FilingsTodayApplied Materials
At a glance
Applied Materials reported 2025 revenue of $28.37B, up 4.4% from $27.18B in 2024. Over 4 years since 2021 ($23.06B), that is growth of about 5.3% a year. Operating margin was 29.2%, down from 29.9% in 2021. 2025 was the highest revenue year in this period.
In the last 12 months 9 insiders reported 0 open-market purchases and 20 sales ($180.6M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $55.6M by President and CEO Gary E Dickerson on Jul 1, 2026.
Applied Materials filed 8 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), other events (2), officer or director change (1) and shareholder vote results (1). The latest officer or director change was reported on Aug 27, 2026.
5 of the 20 investors tracked here held Applied Materials at the last quarter end, worth $6.73B combined. It is the largest weight for Coatue Management (6.3% of its portfolio), followed by Lone Pine Capital (5.3%). New this quarter: Lone Pine Capital. Reduced: Coatue Management, Tiger Global Management and Bridgewater Associates.
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $5.89B | $6.53B | $6.86B | $7.18B | $7B |
| Diluted EPS | $6.40 | $7.44 | $8.11 | $8.61 | $8.66 |
| Dividend per share | $0.94 | $1.02 | $1.22 | $1.52 | $1.78 |
Fiscal year ends Oct 26 · incorporated in DC
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined