NYSE · Health Care

Medtronic MDT

Medtronic plc develops, manufactures, and sells device-based medical therapies to healthcare systems, physicians, clinicians, and patients in the United States, Ireland, and internationally. The Cardiovascular Portfolio segment offers implantable cardiac pacemakers, cardioverter defibrillators, and cardiac resynchronization therapy devices; cardiac ablation products; insertable cardiac monitor systems; TYRX products; and remote monitoring and patient-centered software.

Biotechnology: Electromedical & Electrotherapeutic Apparatus

Company profile

Business mix

  • The Cardiovascular Portfolio segment offers implantable cardiac pacemakers, cardioverter defibrillators, and cardiac resynchronization therapy devices.
  • It also provides aortic valves, surgical valve replacement and repair products, endovascular stent grafts and accessories, and transcatheter pulmonary valves, and percutaneous coronary intervention products, percutaneous angioplasty balloons.
  • The Neuroscience Portfolio segment offers medical devices and implants, biologic solutions, spinal cord stimulation and brain modulation systems, implantable drug infusion systems, and interventional products, as well as nerve ablation system.
  • The segment offers its products for spinal surgeons, neurosurgeons, neurologists, pain management specialists, anesthesiologists, orthopedic surgeons, urologists, urogynecologists, and interventional radiologists, as well as ear, nose.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical devices?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 21.89 FCF 5.17% Buyback 0.14%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 1.2% $870.4M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $48.6M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 4 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $83.9M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +9.4% +958,362 / 10,164,083
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 76.3% 13F value change +$9.3M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 11.7% 13F value change +$5.0M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 4.2% 13F value change +$1.4M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 86.7% 13F value change +$19.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 146,268 Last 4 periods +414,210 (+283.2%) Total shares 560,478 Value $48.6M
First Eagle legacy Jean-Marie Eveillard 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -0.9% 13F value change -$33.7M
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 0.0% 13F value change +$78.8M
13F 2025-12-31 Filed 2026-02-04
Minor increase Shares 0.4% 13F value change +$11.8M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 2.8% 13F value change -$68.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 9,815,649 Last 4 periods +229,046 (+2.3%) Total shares 10,044,695 Value $870.4M
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 67.3% 13F value change +$14.6M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -16.5% 13F value change -$5.1M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 202,166 Last 4 periods +80,220 (+39.7%) Total shares 282,386 Value $27.1M
Polen Capital Management 2 filing periods
13F 2025-03-31 Filed 2025-05-12
New Shares - 13F value change +$56.6M
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -62.7% 13F value change -$36.1M
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 0 Last 4 periods +234,886 (New) Total shares 234,886 Value $20.5M

Recent mentions

No public mentions.