PLXSNasdaqPrinted Circuit BoardsFiscal year ends October 3
PLEXUS CORP
Financials through Q3 FY2026, quarter ended Jul 4, 2026Last filing: 10-Q on Aug 6, 2026
$234.94+4.47 (+1.94%)
Close on Oct 19, 2026
- Market cap
- $6.41B
- P/E (TTM)
- 34.7
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
27M of 27M shares
Institutional holders
446
104 new, 36 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 65 sales
Net sold $23.94M
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. | 4,123,364 | 15.20% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 2,276,975 | 8.50% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 1,400,048 | 5.22% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PLXS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,362,360 | 16.37% | $1.31B | +87,096 | 0.02% |
| Vanguard Portfolio Management LLC | 2,110,343 | 7.92% | $634.52M | −144,414 | 0.03% |
| Disciplined Growth Investors Inc /Mn | 1,440,935 | 5.41% | $433.25M | −53,684 | 7.34% |
| Vanguard Capital Management LLC | 1,206,653 | 4.53% | $362.80M | +8,452 | 0.01% |
| American Century Companies Inc | 1,184,217 | 4.44% | $356.06M | −378,214 | 0.16% |
| State Street Corp | 1,095,217 | 4.11% | $329.16M | +47,382 | 0.01% |
| Dimensional Fund Advisors LP | 832,842 | 3.12% | $250.39M | −286,529 | 0.05% |
| Geode Capital Management, LLC | 801,518 | 3.01% | $241.03M | +121,486 | 0.01% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 761,926 | 2.86% | $229.09M | −154,829 | 0.23% |
| Fuller & Thaler Asset Management, Inc. | 732,397 | 2.75% | $220.21M | +143,619 | 0.60% |
| Earnest Partners LLC | 628,196 | 2.36% | $188.88M | −24,242 | 0.68% |
| Price T Rowe Associates Inc /Md/ | 586,898 | 2.20% | $176.46K | +508,075 | 0.02% |
| Alliancebernstein L.P. | 572,992 | 2.15% | $116.05M | −56,793 | 0.04% |
| JPMorgan Chase & Co | 445,648 | 1.67% | $128.58M | +293,812 | 0.01% |
| Charles Schwab Investment Management Inc | 372,118 | 1.40% | $111.88M | −13,986 | 0.01% |
| Nuveen, LLC | 368,366 | 1.38% | $110.76M | +5,873 | 0.03% |
| Morgan Stanley | 348,725 | 1.31% | $104.85M | −79,212 | 0.01% |
| Northern Trust Corp | 327,551 | 1.23% | $98.48M | +10,905 | 0.01% |
| Westfield Capital Management Co LP | 321,808 | 1.21% | $96.76M | −62,685 | 0.32% |
| Victory Capital Management Inc | 315,669 | 1.18% | $94.91M | −97,961 | 0.05% |
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 | 446 | 27M | 100.0% | 104 / 141 | 137 / 36 | 3M | 3M |
| Q1 2026 | 383 | 27M | 100.0% | 86 / 114 | 139 / 35 | 7M | 4M |
| Q4 2025 | 338 | 27M | 100.0% | 49 / 113 | 117 / 30 | 2M | 1M |
| Q3 2025 | 326 | 26M | 98.5% | 32 / 112 | 124 / 34 | 2M | 2M |
| Q2 2025 | 331 | 26M | 97.9% | 39 / 143 | 99 / 33 | 2M | 1M |
| Q1 2025 | 327 | 26M | 96.6% | 54 / 105 | 116 / 38 | 2M | 2M |
| Q4 2024 | 314 | 26M | 98.2% | 64 / 100 | 99 / 31 | 3M | 2M |
| Q3 2024 | 285 | 26M | 96.8% | 50 / 86 | 101 / 22 | 6M | 1M |
| Q2 2024 | 258 | 26M | 96.6% | 30 / 88 | 95 / 23 | 1M | 2M |
| Q1 2024 | 253 | 27M | 100.0% | 40 / 77 | 91 / 24 | 1M | 1M |
| Q4 2023 | 240 | 27M | 99.8% | 28 / 86 | 85 / 27 | 2M | 1M |
| Q3 2023 | 242 | 26M | 96.6% | 31 / 78 | 83 / 25 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PLXS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,611,840 | 6.05% | $484.63M | 0.44% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 850,614 | 3.19% | $255.75M | 0.01% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 699,848 | 2.63% | $210.42M | 1.66% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 698,672 | 2.62% | $187.50M | 0.69% | May 31, 2026 |
| iShares Russell 2000 ETF | 695,772 | 2.61% | $209.20M | 0.25% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 613,857 | 2.30% | $184.57M | 0.10% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 562,222 | 2.11% | $150.88M | 0.09% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 388,711 | 1.46% | $116.87M | 0.17% | Jun 30, 2026 |
| Small Cap Growth Fund | 316,368 | 1.19% | $79.52M | 1.43% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 306,779 | 1.15% | $92.24M | 0.09% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 296,201 | 1.11% | $74.45M | 0.22% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 250,221 | 0.94% | $75.23M | 0.49% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 245,481 | 0.92% | $73.81M | 0.44% | Jun 30, 2026 |
| Harbor Small Cap Value Fund | 239,341 | 0.90% | $60.16M | 2.40% | Jul 31, 2026 |
| Invesco S&P SmallCap Momentum ETF | 186,841 | 0.70% | $46.96M | 1.55% | 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 |
|---|---|---|---|---|
| Todd P. Kelsey | President & CEO, Director | 64,388 | 0.24% | Sep 17, 2026 |
| David Westen Abuhl | Sr. VP & CFO | 1,700 | 0.01% | Sep 16, 2026 |
| Michael J. Running | Regional President - AMER | 665 | 0.00% | Jun 8, 2026 |
| Victor (Pang Hau) Tan | Regional President - APAC | 10,457 | 0.04% | May 13, 2026 |
| Angelo Michael Ninivaggi Jr | EVP, Chief Legal & PAO & Secy | 18,052 | 0.07% | May 11, 2026 |
| Patrick John Jermain | Exec. VP & CFO | 17,534 | 0.07% | May 8, 2026 |
| Oliver K. Mihm | Exec VP & COO | 13,790 | 0.05% | Feb 19, 2026 |
| Frank Zycinski | Regional President - EMEA | 0 | – | Feb 17, 2026 |
| Karen Marie Rapp | Director | 7,535 | 0.03% | Sep 1, 2026 |
| Michael V. Schrock | Director | 40,329 | 0.15% | Aug 13, 2026 |
| Randy J. Martinez | Director | 5,201 | 0.02% | Feb 27, 2026 |
| Joann M. Eisenhart | Director | 21,705 | 0.08% | Feb 11, 2026 |
| Paul A. Rooke | Director | 15,991 | 0.06% | Feb 11, 2026 |
| Rainer Jueckstock | Director | 29,740 | 0.11% | Feb 11, 2026 |
| J. Joel Quadracci | Director | 7,478 | 0.03% | Feb 11, 2026 |
| Jennifer Wuamett | Director | 3,349 | 0.01% | Feb 11, 2026 |
| Dean A. Foate | Director | 114,429 | 0.43% | Feb 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Todd P. Kelsey President & CEO, Director | Sep 16, 2026 | Sale(10b5-1 plan) | −1,500 | $242.41 | $363.62K | 64,388 |
| David Westen Abuhl Sr. VP & CFO | Sep 15, 2026 | Tax withholding | −800 | $238.53 | $190.82K | 1,700 |
| David Westen Abuhl Sr. VP & CFO | Sep 15, 2026 | Option exercise | +2,500 | – | – | 2,500 |
| Karen Marie Rapp Director | Aug 31, 2026 | Sale(10b5-1 plan) | −500 | $240.87 | $120.44K | 7,535 |
| Todd P. Kelsey President & CEO, Director | Aug 19, 2026 | Sale(10b5-1 plan) | −319 | $248.79 | $79.36K | 67,069 |
| Todd P. Kelsey President & CEO, Director | Aug 19, 2026 | Sale(10b5-1 plan) | −500 | $252.23 | $126.12K | 65,888 |
| Todd P. Kelsey President & CEO, Director | Aug 19, 2026 | Sale(10b5-1 plan) | −681 | $251.09 | $170.99K | 66,388 |
| Michael V. Schrock Director | Aug 11, 2026 | Sale(10b5-1 plan) | −4,000 | $275.00 | $1.10M | 40,329 |
| Todd P. Kelsey President & CEO, Director | Jul 15, 2026 | Sale(10b5-1 plan) | −500 | $260.51 | $130.26K | 68,388 |
| Todd P. Kelsey President & CEO, Director | Jul 15, 2026 | Sale(10b5-1 plan) | −1,000 | $261.07 | $261.07K | 67,388 |
| Todd P. Kelsey President & CEO, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −352 | $296.09 | $104.22K | 68,888 |
| Todd P. Kelsey President & CEO, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −100 | $292.11 | $29.21K | 70,288 |
| Todd P. Kelsey President & CEO, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −300 | $294.19 | $88.26K | 69,988 |
| Todd P. Kelsey President & CEO, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −748 | $295.15 | $220.77K | 69,240 |
| Michael J. Running Regional President - AMER | Jun 5, 2026 | Sale | −510 | $272.17 | $138.81K | 665 |
| Todd P. Kelsey President & CEO, Director | Jun 3, 2026 | Sale | −1,000 | $290.00 | $290.00K | 70,388 |
| Karen Marie Rapp Director | Jun 1, 2026 | Sale(10b5-1 plan) | −500 | $270.00 | $135.00K | 8,035 |
| Todd P. Kelsey President & CEO, Director | May 27, 2026 | Sale | −1,000 | $274.75 | $274.75K | 71,388 |
| Todd P. Kelsey President & CEO, Director | May 20, 2026 | Sale(10b5-1 plan) | −700 | $252.20 | $176.54K | 73,188 |
| Todd P. Kelsey President & CEO, Director | May 20, 2026 | Sale(10b5-1 plan) | −800 | $253.26 | $202.61K | 72,388 |
| Victor (Pang Hau) Tan Regional President - APAC | May 11, 2026 | Sale | −3,000 | $271.23 | $813.69K | 10,457 |
| Angelo Michael Ninivaggi Jr EVP, Chief Legal & PAO & Secy | May 8, 2026 | Sale | −1,484 | $264.11 | $391.94K | 18,052 |
| Angelo Michael Ninivaggi Jr EVP, Chief Legal & PAO & Secy | May 8, 2026 | Sale | −1,562 | $265.18 | $414.21K | 16,490 |
| Angelo Michael Ninivaggi Jr EVP, Chief Legal & PAO & Secy | May 8, 2026 | Sale | −224 | $266.01 | $59.59K | 16,266 |
| Angelo Michael Ninivaggi Jr EVP, Chief Legal & PAO & Secy | May 7, 2026 | Sale | −59 | $264.38 | $15.60K | 19,536 |
| Angelo Michael Ninivaggi Jr EVP, Chief Legal & PAO & Secy | May 7, 2026 | Sale | −1,294 | $262.43 | $339.58K | 20,540 |
| Angelo Michael Ninivaggi Jr EVP, Chief Legal & PAO & Secy | May 7, 2026 | Sale | −945 | $263.66 | $249.16K | 19,595 |
| Patrick John Jermain Exec. VP & CFO | May 6, 2026 | Discretionary | −3,815 | $268.94 | $1.03M | 0 |
| Todd P. Kelsey President & CEO, Director | May 6, 2026 | Sale | −1,000 | $270.75 | $270.75K | 73,888 |
| Todd P. Kelsey President & CEO, Director | May 5, 2026 | Sale | −1,000 | $268.75 | $268.75K | 75,888 |
| Todd P. Kelsey President & CEO, Director | May 5, 2026 | Sale | −1,000 | $269.50 | $269.50K | 74,888 |
| Todd P. Kelsey President & CEO, Director | May 5, 2026 | Sale | −1,000 | $267.10 | $267.10K | 76,888 |
| Todd P. Kelsey President & CEO, Director | May 4, 2026 | Sale | −1,403 | $263.00 | $368.99K | 78,888 |
| Todd P. Kelsey President & CEO, Director | May 4, 2026 | Sale | −1,000 | $265.15 | $265.15K | 77,888 |
| Todd P. Kelsey President & CEO, Director | Apr 15, 2026 | Sale(10b5-1 plan) | −1,500 | $224.09 | $336.14K | 80,291 |
| Todd P. Kelsey President & CEO, Director | Mar 18, 2026 | Sale(10b5-1 plan) | −1,500 | $194.24 | $291.36K | 81,791 |
| Karen Marie Rapp Director | Feb 27, 2026 | Sale(10b5-1 plan) | −500 | $195.59 | $97.80K | 8,535 |
| Randy J. Martinez Director | Feb 25, 2026 | Sale | −1,000 | $203.14 | $203.14K | 5,201 |
| Michael J. Running Regional President - AMER | Feb 25, 2026 | Sale | −700 | $205.47 | $143.83K | 1,175 |
| Oliver K. Mihm Exec VP & COO | Feb 18, 2026 | Sale | −9,541 | $201.40 | $1.92M | 12,809 |
| Todd P. Kelsey President & CEO, Director | Feb 18, 2026 | Sale(10b5-1 plan) | −2,950 | $196.36 | $579.26K | 83,291 |
| Todd P. Kelsey President & CEO, Director | Feb 18, 2026 | Sale(10b5-1 plan) | −1,126 | $195.59 | $220.23K | 86,241 |
| Todd P. Kelsey President & CEO, Director | Feb 18, 2026 | Sale(10b5-1 plan) | −1,155 | $194.47 | $224.61K | 87,367 |
| Oliver K. Mihm Exec VP & COO | Feb 17, 2026 | Tax withholding | −2,048 | $195.95 | $401.31K | 24,576 |
| Oliver K. Mihm Exec VP & COO | Feb 17, 2026 | Option exercise | +4,357 | – | – | 26,624 |
| Oliver K. Mihm Exec VP & COO | Feb 17, 2026 | Sale | −2,226 | $198.79 | $442.51K | 22,350 |
| Michael J. Running Regional President - AMER | Feb 17, 2026 | Tax withholding | −516 | $195.95 | $101.11K | 1,875 |
| Michael J. Running Regional President - AMER | Feb 17, 2026 | Option exercise | +1,096 | – | – | 2,391 |
| Angelo Michael Ninivaggi Jr EVP, Chief Legal & PAO & Secy | Feb 17, 2026 | Tax withholding | −1,540 | $195.95 | $301.76K | 21,834 |
| Angelo Michael Ninivaggi Jr EVP, Chief Legal & PAO & Secy | Feb 17, 2026 | Option exercise | +3,275 | – | – | 23,374 |
| Victor (Pang Hau) Tan Regional President - APAC | Feb 17, 2026 | Option exercise | +2,022 | – | – | 13,457 |
| Todd P. Kelsey President & CEO, Director | Feb 17, 2026 | Option exercise | +18,726 | – | – | 97,324 |
| Todd P. Kelsey President & CEO, Director | Feb 17, 2026 | Tax withholding | −8,802 | $195.95 | $1.72M | 88,522 |
| Patrick John Jermain Exec. VP & CFO | Feb 17, 2026 | Tax withholding | −2,638 | $195.95 | $516.92K | 17,534 |
| Patrick John Jermain Exec. VP & CFO | Feb 17, 2026 | Option exercise | +5,611 | – | – | 20,172 |
| Patrick John Jermain Exec. VP & CFO | Feb 12, 2026 | Sale | −2,321 | $201.12 | $466.80K | 14,561 |
| Frank Zycinski Regional President - EMEA | Feb 12, 2026 | Sale | −1,399 | $205.99 | $288.18K | 0 |
| Victor (Pang Hau) Tan Regional President - APAC | Feb 6, 2026 | Sale | −2,000 | $205.75 | $411.50K | 11,435 |
| Victor (Pang Hau) Tan Regional President - APAC | Feb 6, 2026 | Sale | −1,000 | $205.00 | $205.00K | 13,435 |
| Dean A. Foate Director | Feb 6, 2026 | Sale | −10,000 | $205.00 | $2.05M | 99,429 |
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 |
|---|---|---|---|---|---|
| P. Kelsey Todd President & CEO | Aug 19, 2026 | 4,500 | $1.23M | Aug 19, 2026 | Vesting of Performance Stock Units |
| Michael V. Schrock Director | Aug 11, 2026 | 4,000 | $1.10M | Aug 11, 2026 | Restricted Stock award |
| J. Running Michael Officer | Jun 5, 2026 | 510 | $138.80K | Jun 5, 2026 | Performance Stock Units |
| P. Kelsey & Kelly M. Liv T. U/A Dtd 03/02/2009 Todd Officer, Director | Jun 3, 2026 | 1,000 | $290.00K | Jun 3, 2026 | Performance Stock Units |
| M. Rapp Karen Director | Jun 1, 2026 | 1,000 | $268.36K | Jun 1, 2026 | Restricted Stock Units |
| P. Kelsey & Kelly M. Liv T. U/A Dtd 03/02/2009 Todd Officer, Director | May 27, 2026 | 1,000 | $274.75K | May 27, 2026 | Performance Stock Units |
| P. Kelsey Todd President & CEO | May 20, 2026 | 4,500 | $1.13M | May 20, 2026 | Vesting of Restricted Stock Units |
| Jermain Patrick Officer | May 13, 2026 | 3,312 | $870.16K | May 13, 2026 | Restricted stock vesting under a registered plan |
| Hau (Victor) Tan Pang Officer | May 11, 2026 | 3,000 | $813.70K | May 11, 2026 | Performance Stock Units |
| M. Ninivaggi Angelo Officer | May 8, 2026 | 3,270 | $865.74K | May 8, 2026 | Performance Stock Units |
| Michael V. Schrock Director | May 8, 2026 | 7,550 | $2.00M | May 8, 2026 | Stock Award |
| M. Ninivaggi Angelo Officer | May 7, 2026 | 2,298 | $604.34K | May 7, 2026 | Restricted stock vesting under a registered plan |
| P. Kelsey & Kelly M. Liv T. U/A Dtd 03/02/2009 Todd Officer, Director | May 6, 2026 | 1,000 | $270.75K | May 6, 2026 | Performance Stock Units |
| P. Kelsey & Kelly M. Liv T. U/A Dtd 03/02/2009 Todd Officer, Director | May 5, 2026 | 3,000 | $805.35K | May 5, 2026 | Performance Stock Units |
| J. Jermain Patrick Exec VP & CFO | May 5, 2026 | 3,815 | $1.00M | May 5, 2026 | 401(k) savings plan |