
Insider and congress filings
Applied Materials, Inc. (AMAT)
NASDAQ · Technology · 357 insider transactions · 146 congress trades · last filed 18 days agoS&P 500Nasdaq 100
About Applied Materials, Inc.
from the company's filings and listing, as of Oct 20, 2026- Exchange
- NASDAQ
- Sector
- Technology
- Industry
- Semiconductors
- Chief executive
- Gary E. Dickerson
- Employees
- 36,500
- Listed since
- -
- Market value
- $327.8B
- Price to earnings (12 mo)
- 35.4
- Net income per share, as reported (12 mo)
- $11.67
- Dividend yield
- 0.48%
Company news
1 article · newest first| Headline | Source | Date |
|---|---|---|
| Applied Materials adds UCLA Samueli School of Engineering to its EPIC CenterThe school joins the Silicon Valley facility as a research partner, with work focused on speeding chip commercialization. | Company release | Oct 8, 2026 |
Written by GetSignal with AI from the company's own SEC filings and press releases; each article links to its source. Not investment advice. Company news from every company we cover
Earnings
6 reported quarters · next on Nov 12, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Aug 13, 2026 | $3.50 | $3.40 | $9.1B | $9.0B | EPS beatRevenue in line |
| Q2 FY2026reported May 14, 2026 | $2.86 | $2.68 | $7.9B | $7.7B | EPS beatRevenue beat |
| Q1 FY2026reported Feb 12, 2026 | $2.38 | $2.21 | $7.0B | $6.9B | EPS beatRevenue beat |
| Q4 FY2025reported Dec 12, 2025 | $2.17 | $2.11 | $6.8B | $6.7B | EPS beatRevenue beat |
| Q3 FY2025reported Aug 14, 2025 | $2.48 | $2.36 | $7.3B | $7.2B | EPS beatRevenue in line |
| Q2 FY2025reported May 15, 2025 | $2.39 | $2.31 | $7.1B | $7.1B | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Jan 28, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Gary E. DickersonPresident and Chief Executive Officer | $1.0M | $26.9M | $1.7M | $29.6M |
| Prabu G. RajaPresident, Semiconductor Products Group | $800K | $7.6M | $1.1M | $9.5M |
| Brice HillSenior Vice President, Chief Financial Officer and Global Information Services | $750K | $6.7M | $1.0M | $8.5M |
| Timothy M. DeaneSenior Vice President, Applied Global Services | $735K | $4.8M | $880K | $6.4M |
| Omkaram NalamasuSenior Vice President, Chief Technology Officer | $665K | $4.6M | $780K | $6.0M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $58.0B | 80,212,518 | +1.6% | 10.10% |
| Vanguard Capital Management LLC | $37.5B | 51,848,358 | +0.5% | 6.53% |
| State Street Corp | $27.6B | 38,240,019 | +2.0% | 4.82% |
| Invesco Ltd. | $20.4B | 28,265,844 | +69.7% | 3.56% |
| Capital Research Global Investors | $16.0B | 22,159,097 | -24.8% | 2.79% |
| Geode Capital Management, LLC | $15.9B | 22,007,983 | +0.4% | 2.77% |
| Vanguard Portfolio Management LLC | $13.4B | 18,553,307 | +7.5% | 2.34% |
| Morgan Stanley | $9.8B | 13,523,832 | +14.2% | 1.70% |
| JPMorgan Chase & Co. | $9.6B | 13,886,053 | +182.0% | 1.75% |
| T. Rowe Price Associates, Inc. | $9.1B | 12,627,555 | +108.3% | 1.59% |
| Norges Bank | $8.2B | 11,305,788 | New | 1.42% |
| UBS Am, A Distinct Business Unit of Ubs Asset Management Americas LLC | $6.8B | 9,412,435 | -5.8% | 1.19% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding AMAT
12 of 18 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Coatue ManagementPhilippe Laffont | $3.0B | 4,213,483 | 6.3% |
| Tiger Global ManagementChase Coleman | $1.2B | 1,632,210 | 4.9% |
| Alkeon Capital Management | $1.1B | 1,504,800 | 1.5% |
| Lone Pine CapitalStephen Mandel | $873.2M | 1,207,737 | 5.3% |
| Steve CohenPoint72 Asset Management | $433.8M | 599,984 | 0.5% |
| Adage Capital Partners | $410.5M | 567,726 | 0.6% |
| Jericho Capital | $400.5M | 553,927 | 3.3% |
| Castle Hook Partners | $290.6M | 401,956 | 1.3% |
| Holocene Advisors | $267.4M | 369,894 | 0.6% |
| Ray DalioBridgewater Associates | $210.7M | 291,426 | 0.9% |
| Altimeter CapitalBrad Gerstner | $189.4M | 261,950 | 1.9% |
| Woodline Partners | $151.0M | 208,863 | 0.5% |
Also holding AMAT: Walleye Capital, Joel Greenblatt, Moore Capital, Samlyn Capital, Glenview Capital, Brave Warrior Advisors.
18 of the 97 fund managers we track list AMAT shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
20 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Adam SandersCorp. Controller & CAO | Sold | 725 | $544.56 | $395K | Oct 2, 2026filed Oct 5, 2026 | 1d |
| Judy BrunerDirector | Sold | 1,000 | $465.00 | $465K | Sep 8, 2026filed Sep 10, 2026 | 2d |
| Brice HillSVP, CFO | Sold | 7,500 | $479.25 | $3.6M | Aug 25, 2026filed Aug 27, 2026 | 2d |
| Gary E. DickersonPresident and CEO | Sold · 2 lines | 20,000 | $735.22 | $14.7M | Jun 30, 2026filed Jul 1, 2026 | 1d |
| Gary E. DickersonPresident and CEO | Sold · 2 lines | 58,321 | $700.36 | $40.8M | Jun 29, 2026filed Jul 1, 2026 | 2d |
| Prabu G. RajaPresident, Semi. Products Grp. | Sold | 10,000 | $633.53 | $6.3M | Jun 18, 2026filed Jun 22, 2026 | 1d |
| Timothy M. DeaneSVP, Applied Global Services | Sold | 8,621 | $590.76 | $5.1M | Jun 15, 2026filed Jun 17, 2026 | 2d |
| Gary E. DickersonPresident and CEO | Sold · 10 lines | 71,727 | $593.75 | $42.6M | Jun 16, 2026filed Jun 17, 2026 | 1d |
| Gary E. DickersonPresident and CEO | Sold | 11,273 | $590.03 | $6.7M | Jun 15, 2026filed Jun 17, 2026 | 2d |
| Omkaram NalamasuSenior Vice President, CTO | Sold · 7 lines | 24,263 | $593.43 | $14.4M | Jun 16, 2026filed Jun 17, 2026 | 1d |
| Omkaram NalamasuSenior Vice President, CTO | Sold · 2 lines | 10,737 | $591.95 | $6.4M | Jun 15, 2026filed Jun 17, 2026 | 2d |
| Thomas J. IannottiDirector | Sold | 9,250 | $599.77 | $5.5M | Jun 16, 2026filed Jun 17, 2026 | 1d |
| Brice HillSVP, CFO | Sold | 2,500 | $498.86 | $1.2M | Jun 3, 2026filed Jun 5, 2026 | 2d |
| Prabu G. RajaPresident, Semi. Products Grp. | Sold · 4 lines | 50,000 | $505.28 | $25.3M | Jun 4, 2026filed Jun 5, 2026 | 1d |
| Judy BrunerDirector | Sold | 1,128 | $450.00 | $508K | May 26, 2026filed May 28, 2026 | 2d |
| Adam SandersCorp. Controller & CAO | Sold | 268 | $434.22 | $116K | May 22, 2026filed May 26, 2026 | 1d |
| Judy BrunerDirector | Sold | 2,500 | $391.71 | $979K | Feb 25, 2026filed Feb 27, 2026 | 2d |
| Adam SandersCorp. Controller & CAO | Sold | 534 | $379.16 | $202K | Feb 24, 2026filed Feb 24, 2026 | 0d |
| Judy BrunerDirector | Sold · 2 lines | 3,969 | $377.02 | $1.5M | Feb 23, 2026filed Feb 24, 2026 | 1d |
| Brice HillSVP, CFO | Sold | 5,000 | $361.21 | $1.8M | Feb 17, 2026filed Feb 18, 2026 | 1d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Timothy M. DeaneSVP, Applied Global Services | Tax withholding | 2,644 | Oct 1, 2026 |
| Adam SandersCorp. Controller & CAO | Tax withholding | 269 | Oct 1, 2026 |
| Akash J. PalkhiwalaDirector | Stock award | 279 | Aug 27, 2026 |
| Adam SandersCorp. Controller & CAO | Tax withholding | 125 | Jul 1, 2026 |
| Timothy M. DeaneSVP, Applied Global Services | Gift | 1,545 | Jun 15, 2026 |
| Gary E. DickersonPresident and CEO | Gift | 17,000 | Jun 16, 2026 |
| Thomas J. IannottiDirector | Gift | 750 | Jun 16, 2026 |
| Aart De GeusDirector | Gift | 17,855 | May 21, 2026 |
| Adam SandersCorp. Controller & CAO | Tax withholding | 125 | Apr 1, 2026 |
| Aart De GeusDirector | Stock award | 741 | Mar 12, 2026 |
| Rani BorkarDirector | Stock award | 741 | Mar 12, 2026 |
| Scott A. McGregorDirector | Stock award | 741 | Mar 12, 2026 |
| Kevin P. MarchDirector | Stock award | 741 | Mar 12, 2026 |
| James Robert AndersonDirector | Stock award | 741 | Mar 12, 2026 |
| Xun ChenDirector | Stock award | 741 | Mar 12, 2026 |
| Thomas J. IannottiDirector | Stock award | 741 | Mar 12, 2026 |
| Judy BrunerDirector | Stock award | 741 | Mar 12, 2026 |
| Alexander KarsnerDirector | Stock award | 741 | Mar 12, 2026 |
| Prabu G. RajaPresident, Semi. Products Grp. | Gift | 45 | Nov 21, 2025 |
| Adam SandersCorp. Controller & CAO | Tax withholding | 324 | Jan 1, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in AMAT
20 disclosures of 146 on record · median 22d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 26, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -10.4%After the saleS&P 500 +0.3% · -10.8 pts vs S&P 500 | Sep 15, 2026 | Oct 7, 2026 | 22d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | -28.5%S&P 500 -1.1% · -27.4 pts vs S&P 500 | Aug 6, 2026 | Sep 14, 2026 | 39d |
| Jared Moskowitz | Stock | Purchase | $1,001 - $15,000 | -34.4%S&P 500 +1.5% · -35.9 pts vs S&P 500 | Jul 13, 2026 | Aug 27, 2026 | 45d |
| John McGuireSpouse | Stock | Purchase | $1,001 - $15,000 | -34.9%S&P 500 +0.7% · -35.6 pts vs S&P 500 | Jul 15, 2026 | Aug 10, 2026 | 26d |
| Jared MoskowitzDependent child | Stock | Purchase | $1,001 - $15,000 | -38.9%S&P 500 +1.5% · -40.4 pts vs S&P 500 | Jun 18, 2026 | Jul 26, 2026 | 38d |
| Alan ArmstrongSelf | Stock | Purchase | $15,001 - $50,000 | +11.9%S&P 500 +19.8% · -7.9 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Dan NewhouseSpouse | Stock | Sale | $1,001 - $15,000 | -37.4%After the saleS&P 500 +0.7% · -38.1 pts vs S&P 500 | Jul 10, 2026 | Jul 17, 2026 | 7d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | -33.6%After the saleS&P 500 +1.3% · -34.9 pts vs S&P 500 | Jun 16, 2026 | Jul 6, 2026 | 20d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +9.1%S&P 500 +12.2% · -3.1 pts vs S&P 500 | Mar 10, 2026 | Apr 7, 2026 | 28d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | +24.1%After the saleS&P 500 +12.1% · +12.0 pts vs S&P 500 | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +2.0%S&P 500 +11.0% · -9.0 pts vs S&P 500 | Feb 19, 2026 | Mar 9, 2026 | 18d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -0.2%S&P 500 +10.5% · -10.7 pts vs S&P 500 | Feb 24, 2026 | Mar 9, 2026 | 13d |
| John BoozmanJoint | Stock | Sale (Partial) | $1,001 - $15,000 | +1.3%After the saleS&P 500 +10.7% · -9.4 pts vs S&P 500 | Feb 27, 2026 | Mar 6, 2026 | 7d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +10.0%S&P 500 +10.0% · 0.0 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Markwayne MullinJoint | Stock | Purchase | $15,001 - $50,000 | +43.4%S&P 500 +10.4% · +33.0 pts vs S&P 500 | Dec 29, 2025 | Jan 16, 2026 | 18d |
| Dan NewhouseSpouse | Stock | Purchase | $1,001 - $15,000 | +130.7%S&P 500 +18.1% · +112.6 pts vs S&P 500 | Aug 18, 2025 | Sep 17, 2025 | 30d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +132.6%After the saleS&P 500 +18.8% · +113.8 pts vs S&P 500 | Aug 19, 2025 | Sep 9, 2025 | 21d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +129.3%After the saleS&P 500 +17.8% · +111.5 pts vs S&P 500 | Aug 26, 2025 | Sep 9, 2025 | 14d |
| Angus S. King Jr.Spouse | Stock | Purchase | $1,001 - $15,000 | +95.9%S&P 500 +20.9% · +75.0 pts vs S&P 500 | Jul 21, 2025 | Aug 18, 2025 | 28d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +101.6%S&P 500 +20.9% · +80.7 pts vs S&P 500 | Jul 22, 2025 | Aug 13, 2025 | 22d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in AMAT, filterable by party, chamber, type and account.
Members of Congress reporting a position
11 members · estimate, as of Oct 19, 202611 members report a position (estimated). The largest estimated position is in the $100,001 - $250,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $100,001 - $250,000 | 0.3% |
| Deborah K. Ross | Democrat · House | $50,001 - $100,000 | 3.7% |
| Robert Bresnahan | Republican · House | $15,001 - $50,000 | 0.4% |
| Jared Moskowitz | Democrat · House | $15,001 - $50,000 | 0.5% |
| Angus S. King Jr. | Independent · Senate | $15,001 - $50,000 | 0.4% |
| Michael A. Rulli | Republican · House | $1,001 - $15,000 | 1.2% |
| Julie Johnson | Democrat · House | $1,001 - $15,000 | 0.1% |
| Lucy McBath | Democrat · House | $1,001 - $15,000 | 0.2% |
| John Boozman | Republican · Senate | $1,001 - $15,000 | 0.3% |
| Dan Newhouse | Republican · House | $1,001 - $15,000 | 1.1% |
| John McGuire | Republican · House | $1,001 - $15,000 | 1.2% |
Estimate, as of Oct 19, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling AMAT?
Across the 20 most recent open-market filings shown here, 0 were purchases and 20 were sales.
Which members of Congress have traded AMAT?
Josh Gottheimer, Jared Moskowitz, John McGuire, Alan Armstrong, Dan Newhouse, Ro Khanna and others disclosed AMAT transactions in the filings shown here.
Which members of Congress hold AMAT?
11 members of Congress report a position in AMAT in the estimate we hold as of Oct 19, 2026. The two largest estimated positions belong to Gilbert Ray Cisneros, Jr. and Deborah K. Ross; Robert Bresnahan holds one of the next largest, in the $15,001 - $50,000 band. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is AMAT in the S&P 500 or the Nasdaq 100?
Applied Materials, Inc. is a current member of the S&P 500 and Nasdaq 100, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are AMAT trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 22 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
