FLEXNasdaqPrinted Circuit BoardsFiscal year ends March 31
FLEX LTD.
Financials through Q1 FY2027, quarter ended Jun 26, 2026Last filing: 10-Q on Jul 31, 2026
$87.54−2.92 (-3.23%)
Close on Oct 19, 2026
- Market cap
- $32.74B
- P/E (TTM)
- 33.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.4%
349M of 369M shares
Institutional holders
1,115
397 new, 55 sold out
Net institutional buying
17M
In Q2 2026
Insider trades, 12 months
0 buys · 156 sales
Net sold $119.38M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 28,531,620 | 7.80% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 27,722,782 | 7.56% | 13G (passive) amendment | Jun 30, 2026 |
| Primecap Management Co/Ca/ | 23,358,875 | 6.38% | 13G (passive) amendment | Jun 30, 2026 |
| Janus Henderson Group PLC | 22,331,445 | 6.00% | 13G (passive) amendment | Dec 31, 2025 |
| Wellington Group Holdings LLP | 20,238,286 | 5.50% | 13G (passive) | Mar 31, 2026 |
| Abigail P. Johnson | 19,530,636 | 5.30% | 13G (passive) | Jun 30, 2026 |
| Vanguard Portfolio Management | 19,382,770 | 5.27% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FLEX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 42,106,411 | 11.40% | $6.82B | −2,935,490 | 0.10% |
| Vanguard Capital Management LLC | 24,009,974 | 6.50% | $3.89B | +7,512,096 | 0.08% |
| Primecap Management Co/Ca/ | 23,358,875 | 6.32% | $3.79B | −2,024,573 | 2.24% |
| FMR LLC | 19,538,636 | 5.29% | $3.17B | +3,157,171 | 0.14% |
| Vanguard Portfolio Management LLC | 18,996,380 | 5.14% | $3.08B | −337,155 | 0.14% |
| Wellington Management Group Llp | 17,978,332 | 4.87% | $2.91B | −2,259,954 | 0.50% |
| State Street Corp | 16,984,384 | 4.60% | $2.75B | +2,711,560 | 0.08% |
| Jupiter Topco LLC | 14,079,718 | 3.81% | $2.28B | New | 0.93% |
| Geode Capital Management, LLC | 10,282,752 | 2.78% | $1.66B | +1,974,175 | 0.09% |
| Boston Partners | 8,615,342 | 2.33% | $1.38B | −4,377,798 | 1.23% |
| Invesco Ltd. | 5,973,649 | 1.62% | $968.15M | −1,262,752 | 0.08% |
| Voya Investment Management LLC | 5,962,660 | 1.61% | $966.37M | +39,563 | 0.84% |
| Norges Bank | 5,005,183 | 1.35% | $811.19M | New | 0.08% |
| Lyrical Asset Management LP | 4,635,010 | 1.25% | $751.20M | −2,325,971 | 9.53% |
| Bank Of America Corp /De/ | 4,111,877 | 1.11% | $666.41M | +361,311 | 0.04% |
| Dimensional Fund Advisors LP | 3,820,322 | 1.03% | $619.14M | −1,763,983 | 0.11% |
| Charles Schwab Investment Management Inc | 3,452,261 | 0.93% | $559.51M | +781,718 | 0.07% |
| Northern Trust Corp | 2,958,986 | 0.80% | $479.56M | −413,980 | 0.06% |
| Nuveen, LLC | 2,951,056 | 0.80% | $478.28M | −431,275 | 0.11% |
| Morgan Stanley | 2,633,884 | 0.71% | $426.87M | +13,050 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,115 | 349M | 94.4% | 397 / 279 | 351 / 55 | 70M | 54M |
| Q1 2026 | 787 | 353M | 95.5% | 123 / 277 | 276 / 90 | 63M | 36M |
| Q4 2025 | 764 | 366M | 99.0% | 147 / 209 | 304 / 63 | 63M | 55M |
| Q3 2025 | 698 | 359M | 97.1% | 116 / 213 | 261 / 54 | 25M | 45M |
| Q2 2025 | 647 | 379M | 100.0% | 126 / 206 | 220 / 54 | 39M | 40M |
| Q1 2025 | 582 | 380M | 100.0% | 82 / 196 | 216 / 59 | 33M | 42M |
| Q4 2024 | 570 | 394M | 100.0% | 122 / 163 | 197 / 46 | 50M | 51M |
| Q3 2024 | 500 | 396M | 100.0% | 80 / 164 | 174 / 51 | 44M | 35M |
| Q2 2024 | 474 | 396M | 100.0% | 62 / 151 | 191 / 57 | 41M | 45M |
| Q1 2024 | 472 | 402M | 100.0% | 76 / 135 | 184 / 78 | 50M | 53M |
| Q4 2023 | 476 | 405M | 100.0% | 85 / 153 | 172 / 52 | 39M | 44M |
| Q3 2023 | 450 | 412M | 100.0% | 53 / 140 | 176 / 42 | 21M | 38M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FLEX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 11,631,311 | 3.15% | $1.89B | 0.08% | Jun 30, 2026 |
| Vanguard Capital Opportunity Fund | 9,585,152 | 2.59% | $1.55B | 4.75% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 9,560,278 | 2.59% | $1.55B | 0.09% | Jun 30, 2026 |
| Vanguard Primecap Core Fund | 5,872,750 | 1.59% | $951.80M | 5.27% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,201,181 | 1.14% | $680.89M | 0.36% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 3,968,557 | 1.07% | $643.18M | 0.29% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 3,475,935 | 0.94% | $524.10M | 0.31% | May 31, 2026 |
| PRIMECAP Odyssey Aggressive Growth Fund | 2,608,860 | 0.71% | $296.76M | 4.01% | Jul 31, 2026 |
| Disciplined Value Fund | 2,467,196 | 0.67% | $399.86M | 2.04% | Jun 30, 2026 |
| Vanguard Growth Index Fund | 2,370,426 | 0.64% | $384.17M | 0.10% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 1,996,016 | 0.54% | $323.49M | 0.09% | Jun 30, 2026 |
| PRIMECAP Odyssey Growth Fund | 1,754,229 | 0.47% | $199.54M | 3.29% | Jul 31, 2026 |
| Invesco Discovery Mid Cap Growth Fund | 1,491,621 | 0.40% | $169.67M | 2.50% | Jul 31, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 1,402,344 | 0.38% | $227.28M | 0.65% | Jun 30, 2026 |
| PRIMECAP Odyssey Stock Fund | 1,351,979 | 0.37% | $153.79M | 3.34% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Revathi Advaithi | Chief Executive Officer, Director | 1,364,489 | 0.37% | Aug 20, 2026 |
| Michael P. Hartung | Chief Commercial Officer | 244,923 | 0.07% | Aug 20, 2026 |
| Kwang Hooi Tan | Chief Operating Officer | 248,646 | 0.07% | Jun 22, 2026 |
| David Scott Offer | EVP, General Counsel | 146,051 | 0.04% | Jun 22, 2026 |
| Daniel Wendler | Chief Accounting Officer | 37,949 | 0.01% | Jun 22, 2026 |
| Kevin Krumm | Chief Financial Officer | 151,323 | 0.04% | Jun 17, 2026 |
| George Oliver | Director | 1,802 | 0.00% | Sep 25, 2026 |
| Richard M. Eubanks | Director | 1,802 | 0.00% | Sep 25, 2026 |
| Pat Ward | Director | 7,146 | 0.00% | Aug 7, 2026 |
| Erin McSweeney | Director | 11,440 | 0.00% | Aug 7, 2026 |
| William D. Watkins | Director | 213,421 | 0.06% | Aug 7, 2026 |
| Lay Koon Tan | Director | 210,834 | 0.06% | Aug 7, 2026 |
| Michael E. Hurlston | Director | 61,286 | 0.02% | Aug 7, 2026 |
| Charles K. Stevens III | Director | 48,584 | 0.01% | Aug 7, 2026 |
| Maryrose Sylvester | Director | 28,552 | 0.01% | Aug 7, 2026 |
| John D. Harris | Director | 56,319 | 0.02% | Aug 7, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Richard M. Eubanks Director | Sep 24, 2026 | Award | +1,802 | – | – | 1,802 |
| George Oliver Director | Sep 24, 2026 | Award | +1,802 | – | – | 1,802 |
| Revathi Advaithi Chief Executive Officer, Director | Aug 18, 2026 | Other | −35,051 | – | – | 117,857 |
| Michael P. Hartung Chief Commercial Officer | Aug 18, 2026 | Sale | −1,007 | $119.79 | $120.63K | 244,923 |
| Michael P. Hartung Chief Commercial Officer | Aug 18, 2026 | Sale | −1,272 | $120.74 | $153.58K | 243,651 |
| Michael P. Hartung Chief Commercial Officer | Aug 18, 2026 | Sale | −272 | $121.76 | $33.12K | 243,379 |
| Michael P. Hartung Chief Commercial Officer | Aug 18, 2026 | Sale | −196 | $122.60 | $24.03K | 243,183 |
| Michael P. Hartung Chief Commercial Officer | Aug 18, 2026 | Sale | −8 | $123.25 | $986 | 243,175 |
| John D. Harris Director | Aug 5, 2026 | Award | +1,928 | – | – | 56,319 |
| Maryrose Sylvester Director | Aug 5, 2026 | Award | +410 | – | – | 28,552 |
| Maryrose Sylvester Director | Aug 5, 2026 | Award | +1,928 | – | – | 28,142 |
| Lay Koon Tan Director | Aug 5, 2026 | Award | +1,928 | – | – | 210,834 |
| William D. Watkins Director | Aug 5, 2026 | Award | +410 | – | – | 102,066 |
| William D. Watkins Director | Aug 5, 2026 | Award | +820 | – | – | 101,656 |
| William D. Watkins Director | Aug 5, 2026 | Award | +1,928 | – | – | 100,836 |
| Michael E. Hurlston Director | Aug 5, 2026 | Award | +1,928 | – | – | 61,286 |
| Michael E. Hurlston Director | Aug 5, 2026 | Award | +410 | – | – | 61,696 |
| Pat Ward Director | Aug 5, 2026 | Award | +1,928 | – | – | 6,641 |
| Pat Ward Director | Aug 5, 2026 | Award | +410 | – | – | 7,051 |
| Charles K. Stevens III Director | Aug 5, 2026 | Award | +1,230 | – | – | 48,584 |
| Charles K. Stevens III Director | Aug 5, 2026 | Award | +1,928 | – | – | 47,354 |
| Erin McSweeney Director | Aug 5, 2026 | Award | +1,928 | – | – | 11,440 |
| Michael E. Hurlston Director | Jul 15, 2026 | Award | +174 | – | – | 59,358 |
| William D. Watkins Director | Jul 15, 2026 | Award | +316 | – | – | 98,908 |
| Lay Koon Tan Director | Jul 15, 2026 | Award | +101 | – | – | 208,906 |
| David Scott Offer EVP, General Counsel | Jun 18, 2026 | Sale | −4,200 | $145.36 | $610.51K | 91,330 |
| David Scott Offer EVP, General Counsel | Jun 18, 2026 | Sale | −2,249 | $144.88 | $325.84K | 95,530 |
| David Scott Offer EVP, General Counsel | Jun 18, 2026 | Sale | −208 | $146.39 | $30.45K | 91,122 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 18, 2026 | Sale(10b5-1 plan) | −21,985 | $145.35 | $3.20M | 585,199 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 18, 2026 | Sale(10b5-1 plan) | −16,282 | $144.88 | $2.36M | 607,184 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 18, 2026 | Sale(10b5-1 plan) | −921 | $146.31 | $134.75K | 584,278 |
| Daniel Wendler Chief Accounting Officer | Jun 18, 2026 | Sale | −488 | $145.53 | $71.02K | 37,949 |
| Daniel Wendler Chief Accounting Officer | Jun 18, 2026 | Sale | −806 | $144.98 | $116.85K | 38,437 |
| Daniel Wendler Chief Accounting Officer | Jun 18, 2026 | Sale | −17 | $146.31 | $2.49K | 37,932 |
| Kwang Hooi Tan Chief Operating Officer | Jun 18, 2026 | Sale | −5,934 | $145.33 | $862.39K | 248,646 |
| Kwang Hooi Tan Chief Operating Officer | Jun 18, 2026 | Sale | −2,947 | $144.85 | $426.87K | 254,580 |
| Kwang Hooi Tan Chief Operating Officer | Jun 18, 2026 | Sale | −100 | $146.41 | $14.64K | 248,546 |
| Michael P. Hartung Chief Commercial Officer | Jun 18, 2026 | Sale | −100 | $146.26 | $14.63K | 245,930 |
| Michael P. Hartung Chief Commercial Officer | Jun 18, 2026 | Sale | −2,368 | $144.89 | $343.10K | 250,831 |
| Michael P. Hartung Chief Commercial Officer | Jun 18, 2026 | Sale | −4,801 | $145.36 | $697.87K | 246,030 |
| David Scott Offer EVP, General Counsel | Jun 17, 2026 | Sale | −896 | $145.83 | $130.66K | 97,779 |
| David Scott Offer EVP, General Counsel | Jun 17, 2026 | Sale | −4,575 | $144.21 | $659.76K | 108,927 |
| David Scott Offer EVP, General Counsel | Jun 17, 2026 | Sale | −4,560 | $143.18 | $652.90K | 113,502 |
| David Scott Offer EVP, General Counsel | Jun 17, 2026 | Sale | −529 | $141.72 | $74.97K | 118,062 |
| David Scott Offer EVP, General Counsel | Jun 17, 2026 | Sale | −10,252 | $145.19 | $1.49M | 98,675 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −1,345 | $149.19 | $200.66K | 623,466 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −240 | $147.66 | $35.44K | 624,811 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −1,374 | $146.89 | $201.83K | 625,051 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −11,239 | $145.81 | $1.64M | 626,425 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −38,857 | $145.06 | $5.64M | 637,664 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −24,482 | $143.03 | $3.50M | 795,562 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −26,204 | $143.98 | $3.77M | 676,521 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −33,387 | $143.03 | $4.78M | 702,725 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −1,733 | $141.74 | $245.64K | 736,112 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −984 | $149.19 | $146.80K | 737,845 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −175 | $147.66 | $25.84K | 738,829 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −999 | $146.89 | $146.74K | 739,004 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −8,178 | $145.81 | $1.19M | 740,003 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −28,303 | $145.06 | $4.11M | 748,181 |
| Revathi Advaithi Chief Executive Officer, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −19,078 | $143.98 | $2.75M | 776,484 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Michael P. Hartung Officer | Aug 18, 2026 | 2,755 | $332.35K | Aug 18, 2026 | Restricted Stock Vesting |
| Daniel Wendler Officer | Jun 18, 2026 | 1,311 | $190.36K | Jun 18, 2026 | Restricted Stock Vesting |
| Kwang Hooi Tan Officer | Jun 18, 2026 | 8,981 | $1.30M | Jun 18, 2026 | Restricted Stock Vesting |
| Michael P. Hartung Officer | Jun 18, 2026 | 7,269 | $1.06M | Jun 18, 2026 | Restricted Stock Vesting |
| Revathi Advaithi Officer, Director | Jun 18, 2026 | 39,188 | $5.69M | Jun 18, 2026 | Restricted Stock Vesting |
| David Scott Offer Officer | Jun 18, 2026 | 6,657 | $966.82K | Jun 18, 2026 | Restricted Stock Vesting |
| Revathi Advaithi Officer, Director | Jun 17, 2026 | 197,879 | $29.68M | Jun 17, 2026 | Restricted Stock Vesting |
| Michael P. Hartung Officer | Jun 17, 2026 | 22,627 | $3.27M | Jun 17, 2026 | Restricted Stock Vesting |
| Kwang Hooi Tan Officer | Jun 17, 2026 | 26,657 | $3.85M | Jun 17, 2026 | Restricted Stock Vesting |
| David Scott Offer Officer | Jun 17, 2026 | 20,812 | $3.01M | Jun 17, 2026 | Restricted Stock Vesting |
| Daniel Wendler Officer | Jun 17, 2026 | 3,890 | $562.00K | Jun 17, 2026 | Restricted Stock Vesting |
| Scott Offer David Officer | Jun 16, 2026 | 18,750 | $2.77M | Jun 16, 2026 | Service based RSU |
| Kwang Hooi Tan Officer | Jun 15, 2026 | 10,540 | $1.56M | Jun 15, 2026 | Restricted Stock Vesting |
| Daniel Wendler Officer | Jun 15, 2026 | 1,579 | $233.73K | Jun 15, 2026 | Restricted Stock Vesting |
| David Scott Offer Officer | Jun 15, 2026 | 7,223 | $1.07M | Jun 15, 2026 | Restricted Stock Vesting |