
Congress trades
Semtech Corporation (SMTC)
NASDAQ · Technology · 7 congress trades · last filed 7 days ago
About Semtech Corporation
from the company's filings and listing- Exchange
- NASDAQ
- Sector
- Technology
- Industry
- Semiconductors
- Chief executive
- Hong Q. Hou
- Employees
- 1,920
- Listed since
- -
- Market value
- $15.3B
- Price to earnings
- 98.9
- Earnings per share
- $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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 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 Mixe | $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 2026 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| 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% | 3.63% |
| 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 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Congress trades in SMTC
7 disclosures of 7 on record · median 17d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Sale | $1,001 - $15,000 | +28.4%S&P +1.6% · vs S&P 500 +26.9% | Jul 16, 2026 | Sep 4, 2026 | 50d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +1.3%S&P +2.1% · vs S&P 500 -0.8% | Jun 30, 2026 | Jul 2, 2026 | 2d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +81.8%S&P +12.0% · vs S&P 500 +69.8% | Mar 3, 2026 | Apr 7, 2026 | 35d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +112.9%S&P +12.5% · vs S&P 500 +100.5% | Jan 20, 2026 | Feb 13, 2026 | 24d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +183.8%S&P +19.1% · vs S&P 500 +164.8% | Sep 2, 2025 | Sep 12, 2025 | 10d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +179.2%S&P +18.2% · vs S&P 500 +161.0% | Aug 26, 2025 | Sep 12, 2025 | 17d |
| Thom TillisJoint | Stock | Sale (Full) | $1,001 - $15,000 | +504.5%S&P +264.3% · vs S&P 500 +240.2% | Feb 13, 2015 | Feb 26, 2015 | 13d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
1 member · estimate, as of Sep 10, 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 | 0.3% |
Estimate, as of Sep 10, 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., 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 Sep 10, 2026. The largest 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 17 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 Sep 10, 2026.
