Equities Analysts Set Expectations for Medtronic Q4 Earnings

Medtronic plc (NYSE:MDT) – Equities researchers at William Blair reduced their Q4 2025 earnings per share estimates for Medtronic in a research note issued on Tuesday, February 18th. William Blair analyst M. Andrew now forecasts that the medical technology company will post earnings of $1.59 per share for the quarter, down from their prior forecast of $1.62. The consensus estimate for Medtronic’s current full-year earnings is $5.46 per share. William Blair also issued estimates for Medtronic’s Q2 2026 earnings at $1.39 EPS and Q4 2026 earnings at $1.64 EPS.

A number of other research analysts also recently weighed in on the company. UBS Group lifted their price target on Medtronic from $85.00 to $95.00 and gave the company a “neutral” rating in a report on Wednesday. JPMorgan Chase & Co. lowered their price target on Medtronic from $99.00 to $96.00 and set a “neutral” rating on the stock in a report on Friday, November 15th. Barclays lifted their price target on Medtronic from $105.00 to $109.00 and gave the company an “overweight” rating in a report on Tuesday, November 26th. Royal Bank of Canada reiterated an “outperform” rating and set a $105.00 price target on shares of Medtronic in a report on Wednesday. Finally, Truist Financial lowered their price target on Medtronic from $93.00 to $89.00 and set a “hold” rating on the stock in a report on Wednesday, December 18th. One research analyst has rated the stock with a sell rating, nine have assigned a hold rating, five have assigned a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $95.00.

Medtronic Stock Performance

Shares of MDT stock opened at $89.95 on Friday. Medtronic has a 1-year low of $75.96 and a 1-year high of $93.08. The company has a current ratio of 1.90, a quick ratio of 1.39 and a debt-to-equity ratio of 0.48. The company has a market capitalization of $115.34 billion, a price-to-earnings ratio of 27.34, a P/E/G ratio of 2.22 and a beta of 0.84. The stock’s fifty day simple moving average is $86.08 and its 200-day simple moving average is $87.14.

Medtronic (NYSE:MDT) last announced its earnings results on Tuesday, February 18th. The medical technology company reported $1.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.36 by $0.03. The company had revenue of $8.29 billion for the quarter, compared to analyst estimates of $8.33 billion. Medtronic had a return on equity of 14.07% and a net margin of 12.83%.

Medtronic Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, January 10th. Stockholders of record on Friday, December 27th were paid a dividend of $0.70 per share. The ex-dividend date was Friday, December 27th. This represents a $2.80 annualized dividend and a dividend yield of 3.11%. Medtronic’s dividend payout ratio (DPR) is presently 85.11%.

Insider Transactions at Medtronic

In related news, EVP Brett A. Wall sold 12,437 shares of the business’s stock in a transaction dated Friday, January 24th. The stock was sold at an average price of $90.00, for a total transaction of $1,119,330.00. Following the completion of the transaction, the executive vice president now owns 40,979 shares of the company’s stock, valued at approximately $3,688,110. The trade was a 23.28 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.20% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Medtronic

Several large investors have recently made changes to their positions in the business. Ascent Group LLC lifted its position in shares of Medtronic by 52.9% during the 4th quarter. Ascent Group LLC now owns 8,083 shares of the medical technology company’s stock worth $646,000 after purchasing an additional 2,797 shares during the last quarter. Aurdan Capital Management LLC acquired a new position in shares of Medtronic during the 4th quarter worth about $3,222,000. Perennial Advisors LLC acquired a new position in Medtronic in the 4th quarter valued at approximately $4,817,000. Vermillion Wealth Management Inc. acquired a new position in Medtronic in the 4th quarter valued at approximately $324,000. Finally, Mackenzie Financial Corp raised its holdings in Medtronic by 8.5% in the 4th quarter. Mackenzie Financial Corp now owns 751,758 shares of the medical technology company’s stock valued at $60,050,000 after acquiring an additional 58,796 shares in the last quarter. Institutional investors and hedge funds own 82.06% of the company’s stock.

Medtronic Company Profile

Medtronic plc develops, manufactures, and sells device-based medical therapies to healthcare systems, physicians, clinicians, and patients worldwide. Its 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.