Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$116.4B
1,279M shares
52-week range
$73.31 – $106.33
61% from low
Sector
ELECTROMEDICAL & ELECTROTHERAPEUTIC APPARATUS
Exchange
NYSE
CS
P/S (TTM)
3.2
EV / FCF (TTM)
23.9
One of the largest medical-device companies, Medtronic develops and manufactures therapeutic medical devices for chronic diseases. Its portfolio includes pacemakers, defibrillators, transcatheter heart valves, stents, spinal fixation devices, neurovascular products, advanced energy, ablation laser therapy, and surgical tools. The company primarily markets its products to healthcare institutions and physicians in the United States, Western Europe, and Japan. Foreign sales account for roughly 50% of the company's total sales.
www.medtronic.comNo one on the platform currently holds MDT.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-12-31 | 575,341 | $46.0M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-25 | $0.7200 | 2026-10-16 |
| 2026-06-26 | $0.7200 | 2026-07-17 |
| 2026-03-27 | $0.7100 | 2026-04-17 |
| 2025-12-26 | $0.7100 | 2026-01-16 |
| 2025-09-26 | $0.7100 | 2025-10-17 |
| 2025-06-27 | $0.7100 | 2025-07-11 |
| 2025-03-28 | $0.7000 | 2025-04-11 |
| 2024-12-27 | $0.7000 | 2025-01-10 |
| 2024-09-27 | $0.7000 | 2024-10-11 |
| 2024-06-28 | $0.7000 | 2024-07-12 |
No one on the platform has traded MDT yet.
| 2024-03-21 | $0.6900 | 2024-04-12 |
| 2023-12-19 | $0.6900 | 2024-01-12 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 6.7% | 6.2% | 6.4% | — | — | — |
| Rev. Growth % | 8.4% | 3.8% | ||||
| Profit Margin % | 13.2% | 13.3% | 13.4% | |||
| Free Cash Flow Margin % | 14.9% | 16.0% | 16.7% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +2.9% on the P/E track.
At today's price, your expected annual return is +8.6% on the P/E track.
At today's price, your expected annual return is +12.7% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $39.1B | +8.0% | $5.97 | $5.89–$6.01 | 15.7× | 16 |
| 2028 | $40.3B | +3.3% | $6.39 | $6.26–$6.58 | 14.6× | 17 |
| 2029 | $42.3B | +4.8% | $6.93 | $6.07–$7.40 | 13.5× | 6 |
| 2030 | $44.7B | +5.8% | $7.50 | $6.97–$7.69 | 12.5× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-09-01 | $1.39 | $1.45 | +4.3% |
| 2026-06-03 | $1.54 | $1.55 | +0.6% |
| 2026-02-17 | $1.34 | $1.36 | +1.5% |
| 2025-11-18 | $1.31 | $1.36 | +3.8% |
| 2025-08-19 | $1.23 | $1.26 | +2.4% |
| 2025-05-21 | $1.58 | $1.62 | +2.5% |
| 2025-02-18 | $1.36 | $1.39 | +2.2% |
| 2024-11-19 | $1.25 |
| $1.26 |
| +0.8% |
| $49.2B |
| — |
| GSKGSK plc | $50.05 | +4.00% | $100.3B | — |
| HCAHCA Healthcare, Inc. | $425.49 | -0.34% | $92.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$MDT $MMED https://news.medtronic.com/2026-09-14-Medtronic-Launches-Exchange-Offer-to-Complete-Separation-of-MiniMed-Group,-Inc We doing this?
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$SPY $MDT i like Medtronic & beginning accumulation mode with a long horizon. Cheers! 30A
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$TNON just keep putting the lipstick on it! Still -$4.33M debt on balance sheet -$4.05M net loss -$1.74M negative equity... has highest growth but still not profitable. TTM had -13.7M net losses over only $5.3M rev $MDT $SIBN $GMED
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$NMTC Our fiscal Q3 results demonstrated progress not only in product revenue, but also in the underlying economics of our commercial business. Product gross profit increased 29% year over year to $1.2 million, while product gross margin reached a record 59.9%, compared with 53.9% during the same period last year. The improvement reflected a more favorable product mix, while higher OneRF® product sales were the primary driver of revenue growth. Together with our ISO 13485 certification, these results strengthen the foundation supporting continued product adoption and our plans to selectively pursue international commercial opportunities. $ABT $MDT $GMED
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These Two Healthcare Stocks Hit Key Milestones Today – Why Is Wall Street Bullish On Them? $OBIO $LFST $MDT $LGND https://stocktwits.com/news/equity/markets/why-did-obio-lfst-stocks-hit52-week-highs/cZtaSjBRJ60
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$MODD $MODD $TNDM $PODD $MDT @Stef_Gee Lets debate MODD stock LETS TALK ANALYTICS LETS SETTLE THIS
View on StockTwits ↗$MODD my days on this app may be numbered. My recent post about @Stef_Gee was taken down I AM HERE FOR REAL STOCK ANALYSIS. But most people are too afraid to face the truth. Ready to debate $MODD with anyone $TNDM $PODD $MDT If anyone doubts modd is the next big thing i am ready to defend it. Respond.
View on StockTwits ↗$NMTC During fiscal Q3, product revenue increased 16% year over year to $2.0 million, while new product orders grew 43% to approximately $2.7 million. Orders exceeded recognized revenue during the quarter, contributing to a $1.7 million backlog as of June 30. As of our Q3 update, we had received approximately $11.2 million in product orders for fiscal 2026. We continue working closely with our manufacturing partners to maximize shipments and convert this demand into recognized revenue as we build on the commercial momentum across our portfolio. $CLPT $MDT
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$BSX Yesterday’s guidance cut wasn't an unpredictable event; it was the textbook resolution of an open liability. Truth is, markets have a ruthless way of punishing echo chambers. Too many traders mistake objective risk analysis for hostility. The person laying out an uncomfortable downside scenario isn't your adversary... they're handing you the blind spots you couldn't see from inside your position. If your thesis can't survive forensic scrutiny from an opposing view, it isn't a thesis; it's a bias. 40 yrs in this business teaches you to respect risk over narrative every time. Never dismiss the counter-argument that challenges your comfort zone, because the day you stop listening to the other side of the trade is the day the market humbles you. $SYK $MDT $ABT $ISRG
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$DELL AI Signal: Neutral (60% confidence). Price $533.88, +21% 1M trend, near highs. Bullish: Wyckoff Accumulation phase, 75% historical win rate on volume anomalies (+23% avg 5D), 71% analyst Buy/Strong Buy. Caution: 4 insider sells this month vs 1 buy (incl. $5.06M sell tied to a director departure), Financial Health 36/100 (Profitability F, ROE -206%), analyst target $485.09 sits below current price despite the Buy rating. Also this week: $STX Beat (2.72), $MDT Beat (1.15), $CIEN Miss (0.14), $ZS upgraded to Buy by Citi ($205 PT). NFA. Model conflict, not a call.
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Jim Cramer says investors are too focused on AI stocks. Here’s where he says to look instead $mdt Healthcare offers additional opportunities, he said. Cramer pointed to Hinge Health, which is primarily a digital platform for physical therapy with ambitions in other areas of healthcare, and Medtronic, whose stronger-than-expected results and improved organic growth have failed to meaningfully lift the stock. “The stock is now where it was when it reported,” Cramer said of medical device maker Medtronic. “That’s crazy.” https://www.cnbc.com/2026/09/08/jim-cramer-investors-focused-ai-stocks.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
View on StockTwits ↗At NeuroOne, we are building a medical technology platform focused on expanding the role of minimally invasive solutions across neurological disorders and chronic pain. Our commercial portfolio continues to generate growing demand, while programs such as StereoCED™ and basivertebral nerve ablation are designed to extend our technology into additional applications. Fiscal Q3 reflected progress across both sides of this strategy: strengthening the commercial foundation of our business today while continuing to advance the opportunities that may support our longer-term growth. $NMTC $MDT $ABT
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$MDT options flow lesson: one options print is evidence, not a complete thesis. A large print can be directional, hedged, or one leg of a spread. Price structure and the next open interest settle help grade it. The alert snapshot shows $145K in the Oct 9 $95 calls. Volume was 9.6x standing open interest at capture. Intraday volume does not establish whether a position was opened or held; the next settled open interest is the check.
View on StockTwits ↗$BSX Stepping aside here and reassessing near-term risk and operational reality... When Boston Scientific first filed their 8-K disclosing a cybersecurity incident that disrupted order processing, my initial take was to treat it as standard headline noise... simple order deferrals rather than a structural issue. But as I've dug deeper into the supply-chain data and operational precedents across the sector, intellectual honesty requires admitting this disruption could easily carry more weight than first meets the eye. Ultimately, when earnings roll around, the numbers on the page and how the tape reacts to them are all that matter. I have been vocal about my long-term bullish thesis on BSX sharing my entries, options structures, and sizing as we accumulated shares off the washed-out lows. We caught a solid rebound off the bottom. But active risk management requires the discipline to step back when the fundamental picture introduces operational unknowns that can't be reliably quantified: • The sector precedent: Unfortunately, this isn't an isolated event; we've seen a clear wave of attacks hitting peers across the medtech space this year, including $SYK $ABT $ISRG and $MDT . Stryker’s experience in March is a prime benchmark: their breach crippled ordering, manufacturing, and shipping for weeks, resulting in a Q1 top-and-bottom-line miss. On their earnings call, Stryker CEO Kevin Lobo stated directly: "The cyber incident had a big impact on our results and affected each of our businesses differently given their varied go-to-market models and processes to record revenue. This resulted in distortions in our first-quarter results that will normalize over the course of the year." • Regulatory & operational friction: In medtech, operational recovery isn't just about restoring an IT network or turning servers back on. Manufacturing lines operate inside strict, FDA-validated quality environments. Recalibrating processes, validating batch releases, and clearing backlogs takes time. With key facilities like Cork, Ireland sending production workers home during the outage, the flow of goods has faced measurable friction that will likely spill into quarterly numbers. • Context on insider buying: Insiders have shown substantial conviction on the way down... CEO Mike Mahoney deployed roughly $9.0 million of personal capital on the open market in early August, alongside multiple director purchases. However, those transactions occurred before this cyber disruption hit. Leadership bought based on long-term valuation and turnaround pipeline visibility, not with foresight of a sudden operational shutdown. All told, I remain a believer in the Boston Scientific franchise long-term, but turning a blind eye to supply-chain drag and near-term margin risk is a fast way to give back hard-earned profits. I have harvested gains off the washout lows, unwound near-term exposure, and stepped aside for now. If the stock grinds higher without me, so be it... I’d rather let the dust settle and evaluate the actual financial impact in black and white before re-engaging. Execution discipline over emotion. Good luck out there... and trade 'em well. 😊
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