, Inc.	$758.4M	—
VANGUARD PORTFOLIO MANAGEMENT LLC	$546.7M	—
VANGUARD CAPITAL MANAGEMENT LLC	$332.3M	—
STATE STREET CORP	$281.0M	—

Recent Insider Trades

Date	Insider	Type	Value
Jun 3, 2026	THOMAS SCOTT	M	$101.4K
Jun 3, 2026	THOMAS SCOTT	SELL	$234.1K
Jun 2, 2026	Baumgartner Jeffrey	M	$162.1K
Jun 2, 2026	Baumgartner Jeffrey	SELL	$658.5K
Jun 2, 2026	Baumgartner Jeffrey	M	$0.00

50 institutional holders with $4.7B total value (32,285,095 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 20 institutions added/increased vs 15 reduced.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	Erste Asset Management GmbH	—	$0.00	0.0%	—
2	BlackRock, Inc.	5,244,178	$758.4M	16.2%	—
3	VANGUARD PORTFOLIO MANAGEMENT LLC	3,780,326	$546.7M	11.7%	—
4	VANGUARD CAPITAL MANAGEMENT LLC	2,297,704	$332.3M	7.1%	—
5	STATE STREET CORP	1,943,276	$281.0M	6.0%	—
6	FULLER & THALER ASSET MANAGEMENT, INC.	1,606,448	$232.3M	5.0%	—
7	DIMENSIONAL FUND ADVISORS LP	1,328,155	$192.1M	4.1%	—
8	WELLINGTON MANAGEMENT GROUP LLP	1,313,950	$190.0M	4.1%	—
9	EARNEST PARTNERS LLC	1,299,788	$188.0M	4.0%	—
10	BANK OF AMERICA CORP /DE/	1,227,619	$177.5M	3.8%	—
11	Allianz Asset Management GmbH	1,030,633	$149.1M	3.2%	ADD +33.5%
12	SEI INVESTMENTS CO	926,639	$134.0M	2.9%	—
13	MACKENZIE FINANCIAL CORP	870,705	$125.9M	2.7%	TRIM -28.4%
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	694,111	$100.4M	2.2%	—
15	Invesco Ltd.	684,239	$99.0M	2.1%	DOUBLED +133.6%
16	MORGAN STANLEY	646,714	$93.5M	2.0%	—
17	FMR LLC	633,703	$91.6M	2.0%	TRIM -46.6%
18	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	535,688	$77.5M	1.7%	—
19	ROYCE & ASSOCIATES LP	503,156	$72.8M	1.6%	—
20	FIRST TRUST ADVISORS LP	473,721	$68.5M	1.5%	ADD +34.3%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
MACKENZIE FINANCIAL CORP	TRIM	1,215,655	870,705	-28.4%	$125.9M	2026-Q1
FMR LLC	TRIM	1,185,669	633,703	-46.6%	$91.6M	2026-Q1
FIRST TRUST ADVISORS LP	ADD	352,786	473,721	+34.3%	$68.5M	2026-Q1
PANAGORA ASSET MANAGEMENT INC	ADD	218,025	316,905	+45.4%	$45.8M	2026-Q1
Gotham Asset Management, LLC	ADD	230,556	306,944	+33.1%	$44.4M	2026-Q1
Russell Investments Group, Ltd.	ADD	146,064	236,489	+61.9%	$34.0M	2026-Q1
BNP Paribas Asset Management Holding S.A.	DOUBLED	83,692	233,928	+179.5%	$33.8M	2026-Q1
RENAISSANCE TECHNOLOGIES LLC	ADD	152,043	226,520	+49.0%	$32.8M	2026-Q1
DnB Asset Management AS	TRIM	532,180	219,693	-58.7%	$31.8M	2026-Q1
Amundi	ADD	85,045	120,738	+42.0%	$17.5M	2026-Q1
LMR Partners LLP	DOUBLED	2,500	102,500	+4000.0%	$14.8M	2026-Q1
VICTORY CAPITAL MANAGEMENT INC	DOUBLED	23,390	99,601	+325.8%	$14.4M	2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC	DOUBLED	16,757	95,528	+470.1%	$13.8M	2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC	TRIM	190,682	77,990	-59.1%	$11.3M	2026-Q1
PRUDENTIAL FINANCIAL INC	ADD	36,911	49,254	+33.4%	$7.1M	2026-Q1
Trexquant Investment LP	TRIM	55,585	28,531	-48.7%	$4.1M	2026-Q1
FIFTH THIRD BANCORP	ADD	14,503	27,461	+89.3%	$4.0M	2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD	TRIM	34,048	23,761	-30.2%	$3.4M	2026-Q1
Connor, Clark & Lunn Investment Management Ltd.	TRIM	53,681	22,559	-58.0%	$3.3M	2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	ADD	11,880	19,565	+64.7%	$2.8M	2026-Q1
Horizon Investments, LLC	TRIM	27,126	19,125	-29.5%	$2.8M	2026-Q1
HSBC HOLDINGS PLC	DOUBLED	5,559	17,581	+216.3%	$2.5M	2026-Q1
PICTON MAHONEY ASSET MANAGEMENT	DOUBLED	8	14,465	+180712.5%	$2.1M	2026-Q1
Daiwa Securities Group Inc.	DOUBLED	3,030	8,543	+181.9%	$1.2M	2026-Q1
CAPTRUST FINANCIAL ADVISORS	ADD	6,396	8,011	+25.3%	$1.2M	2026-Q1

9 unique insiders with 50 transactions. Net insider value: -$7.6M ($0.00 bought, $7.6M sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 3, 2026	THOMAS SCOTT	EVP, General Counsel	EXERCISE	1,300	$78.00	$101.4K
Jun 3, 2026	THOMAS SCOTT	EVP, General Counsel	SELL	1,300	$180.04	$234.1K
Jun 2, 2026	Baumgartner Jeffrey W	EVP, R&D	EXERCISE	3,907	$41.49	$162.1K
Jun 2, 2026	Baumgartner Jeffrey W	EVP, R&D	SELL	3,907	$168.54	$658.5K
Jun 2, 2026	Baumgartner Jeffrey W	EVP, R&D	EXERCISE	804	—	—
Jun 2, 2026	Baumgartner Jeffrey W	EVP, R&D	EXERCISE	3,103	—	—
May 29, 2026	Baumgartner Jeffrey W	EVP, R&D	SELL	11,171	$171.65	$1.9M
May 29, 2026	Brannan Andrew	EVP, Worldwide Sales	SELL	1,645	$175.75	$289.1K
May 29, 2026	Baumgartner Jeffrey W	EVP, R&D	EXERCISE	7,391	—	—
May 29, 2026	Baumgartner Jeffrey W	EVP, R&D	EXERCISE	10,000	$38.34	$383.4K
May 29, 2026	Baumgartner Jeffrey W	EVP, R&D	EXERCISE	2,609	—	—
May 21, 2026	Baumgartner Jeffrey W	EVP, R&D	EXERCISE	1,080	—	—
May 21, 2026	Alberty Carl Jackson	EVP, MSP	EXERCISE	1,080	—	—
May 21, 2026	Baumgartner Jeffrey W	EVP, R&D	TAX W/H	419	$166.62	$69.8K
May 21, 2026	Baumgartner Jeffrey W	EVP, R&D	EXERCISE	1,490	—	—
May 21, 2026	Alberty Carl Jackson	EVP, MSP	TAX W/H	419	$166.62	$69.8K
May 21, 2026	Alberty Carl Jackson	EVP, MSP	EXERCISE	1,490	—	—
May 21, 2026	Dougherty Justin E	EVP, Global Operations	EXERCISE	1,490	—	—
May 21, 2026	Dougherty Justin E	EVP, Global Operations	TAX W/H	419	$166.62	$69.8K
May 21, 2026	Dougherty Justin E	EVP, Global Operations	SELL	2,000	$166.50	$333.0K
May 21, 2026	Dougherty Justin E	EVP, Global Operations	EXERCISE	1,080	—	—
May 21, 2026	Forsyth John	CEO	EXERCISE	6,171	—	—
May 21, 2026	Forsyth John	CEO	TAX W/H	2,429	$166.62	$404.7K
May 21, 2026	Forsyth John	CEO	EXERCISE	8,513	—	—
May 21, 2026	Grode Denise	EVP, CHRO	TAX W/H	282	$166.62	$47.0K
May 21, 2026	Grode Denise	EVP, CHRO	EXERCISE	925	—	—
May 21, 2026	Grode Denise	EVP, CHRO	EXERCISE	1,277	—	—
May 21, 2026	Brannan Andrew	EVP, Worldwide Sales	EXERCISE	925	—	—
May 21, 2026	Brannan Andrew	EVP, Worldwide Sales	TAX W/H	463	$166.62	$77.1K
May 21, 2026	Brannan Andrew	EVP, Worldwide Sales	EXERCISE	1,277	—	—
May 21, 2026	THOMAS SCOTT	EVP, General Counsel	EXERCISE	1,080	—	—
May 21, 2026	THOMAS SCOTT	EVP, General Counsel	TAX W/H	425	$166.62	$70.8K
May 21, 2026	THOMAS SCOTT	EVP, General Counsel	EXERCISE	1,490	—	—
May 20, 2026	DAVERN ALEXANDER M	Director	SELL	1,000	$159.00	$159.0K
May 8, 2026	Forsyth John	CEO	SELL	5,000	$170.41	$852.0K
Apr 9, 2026	THOMAS SCOTT	EVP, General Counsel	EXERCISE	9,942	$68.56	$681.6K
Apr 9, 2026	THOMAS SCOTT	EVP, General Counsel	SELL	9,942	$160.11	$1.6M
Mar 5, 2026	Woolard Jeffrey	Chief Financial Officer	EXERCISE	11,862	—	—
Mar 5, 2026	Woolard Jeffrey	Chief Financial Officer	TAX W/H	3,884	$134.28	$521.5K
Feb 27, 2026	Alberty Carl Jackson	EVP, MSP	EXERCISE	1,197	$78.00	$93.4K
Feb 20, 2026	DAVERN ALEXANDER M	Director	SELL	1,000	$140.00	$140.0K
Feb 13, 2026	THOMAS SCOTT	EVP, General Counsel	SELL	3,239	$141.63	$458.7K
Feb 13, 2026	THOMAS SCOTT	EVP, General Counsel	EXERCISE	3,239	$54.65	$177.0K
Feb 11, 2026	Dougherty Justin E	EVP, Global Operations	SELL	3,000	$143.16	$429.5K
Feb 9, 2026	Alberty Carl Jackson	EVP, MSP	SELL	3,648	$142.09	$518.3K
Feb 6, 2026	Forsyth John	CEO	EXERCISE	21,166	—	—
Feb 6, 2026	Forsyth John	CEO	EXERCISE	15,239	—	—
Feb 6, 2026	Forsyth John	CEO	TAX W/H	6,777	$142.78	$967.6K
Feb 6, 2026	Forsyth John	CEO	EXERCISE	17,220	—	—
Feb 6, 2026	Alberty Carl Jackson	EVP, MSP	EXERCISE	3,012	—	—

4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.8/10.

NEUTRAL CLUSTER 3/10

Two C-suite insiders at Cirrus Logic (CRUS) sold a total of $2.21M in open-market sales on May 29, 2

Jun 2, 2026

NEUTRAL CLUSTER 2/10

Two insiders at Cirrus Logic sold a combined $492K in open-market sales over two days, with an EVP s

May 26, 2026

NEUTRAL 144 2/10

Officer Justin Dougherty filed Form 144 to sell 2,000 shares of Cirrus Logic common stock worth appr

May 21, 2026

BULLISH 8-K 8/10

Cirrus Logic reported Q4 FY26 revenue of $448.5M (up 6% YoY) and non-GAAP EPS of $1.95, beating cons

May 6, 2026

∅

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

Current analyst consensus: Buy (69% buy). Based on 13 analysts: 4 strong buy, 5 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$181.40 mean target +10.5% upside Buy (2.00)

$140.00 Low $200.00 High

Metric	Value
Current Price	$164.09
Target Low	$140.00
Target Mean	$181.40
Target Median	$197.00
Target High	$200.00
# Analysts	5
Recommendation	Buy (2.00)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$1.82	$1.80	$1.82	20.2%	+22.0%	4↑ 0↓	$0.5B	13.0%	6
Next Q 2026-09-30	$2.70	$2.59	$2.81	-4.6%	-4.7%	1↑ 2↓	$0.6B	1.5%	5
Current FY 2027-03-31	$8.90	$7.17	$9.63	-3.8%	-2.1%	3↑ 1↓	$2.1B	5.2%	6
Next FY 2028-03-31	$9.39	$8.24	$10.21	5.4%	+0.4%	1↑ 1↓	$2.2B	3.7%	6

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$1.816
7d ago	$1.504	+0.312
30d ago	$1.488	+0.328
60d ago	$1.489	+0.326
90d ago	$1.489	+0.326

4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 7, 2026	Barclays	MAINTAIN	Equal-Weight	Equal-Weight
May 7, 2026	Keybanc	MAINTAIN	Overweight	Overweight
Apr 16, 2026	Stifel	MAINTAIN	Buy	Buy
Apr 6, 2026	Keybanc	MAINTAIN	Overweight	Overweight
Mar 3, 2026	Barclays	MAINTAIN	Equal-Weight	Equal-Weight
Feb 4, 2026	Barclays	MAINTAIN	Equal-Weight	Equal-Weight
Feb 4, 2026	Stifel	MAINTAIN	Buy	Buy
Feb 4, 2026	Benchmark	MAINTAIN	Buy	Buy

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
Jun 1, 2026	4	5	4	69%
May 1, 2026	4	6	4	71%
Apr 1, 2026	4	6	4	71%
Mar 1, 2026	4	6	4	71%
Feb 1, 2026	4	7	3	79%
Jan 1, 2026	4	7	3	79%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 18, 2026

dark_pool

Dark Pool: CRUS — 0.9M shares, 29,677 trades

Week starting 2026-05-18. Total ATS volume: 910,937 shares across 29,677 trades.

May 11, 2026

dark_pool

Dark Pool: CRUS — 0.8M shares, 32,273 trades

Week starting 2026-05-11. Total ATS volume: 786,760 shares across 32,273 trades.

May 7, 2026

short_interest

FTD: CRUS — 19,709 shares ($3.3M) failed to deliver

Settlement: 20260507, Price: $167.69, FTD Value: $3,305,002.21, CIRRUS LOGIC INC

May 6, 2026

earnings_calendar

CRUS Q4 2026 Earnings After Market Close — 2026-05-06

May 4, 2026

dark_pool

Dark Pool: CRUS — 1.3M shares, 38,411 trades

Week starting 2026-05-04. Total ATS volume: 1,341,455 shares across 38,411 trades.

Apr 27, 2026

dark_pool

Dark Pool: CRUS — 1.0M shares, 33,782 trades

Week starting 2026-04-27. Total ATS volume: 994,209 shares across 33,782 trades.

Apr 20, 2026

dark_pool

Dark Pool: CRUS — 0.9M shares, 23,767 trades

Week starting 2026-04-20. Total ATS volume: 901,101 shares across 23,767 trades.

Apr 13, 2026

dark_pool

Dark Pool: CRUS — 0.8M shares, 22,231 trades

Week starting 2026-04-13. Total ATS volume: 840,857 shares across 22,231 trades.

Apr 6, 2026

dark_pool

Dark Pool: CRUS — 1.0M shares, 29,162 trades

Week starting 2026-04-06. Total ATS volume: 1,017,110 shares across 29,162 trades.

Mar 30, 2026

dark_pool

Dark Pool: CRUS — 0.5M shares, 19,743 trades

Week starting 2026-03-30. Total ATS volume: 539,446 shares across 19,743 trades.

Mar 26, 2026

short_volume

Short Volume: CRUS — 70.7% short (0.6M / 0.8M)

Short: 589,914 | Exempt: 235 | TRF Vol: 833,881 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)

Mar 23, 2026

dark_pool

Dark Pool: CRUS — 1.1M shares, 27,413 trades

Week starting 2026-03-23. Total ATS volume: 1,080,946 shares across 27,413 trades.

Mar 16, 2026

dark_pool

Dark Pool: CRUS — 0.5M shares, 19,835 trades

Week starting 2026-03-16. Total ATS volume: 545,931 shares across 19,835 trades.

Mar 13, 2026

short_interest

FTD: CRUS — 11,749 shares ($1.6M) failed to deliver

Settlement: 20260313, Price: $132.59, FTD Value: $1,557,799.91, CIRRUS LOGIC INC

Mar 9, 2026

dark_pool

Dark Pool: CRUS — 0.6M shares, 19,482 trades

Week starting 2026-03-09. Total ATS volume: 574,217 shares across 19,482 trades.