ILMN

ILLUMINA, INC.

Nasdaq · Laboratory Analytical Instruments · Inc. DE · CIK 0001110803
$160.97 -3.15% $24.4B
Insider Selling Cluster (4 insiders)35 New Institutional Positions15 Institutional Exits
Vol
Market Cap$24.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (61%)
Inst. Holders50 funds
Inst. Value$12.5B
Inst. Activity35 buys / 15 sells
Insider Activity0B / 11S
Insider Net $-$44.7M
Reddit Sentiment41° Cool
SEC Reports6
Congressional1 trades
Exchange Nasdaq·Sector Laboratory Analytical Instruments·Inc. DE·CIK 0001110803·Prev Close $166.21

Recent Activity

Jun 11, 2026 short_volume
Short Volume: ILMN — 59.0% short (0.4M / 0.7M)
Short: 408,705 | Exempt: 952 | TRF Vol: 692,774 | Short Ratio: 59.0% | Off-exchange volume (dark poo
Jun 5, 2026 Insider
Leckman Patricia sold 290 shares
SVP, Chief People Officer @ $161.79 ($46.9K)
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 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)
Inst.
WCM INVESTMENT MANAGEMENT, LLC — ADD
5,923,173 shares ($715.6M)

Price Targets

$147.17 -8.6% upside Sell
Current $160.97 Low $95.00 Median $155.00 High $185.00 18 analysts
$95.00 $185.00

Analyst Ratings

Buy61% buy · 28 analysts
8Strong Buy
9Buy
8Hold
2Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 10, 2026 JP Morgan UPGRADE Neutral → Overweight
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

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.23 $1.20 — $1.26 3% YoY 16
Next Q $1.37 $1.29 — $1.43 2% YoY 16
Current FY $5.23 $5.14 — $5.31 8% YoY 18
Next FY $5.92 $5.61 — $6.26 13% YoY 19

Top Institutional Holders

FundValueMove
BlackRock, Inc.$2.3B
Capital World Investors$1.9B
VANGUARD PORTFOLIO MANAGEMENT LLC$841.1M
VANGUARD CAPITAL MANAGEMENT LLC$812.9M
STATE STREET CORP$792.5M

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Leckman PatriciaSELL$46.9K
Jun 2, 2026Leckman PatriciaSELL$28.3K
Jun 1, 2026Meister KeithSELL$11.4M
May 29, 2026Ericksen ScottSELL$80.0K
May 29, 2026Davies ScottSELL$98.4K

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
50 institutional holders with $12.5B total value (101,486,732 shares) as of 2026-Q1. Top holders: BlackRock,, Capital, VANGUARD. Net buying activity: 35 institutions added/increased vs 15 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.19,023,590$2.3B18.8%
2Capital World Investors15,549,960$1.9B15.3%
3VANGUARD PORTFOLIO MANAGEMENT LLC6,823,654$841.1M6.7%
4VANGUARD CAPITAL MANAGEMENT LLC6,594,836$812.9M6.5%
5STATE STREET CORP6,429,344$792.5M6.3%
6WCM INVESTMENT MANAGEMENT, LLC5,923,173$715.6M5.7%ADD +45.5%
7Corvex Management LP3,829,608$472.0M3.8%
8LOOMIS SAYLES & CO L P2,942,977$362.8M2.9%TRIM -29.5%
9Invesco Ltd.2,657,602$327.6M2.6%
10JANUS HENDERSON GROUP PLC2,100,638$258.9M2.1%
11MORGAN STANLEY1,843,612$227.2M1.8%TRIM -27.1%
12FMR LLC1,546,861$190.7M1.5%
13BAILLIE GIFFORD & CO1,535,106$189.2M1.5%
14BANK OF AMERICA CORP /DE/1,516,629$186.9M1.5%
15ALLIANCEBERNSTEIN L.P.1,091,559$143.2M1.1%
16AMERIPRISE FINANCIAL INC1,155,973$142.5M1.1%
17Legal & General Group Plc1,149,713$141.7M1.1%
18ARK Investment Management LLC1,129,459$139.2M1.1%TRIM -26.7%
19JUPITER ASSET MANAGEMENT LTD1,087,790$134.1M1.1%DOUBLED +300.9%
20Sumitomo Mitsui Trust Group, Inc.1,035,903$127.7M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WCM INVESTMENT MANAGEMENT, LLCADD4,071,3255,923,173+45.5%$715.6M2026-Q1
LOOMIS SAYLES & CO L PTRIM4,171,7202,942,977-29.5%$362.8M2026-Q1
MORGAN STANLEYTRIM2,529,0451,843,612-27.1%$227.2M2026-Q1
ARK Investment Management LLCTRIM1,540,3511,129,459-26.7%$139.2M2026-Q1
JUPITER ASSET MANAGEMENT LTDDOUBLED271,3541,087,790+300.9%$134.1M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ADD560,6321,023,722+82.6%$127.3M2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.NEW863,721$106.5M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPDOUBLED130,876624,924+377.5%$77.0M2026-Q1
FRANKLIN RESOURCES INCADD328,857528,204+60.6%$65.1M2026-Q1
MARSHALL WACE, LLPDOUBLED146,478504,363+244.3%$62.2M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECADD338,251431,767+27.6%$53.2M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD311,964396,509+27.1%$48.9M2026-Q1
LMR Partners LLPNEW311,047$38.3M2026-Q1
Alyeska Investment Group, L.P.NEW306,367$37.8M2026-Q1
PANAGORA ASSET MANAGEMENT INCDOUBLED2,536301,815+11801.2%$37.2M2026-Q1
Woodline Partners LPDOUBLED2,300262,609+11317.8%$32.4M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD184,230246,610+33.9%$30.4M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASDOUBLED5,086223,243+4289.4%$27.5M2026-Q1
SEI INVESTMENTS COADD91,309144,223+58.0%$17.8M2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainDOUBLED69,141141,081+104.0%$17.4M2026-Q1
AustralianSuper Pty LtdNEW123,820$15.3M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THEADD83,803117,317+40.0%$14.5M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.DOUBLED51,251115,798+125.9%$14.2M2026-Q1
CAPITAL FUND MANAGEMENT S.A.TRIM143,96574,585-48.2%$9.2M2026-Q1
Tredje AP-fondenDOUBLED22,74957,030+150.7%$7.0M2026-Q1
16 unique insiders with 50 transactions. Net insider value: -$44.7M ($0.00 bought, $44.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Leckman PatriciaSVP, Chief People OfficerSELL290$161.79$46.9K
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.DirectorEXERCISE24,562$102.82$2.5M
May 28, 2026Meister Keith A.DirectorJ24,562$156.40$3.8M
May 28, 2026Meister Keith A.DirectorEXERCISE24,562
May 21, 2026Gottlieb ScottDirectorAWARD2,072$144.83$300.1K
May 21, 2026DORSA CAROLINEDirectorAWARD2,072$144.83$300.1K
May 21, 2026Meister Keith A.DirectorAWARD2,072$144.83$300.1K
May 21, 2026RICHO ANNADirectorAWARD2,072$144.83$300.1K
May 21, 2026SCHILLER PHILIP WDirectorAWARD2,072$144.83$300.1K
May 21, 2026Ullem Scott B.DirectorAWARD2,072$144.83$300.1K
May 21, 2026SIEGEL SUSAN EDirectorAWARD2,072$144.83$300.1K
May 21, 2026KING DAVID PDirectorAWARD2,072$144.83$300.1K
May 20, 2026DORSA CAROLINEDirectorTAX W/H1,512$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.DirectorEXERCISE255,378$102.82$26.3M
May 12, 2026Meister Keith A.DirectorJ255,378$144.66$36.9M
May 12, 2026Meister Keith A.DirectorEXERCISE255,378
May 11, 2026Meister Keith A.DirectorEXERCISE79,568$102.82$8.2M
May 11, 2026Meister Keith A.DirectorJ79,568$143.45$11.4M
May 11, 2026Meister Keith A.DirectorEXERCISE79,568
May 7, 2026Meister Keith A.DirectorEXERCISE9,236$102.82$949.6K
May 7, 2026Meister Keith A.DirectorJ9,236$140.25$1.3M
May 7, 2026Meister Keith A.DirectorEXERCISE9,236
May 6, 2026Wedel Christensen JakobSVP, Strategy/Corp DevelopmentSELL700$139.04$97.3K
May 5, 2026Wedel Christensen JakobSVP, Strategy/Corp DevelopmentTAX W/H233$139.07$32.4K
Mar 31, 2026Meister Keith A.DirectorAWARD161$131.55$21.2K
Mar 31, 2026Ullem Scott B.DirectorAWARD190$131.55$25.0K
Mar 5, 2026Barnard StevenSVP, Chief Technology OfficerAWARD8,871$128.24$1.1M
Mar 5, 2026Davies Scott MChief Legal OfficerAWARD5,849$128.24$750.1K
Mar 5, 2026Davies Scott MChief Legal OfficerAWARD6,824$128.24$875.1K
Mar 5, 2026Ericksen Scott DVP, Chief Accounting OfficerAWARD3,217$128.24$412.5K
Mar 5, 2026Leckman PatriciaSVP, Chief People OfficerAWARD6,317$128.24$810.1K
Mar 5, 2026Thaysen JacobChief Executive OfficerAWARD25,734$128.24$3.3M
Mar 5, 2026Thaysen JacobChief Executive OfficerAWARD30,022$128.24$3.9M
Mar 5, 2026Wedel Christensen JakobSVP, Strategy/Corp DevelopmentAWARD5,615$128.24$720.1K
Mar 5, 2026Wedel Christensen JakobSVP, Strategy/Corp DevelopmentAWARD6,551$128.24$840.1K
Mar 5, 2026Pegels Kevin CarlChief of Global OperationsAWARD6,317$128.24$810.1K
Mar 5, 2026Pegels Kevin CarlChief of Global OperationsAWARD7,369$128.24$945.0K
Mar 5, 2026Dhingra AnkurSVP, Chief Financial OfficerAWARD9,358$128.24$1.2M
Mar 5, 2026Leckman PatriciaSVP, Chief People OfficerAWARD7,369$128.24$945.0K
Mar 5, 2026Dhingra AnkurSVP, Chief Financial OfficerAWARD10,918$128.24$1.4M
Mar 5, 2026Ericksen Scott DVP, Chief Accounting OfficerAWARD1,609$128.24$206.3K

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

$147.17 mean target -8.6% upside Sell (2.32)
$95.00 Low $185.00 High
MetricValue
Current Price$160.97
Target Low$95.00
Target Mean$147.17
Target Median$155.00
Target High$185.00
# Analysts18
RecommendationSell (2.32)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.23 $1.20 $1.26 3.0% +0.2% 2↑ 11↓ $1.1B 6.8% 16
Next Q
2026-09-30
$1.37 $1.29 $1.43 2.1% +0.2% 8↑ 5↓ $1.1B 5.5% 16
Current FY
2026-12-31
$5.23 $5.14 $5.31 8.0% +0.1% 17↑ 0↓ $4.6B 5.2% 18
Next FY
2027-12-31
$5.92 $5.61 $6.26 13.4% +0.2% 15↑ 2↓ $4.8B 5.7% 19

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.225
7d ago$1.225+0.001
30d ago$1.222+0.003
60d ago$1.249-0.024
90d ago$1.245-0.019
9 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 10, 2026 JP Morgan UPGRADE Neutral Overweight
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 Neutral 3d 18h ago
ONT.L The low-voltage pocket sequencer that can eat ILMN’s lunch (and PACB’s optics)
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Neutral 11d 3h ago
What if the next AI is genetics?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 11d 3h ago
What if the next AI is genetics?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 1mo ago
$ILMN may be one of the strangest Trump–Xi summit trades hiding in plain sight
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Why is nobody talking about ILMN?
▲ 1 💬 0 ⚡ 0.5
Jun 11, 2026
short_volume
Short Volume: ILMN — 59.0% short (0.4M / 0.7M)
Short: 408,705 | Exempt: 952 | TRF Vol: 692,774 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: ILMN — 58.6% short (0.8M / 1.3M)
Short: 768,058 | Exempt: 0 | TRF Vol: 1,310,806 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: ILMN — 61.7% short (0.3M / 0.5M)
Short: 331,297 | Exempt: 665 | TRF Vol: 537,146 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
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 18, 2026
dark_pool
Dark Pool: ILMN — 2.6M shares, 50,482 trades
Week starting 2026-05-18. Total ATS volume: 2,563,151 shares across 50,482 trades.
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