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Seagate Technology Holdings plc

STX · Technology · $156.7B mkt cap · FY2026 filings · · Narrow moat ·

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Narrow moat
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The five investor questions

67

2022–2026 (latest 5 aligned FYs; v3 window cap 5): revenue $11.7B to $12.2B, increasing; diluted EPS 7.36 to 13.90, increasing.

28

Median gross margin 28.8% over 10y, variable.

93

Median ROIC 30.3%, above the 12% hurdle in 80% of years.

80

Net debt/EBITDA 0.4x, interest coverage 14x.

100

Owner earnings changed +12.7%/yr over up to the ten most recent annual observations.

Price vs. value if growth stopped today

A cautious baseline, not a price target: what the shares may support if normalized owner earnings simply hold steady.

Above value if growth stopped todayBelow value if growth stopped today
860% above value if growth stopped today
$1.5B
$71.97
$102.60
$690.81
860% above value if growth stopped today

What today’s price assumes: owner earnings growing ~57%/yr over 5 years. The zero-growth estimate assumes owner earnings stay flat (0% growth).

How to read this

We solve for the constant annual change in owner earnings that would make the five-year zero-growth estimate equal today’s price. This keeps the existing model inputs and calculation unchanged; it is an expectations lens, not a forecast.

This zero-growth estimate assumes trailing owner earnings persist — unreliable for declining businesses. The recent FY revenue series does not trigger the three-consecutive-declines flag.

Among the current top-score group, the median current price is 255% above the zero-growth estimate across 49 of the current top 50 companies by Moat Score with both values.

Score records captured Oct 16, 2026.

Exactly which 50 companies?

FTNT, IBEX, META, MEDP, MSFT, GOOG, LULU, ANF, IDXX, TXRH, FHI, QLYS, FFIV, ADBE, LLY, MANH, CPRT, VEEV, RMD, GRMN, PCTY, EAT, UI, SSD, MNST, DOCS, LRCX, MCO, NTAP, NVDA, CORT, SFM, MPTI, ULTA, SN, ROL, CTAS, PAYC, IRMD, DECK, MORN, INTU, JKHY, TPR, LGCY, DAL, GWW, ISRG, MPWR, LOPE

Missing a usable price or zero-growth estimate: ANF.

Model details under moat-index@3.0.0: zero-growth multiple 11.1×, capped-growth comparison at no more than 18×; 9% discount rate; high-end growth 3% (capped at 4%) using min(5y revenue CAGR, 5y diluted-EPS CAGR), clamped to 0%–4%; maintenance capex uses min(capex, D&A); abstain when D&A is unavailable. This is a disclosed model range, not intrinsic value as fact.

19 years of fundamentals

The business, in plain English

Seagate Technology Holdings plc booked $12.2B of revenue in FY2026 in the Technology sector and kept 45.6% of it as gross profit — a solid-margin business by that measure. After every other cost, 26.1% of each revenue dollar reached the bottom line.

Across the filed record, revenue grew from $9.8B (FY2009) to $12.2B (FY2026) — about 1.3% a year compounded over 17 years.

It earned 86.9% on invested capital in the latest filed year, FY2026. Across the full 18-year measurable filed record, median ROIC was 33.2%. Over the v3 recent window (10 measurable filed years), median ROIC was 30.3%. The Returns on Capital filter above scores it 93/100.

The balance sheet carried $3.6B of total debt in FY2026 against $3.2B of owner earnings — roughly 1.1 years of owner earnings to retire it all. Balance-Sheet Safety scores it 80/100.

Put together: Capital Allocation is the strongest of the five filters (100/100) and Pricing Power the weakest (28/100), which is how STX lands at 74/100 — a Narrow moat.

This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.

FY2008–FY2026 · 19 fiscal years, normalized from STX’s SEC filings

Sales, as filed$12.2B FY2026
$0$10B2008201420202026
Revenue kept after cost of goods45.6% FY2026
0%20%40%2008201420202026
Standard ROIC or separately labeled Operating ROICStandard ROIC 91.0% FY2026

Exact FY and FY-1 financing invested-capital inputs are required.

0%50%2008201420202026
Cash an owner could take out$3.2B FY2026
−$2.5B$0$2.5B2008201420202026

The explained ROIC gaps have filed inputs but no meaningful positive invested-capital denominator. Other gaps mean the item is not in the filings for that year. The series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.

Flagship explainer

How Seagate Technology Holdings plc makes its money

Start with a dollar of revenue and follow what the filing says remains.

revenueBranching filed flows with values and percentages directly labeled. Missing filing concepts are omitted rather than estimated.Revenue$12.2B · 100%Cost of revenue$6.6B · 54%Gross profit$5.6B · 46%Operating income$4.1B · 34%Income before tax$3.7B · 30%Income tax$506M · 4%Net income$3.2B · 26%As of 2026-07-03 · 1 SEC filing sourceBuy Like Buffett · buylikebuffett.com

Honest partial: the filing did not provide a normalized tag for Research and development, Selling, general and administrative; those components are omitted, not plugged.

Table alternative
Filed lineValue% of revenueSource
$12.2B100%
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
Cost of revenue$6.6B54%
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
$5.6B46%
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
$4.1B34%
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
Income before tax$3.7B30%
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
Income tax$506M4%
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
$3.2B26%
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
Source:
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
· event Jul 3, 2026 · retrieved Oct 16, 2026 · annual-row source set
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Flagship explainer

What Seagate Technology Holdings plc owns — and owes

Seagate Technology Holdings plc's filing tags don't support a full breakdown — here's what is filed:

Table alternative
Filed lineValue% of assetsSource
Total assets$10.0B100%
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
Cash and equivalents$1.7B17%
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
$3.6B36%
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
Stockholders’ equity$2.2B22%
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
Source:
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
· event Jul 3, 2026 · retrieved Oct 16, 2026 · annual-row source set

Flagship explainer

What drives Seagate Technology Holdings plc’s return on equity?

ROE is five filed business factors multiplied together.

DuPont return on equity factor treeReturn on equity branches into tax burden, interest burden, operating margin, asset turnover, and the equity multiplier.Return on equity372%Tax burden86%net income ÷ pretax incomeInterest burden90%pretax ÷ operating incomeOperating margin34%operating income ÷ revenueAsset turnover1.36×revenue ÷ average assetsEquity multiplier10.50×average assets ÷ average equityAs of 2026-07-03 · 2 SEC filing sourcesBuy Like Buffett · buylikebuffett.com
DuPont source inputs
InputValueFiscal yearSource
$3.2BFY2026
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
Income before tax$3.7BFY2026
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
Operating income$4.1BFY2026
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
$12.2BFY2026
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
Ending assets$10.0BFY2026
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
Beginning assets$8.0BFY2025
  • 10-K · FY 2025Filing detailsAccession 0001137789-25-000157 · filed Aug 1, 2025
  • 10-K · FY 2025Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
$2.2BFY2026
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
−$453MFY2025
  • 10-K · FY 2025Filing detailsAccession 0001137789-25-000157 · filed Aug 1, 2025
  • 10-K · FY 2025Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
Source: · event Jul 3, 2026 · retrieved Oct 16, 2026 · annual-row source set
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Flagship explainer

Where Seagate Technology Holdings plc's cash went

Seagate Technology Holdings plc’s filing does not supply enough provenance-matched cash-flow lines for a truthful flow chart — here’s what is filed:

Table alternative
Filed lineValue% of cash from operationsSource
Cash from operations$3.7B100%
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
Depreciation and amortization$276M8%
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
Source:
  • 10-K · FY 2026Filing detailsAccession 0001137789-26-000159 · filed Aug 4, 2026
· event Jul 3, 2026 · retrieved Oct 16, 2026 · annual-row source set

Curated 19-manager tier

Who reported holding Seagate Technology Holdings plc

Delayed public 13F reports for 2026-Q2—not live positions, trades, or recommendations.

0 holding0 exited18 not holding18/19 resolved1 not retrieved

Named manager positions and quarter-over-quarter changes
ManagerReported positionQuarter-over-quarterFiling accession
Abrams CapitalNo position reportedNo position reported
Akre CapitalNo position reportedNo position reported
Baupost GroupNo position reportedNo position reported
Berkshire HathawayNo position reportedNo position reported
Brave Warrior AdvisorsNo position reportedNo position reported
Dodge & CoxNo position reportedNo position reported
First EagleNo position reportedNo position reported
FundsmithNo position reportedNo position reported
Gardner Russo & QuinnNo position reportedNo position reported
Gates Foundation TrustNo position reportedNo position reported
Mairs & PowerNo position reportedNo position reported
Markel / Markel-GaynerNo position reportedNo position reported
Oakmark / Harris AssociatesNo position reportedNo position reported
Polen CapitalNo position reportedNo position reported
Sequoia / Ruane CunniffNo position reportedNo position reported
Southeastern Asset ManagementNo position reportedNo position reported
Tweedy, BrowneNo position reportedNo position reported
Yacktman Asset ManagementNo position reportedNo position reported
Pershing SquareNot retrievedComparison not retrievedFiling not retrieved

Position size uses shares and filed value from each manager’s 13F. Portfolio weight uses the eligible long-share filing denominator. Changes compare only with the immediately preceding calendar quarter.

Source:
37 SEC filings
  1. 13F-HR · Q1 2026Filing detailsAccession 0000813917-26-000038 · filed May 15, 2026
  2. 13F-HR · Q2 2026Filing detailsAccession 0000813917-26-000042 · filed Aug 14, 2026
  3. 13F-HR · Q1 2026Filing detailsAccession 0000860643-26-000003 · filed May 13, 2026
  4. 13F-HR · Q2 2026Filing detailsAccession 0000860643-26-000005 · filed Aug 13, 2026
  5. 13F-HR · Q1 2026Filing detailsAccession 0000905567-26-000002 · filed May 1, 2026
  6. 13F-HR · Q2 2026Filing detailsAccession 0000905567-26-000003 · filed Aug 11, 2026
  7. 13F-HR · Q1 2026Filing detailsAccession 0000919574-26-003132 · filed May 15, 2026
  8. 13F-HR · Q2 2026Filing detailsAccession 0000919574-26-005176 · filed Aug 14, 2026
  9. 13F-HR · Q1 2026Filing detailsAccession 0001061768-26-000007 · filed May 14, 2026
  10. 13F-HR · Q2 2026Filing detailsAccession 0001061768-26-000010 · filed Aug 13, 2026
  11. 13F-HR · Q1 2026Filing detailsAccession 0001096343-26-000044 · filed May 1, 2026
  12. 13F-HR · Q2 2026Filing detailsAccession 0001096343-26-000065 · filed Jul 31, 2026
  13. 13F-HR · Q1 2026Filing detailsAccession 0001104659-26-062592 · filed May 15, 2026
  14. 13F-HR · Q2 2026Filing detailsAccession 0001104659-26-097175 · filed Aug 14, 2026
  15. 13F-HR · Q1 2026Filing detailsAccession 0001112520-26-000009 · filed May 14, 2026
  16. 13F-HR · Q2 2026Filing detailsAccession 0001112520-26-000014 · filed Aug 14, 2026
  17. 13F-HR · Q1 2026Filing detailsAccession 0001172661-26-001819 · filed May 14, 2026
  18. 13F-HR · Q1 2026Filing detailsAccession 0001172661-26-001911 · filed May 14, 2026
  19. 13F-HR · Q1 2026Filing detailsAccession 0001172661-26-001966 · filed May 14, 2026
  20. 13F-HR · Q1 2026Filing detailsAccession 0001172661-26-002294 · filed May 15, 2026
  21. 13F-HR · Q2 2026Filing detailsAccession 0001172661-26-003035 · filed Aug 4, 2026
  22. 13F-HR · Q2 2026Filing detailsAccession 0001172661-26-003402 · filed Aug 13, 2026
  23. 13F-HR · Q2 2026Filing detailsAccession 0001172661-26-003496 · filed Aug 14, 2026
  24. 13F-HR · Q2 2026Filing detailsAccession 0001172661-26-003728 · filed Aug 14, 2026
  25. 13F-HR · Q1 2026Filing detailsAccession 0001193125-26-208439 · filed May 6, 2026
  26. 13F-HR · Q1 2026Filing detailsAccession 0001193125-26-223352 · filed May 14, 2026
  27. 13F-HR · Q1 2026Filing detailsAccession 0001193125-26-226661 · filed May 15, 2026
  28. 13F-HR · Q2 2026Filing detailsAccession 0001193125-26-340443 · filed Aug 7, 2026
  29. 13F-HR · Q2 2026Filing detailsAccession 0001193125-26-349535 · filed Aug 13, 2026
  30. 13F-HR · Q2 2026Filing detailsAccession 0001193125-26-352200 · filed Aug 14, 2026
  31. 13F-HR/A · Q1 2026 · Amendment RESTATEMENTFiling detailsAccession 0001325447-26-000018 · filed May 14, 2026
  32. 13F-HR · Q2 2026Filing detailsAccession 0001325447-26-000020 · filed Aug 5, 2026
  33. 13F-HR/A · Q2 2026 · Amendment NEW HOLDINGSFiling detailsAccession 0001325447-26-000033 · filed Aug 24, 2026
  34. 13F-HR · Q1 2026Filing detailsAccession 0001398344-26-009296 · filed May 15, 2026
  35. 13F-HR · Q2 2026Filing detailsAccession 0001398344-26-014641 · filed Aug 14, 2026
  36. 13F-HR · Q1 2026Filing detailsAccession 0001569205-26-000005 · filed May 15, 2026
  37. 13F-HR · Q2 2026Filing detailsAccession 0001569205-26-000012 · filed Aug 14, 2026
· event Jun 30, 2026 · retrieved Oct 16, 2026

Flagship explainer

What Seagate Technology Holdings plc insiders reported

Records still being gathered — partial as of retrieval Oct 16, 2026.

Partial coverage: the incomplete Form 4 walk cannot establish no activity, an activity date, or zero counts.

Moat Score history

29 logged readings since Jul 17, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale73.6 / 100
0406080100WideNarrowShallowNo moatJul 17, 2026Oct 16, 2026

Breaks in the line mark methodology or normalizer upgrades — readings across versions aren’t compared, so a level shift there isn’t a change in the business.

Tier changesSame-methodology and same-normalizer crossings of the Wide / Narrow / Shallow bars

  1. Normalizer upgraded unstamped (version unknown)moat-xbrl-normalizer@1.1.0 — readings across versions aren’t comparedJul 26, 2026
  2. Methodology upgraded moat-index@2.0.0moat-index@3.0.0 — readings across versions aren’t comparedJul 23, 2026
  3. Methodology upgraded moat-index@1.2.0moat-index@2.0.0 — readings across versions aren’t comparedJul 20, 2026

Scores are logged append-only and never overwritten — this record cannot be reconstructed retroactively, which is exactly why it’s worth keeping.

Insider activity

Form 4 reports mix P/S market or private transactions with compensation-plan mechanics. Activity casually described as “insider selling” can include compensation mechanics; awards, tax withholding, and option exercises are shown by their exact filed class here, never collapsed into “Bought” or “Sold.”

These are disclosed filing facts and arithmetic aggregates, not a signal or verdict.

This machine-readable surface covers SEC ownership filings from 2003; it does not represent earlier paper-era records.

Records still being gathered — partial as of retrieval Oct 16, 2026.

184 filings were skipped because the SEC primary document returned 404; the omission is disclosed and aggregates are withheld.

Trailing-12-month totals and the 90-day cluster result are withheld because this issuer walk is incomplete.

InsiderShares owned afterDateFiling detail
MOSLEY WILLIAM DDirector, CEOOpen-market or private sale (S)Table I · Disposed · Ordinary Shares30,000$922.3484$27,670,452See lot detailOct 1, 2026
44 filed lots
  • Table I · Ordinary Shares: 360 shares at $929.0089 · code S · owned after 372,750.25 ·
  • Table I · Ordinary Shares: 855 shares at $930.0334 · code S · owned after 371,895.25 ·
  • Table I · Ordinary Shares: 720 shares at $939.2706 · code S · owned after 363,910.25 ·
  • Table I · Ordinary Shares: 80 shares at $940.20 · code S · owned after 363,830.25 ·
  • Table I · Ordinary Shares: 40 shares at $941.22 · code S · owned after 363,790.25 ·
  • Table I · Ordinary Shares: 280 shares at $943.2129 · code S · owned after 363,510.25 ·
  • Table I · Ordinary Shares: 440 shares at $944.8064 · code S · owned after 363,070.25 ·
  • Table I · Ordinary Shares: 962 shares at $945.9696 · code S · owned after 362,108.25 ·
  • Table I · Ordinary Shares: 1,665 shares at $930.994 · code S · owned after 370,230.25 ·
  • Table I · Ordinary Shares: 1,320 shares at $932.0368 · code S · owned after 368,910.25 ·
  • Table I · Ordinary Shares: 840 shares at $933.2762 · code S · owned after 368,070.25 ·
  • Table I · Ordinary Shares: 822 shares at $934.3513 · code S · owned after 367,248.25 ·
  • Table I · Ordinary Shares: 640 shares at $935.1494 · code S · owned after 366,608.25 ·
  • Table I · Ordinary Shares: 759 shares at $936.4299 · code S · owned after 365,849.25 ·
  • Table I · Ordinary Shares: 579 shares at $937.3285 · code S · owned after 365,270.25 ·
  • Table I · Ordinary Shares: 640 shares at $938.3194 · code S · owned after 364,630.25 ·
  • Table I · Ordinary Shares: 360 shares at $898.0956 · code S · owned after 391,748.25 ·
  • Table I · Ordinary Shares: 1,027 shares at $908.5781 · code S · owned after 386,563.25 ·
  • Table I · Ordinary Shares: 307 shares at $909.8444 · code S · owned after 386,256.25 ·
  • Table I · Ordinary Shares: 840 shares at $910.6933 · code S · owned after 385,416.25 ·
  • Table I · Ordinary Shares: 1,146 shares at $912.0438 · code S · owned after 384,270.25 ·
  • Table I · Ordinary Shares: 696 shares at $913.0784 · code S · owned after 383,574.25 ·
  • Table I · Ordinary Shares: 904 shares at $913.9418 · code S · owned after 382,670.25 ·
  • Table I · Ordinary Shares: 960 shares at $915.0083 · code S · owned after 381,710.25 ·
  • Table I · Ordinary Shares: 480 shares at $916.0958 · code S · owned after 381,230.25 ·
  • Table I · Ordinary Shares: 400 shares at $917.222 · code S · owned after 380,830.25 ·
  • Table I · Ordinary Shares: 920 shares at $918.4922 · code S · owned after 379,910.25 ·
  • Table I · Ordinary Shares: 517 shares at $900.4618 · code S · owned after 391,231.25 ·
  • Table I · Ordinary Shares: 840 shares at $919.5576 · code S · owned after 379,070.25 ·
  • Table I · Ordinary Shares: 630 shares at $920.616 · code S · owned after 378,440.25 ·
  • Table I · Ordinary Shares: 930 shares at $921.635 · code S · owned after 377,510.25 ·
  • Table I · Ordinary Shares: 800 shares at $922.6575 · code S · owned after 376,710.25 ·
  • Table I · Ordinary Shares: 760 shares at $923.7821 · code S · owned after 375,950.25 ·
  • Table I · Ordinary Shares: 640 shares at $924.7198 · code S · owned after 375,310.25 ·
  • Table I · Ordinary Shares: 1,080 shares at $925.8826 · code S · owned after 374,230.25 ·
  • Table I · Ordinary Shares: 480 shares at $926.7758 · code S · owned after 373,750.25 ·
  • Table I · Ordinary Shares: 640 shares at $927.8963 · code S · owned after 373,110.25 ·
  • Table I · Ordinary Shares: 440 shares at $901.4882 · code S · owned after 390,791.25 ·
  • Table I · Ordinary Shares: 384 shares at $902.5483 · code S · owned after 390,407.25 ·
  • Table I · Ordinary Shares: 696 shares at $903.3632 · code S · owned after 389,711.25 ·
  • Table I · Ordinary Shares: 480 shares at $904.3325 · code S · owned after 389,231.25 ·
  • Table I · Ordinary Shares: 480 shares at $905.3815 · code S · owned after 388,751.25 ·
  • Table I · Ordinary Shares: 601 shares at $906.4232 · code S · owned after 388,150.25 ·
  • Table I · Ordinary Shares: 560 shares at $907.4321 · code S · owned after 387,590.25 ·
MOSLEY WILLIAM DDirector, CEOExercise or conversion of derivative security (M)Table I · Acquired · Ordinary Shares · 1 paired event14,000$46.23$647,220392,108.25Oct 1, 2026
1 filed lot
  • Table I · Ordinary Shares: 14,000 shares at $46.23 · code M · owned after 392,108.25 · Paired event: 14,000 NQ Options → 14,000 Ordinary Shares ·
MOSLEY WILLIAM DDirector, CEOExercise or conversion of derivative security (M)Table II · Disposed · NQ Options · 1 paired event14,000—Exercise or conversion of derivative security (M)—83,100Oct 1, 2026
1 filed lot
  • Table II · NQ Options: 14,000 shares at — (Exercise or conversion of derivative security (M)) · code M · owned after 83,100 · Paired event: 14,000 NQ Options → 14,000 Ordinary Shares ·
Morris John ChristopherEVP & CTOExercise or conversion of derivative security (M)Table I · Acquired · Ordinary Shares · 1 paired event915$158.40$144,93632,047.25Sep 21, 2026
1 filed lot
  • Table I · Ordinary Shares: 915 shares at $158.40 · code M · owned after 32,047.25 · Paired event: 915 NQ Stock Option → 915 Ordinary Shares ·
Morris John ChristopherEVP & CTOOpen-market or private sale (S)Table I · Disposed · Ordinary Shares9,354$877.9079$8,211,951See lot detailSep 21, 2026
26 filed lots
  • Table I · Ordinary Shares: 40 shares at $863.66 · code S · owned after 32,007.25 ·
  • Table I · Ordinary Shares: 986 shares at $874.5038 · code S · owned after 27,901.25 ·
  • Table I · Ordinary Shares: 974 shares at $875.349 · code S · owned after 26,927.25 ·
  • Table I · Ordinary Shares: 760 shares at $876.5447 · code S · owned after 26,167.25 ·
  • Table I · Ordinary Shares: 418 shares at $877.364 · code S · owned after 25,749.25 ·
  • Table I · Ordinary Shares: 280 shares at $878.3757 · code S · owned after 25,469.25 ·
  • Table I · Ordinary Shares: 200 shares at $879.712 · code S · owned after 25,269.25 ·
  • Table I · Ordinary Shares: 741 shares at $881.1584 · code S · owned after 24,528.25 ·
  • Table I · Ordinary Shares: 200 shares at $881.902 · code S · owned after 24,328.25 ·
  • Table I · Ordinary Shares: 320 shares at $883.0775 · code S · owned after 24,008.25 ·
  • Table I · Ordinary Shares: 40 shares at $886.27 · code S · owned after 23,968.25 ·
  • Table I · Ordinary Shares: 80 shares at $865.11 · code S · owned after 31,927.25 ·
  • Table I · Ordinary Shares: 120 shares at $887.9167 · code S · owned after 23,848.25 ·
  • Table I · Ordinary Shares: 40 shares at $890.54 · code S · owned after 23,808.25 ·
  • Table I · Ordinary Shares: 40 shares at $893.15 · code S · owned after 23,768.25 ·
  • Table I · Ordinary Shares: 915 shares at $894.27 · code S · owned after 22,853.25 ·
  • Table I · Ordinary Shares: 80 shares at $897.28 · code S · owned after 22,773.25 ·
  • Table I · Ordinary Shares: 40 shares at $899.53 · code S · owned after 22,733.25 ·
  • Table I · Ordinary Shares: 40 shares at $902.07 · code S · owned after 22,693.25 ·
  • Table I · Ordinary Shares: 40 shares at $865.80 · code S · owned after 31,887.25 ·
  • Table I · Ordinary Shares: 160 shares at $868.1075 · code S · owned after 31,727.25 ·
  • Table I · Ordinary Shares: 80 shares at $869.208 · code S · owned after 31,647.25 ·
  • Table I · Ordinary Shares: 200 shares at $870.282 · code S · owned after 31,447.25 ·
  • Table I · Ordinary Shares: 520 shares at $871.5615 · code S · owned after 30,927.25 ·
  • Table I · Ordinary Shares: 1,000 shares at $872.4244 · code S · owned after 29,927.25 ·
  • Table I · Ordinary Shares: 1,040 shares at $873.4914 · code S · owned after 28,887.25 ·
Morris John ChristopherEVP & CTOExercise or conversion of derivative security (M)Table II · Disposed · NQ Stock Option · 1 paired event915—Exercise or conversion of derivative security (M)—17,378Sep 21, 2026
1 filed lot
  • Table II · NQ Stock Option: 915 shares at — (Exercise or conversion of derivative security (M)) · code M · owned after 17,378 · Paired event: 915 NQ Stock Option → 915 Ordinary Shares ·
Romano GianlucaEVP & CFOOpen-market or private sale (S)Table I · Disposed · Ordinary Shares49,983.5$772.1573$38,595,12470,756.5Sep 15, 2026
1 filed lot
  • Table I · Ordinary Shares: 49,983.5 shares at $772.1573 · code S · owned after 70,756.5 ·
MOSLEY WILLIAM DDirector, CEOOpen-market or private sale (S)Table I · Disposed · Ordinary Shares97,889.25$772.1432$75,584,519378,108.25Sep 15, 2026
1 filed lot
  • Table I · Ordinary Shares: 97,889.25 shares at $772.1432 · code S · owned after 378,108.25 ·
Teh Ban SengEVP & Chief Commercial OfficerOpen-market or private sale (S)Table I · Disposed · Ordinary Shares52,730$782.0809$41,239,128See lot detailSep 15, 2026
24 filed lots
  • Table I · Ordinary Shares: 914 shares at $771.3753 · code S · owned after 57,626 ·
  • Table I · Ordinary Shares: 1,600 shares at $781.348 · code S · owned after 24,920 ·
  • Table I · Ordinary Shares: 4,147 shares at $782.5644 · code S · owned after 20,773 ·
  • Table I · Ordinary Shares: 1,760 shares at $783.277 · code S · owned after 19,013 ·
  • Table I · Ordinary Shares: 1,000 shares at $784.4464 · code S · owned after 18,013 ·
  • Table I · Ordinary Shares: 1,040 shares at $786.1423 · code S · owned after 16,973 ·
  • Table I · Ordinary Shares: 120 shares at $787.2567 · code S · owned after 16,853 ·
  • Table I · Ordinary Shares: 280 shares at $788.43 · code S · owned after 16,573 ·
  • Table I · Ordinary Shares: 1,760 shares at $789.8402 · code S · owned after 14,813 ·
  • Table I · Ordinary Shares: 560 shares at $791.3643 · code S · owned after 14,253 ·
  • Table I · Ordinary Shares: 1,280 shares at $794.7172 · code S · owned after 12,973 ·
  • Table I · Ordinary Shares: 3,451 shares at $772.6537 · code S · owned after 54,175 ·
  • Table I · Ordinary Shares: 2,166 shares at $795.9457 · code S · owned after 10,807 ·
  • Table I · Ordinary Shares: 1,587 shares at $796.8955 · code S · owned after 9,220 ·
  • Table I · Ordinary Shares: 530 shares at $797.9715 · code S · owned after 8,690 ·
  • Table I · Ordinary Shares: 400 shares at $799.027 · code S · owned after 8,290 ·
  • Table I · Ordinary Shares: 2,480 shares at $800.47 · code S · owned after 5,810 ·
  • Table I · Ordinary Shares: 1,717 shares at $774.0138 · code S · owned after 52,458 ·
  • Table I · Ordinary Shares: 2,315 shares at $775.0148 · code S · owned after 50,143 ·
  • Table I · Ordinary Shares: 3,242 shares at $776.1967 · code S · owned after 46,901 ·
  • Table I · Ordinary Shares: 3,987 shares at $777.2171 · code S · owned after 42,914 ·
  • Table I · Ordinary Shares: 7,259 shares at $778.3464 · code S · owned after 35,655 ·
  • Table I · Ordinary Shares: 6,682 shares at $779.2653 · code S · owned after 28,973 ·
  • Table I · Ordinary Shares: 2,453 shares at $780.2946 · code S · owned after 26,520 ·

Source-event as of . Retrieved .

Track record

How Seagate Technology Holdings plc’s moat rated in each of the years we can reconstruct from its filings — scored only on what was knowable at the time — and what its price and returns did afterward. The score never saw a price; the two are joined only in hindsight, for education, not as a signal.

Point-in-time scores 2011–2025, one methodology version · reconstructed from filings on file each Dec 31 — never with hindsight

Point-in-time Moat Score (dot colored by tier)Indexed price (total-return (dividends reinvested))Rated Wide-moat that year

How to read this: each dot is what the engine would have scored STX on that December 31; the line below is its total-return price path (dividends reinvested) in the years since.

0406080100WideNarrowShallowNo moatPoint-in-time Moat Score1002005001,0002,000Indexed price · log scale (2012 = 100)201120142017202020232026

Two tracks, one timeline: the score has its own 0–100 scale (top), the price its own 100-based scale (bottom) — never a shared axis. The price path is a total-return (dividends reinvested) index built from the same data the forward returns use; gaps in the score line are years with no reconstructed rating (see the table for why). The Table view carries every value.

What followed, in the years it rated Wide

In the reconstructed history shown, STX did not rate Wide-moat in any year, so there is no wide-moat track record to report. That absence is itself the honest answer — we don’t manufacture a comparison where the rating never earned one.

Technology context

#90 of 752 scored Technology companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #88APP AppLovin Corporation74.2Narrow moat
  2. #89ORCL Oracle Corporation74.0Narrow moat
  3. #91OSPN OneSpan Inc.73.3Narrow moat
  4. #92RAMP LiveRamp Holdings, Inc.73.0Narrow moat

Compare STX with its nearest peers →All Technology companies on the Index →

Common questions about STX

Does Seagate Technology Holdings plc have an economic moat?
Based on its FY2026 SEC filings, the Moat Index scores Seagate Technology Holdings plc (STX) 73.6 out of 100 — a Narrow moat. The five questions behind that score begin at 20% each; if exactly one genuinely lacks data, the other four weights are renormalized and disclosed. revenue and EPS trend 67, pricing power 28, returns on capital 93, balance-sheet safety 80, capital allocation 100.
Is STX trading below the conservative owner-earnings estimate?
The value if growth stopped today — a zero-growth baseline — is $71.97 per share. It capitalizes normalized owner earnings at a 9% rate and assumes 0% growth. Versus a recent price of $690.81, that is 860% above value if growth stopped today. The model also publishes a capped-growth comparison, but the zero-growth estimate is the cautious baseline. It assumes trailing owner earnings persist and is unreliable for declining businesses. This is an educational estimate from primary SEC filings, not intrinsic value as a fact or investment advice.
How has STX's Moat Score changed over time?
The record logs 29 readings since Jul 17, 2026; the latest reads 73.6 out of 100 (narrow moat). No tier changes on record yet. (Methodology or normalizer upgrades on Jul 20, 2026, Jul 23, 2026, Jul 26, 2026 re-based the score; readings across versions aren't compared.) The history is append-only — readings are only ever added, never rewritten.

Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell STX. See the disclaimer.