
Congress trades
Semtech Corporation (SMTC)
NASDAQ · Technology · 8 congress trades · last filed 13 days ago
About Semtech Corporation
from the company's filings and listing, as of Oct 25, 2026- Exchange
- NASDAQ
- Sector
- Technology
- Industry
- Semiconductors
- Chief executive
- Hong Q. Hou
- Employees
- 1,920
- Listed since
- -
- Market value
- $12.3B
- Price to earnings (12 mo)
- 79.6
- Net income per share, as reported (12 mo)
- $1.65
- Dividend yield
- -
Earnings
6 reported quarters · next on Nov 23, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2027reported Aug 25, 2026 | $0.71 | $0.61 | $341.9M | $328.7M | EPS beatRevenue beat |
| Q1 FY2027reported May 26, 2026 | $0.51 | $0.45 | $291.0M | $283.5M | EPS beatRevenue beat |
| Q4 FY2026reported Mar 16, 2026 | $0.44 | $0.43 | $274.4M | $273.2M | EPS beatRevenue in line |
| Q3 FY2026reported Nov 24, 2025 | $0.48 | $0.44 | $267.0M | $266.4M | EPS beatRevenue in line |
| Q2 FY2026reported Aug 25, 2025 | $0.41 | $0.40 | $257.6M | $264.7M | EPS beatRevenue miss |
| Q1 FY2026reported May 27, 2025 | $0.38 | $0.37 | $251.1M | $250.1M | 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 2026 · proxy filed Apr 21, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Hong Q. HouPresident and Chief Executive Officer | $692K | $6.6M | $903K | $8.2M |
| Jason GreenExecutive Vice President and Chief Commercial Officer | $433K | $3.4M | $517K | $4.4M |
| Asaf SilbersteinExecutive Vice President and Chief Operating Officer | $494K | $2.0M | $472K | $2.9M |
| Mark LinExecutive Vice President and Chief Financial Officer | $456K | $1.9M | $437K | $2.8M |
| Madhusudhan RayabhariSenior Vice President and General Manager, Analog Mixed Signal and Wireless | $417K | $1.5M | $375K | $2.3M |
| J. Michael WilsonChief Quality Officer and Chief Technology Officer | $400K | $1.1M | $382K | $1.9M |
The summary compensation table from the proxy statement for fiscal 2026, 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. | $1.6B | 9,749,439 | -31.4% | 10.45% |
| Vanguard Portfolio Management LLC | $862.4M | 5,328,594 | -23.0% | 5.71% |
| Vanguard Capital Management LLC | $679.7M | 4,199,493 | +1.3% | 4.50% |
| Ameriprise Financial Inc | $559.0M | 3,450,916 | -53.7% | 3.70% |
| State Street Corp | $548.4M | 3,389,044 | -16.5% | 3.65% |
| Jane Street Group, LLC | $542.4M | 3,351,040 | +333.6% | 3.59% |
| Capital Research Global Investors | $478.2M | 2,954,432 | -28.8% | 3.17% |
| Geode Capital Management, LLC | $366.6M | 2,253,786 | -10.8% | 2.42% |
| Hood River Capital Management LLC | $364.2M | 2,250,382 | -1.6% | 2.41% |
| Morgan Stanley | $318.9M | 1,970,198 | +39.1% | 2.11% |
| Wellington Management Group LLP | $310.1M | 1,915,766 | -19.7% | 2.05% |
| Bank of America Corp | $301.0M | 1,859,782 | +62.7% | 1.99% |
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. 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.
Congress trades in SMTC
8 disclosures of 8 on record · median 15d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -26.7%After the saleS&P 500 -0.5% · -26.2 pts vs S&P 500 | Sep 29, 2026 | Oct 12, 2026 | 13d |
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Sale | $1,001 - $15,000 | +3.4%After the saleS&P 500 +1.2% · +2.2 pts vs S&P 500 | Jul 16, 2026 | Sep 4, 2026 | 50d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -18.4%After the saleS&P 500 +1.7% · -20.2 pts vs S&P 500 | Jun 30, 2026 | Jul 2, 2026 | 2d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +46.4%S&P 500 +11.6% · +34.8 pts vs S&P 500 | Mar 3, 2026 | Apr 7, 2026 | 35d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +71.5%S&P 500 +12.1% · +59.4 pts vs S&P 500 | Jan 20, 2026 | Feb 13, 2026 | 24d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +124.8%S&P 500 +17.8% · +107.0 pts vs S&P 500 | Aug 26, 2025 | Sep 12, 2025 | 17d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +128.5%S&P 500 +18.7% · +109.9 pts vs S&P 500 | Sep 2, 2025 | Sep 12, 2025 | 10d |
| Thom TillisJoint | Stock | Sale (Full) | $1,001 - $15,000 | +386.7%After the saleS&P 500 +263.1% · +123.6 pts vs S&P 500 | Feb 13, 2015 | Feb 26, 2015 | 13d |
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 SMTC, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 24, 20261 member reports a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $50,001 - $100,000 | 0.2% |
Estimate, as of Oct 24, 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
Which members of Congress have traded SMTC?
Gilbert Ray Cisneros, Jr. and Thom Tillis disclosed SMTC transactions in the filings shown here.
Which members of Congress hold SMTC?
1 member of Congress reports a position in SMTC in the estimate we hold as of Oct 24, 2026. The estimated position belongs to Gilbert Ray Cisneros, Jr. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are SMTC trades disclosed?
Congressional disclosures took a median of 15 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
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.
