MASI

MASIMO CORP

Nasdaq · Electromedical & Electrotherapeutic Apparatus · Inc. DE · CIK 0000937556
$179.94 +0.63% $9.4B
High Impact Filing (8/10)3 New Institutional Positions
Vol
Market Cap$9.4B
Cap SizeMid Cap
Analyst ConsensusHold (40%)
Inst. Holders8 funds
Inst. Value$1.9B
Inst. Activity3 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$1.6M
SEC Reports7
Exchange Nasdaq·Sector Electromedical & Electrotherapeutic Apparatus·Inc. DE·CIK 0000937556·Prev Close $178.82

Recent Activity

May 4, 2026 SEC
Masimo shareholders overwhelmingly approved the acquisition by Danaher Corporation for $180.00 per share in cash, with 9
8-K — Impact 8/10
May 1, 2026 SEC
The court entered a stipulated protective order in Masimo's lawsuit against its former CEO Joe Kiani and RTW Investments
COURT-RULING — Impact 2/10
May 1, 2026 SEC
The court entered a stipulated protective order in Masimo Corporation's lawsuit against its founder Joe Kiani and RTW en
COURT-RULING — Impact 2/10
Apr 29, 2026 Insider
Scannell Timothy J sold 1,225 shares
Director @ $0.00 ($0.00)
Apr 29, 2026 Insider
Brennan Michelle sold 1,225 shares
Director @ $0.00 ($0.00)
Apr 29, 2026 Insider
Brennan Michelle sold 1,225 shares
Director @ $0.00 ($0.00)
Inst.
MORGAN STANLEY — ADD
920,735 shares ($119.8M)
Inst.
NORGES BANK — NEW
377,421 shares ($49.1M)

Price Targets

$180.00 +0.0% upside Hold
Current $179.95 Low $180.00 Median $180.00 High $180.00 4 analysts
$180.00 $180.00

Analyst Ratings

Hold40% buy · 15 analysts
2Strong Buy
4Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Mar 27, 2026 Raymond James DOWNGRADE Outperform → Market Perform
Feb 18, 2026 Wells Fargo DOWNGRADE Overweight → Equal-Weight
Feb 18, 2026 BTIG DOWNGRADE Buy → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.41 $1.41 — $1.41 6% YoY 1
Next Q $1.44 $1.44 — $1.44 9% YoY 1
Current FY $5.95 $5.86 — $6.04 2
Next FY $6.67 ▲ +1.0% $6.32 — $7.08 12% YoY 5

Top Institutional Holders

FundValueMove
FMR LLC$1.0B
VANGUARD GROUP INC$565.6M
MORGAN STANLEY$119.8MADD
NORGES BANK$49.1MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$47.1MNEW

Recent Insider Trades

DateInsiderTypeValue
Apr 29, 2026Scannell TimothyM$0.00
Apr 29, 2026Brennan MichelleM$0.00
Apr 29, 2026Brennan MichelleM$0.00
Apr 29, 2026Scannell TimothyM$0.00
Apr 29, 2026LANE WENDYM$0.00
8 institutional holders with $1.9B total value (14,236,301 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, MORGAN. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC7,864,164$1.0B55.2%
2VANGUARD GROUP INC4,348,786$565.6M30.5%
3MORGAN STANLEY920,735$119.8M6.5%ADD +33.3%
4NORGES BANK377,421$49.1M2.7%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC361,896$47.1M2.5%NEW
6BANK OF AMERICA CORP /DE/284,702$37.0M2.0%TRIM -29.7%
7RENAISSANCE TECHNOLOGIES LLC59,900$7.8M0.4%NEW
8WELLS FARGO & COMPANY/MN18,697$2.4M0.1%TRIM -61.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD690,601920,735+33.3%$119.8M2025-Q4
NORGES BANKNEW377,421$49.1M2025-Q4
BANK OF AMERICA CORP /DE/TRIM405,061284,702-29.7%$37.0M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW59,900$7.8M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED190,176405,061+113.0%$59.8M2025-Q3
NORGES BANKEXIT39,0530-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT25,3770-100.0%$0.002025-Q3
TWO SIGMA INVESTMENTS, LPEXIT15,4650-100.0%$0.002025-Q3
BANK OF AMERICA CORP /DE/TRIM316,643190,176-39.9%$32.0M2025-Q2
UBS Group AGTRIM190,177142,164-25.2%$23.9M2025-Q2
NORGES BANKNEW39,053$6.6M2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD15,00025,377+69.2%$4.3M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM25,16515,465-38.5%$2.6M2025-Q2
CITADEL ADVISORS LLCNEAR_EXIT470,42562,282-86.8%$10.4M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM39,88925,165-36.9%$4.2M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW15,000$2.5M2025-Q1
NORGES BANKEXIT33,3940-100.0%$0.002025-Q1
CITADEL ADVISORS LLCADD253,749470,425+85.4%$77.8M2024-Q4
UBS Group AGDOUBLED54,682160,028+192.7%$26.5M2024-Q4
NORGES BANKNEAR_EXIT255,38833,394-86.9%$5.5M2024-Q4
WELLS FARGO & COMPANY/MNTRIM51,59819,743-61.7%$3.3M2024-Q4
MORGAN STANLEYADD475,803736,856+54.9%$98.2M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW370,028$49.3M2024-Q3
11 unique insiders with 1 transactions. Net insider value: -$1.6M ($0.00 bought, $1.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 29, 2026Scannell Timothy JDirectorM1,225$0.00$0.00
Apr 29, 2026Brennan MichelleDirectorM1,225$0.00$0.00
Apr 29, 2026Brennan MichelleDirectorM1,225$0.00$0.00
Apr 29, 2026Scannell Timothy JDirectorM1,225$0.00$0.00
Apr 29, 2026LANE WENDY EDirectorM1,225$0.00$0.00
Apr 29, 2026LANE WENDY EDirectorM1,225$0.00$0.00
Apr 23, 2026LANE WENDY EDirectorA1,119$178.71$200.0K
Apr 23, 2026Scannell Timothy JDirectorA1,119$178.71$200.0K
Apr 23, 2026Brennan MichelleDirectorA1,119$178.71$200.0K
Apr 21, 2026Hellmann Elisabeth AChief Human Resources OfficerF121$178.43$21.6K
Apr 21, 2026Hellmann Elisabeth AChief Human Resources OfficerM335$0.00$0.00
Apr 21, 2026Hellmann Elisabeth AChief Human Resources OfficerM335$0.00$0.00
Mar 12, 2026Politan Capital Management LPJ130,869$0.00$0.00
Mar 11, 2026Politan Capital Management LPJ142,681$0.00$0.00
Mar 11, 2026Young Micah WEVP & Chief Financial OfficerM873$0.00$0.00
Mar 11, 2026Szyman Catherine M.CEOM2,101$0.00$0.00
Mar 11, 2026Young Micah WEVP & Chief Financial OfficerF471$175.47$82.6K
Mar 11, 2026Young Micah WEVP & Chief Financial OfficerM873$0.00$0.00
Mar 11, 2026Szyman Catherine M.CEOM2,101$0.00$0.00
Mar 11, 2026Szyman Catherine M.CEOF1,069$175.47$187.6K
Mar 6, 2026Meehan Greg AllenChief Commerical OfficerA8,550$0.00$0.00
Mar 6, 2026Benner TimChief Marketing OfficerA6,128$0.00$0.00
Mar 6, 2026Sampath AnandEVP, OperationsA6,840$0.00$0.00
Mar 6, 2026Young Micah WEVP & Chief Financial OfficerA17,671$0.00$0.00
Mar 6, 2026Szyman Catherine M.CEOA39,904$0.00$0.00
Mar 6, 2026Dadswell CharlesEVP, General CounselA10,261$0.00$0.00
Mar 6, 2026Hellmann Elisabeth AChief Human Resources OfficerA5,985$0.00$0.00
Feb 27, 2026Young Micah WEVP & Chief Financial OfficerA15,000$0.00$0.00
Feb 27, 2026Young Micah WEVP & Chief Financial OfficerM15,000$0.00$0.00
Feb 26, 2026Young Micah WEVP & Chief Financial OfficerA2,034$0.00$0.00
Feb 12, 2026Szyman Catherine M.CEOM11,141$132.96$1.5M
Feb 12, 2026Szyman Catherine M.CEOF4,568$0.00$0.00
Feb 12, 2026Szyman Catherine M.CEOM11,141$0.00$0.00
Jan 28, 2026Sampath AnandEVP, Ops & Clinical ResearchM30,000$37.84$1.1M
Jan 28, 2026Sampath AnandEVP, Ops & Clinical ResearchSELL11,924$136.56$1.6M
Jan 28, 2026Sampath AnandEVP, Ops & Clinical ResearchM30,000$0.00$0.00

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

Current analyst consensus: Hold (40% buy). Based on 15 analysts: 2 strong buy, 4 buy, 9 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$180.00 mean target +0.0% upside Hold (3.00)
$180.00 Low $180.00 High
MetricValue
Current Price$179.95
Target Low$180.00
Target Mean$180.00
Target Median$180.00
Target High$180.00
# Analysts4
RecommendationHold (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.41 $1.41 $1.41 6.0% +0.0% $0.4B 7.4% 1
Next Q
2026-09-30
$1.44 $1.44 $1.44 9.1% +0.0% $0.4B 6.9% 1
Current FY
2026-12-31
$5.95 $5.86 $6.04 +0.0% 1↑ 0↓ $1.6B 6.6% 2
Next FY
2027-12-31
$6.67 $6.32 $7.08 12.0% +1.0% 1↑ 0↓ $1.7B 7.4% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.410
7d ago$1.410
30d ago$1.410
60d ago$1.410
90d ago$1.393+0.017
3 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Mar 27, 2026 Raymond James DOWNGRADE Outperform Market Perform
Feb 18, 2026 Wells Fargo DOWNGRADE Overweight Equal-Weight
Feb 18, 2026 BTIG DOWNGRADE Buy Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262490040%
May 1, 20262490040%
Apr 1, 20262490040%
Mar 1, 20262580047%
Feb 1, 20265740075%
Jan 1, 20265740075%
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: MASI — 0.9M shares, 21,335 trades
Week starting 2026-05-18. Total ATS volume: 882,871 shares across 21,335 trades.
May 11, 2026
dark_pool
Dark Pool: MASI — 0.9M shares, 21,525 trades
Week starting 2026-05-11. Total ATS volume: 883,346 shares across 21,525 trades.
May 5, 2026
short_interest
FTD: MASI — 3,517 shares ($0.6M) failed to deliver
Settlement: 20260505, Price: $178.21, FTD Value: $626,764.57, MASIMO CORP COM STK (DE)
May 4, 2026
dark_pool
Dark Pool: MASI — 1.4M shares, 25,541 trades
Week starting 2026-05-04. Total ATS volume: 1,422,859 shares across 25,541 trades.
May 4, 2026
earnings_calendar
MASI Q1 2026 Earnings After Market Close — 2026-05-04
Apr 27, 2026
dark_pool
Dark Pool: MASI — 0.5M shares, 16,760 trades
Week starting 2026-04-27. Total ATS volume: 519,835 shares across 16,760 trades.
Apr 21, 2026
Enforcement
Masimo Corporation v. Joe E. Kiani
Court ruling from Court of Chancery of Delaware. Docket: C.A. No. 2024-1086-NAC
Apr 20, 2026
dark_pool
Dark Pool: MASI — 0.6M shares, 14,021 trades
Week starting 2026-04-20. Total ATS volume: 623,730 shares across 14,021 trades.
Apr 13, 2026
dark_pool
Dark Pool: MASI — 0.4M shares, 14,060 trades
Week starting 2026-04-13. Total ATS volume: 433,015 shares across 14,060 trades.
Apr 6, 2026
dark_pool
Dark Pool: MASI — 0.5M shares, 17,836 trades
Week starting 2026-04-06. Total ATS volume: 519,995 shares across 17,836 trades.
Mar 30, 2026
dark_pool
Dark Pool: MASI — 0.8M shares, 15,156 trades
Week starting 2026-03-30. Total ATS volume: 755,906 shares across 15,156 trades.
Mar 23, 2026
dark_pool
Dark Pool: MASI — 1.6M shares, 23,267 trades
Week starting 2026-03-23. Total ATS volume: 1,573,401 shares across 23,267 trades.
Mar 23, 2026
short_interest
FTD: MASI — 9,300 shares ($1.7M) failed to deliver
Settlement: 20260323, Price: $178.24, FTD Value: $1,657,632, MASIMO CORP COM STK (DE)
Mar 16, 2026
dark_pool
Dark Pool: MASI — 3.0M shares, 30,087 trades
Week starting 2026-03-16. Total ATS volume: 2,994,363 shares across 30,087 trades.
Mar 9, 2026
dark_pool
Dark Pool: MASI — 1.6M shares, 22,537 trades
Week starting 2026-03-09. Total ATS volume: 1,628,559 shares across 22,537 trades.
Mar 4, 2026
short_interest
FTD: MASI — 5,560 shares ($1.0M) failed to deliver
Settlement: 20260304, Price: $175.36, FTD Value: $975,001.6, MASIMO CORP COM STK (DE)
Jan 23, 2026
Enforcement
Masimo Corporation v. Joe E. Kiani, Roderick Wong, Naveen Yalamanchi, RTW Investments, LP, RTW Investments GP, LLC, RTW Master Fund, LTD., RTW Offshore Fund One, LTD., RTW Onshore Fund One, LP, RTW Innovation Master Fund, LTD., RTW Innovation Offshore Fund, LTD., RTW Innovation Onshore Fund, LP, and RTW Fund Group GP, LLC
Court ruling from District Court, C.D. California. Docket: 2:25-cv-03188
Jan 23, 2026
Enforcement
Masimo Corporation v. Joe E. Kiani
Court ruling from District Court, C.D. California. Docket: 2:25-cv-03188